Estate Planning-What Works/Doesn't Work in Today’s Asset Protection Planning Arena - Denver, CO

May 20, 2015 12:00pm -
May 20, 2015 02:00pm

Event Description

Integrated Estate Plan - What Works and Does Not Work in today's Asset Protection Planning Arena

Presented by: Edward D. Brown, Esq.

 

Colorado Chapter Meeting  

Wednesday, May 20, 2015

 

 

 

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CONTINUING EDUCATION INFORMATION

AAA-CPA  

continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, 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 American Association of Attorney-CPAs 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  www.learningmarket.org. A brochure with full details of the program is available from the association at 888-288-9272. These programs meet 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. 

 
 

Edward D. Brown explains the sound foundation for properly structuring effective strategies for asset protection and estate planning, discusses which clients should strongly consider creating such a plan, addresses the concerns clients raise in setting up such a plan, explains how the plan can work almost seamlessly in the client's day-to-day activities, and covers the types of assets most conducive to this type of planning.  Topics also include: a "walk-through" on how to structure a recommended asset protection and estate planning approach, recent case law opinions that provide a blueprint of what works and does not work in today's planning, and how the client can maintain control and benefits from the "entrusted" assets without any significant detriment to the effectiveness of the planning.

 

Date: Wednesday, May 20, 2015

 

Time: 12:00 - 1:30pm

 

Location: Engel & Reiman pc

                  The Equitable Building 

                  730 - 17th Street, Suite 500

                  Denver, CO 80202-3580

         

Education Credit: 1 CPE credit; 1 MCLE (optional)

 

Registration Fees:

 

AAA-CPA Members:

Education Credit and lunch: $20.00

Lunch Only: $10.00

Education Only: $10.00


Non-Members:

Education Credit and lunch: $25.00

Lunch Only: $15.00

Education Only: $15.00

 

About the Presenter

Edward D. Brown, Esq.

Engel & Reiman pc

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

 

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

 

In addition to being a co-author of the first, second and third editions of CCH's Asset Protection Planning Guide, Mr. Brown has also served as a contributing author to Asset Protection Strategies, published by the American Bar Association and The Colorado Estate Planning Handbook (Orange Book Handbook, updated annually), published by the Colorado Bar Association. He was also voted in Denver Magazine as one of the top 3 asset protection attorneys.

 
 

Event Type:Chapter Meeting
Early registration ends on Jan 25, 2015.
Regular registration starts on Jan 26, 2015 and ends on May 19, 2015.
Late registration starts on May 20, 2015.

 

 
 
 
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