The Colorado Chapter of the American Academy of Attorney-CPAs presents:

 Asset Protection and

 Integrated Estate Planning: 
 

The State of the Art in 2016  

Presented by: Edward D. Brown, JD, LLM, CPA
Davis Schilken, PC

Program Description

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. 

Learning Objectives

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                                                             

Location

Davis Schilken, PC, 7887 E. Belleview Ave., Suite 310, Denver, CO 80111

Education

NASBA-approved for 1.0 CPE credit in Business Law; Pending 1.0 CLE credit in Colorado

Admission

AAA-CPA Members and Guests: $10.00
Non-Members: $20.00 
Students attend for Free!

Lunch included with registration fee   

Registration

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2.

Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

Registration is NOW open for the AAA-CPA Fall Meeting & Education Conference in Houston this November!

We hope you can join us at the Magnolia Hotel for all or part of this event! This education program will provide 18 hours of CPE and MCLE on a 50-minute track or 15 MCLE on a 60-minute track. Click HERE for more information and to register at the early bird rate today!

Not a member? Join the Academy now and receive a discount on your full meeting registration and attend this chapter meeting for FREE!  

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. For information on the cancelation policy please call 888-ATTY-CPA ext. 2. 

The American Academy of Attorney-Certified Public Accountants, Inc. (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: www.learningmarket.org.