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  • TAX, ESTATE PLANNING & PROBATE CLE: Charitable Planning Presentation

TAX, ESTATE PLANNING & PROBATE CLE: Charitable Planning Presentation

  • 3 Dec 2019
  • 12:00 PM - 1:30 PM
  • BCBA Offices (3269 28th Street, 2nd Floor above Moe's Bagels; plentiful parking in the rear of building)

Registration


Register

Please attend the Tax CLE Charitable Planning Presentation on Tuesday, December 3.

There will be three presenters, focusing on the following topics:

  • Rachel Radford – Tuthil & Hughes – Topic: Split Interest Trusts (25 mins)
  • Mark Ricketson – Fidelity Charitable – Topic: Charitable Planning with Retirement Assets and Planning with Donor Advised Funds (25 mins)
  • Katy Kotlarcyk – CU Gift Planning – Topic: Stories of charitable giving - tips and traps (25 mins)
  • Roundtable Discussion with all Presenters (15 mins)

Lunch is included with registration fees. 



Contact Us

3269 28th Street

Boulder, CO 80301

(303) 440.4758

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