Back 

Seminar

Estate and Asset Protection Planning

Register for this course:

The meeting times for this class are in the past. Please check here for additional meeting times.

Meeting Times:

Tuesday, August 11, 2020 1:00:00 PM - Tuesday, August 11, 2020 3:40:00 PM
(The meeting times for all courses are expressed in Mountain Time.)

Price:

This course is in the past and can no longer be purchased.

Location:

ONLINE ONLY
Classroom not available.

Delivery Method:

If attending in the CPE4U classroom or a Colorado hotel, the delivery method is Group Live.
If attending over the Internet (online), the delivery method is Group Internet Based.

Credit Hours:

3.0

Field of Study:

Specialized Knowledge - Technical (Personal Financial Planning)

Course Level:

Basic

Prerequisites:

None

General Description:

The participant will learn the tools for passing and protecting one’s assets.

Learning Objective:

After completing this course the participant will be able to:

  • Explain the benefits of a revocable living trust.
  • Discuss the various documents needed to plan for a client's incapacity such as a power of attorney, guardianship designation, and a living will.
  • Summarize the asset protection benefits of insurance, gifting, and retirement planning.
  • Explain to clients the benefits of charging order to protected entities such as LLCs and limited partnerships.
  • Analyze fraudulent conveyance issues.
  • Compare offshore asset protection trusts, domestic asset protection trusts, and hybrid asset protection trusts and identify when each would be the most appropriate tool for protecting wealth.

Instructors:

S. Blake Harris is the founder and managing attorney at Mile High Estate Planning, where he assists clients with wills and trusts, asset protection, and probate. Previously he worked at one of the nation's largest wealth management firms where he helped high-net-worth and ultra-high-net-worth clients plan for the transfer of their assets. He earned his J.D. and undergraduate degree in finance from the University of Florida and is licensed to practice law in Colorado and Florida. He has given many presentations and continuing education seminars to CPAs, financial advisors, and attorneys; has been quoted by ABC, NBC, CBS, Fox News, Denver Post, and MarketWatch; and was named a “Rising Star” for 2020 by Super Lawyers.

Related Courses:

Seminar Name Date Location

CPE4U Colorado provides continuing professional education seminars for accountants, attorneys, enrolled agents, Tax Return Preparers, and Certified Financial Planners (Year 2019 Tax Update only) in Denver and other cities in Colorado. These classes range from two hours to two days in duration and are scheduled on weekdays from April 29, 2019, through February 7, 2020. Almost all classes taught in our own classrooms are also broadcast live over the Internet.

Upcoming Classes & Seminars

Please wait while the upcoming seminars are loaded...


Contact Us

CPE4U Colorado
4380 S Syracuse St Ste 110, Denver, Colorado 80237
720-389-5900 · Fax 720-708-3246
marylouj@cpe4ucolorado.com

Copyright 2020 by Tax Education Services