Past Events

May 8, 2019 Income Tax Strategies Involving Death of Partner and Buy-out of Successor
March 6, 2019 2nd Annual Winter Social
January 30, 2019 Traps and Pitfalls of No-Contest Clauses
November 7, 2018 SLATs: Buyer Beware?
September 5, 2018 Colorado Trust Code
June 21, 2018 4th Annual Summer Social
May 9, 2018 Charitable Planning for Entrepreneurs
March 21, 2018 Cocktails - Hors d'oeuvers - Networking
January 31, 2018 Impact Investing, PRIs, and Beyond
November 8, 2017 Estate and Gift Tax Audits: Practice Tips from a Trial Lawyer's Perspective
September 6, 2017 Jersey M. Green, Esq. - Pre-Nup Agreements
June 22, 2017 3rd Annual Summer Social
May 17, 2017 R. Hugh Magill Inheriting Expectations…It’s all in the Family…What’s a Family?
January 25, 2017 Nathan Daley - Donating Complex Assets to Charity: Case Studies and Best Practices
November 2, 2016 Panel Discussion Issues Relating to Legalized Marijuana
September 14, 2016 Steve Akers Current Developments & Hot Topics
June 16, 2016 2nd Annual Summer Social
May 11, 2016 Robert Keebler IRA's Most Recent Changes in Tax Laws
January 27, 2016 Michelle Rose-Hughes Gifts of Illiquid Assets to Charities
November 4, 2015 Panel Discussion Gift Tax Panel Discussion
September 30, 2015 Stephanie Loomis- Price Fiduciaries Holding Business Interests - Match Made in Heaven or Devil in the Details?
June 25, 2015 1st Summertime Social!
May 6, 2015 Samuel Donaldson Burning Questions (And Even Hotter Answers) About Grantor Trusts
January 28, 2015 Richard Wobbekind Economic Outlook for 2015: Can We Keep the Good Times Rolling?
November 5, 2014 Panel Discussion Cyber-Security
September 24, 2014 Charles Redd The Current Landscape of Estate Planning
May 7, 2014 Geoff Seaman The Use of Captive Insurance by Closely Held Enterprises
January 29, 2014 Amy Florian Help! What Do I Say?
November 13, 2013 Bernstein Global Wealth Management The ATRA-Math
September 25, 2013 Conrad Teitell Charitable Gift Planning..ethical considerations; tax considerations
May 1, 2013 Clark McCleary What I Would Like To Know About The Life Insurance Business If I Didn't Already Know
February 6, 2013 Hugh Magill Long Term Trust Design, Drafting for the Long Haul
December 5, 2012 Jeff Savage Investing In Uncertain Times
October 24, 2012 Michael Gregory E&G Classification and the Discount for Lack of Marketability as applied to E&G Valuations
May 2, 2012 Brian Griese The Impact of Philanthropy
February 22, 2012 Jere Doyle Nontraditional/Modern/Changing Families
January 24, 2012 Estate Planning: Year in Review
December 7, 2011 Family Limited Partnerships
May 4, 2011 Structuring GRATs and Other Planning Vehicles
February 23, 2011 Planning and Drafting for Corporate Trustees Panel Discussion
December 8, 2010 Estate Planning
September 29, 2010 US Tax Court - Current Issues and Practice Tips
May 12, 2010 Some of the Best Estate Planning Ideas We See Out There
February 17, 2010 Counsel Clash: When Partners Disagree
December 2, 2009 Behavioral Finance
October 28, 2009 Some of the Best Estate Planning Ideas We See Out There
April 29, 2009 An Update on Decanting Statutes
February 25, 2009 Transfer Planning
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