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  • Tax, Estate Planning, & Probate Law CLE: Leaving Retirement Assets to Trusts

Tax, Estate Planning, & Probate Law CLE: Leaving Retirement Assets to Trusts

  • 24 Oct 2018
  • 12:00 PM
  • BCBA Conference Room (1942 Broadway Suite 205)

Please join the Tax, Estate Planning, and Probate Law section for this CLE presentation on Wednesday, October 24, presented by Jennifer Spitz.

It is essential that estate planners have a solid understanding of the rules regarding retirement assets and how to successfully integrate retirement assets into an estate plan, especially if retirement assets are left to trusts. This program will delve into planning with trusts, including conduit trusts and qualifying accumulation trusts. 

Register Here


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1942 Broadway #319

Boulder, CO 80302

(303) 440.4758

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