Down and Dirty - A Non-Comprehensive List of (oh-so-easy) Ways to Sabotage an Estate Plan (Lunch)
Meeting sponsors: O'Brien Law, P.C. (Fern O'Brien) and The Longmont Community Foundation (Eric Hozempa)
Lunch event - NEW TIME 11:30 (to give us better parking)
Learning Objective: To highlight for a few of the more common and most egregious errors that are routinely made when advising clients about their estate planning. Practice areas include State Law and Drafting Issues, the Federal Income Tax, the Federal Gift and Estate Tax and the Generation Skipping Transfer (GST) Tax. The presentation will include a discussion regarding the transfer-for-value rule applicable to transfers of life insurance policies, and the allocation of GST exemption to irrevocable life insurance trusts as well as other irrevocable trusts.
For CPAs: Learning Objective (see above); designed for CPAs, attorneys, financial planners, CLUs, ChFCs, trust officers, and others practicing in th eestate planning field; pre-requisites: none; program level: intermediate; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour; field of study: estate planning.
Special Thanks to our annual dinner sponsor: Colorado State Bank and Trust
Bring your co-workers who qualify for membership (CPAs, JDs, CFPs, CLUs, ChFCs, trust officers) actively engaged in estate planning and who live and/or work in Boulder County. These are the prospective members - who can attend one meeting w/o charge.
