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DTSTART:20201112T143000Z
DTEND:20201112T160000Z
LOCATION:Virtual via Zoom
UID:1993020201112T143000ZDEPC Virtual Meeting: When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions
DTSTAMP:20260408T235213Z
DESCRIPTION:\n \n \nThe Program:\n \n“When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions”\n  \n \nPresented By:\n \nJames 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.\n \nPaul 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.\n \nDonald 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.\n ------\n\n\n 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.\n  \n ------\n\n\n This presentation qualifies for CPE credit in Colorado.\n \nLearning objectives: This program is intended to inform participants on Estate Planning Issues.\n ​Instructional delivery method: Live instructor\n CPE credits: 1 (one) hour\n Field of study: Estate Planning\n Prerequisites: None\n Program Level: Basic\n Advance Preparation: None\n Program Description:\n Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at steph.hill@yahoo.com\n Refund Policy: N/A, cost included in annual membership dues\n Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com.\n \nYou are invited to email our office manager, Stephanie Hill, at stephanie@nonprofitadmin.com with any questions.\n
SUMMARY:DEPC Virtual Meeting: When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions - Denver Estate Planning Council 
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