Past Events

May 9, 2024 8th Annual Summer Social
8th Annual Summer Social Event
March 13, 2024 Using and Misusing the Marital Deduction with Lauren Wolven
Lauren Wolven, Levenfeld Pearlstein
January 24, 2024 Stacy Eastland, Goldman Sachs presenting Best EP Ideas for High-Net-Worth Clients
Stacy Eastland, Goldman Sachs
November 8, 2023 Jean Meeks-Koch, Legacy Unlocked: Guiding Business-Owning Families to Success Across America
Jean Meeks-Koch, Positively People Consulting
September 13, 2023 Mistakes Fiduciaries See All The Time with Stacy Singer from Northern Trust
Stacy Singer, Northern Trust
May 11, 2023 7th Annual Summer Social
7th Annual Summer Social Event
January 25, 2023 The Top Ten Estate Planning and Estate Tax Developments of 2022
Ron Aucutt, Bessemer
November 30, 2022 Planning for 2026
Robert Keebler, Keebler & Associates, LLP
October 5, 2022 Innovations in Philanthropy, Family Engagement and Collaboration
Andrew Smiles, StepChange Partners
August 15, 2022 Membership and Sponsorship Renewal 2022-23 Begins
June 29, 2022 6th Annual Summer Social
Summer Social - Networking Only
May 11, 2022 Pre-Liquidity Tax Planning for Founders and Executives
Justin Miller, J.D., LL.M., TEP, AEP, CFP, Evercore Wealth Management
March 29, 2022 2 Part Presentation: 1 Tax Legislation and IRS Action Update; 2 The End of Life for Insurance in the Estate Plan - Death Benefit, Surrender, Lapse or Settlement?
Andy Swanson, RSM US LLP & Tama Brooks Klosek and Daniel Zeplain, Klosek & Associates
January 19, 2022 Rescheduling - Zoom Only - Updates & Clarifications - 2021 Tax Changes
Andy Swanson and Tommy Wright, RSM US LLP
January 19, 2022 - Rescheduling - Updates & Clarifications - 2021 Tax Changes
Andy Swanson and Tommy Wright, RSM US LLP
November 9, 2021 Current Issues in Asset Protection Planning
Charles D. 'Skip' Fox IV, McGuireWoods
September 1, 2021 Key Considerations In Setting Up A Family Office
David Guin & William Kambas - Withers Bergman LLP
May 12, 2021 How to Avoid and What to do if Audited by the IRS
Michael Gregory
January 27, 2021 Upstream Planning for Unused Exclusions And Other 2021 Planning Thoughts
Turney P. Berry, Wyatt, Tarrant & Combs, LLP
November 18, 2020 Leaning into Social Distancing: A Perfect Storm for Wealth Transfer
Thomas J. Pauloski, J.D., Bernstein Private Wealth Management
September 9, 2020 Planning Mistakes and How to Avoid or Fix Them
Lawrence Brody, Bryan Cave Leighton Paisner, LLP
May 6, 2020 Postponed - COVID-19
Postponed - COVID-19
January 29, 2020 Bruce Geiss, Realty Gift Fund
2019-20 Season - Bruce Geiss, Realty Gift Fund
November 6, 2019 Opportunity Zones Panel Discussion
Opportunity Zones Panel
September 4, 2019 The Junction of Excellent Estate Planning and Terrible Trust Administration
Clary Redd
June 20, 2019 5th Annual Summer Social
Poka Lola Social Club, Maven Hotel
May 8, 2019 Income Tax Strategies Involving Death of Partner and Buy-out of Successor
Gary McBride
March 6, 2019 2nd Annual Winter Social
Networking Only Event
January 30, 2019 Traps and Pitfalls of No-Contest Clauses
Katherine Ramsey
November 7, 2018 SLATs: Buyer Beware?
Paige K. Ben-Yaacov
September 5, 2018 Colorado Trust Code
Connie Eyster
June 21, 2018 4th Annual Summer Social
Del Frisco's On The Patio
May 9, 2018 Charitable Planning for Entrepreneurs
Jane M. Searing, Clark Nuber
March 21, 2018 Cocktails - Hors d'oeuvers - Networking
Cocktails - Hors d'oeuvers - Networking
January 31, 2018 Impact Investing, PRIs, and Beyond
Stephanie Gripne, Ph.D
November 8, 2017 Estate and Gift Tax Audits: Practice Tips from a Trial Lawyer's Perspective
Jenny L. Johnson, Johnson | Moore
September 6, 2017 Jersey M. Green, Esq. - Pre-Nup Agreements
Jersey M. Green, Esq.
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?
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
Nathan Daley
November 2, 2016 Panel Discussion Issues Relating to Legalized Marijuana
Nick Richards and Charlie Alovisetti
September 14, 2016 Steve Akers Current Developments & Hot Topics
Steve R. Akers, Senior Fiduciary Councel, Bessemer Trust
June 16, 2016 2nd Annual Summer Social
May 11, 2016 Robert Keebler IRA's Most Recent Changes in Tax Laws
Robert S. Keebler. CPA, MST, AEP
January 27, 2016 Michelle Rose-Hughes Gifts of Illiquid Assets to Charities
Michelle Rose-Hughes
November 4, 2015 Panel Discussion Gift Tax Panel Discussion
Gift Tax Panel - Jennifer Benda & Patrick McFarlen
September 30, 2015 Stephanie Loomis- Price Fiduciaries Holding Business Interests - Match Made in Heaven or Devil in the Details?
Stephanie Loomis-Price
June 25, 2015 1st Annual Summer Social
Social Event w/Prizes & Games
May 6, 2015 Samuel Donaldson Burning Questions (And Even Hotter Answers) About Grantor Trusts
Samuel A. Donaldson
January 28, 2015 Richard Wobbekind Economic Outlook for 2015: Can We Keep the Good Times Rolling?
Richard Wobbekind, University of Colorado
November 5, 2014 Panel Discussion Cyber-Security
Jeremy Wittkop, InteliSecure & Tim Van Cleave One World Labs
September 24, 2014 Charles Redd The Current Landscape of Estate Planning
Charles A Redd, Stinson Leonard Street
May 7, 2014 Geoff Seaman The Use of Captive Insurance by Closely Held Enterprises
Geoff Seaman, Sr Dir BYN Mellon Wealth Management
January 29, 2014 Amy Florian Help! What Do I Say?
Amy Florian, Corgenius, LLC
November 13, 2013 Bernstein Global Wealth Management The ATRA-Math
Bernstein Global Wealth Management
September 25, 2013 Conrad Teitell Charitable Gift Planning..ethical considerations; tax considerations
Conrad Teitell, LL.B., LL.M.
May 1, 2013 Clark McCleary What I Would Like To Know About The Life Insurance Business If I Didn't Already Know
Clark McCleary, CLU, ChFC, AEP
February 6, 2013 Hugh Magill Long Term Trust Design, Drafting for the Long Haul
R. Hugh Magill, Chief Fiduciary Officer, The Northern Trust
December 5, 2012 Jeff Savage Investing In Uncertain Times
Jeff Savage, Chief Investment Officer Wells Fargo
October 24, 2012 Michael Gregory E&G Classification and the Discount for Lack of Marketability as applied to E&G Valuations
Michael Gregory
May 2, 2012 Brian Griese The Impact of Philanthropy
Brian Griese - Judi's House
February 22, 2012 Jere Doyle Nontraditional/Modern/Changing Families
Jere Doyle - Bank of New York Mellon
January 24, 2012 Estate Planning: Year in Review
Howard Zaritsky
December 7, 2011 Family Limited Partnerships
Richard Robinson
May 4, 2011 Structuring GRATs and Other Planning Vehicles
Robert Weiss
February 23, 2011 Planning and Drafting for Corporate Trustees Panel Discussion
December 8, 2010 Estate Planning
Steve Akers
September 29, 2010 US Tax Court - Current Issues and Practice Tips
Julian I. Jacobs
May 12, 2010 Some of the Best Estate Planning Ideas We See Out There
Stacy Eastland
February 17, 2010 Counsel Clash: When Partners Disagree
December 2, 2009 Behavioral Finance
Dr. Steve Fraser
October 28, 2009 Some of the Best Estate Planning Ideas We See Out There
Stacy Eastland
April 29, 2009 An Update on Decanting Statutes
Jonathan Blattmachr
February 25, 2009 Transfer Planning
Steve Akers
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