ROCKY MOUNTAIN ESTATE PLANNING COUNCIL

Asset Protection Planning: Opportunities, Structures & Practical Considerations

This presentation will provide an overview of asset protection planning, including the objectives, principles, and opportunities available to estate planning practitioners and their clients. We will explore common trust structures and planning techniques, with particular emphasis on practical considerations, implementation issues, and the integration of asset protection strategies into broader estate and wealth planning. The presentation will also highlight opportunities and potential pitfalls practitioners should consider when advising clients on protecting wealth from future claims and liabilities.

Agenda:

5:00 PM
Cocktails & Networking

5:45 PM
Guests Seated

5:50 PM
Welcome from the Board

6:00 PM
Plated Dinner & Presentation

Dinner Menu:

First Course 
Colorado Organic Greens Salad

Entrée Options (Select 1)

Carved Beef Tenderloin
shallot bordelaise, served with green bean almondine, baby carrots, and mashed potatoes.

Chicken Piccata
chablis wine sauce, served with asparagus, baby carrots, and roasted fingerling potatoes

Pasta Primavera
penne pasta, asparagus, mushrooms, peas, lemon artichoke

Dessert 
Warm Apple Crisp with Vanilla Ice Cream

Parking:

Free Parking at DCC