September 19, 2024 |
DEPC Meeting: Unique Ways to Grant Funding With a Private Foundation
Jeffrey D. Haskell, J.D., LL.M., Foundation Source |
May 16, 2024 |
DEPC Annual Meeting (Members Only): Bert Vescolani, President & CEO of Denver Zoo
Bert Vescolani, President & CEO of Denver Zoo |
March 21, 2024 |
DEPC Meeting: Premarital Agreements and Marital Agreements: Every Marriage Will End...Are Your Clients Ready?
Rebecca Alexander, The Law Offices of Rebecca C. Alexander, P.C. |
January 18, 2024 |
DEPC Meeting: Learn Lead Legacy: Creating a Healthy Dynamic Around Family Wealth
Sara Montgomery, Plante Moran |
November 16, 2023 |
DEPC Meeting: Federal Tax Update: A Guide to All the Rulings, Regulations, and Rumors
Sam Donaldson |
October 26, 2023 |
DEPC Happy Hour!
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September 21, 2023 |
DEPC Meeting: The Roadmap to a Transaction
David Braun, Capstone Strategic, Inc. |
June 13, 2023 |
DEPC Annual Meeting (Members Only): John Ekeberg, Denver Center for the Performing Arts
John Ekeberg, Denver Center for the Performing Arts |
March 16, 2023 |
DEPC Meeting: Art & Estate Planning: A Practical Guide to Planning with Art, Jewelry and Valuable Tangibles
Kimberly Drexler, Esq. |
February 23, 2023 |
DEPC Event: Happy Hour!
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January 20, 2023 |
DEPC Meeting: The National and Colorado Economy in 2023: Can a Recession be Avoided?
Richard L. Wobbekind |
November 17, 2022 |
DEPC Meeting: Choosing Jurisdiction - A Dialogue Regarding Multi-Jurisdictional Practice
Alex Paul and Aaron Hegji, Wealthgate Trust Company |
November 2, 2022 |
DEPC Event: Happy Hour!
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September 22, 2022 |
DEPC Meeting: Building a Culture of Transparency and Trust in Estate Planning with Multi-Generational Families
Luke Jernagan, Matter Family Office |
August 25, 2022 |
DEPC Summer Social
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June 1, 2022 |
DEPC Annual Meeting (Members Only): "What is Happening at DMNS: Pandemic, DEAI Efforts, Current Exhibits, and Upcoming Exhibits"
George Sparks, Denver Museum of Nature and Science |
March 17, 2022 |
DEPC Virtual Meeting: How to Reduce the Likelihood of Estate and Trust Litigation in the Planning and Administration Phases
Alison Zinn, Tom Rodriguez, and Amy Erickson, Lathrop GPM, LLP |
January 20, 2022 |
DEPC Virtual Meeting: 2022 Tax Update
Dan Seff, CBIZ & MHM |
November 18, 2021 |
DEPC Meeting: Administering Closely-Held Assets in Trusts
Rebecca Klock Schroer and Morgan Wiener |
October 14, 2021 |
DEPC Event: Happy Hour! (CANCELLED)
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September 16, 2021 |
DEPC Meeting: Trust Modifications, ILITs, and Other Insurance Policy Opportunities in 2021
William F. Jones and Adam L. Truitt |
August 12, 2021 |
DEPC Annual Meeting (Members Only)
Brian Vogt, Denver Botanic Gardens |
March 18, 2021 |
DEPC Virtual Meeting: Colorado Uniform Trust (CUTC) Overview
Carl G. Stevens, JD, AEP, AV Preeminent |
January 21, 2021 |
DEPC Virtual Meeting: Tax Update and Family Wealth Planning Trends
Jeff Watkins |
November 12, 2020 |
DEPC Virtual Meeting: When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions
James S. Judd, Paul E. Campbell, and Donald B. Hutchins, BakerHostetler |
September 24, 2020 |
DEPC Virtual Meeting: Are We Planning for Wealth Sustainability or Wealth Dissipation? Why the Power of Collaboration is Integral to Beating the Shirtsleeves to Shirtsleeves in Three Generations Proverb
John A. Warnick |
August 27, 2020 |
DEPC Webinar: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished) |
July 23, 2020 |
DEPC Meeting: What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19
Justin Joy, JD, CIPP/US, CIPT |
May 21, 2020 |
DEPC Annual Meeting (Postponed)
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March 19, 2020 |
DEPC Meeting: (Canceled) Are We Planning for Wealth Sustainability or Wealth Dissipation? Why the Power of Collaboration is Integral to Beating the Shirtsleeves to Shirtsleeves in Three Generations Proverb
John A. Warnick |
January 23, 2020 |
DEPC Meeting: Annual Tax Update
Jeff Watkins |
December 5, 2019 |
DEPC Holiday Party
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November 21, 2019 |
DEPC Meeting: Building a Business Development Strategy
Meg Satrom, JD |
September 19, 2019 |
DEPC Meeting: Solutions for Tax Efficiency and Asset Location
Ann Marie Liotta, CPA, AEP |
May 14, 2019 |
DEPC Annual Meeting: Creating an Inclusive Economy in Denver
Denver City Councilman Albus Brooks |
March 28, 2019 |
DEPC Meeting: How to Avoid and What to do if Audited by the IRS
Michael Gregory |
January 24, 2019 |
DEPC Meeting: Working with the Grieving
Russ McKendry |
November 15, 2018 |
DEPC Meeting: South Dakota Trust Law: Pulling Back the Curtain
Patrick G. Goetzinger |
September 27, 2018 |
DEPC Meeting: Putting It On & Taking It Off: Managing Tax Basis Today (for Tomorrow)
Paul S. Lee |
May 2, 2018 |
DEPC Annual Meeting: National Security, Civil Liberty and Surveillance
Former Attorney General, John Ashcroft |
March 22, 2018 |
DEPC Meeting: Basics of International Estate, Gifts and Trusts
Jack Nuckolls, BDO |
January 25, 2018 |
DEPC Meeting: Protecting Yourself When Planning in Unsettled Waters: A Case Study on How to Structure Your Client Relationship to Protect Yourself from Malpractice Claims and Ethical Issues
Shawn C. Snyder, Snyder & Snyder, P.A. |
November 16, 2017 |
DEPC Meeting: Let’s Get “Real”: Planning for and around Real Assets
R. Dennis Moon |
September 28, 2017 |
DEPC Meeting: Trends in Qualified Conservation Easements
Melinda Beck |
May 25, 2017 |
DEPC Annual Meeting
Donald L. Elliott, Clarion Associates, LLC |
March 16, 2017 |
Good Intentions Can Lead to Unintended Consequences
Jeffrey Haskell, Foundation Source |
February 23, 2017 |
Premarital and Marital Agreements: Focusing on Trusts and Estate Planning Issues in Divorce or at Death
Rebecca Alexander and Bridget Sullivan |
November 17, 2016 |
Talking Points of New §2704 Regulations
Carol A. Lewis, BKD |
September 29, 2016 |
Common GST Problems: How to Avoid Them and How to Fix Them
Beth Shapiro Kaufman |
May 19, 2016 |
Impact Investing and Your Estate (Annual Meeting - Members Only)
Dr. Stephanie Gripne |
April 28, 2016 |
Charity Begins at Home: Donor-Advised Funds and Family Giving
Wes Mashburn |
March 24, 2016 |
CANCELLED DUE TO WEATHER
Wes Mashburn |
January 21, 2016 |
Thriving Legacy Families: Building Resilience and Adaptability Across Generations
Kristin Keffeler |
November 12, 2015 |
ESOPs as an Exit Strategy for Business Owners
Jay Powers |
September 17, 2015 |
Putting It All Together: Some of the Best Estate Planning Strategies We See in the New Frontier that Reduce Both Income and Estate Taxes
Stacy Eastland |
May 14, 2015 |
Denver - The Next Five Years (Annual Meeting, Members Only)
Diane Barrett, Chief Projects Officer, City and County of Denver |
March 26, 2015 |
11 Lessons from 35 Years of Charitable Planning
Laura Peebles |
January 22, 2015 |
The Evolving Role of Advisors in Addressing the Needs of the Affluent Family
Courtney Pullen |
November 13, 2014 |
Rethinking the Role of Life Insurance in Estate Planning
Charles Ratner |
September 25, 2014 |
Venn Diagrams: The Intersection of Estate & Income Tax - Planning in the ATRA-Math
Paul Lee |
May 15, 2014 |
Annual Meeting - Members Only
Aaron Kennedy, Founder and Past Chairman of Noodles and Company |
March 20, 2014 |
Give Now - 2014 Opportunities in Philanthropy
Jeff Gott |
January 23, 2014 |
Mastering Portability
Daniel Smith |
November 21, 2013 |
What's In My Bag of Tricks
Thomas N. Long, Attorney |
October 3, 2013 |
Estate Planning Issues with Intra-Family Loans and Notes
Steve Akers |
May 16, 2013 |
Annual Meeting
Connie K. Duckworth |
March 21, 2013 |
"The 2012 Tax Act, Including Creative Forms and Uses of GRATs"
David A. Handler, Kirkland & Ellis LLP |
January 24, 2013 |
When is a Gift a Gift and when is it a Transfer - and the Consequences to the Recipient of Each
James E. Hughes, Jr., Esq. |
November 15, 2012 |
"Beneficiary Defective Inheritor's Trust Rules and Nuisances"
Michael W. Halloran |
September 20, 2012 |
"Yours, Mine and Ours: Estate Planning for Blended Families"
L. Paul Hood, Jr. |
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