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This
comprehensive, three hour program will teach you how to plan for and
protect your family in the event you become disabled or die. Avoid
the pitfalls of poor planning. Learn
a way to design an estate plan that works!
This class is completely complimentary and for serious
candidates only.
As part of our process, attorney James Evans strives to educate
you, the client, as much as possible about the estate planning
process. So he sends you to Client Law School™.
All of his clients receive free, in-depth training on the fundamentals
of estate law, tax law, and wealth strategy. Think of it as a
miniature law school class! There is no other law firm in
the country that offers this program.
These classes are offered to you free of charge, compliments of the Attorney James D. Evans and Benson &
Case LLP, without
any obligation. We encourage couples to attend the class
together to get the full effect. Food and drinks are served!
RSVP to (303)757-8300 or email kendra@bensoncase.com
Who Should Attend?
- I want to protect my loved ones’ inheritance
- I have minor children or loved ones with special
needs
- I want to minimize estate tax
- I have an existing plan over 3 years old
- I have no planning at all
- I don’t know how much my attorney will charge to
probate my estate or settle my trust in the event of disability
or death
- I want to avoid court fees if I’m disabled
- I have a retirement plan or IRA and want to avoid
unnecessary income taxes at death
- I am actively considering retirement options or am
nearing age 70
- I have no idea what the payment options are on my
pensions or annuities
- I’m concerned if I will outlive my money
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What You Will Learn:
- How you can have a plan that costs less and
provides more protection and preservation of your property that
you leave behind
- How to provide for minors or special needs
- How to control and avoid most of the costly,
common estate planning mistakes
- How to make sure your tax planning works
- How to keep your plan up to date
- The real costs of estate planning
- Why many plans don’t work
- How a disability can threaten your retirement
strategy (and how to protect against it)
- How to properly title and own your property to
achieve asset protection and preservation
- To teach your family important legal steps of how
and what they will need to do if you become disabled or die
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2010 Class Schedule
Date Time Class Location
Wednesday, January 13 4-7 PM The Truth About Estate Planning Denver – LLC
Wednesday, February 10 5-8 PM The Truth About Estate Planningä Denver - LLC
Wednesday, March 10 4-7 PM The Truth About Estate Planning Denver - LLC
Thursday, March 25 2-5 PM The Truth About Estate Planning Denver – B&C
Tuesday, April 20 3-6 PM The Truth About Estate Planningä Denver – B&C
Wednesday, May 12 4-7 PM The Truth About Estate Planning Denver – B&C
Wednesday, June 9 5-8 PM The Truth About Estate Planning Denver – B&C
Tuesday, June 29 1-4 PM The Truth About Estate Planning Denver – B&C
Wednesday, July 14 4 -7 PM The Truth About Estate Planning Denver – B&C
Tuesday, August 24 3-6 PM The Truth About Estate Planning Denver – B&C
Thursday, September 9 4-7 PM The Truth About Estate Planning Denver – B&C
Wednesday, September 29 2-5 PM The Truth About Estate Planning Denver – B&C
Wednesday, October 13 5-8 PM The Truth About Estate Planning Denver – B&C
Wednesday, November 10 4-7 PM The Truth About Estate Planning Denver – B&C
Thursday, December 9 2-5 PM The Truth About Estate Planning Denver – B&C
Class Locations:
LLC = Lifespan Learning Center, 2170 S. Parker Rd. Suite 280 Denver, CO 80231-5748. Parker Road at Warren Avenue- (one block north of the intersection of Parker and Illiff)
B&C = Benson & Case Offices, 1660 S. Albion Street, Denver, CO 80222
TBD = Classroom location to be determined and confirmed upon reservation.
Dates and locations subject to change.
Three hours Continuing Education available through the Colorado Division of Insurance, and the Certified Financial Planner Board of Standards. |