Putting It All Together: Some of the Best Estate Planning Strategies We See in the New Frontier that Reduce Both Income and Estate Taxes

Date: Thursday, September 17, 2015
Time: 7:30am - 9:00am
Location: Denver Athletic Club, Centennial Room
Speaker: Stacy Eastland


Denver Athletic Club

1325 Glenarm Place, Denver, CO 80204

Centennial Room


The Program:

Putting It All Together: Some of the Best Estate Planning Strategies We See in the New Frontier that Reduce Both Income and Estate Taxes


Presented By:

Stacy Eastland is Managing Director at Goldman Sachs. Stacy joined the firm to expand the advisory team working with Private Wealth Management clients. He currently works with private clients and their own advisors with their strategic wealth management plans, combining a variety of income tax, estate planning and gifting techniques. Prior to joining Goldman Sachs in October 2000, Stacy was a senior partner with Baker Botts, L.L.P. in Houston, Texas. Stacy received his B.S. (with Honors) from Washington and Lee and his J.D. from The University of Texas (with Honors). Stacy's professional associations include: Member of the International Academy of Estate and Trust Law; Fellow of the American College of Trust and Estate Counsel (Regent for 1992/1998 term); Member of the American Bar Association (Supervisory Council Member of the Real Property, Probate and Trust Law Section from 1990-1998); Member of the Texas Bar Association (Texas Bar Foundation Fellow); Member of the Houston Bar Association (Houston Bar Foundation Fellow). Stacy is listed in Who's Who in America and The Best Lawyers in America (Woodward/White). He has also been listed in Town & Country and in Bloomberg Personal Finance as one of the top trust and estate lawyers in the U.S.  Stacy was selected as one of the ten initial recipients of the Accredited Estate Planner® award of the Estate Planning Hall of Fame® (2004). He was recently named one of the "Top 100 Wealth Advisors" to ultra-high net worth individual clients in the United States by Citywealth magazine.  Articles about Stacy’s estate planning ideas have also been featured in Forbes and Fortune magazines.  Stacy is a prominent lecturer throughout the country.

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.

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.

Related Document(s):

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