Fellowship, Education and Networking

Making Sense of the Estate Tax Fix: 7 Planning Ideas from the New Legislation", presentation outline, Fred Chang, JD, April 24, 2012

Calendar
Member Directory
How to Join
Contact Us
Send Website Suggestion
Senior Law Day 2011 Photo

SPECIAL THANKS to our 2012 Annual Dinner Sponsor, Colorado State Bank and Trust, 1505 Pearl Street, Suite 105, Boulder, CO 80302 www.csbt.com

The Boulder County Estate Planning Council draws its members from Boulder County, Colorado. Our members practice in, or reside in Boulder County as CHARTERED LIFE UNDERWRITERS, TRUST OFFICERS, ATTORNEYS AT LAW, CERTIFIED PUBLIC ACCOUNTANTS, CERTIFIED FINANCIAL PLANNER™ PRACTIONERS, CHARTERED FINANCIAL CONSULTANTS, AND ESTATE & BUSINESS VALUATION APPRAISERS (those designated as certified business appraisers (CBA) or higher designation, as accredited by the American Society of Appraisers, or accredited senior appraisers (ASA) or higher designation, as accredited by the Institute of Business Appraisers), all of whom are actively engaged in estate planning, together with special memberships for persons from related professions.

The mission of the Boulder County Estate Planning Council:

To pursue in the Boulder County area, the goals and objectives of the National Association of Estate Planners and Councils (NAEPC);

To encourage and cultivate interdisciplinary communication and education between the NAEPC professional disciplines (CPA, CLU, ChFC, CFP®, JD, Trust Officers, Business Valuation Appraisers); and

To serve the Boulder County public by encouraging Boulder County families, individuals, and business owners to pursue and complete estate plans.