This presentation will cover "takeaways" from past cases, including the more recent developments. Mr. Brown will discuss how these cases continue to create a blueprint for how to properly structure asset protection and estate plans and how best to administer those place. The importance of timing will also be analyzed with respect to wealth transfers.
1. Defining what is meant by "asset protection" and that it is a more comprehensive form of estate planning
2. Why clients should engage in asset protection
3. Keeping current of developments in the asset protection field
4. How best to effectively assist clients with protecting assets
5. What to avoid in assisting with asset transfers
About the Presenter
Ed Brown joined Davis Schilken, PC as a shareholder, bringing with him his more than twenty-five years of extensive experience in areas of comprehensive estate planning, asset protection and taxation. Mr. Brown is an AV-rated attorney who is admitted to practice law in Colorado, and is also a Certified Public Accountant. Mr. Brown focuses his practice on trust designs that are customized to the clients' goals of (A) protection of assets for their family and (B) having added flexibility in their comprehensive estate plans to allow maximizing options with regard to changing circumstances and evolving laws. Click here to read Mr. Brown's full biography.
Date & Time
Wednesday, September 28, 2016
12:00 pm - 1:30 pm
Davis Schilken, PC, 7887 E. Belleview Ave., Suite 310, Denver, CO 80111
NASBA-approved for 1.0 CPE credit in Business Law; Pending 1.0 CLE credit in Colorado
AAA-CPA Members and Guests: $10.00
Students attend for Free!
Lunch included with registration fee