Estate Planning Issues with Intra-Family Loans and Notes
Denver Athletic Club
1325 Glenarm Place, Denver, CO 80204
Ballroom
The Program:
"Estate Planning Issues with Intra-Family Loans and Notes"
Presented By:
Steve R. Akers is an attorney with 29 years of experience in estate planning and probate law matters. Mr. Akers is a managing director at Bessemer Trust, where he directs the family estate and legacy planning practice for the Southwest Region. He was previously a partner with Ernst & Young, LLP (1995-2001) and with Jenkins & Gilchrist, PC (1977-1995). He currently serves as an officer (Probate and Trust Division Vice-Chair) and member of the Executive Committee of the American Bar Association Real Property, Probate and Trust Law Section. Mr. Akers has lectured on a variety of estate planning, estate administration, and family business planning topics. He is co-author of A Planning Guide to Buy-Sell Agreements and has served as the chair of various committees. Mr. Akers received his B.S. degree in Chemical Engineering from Oklahoma State University and his J.D. degree from the University of Texas Law School.
The meeting begins with breakfast at 7:30 a.m. Free parking is available in the Denver Athletic Club parking garage. Please notify the parking attendant that you are there for the meeting.
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 is sponsored by:
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on "Estate Planning Issues with Inta-Family Loans and Notes"
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: Respond to Evite invitation 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 denverecp@gmail.com.
You are invited to email our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.
