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FULL – Estate Planning Overview for 2022 and Beyond:

November 4 @ 8:30 am - 5:00 pm

$79.00

Developed especially for: CPA’s, CFP’s , & Insurance Professionals

Receive 16 Hours of CE Credit

The presentation will cover the following:

Day 1
* Effective Estate Planning The
World has Changed
* Introduction to Income &
Estate Taxation
* Evolving Tax Issues for 2022
* Problems with Traditional
Planning
* Revocable Living Trusts
* Planning that Focuses on
Client’s Goals
* Irrevocable Life Insurance
Trusts

Day 2
* Planning with Tax Cuts and
Job Acts, Other Tax Savings
* Asset Protection, Safety from
Creditors and other Predators
* Planning for Retirement
Benefits
* Probate and Trust
Administration
* Planning for Estates with
Firearms

*

Breakfast, Lunch, and Beverages Provided Both Days

Details

Date:
November 4
Time:
8:30 am - 5:00 pm
Cost:
$79.00

Venue

DTC Conference Room
7887 E. Belleview Ave., Suite 310
Denver, CO 80111 United States
+ Google Map
Phone:
303-670-9855