DEPC Virtual Meeting: When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions
The Program:
“When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions”
Presented By:
James S. Judd, Associate at BakerHostetler, focuses his practice on estate planning and tax planning for high-net-worth individuals and business entities. He designs and implements comprehensive estate and business succession plans in a way that minimizes estate and income tax consequences. Additionally, James manages various state and federal tax controversies, and advises corporations, LLCs, partnerships and nonprofit organizations on how to operate in the most tax-efficient manner.
Paul E. Campbell, Associate at BakerHostetler, built his private wealth planning practice on his proven skills as a tax attorney and his reputation as a trusted advisor. He develops, implements and administers a variety of sophisticated income, estate, gift and generation-skipping tax planning techniques for high net worth individuals and families, emphasizing multi-generational wealth transfers and business succession planning. Additionally, Paul drafts and implements corporate documents to achieve a range of favorable outcomes for his clients, including facilitating the tax-efficient purchase of an aircraft.
Donald B. Hutchins, Associate at BakerHostetler, brings a deep understanding of estate planning, tax law and business law to his private wealth practice. He regularly assists family offices, closely-held business owners and high-net-worth individuals with succession planning, gifting strategies, and the disposition of business interests. He also has experience planning and drafting trust agreements and complex wills, as well as preparing federal estate and gift tax returns. A thorough advisor, Skip works jointly with clients to ensure tax compliance and to help them meet their goals.
Members are invited to bring guests. We do not charge for guests at this time. Printed copies of the presentation will not be available at the meeting. A copy of the presentation will be available on the website prior to the meeting.
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
​Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at steph.hill@yahoo.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com.
You are invited to email our office manager, Stephanie Hill, at stephanie@nonprofitadmin.com with any questions.
