Immediate Pre-mortem Planning
** Thanks to Platinum sponsors Midwest Trust and Longmont Community Foundation as well as Gold sponsor Gibraltar Business Valuations **
Ted Atlass is a Denver attorney whose practice is limited to estate planning, probate, and related tax and litigation matters. He has an LL.M. (in estate planning) degree from the University of Miami. Ted is listed in Chambers High Net Worth Guide as well as in both the tax section and trusts and estates section of The Best Lawyers in America. He is a fellow and past regent of the American College of Trust and Estate Counsel (“ACTEC”), a fellow of the American College of Tax Counsel, and is a past president of the Denver Estate Planning Council, the Centennial Estate Planning Council and the Denver Tax Association. Ted has lectured on estate planning and related tax topics to lawyers and CPAs in 38 states.
Levin Hall inside the Jewish Community Center located at 6007 Oreg Avenue in Boulder. See link for directions.
This presentation covers estate planning specifically for clients whose life expectancy is short, ranging from a few days to one year, and the particular challenges of decision making in an abbreviated time span and high stress levels to ensure rational decisions.
Immediate pre-mortem estate planning involves difficult situations for both the client and the estate planning professional, as time is abbreviated and the client may not be able to make thoughtful and/or rational decisions. However, the opportunity exists to accomplish the client’s wishes and greatly improve things for the client’s beneficiaries.
This presentation is designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Prerequisites - none; program level- advanced; advance preparation: none; delivery method: lecture; recommended credit: 1 hours; field of study: private placement products.
CE credit status: CFP, CLE, and CPA approved; CLU denied. 1 hour of CE credit available for AEP. Designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour.