Basic Probate and Estate Tax Topics - Colorado Chapter Meeting

Oct 19, 2011 12:00pm -
Oct 19, 2011 02:00pm

Event Description

American Association of Attorney-CPAs  

Colorado Chapter present:   


Basic Probate and Estate Tax Topics    


Speaker: Edward D. Brown, Esq.

Engel & Reiman pc 




AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and qualify for credit both as CPE and CLE. The decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.


Accounting CPE/Legal CLE/MCLE  

The AAA-CPA is  registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: A brochure with full details of the program is available from the association at 888-288-9272. This program meets the NASBA standards of 1 (50 minute) hour of instruction. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state. 






Program Description

This topic will cover a wide array of concepts and issues that typically arise when creating or dealing with many estate planning vehicles.  The reason for using trusts, notwithstanding the new estate tax exemption "portability" laws, will be explored.  Drafting trusts to ensure that the trust assets will not be taxable in one's estate will also be covered in this lunch-time presentation.  All in all, this presentation will provide a good overview of what to keep in mind in any estate plan scenario.


About the Speaker


Edward D. Brown is a principal in the Denver, Colorado-based law firm of Engel & Reiman pc, founded in 1984.  Over the past twenty-plus years, Mr. Brown has developed extensive experience and expertise in the areas of integrated estate planning and taxation.



Mr. Brown received his Bachelor of Arts degree in Finance and Accounting, cum laude, from West Virginia University in 1981, his Juris Doctor degree from the University of Denver in 1984, and his Master of Laws in Taxation from the University of Denver in 1986.  Mr.. Brown is also a Certified Public Accountant. Mr. Brown is an AV-rated attorney who is admitted to practice law in Colorado and is a member of the American Bar Association, the Colorado Bar Association, the Denver Bar Association and the American Association of Attorney-Certified Public Accountants..


Mr. Brown speaks frequently to professional organizations on a wide range of legal subjects including integrated estate planning, asset protection and related subject matters.  He continues to be invited to speak across the country and abroad, including the upcoming Southpac Offshore Planning Institute's 2011 Annual Conference, to be held in October at the Atlantis in Paradise Island, Bahamas, as well as the Professional Education Systems Institute (PESI) Asset Protection and Integrated Estate Planning National Conference, to be held in November, 2011 in Las Vegas, Nevada.


He has also authored numerous articles on a variety of legal topics that have appeared in local and national publications such as the Estate Planning, Journal of Practical Estate Planning, Journal of Taxation, Journal of International Taxation, The Tax Adviser, Asset Protection Journal, Journal of Financial Planning and The Colorado Lawyer. 


Mr. Brown co-authored with his partners an article in the March, 2011 Estate Planning magazine entitled, "Tax Compliance Tips for Integrated Estate Planning Trusts."


He is also a contributing author to the 2nd Edition of the Asset Protection Planning Guide, a CCH publication and to Asset Protection Strategies, published by the American Bar Association.  He was also the lead author for The Colorado Estate Planning Handbook (Orange Book Handbook) Chapter on Irrevocable Trusts (including "asset protection" trusts), published by the Colorado Bar Association.


Mr. Brown was also voted as one of the Top 3 Asset Protection Attorneys in the March 2011 Denver Magazine.


Program Details

Date: Wednesday, October 19, 2011       

Time:  12:00 - 2:00pm (lunch to be provided)                    

ER logo

Location: Engel & Reiman pc 

               The Equitable Building

730 - 17th Street, Suite 500

Denver, CO 80202-3580 


Directions and Map 



Education: 1 CPE credits/ 1 CLE credit (pending approval)


Cost: FREE for members and non-members!





Event Type:Chapter Meeting
Early registration ends on Aug 18, 2011.
Regular registration starts on Aug 19, 2011 and ends on Oct 18, 2011.
Late registration starts on Oct 19, 2011.