• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Ambler Keenan Mitchell Johnson

Estate Planning Law Firm

  • Facebook
  • LinkedIn
  • YouTube
CALL US TODAY 303-407-1542
  • Home
  • Our Firm
    • About Our Firm
    • About The American Academy
    • Advantages of Working With Our Firm
    • Attorney and Staff Profiles
    • Client Testimonials
    • Mission Statement
  • Services
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Businesses & Farms
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Seminars
  • Elder Law
    • Are You A Caregiver
    • Coping With Alzheimer’s
    • Guardianship & Conservatorship
    • Hospice Care
    • Veteran’s Benefits
  • Resources
    • Estate Planning Articles
    • Estate Planning Resources
      • Estate Planning Checkup
      • Is Your Estate Plan Outdated?
      • Reports
        • Advanced Estate Planning
        • Basic Estate Planning
        • Estate Planning for Niches
        • Trust Administration
      • Top 10 Estate and Legacy Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQ’s
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning Frequently Asked Questions
      • Trust Administration & Probate Frequently Asked Questions
    • LGBTQ Resources
    • Multimedia
    • Newsletters
    • Speaker Connection
    • Special Needs Resources
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
  • Contact Us
  • BLOG
Home Seminars

Seminars

Tue 20
Date: April 20 Time: 12:00 PM - 01:00 PM
April Lunch N Learn: End-of-Life Issues
Type: seminar
Venue: Online - Webinar,
Details

It’s really never too early to make sure that an already stressful time in your client’s lives isn’t any more stressful than it needs to be.  Erica will discuss Colorado law and procedures for advance directives (Living Wills, 5 Wishes, Colorado’s MOST form).  Do you need a notary, witnesses, and other specific requirements under Colorado law.  She will also share important information regarding Colorado’s organ and tissue donor program, and discuss lessons learned over the years about pre-planning and paying for cremation/burial and Colorado’s last remains declarations statute.


Tue 18
Date: May 18 Time: 12:00 PM - 01:00 PM
May Lunch N Learn: Portability
Type: seminar
Venue: Online - Webinar,
Details

Estate Tax Portability is a permanent provision in the tax code which provides that, if the first spouse to die does not use all of their estate tax exemption ($11,700,000 for 2021), the second spouse to die can use the unused exemption of the first to die in addition to their own exemption amount.  While this provision can be useful in certain situations, there are inherent risks in relying on Portability as a planning strategy.


Tue 15
Date: June 15 Time: 12:00 PM - 01:00 PM
June Lunch N Learn: EP 101
Type: seminar
Venue: Online - Webinar,
Details
  • What happens if you don’t plan?
  • Do you need a Will or a Trust?
  • How do you distribute your estate to the people you choose?
  • How do you appoint the person you want to make medical or financial decisions for you in the event of incapacity or death?

Find answers to these questions while learning about the process, benefits, and reasons behind estate planning at this FREE educational seminar presented by the attorneys at Ambler & Keenan, LLC.


Tue 20
Date: July 20 Time: 12:00 PM - 01:00 PM
July Lunch N Learn: Non-Probate Transfers
Type: seminar
Venue: Online - Webinar,
Details

Many clients have questions about how to avoid probate, which save families significant costs if it is done appropriately.  Beneficiary designations and joint tenancy can be used to avoid probate in some circumstances, but there can also be significant tax consequences and additional costs if not handled correctly.  We will cover an in depth review of how these tools should be used for your clients.


Tue 17
Date: August 17 Time: 12:00 PM - 01:00 PM
August Lunch N Learn: Famous Estates
Type: seminar
Venue: Online - Webinar,
Details

The rich and famous may (or may not) own more than everyday citizens, but that doesn’t mean they’re immune from the pitfalls of poor estate planning – or disregarding estate planning needs altogether. Far from it! This session will explore errors and omissions made in the estates of several well-known celebrities and public figures, and lessons that the everyday family can take away from such tragedies.


Tue 21
Date: September 21 Time: 12:00 PM - 01:00 PM
September Lunch N Learn: Charitable Remainder Trusts
Type: seminar
Venue: Online - Webinar,
Details

Beth Mitchell will discuss how Charitable Remainder Trusts can be used as part of a client’s estate plan to defer gain on the sale of appreciated property, provide future benefits to a charity, and give income tax savings from charitable contribution deductions.


Tue 19
Date: October 19 Time: 12:00 PM - 01:00 PM
October Lunch N Learn: Poorly Drafted Estate Planning Documents
Type: seminar
Venue: Online - Webinar,
Details

Sometimes a poorly drafted estate planning document is worse than no document at all.  Erica Johnson will show you real examples of clauses from wills, trusts and powers of attorney that were poorly drafted. Often documents downloaded from the internet or created from a software program have conflicts and/or errors that the untrained eye won’t even see.   Erica will discuss the real life implications of having poorly drafted estate planning documents both during incapacity and when someone passes away.


Tue 16
Date: November 16 Time: 12:00 PM - 01:00 PM
November Lunch N Learn: Decanting a Trust
Type: seminar
Venue: Online - Webinar,
Details

This new statute gives us the ability to modify trusts which have become irrevocable.  This gives life insurance agents and certified financial planners additional flexibility when they are assisting their client who have irrevocable trusts.


Primary Sidebar

Download our Free Estate Planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
  • This field is for validation purposes and should be left unchanged.

News

How to Dispose of “Stuff”

Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most … [Read More...] about How to Dispose of “Stuff”

Using Disclaimers to Achieve Client Goals: Double Disclaimers

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers

Using Disclaimers to Achieve Client Goals

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals

Map

map for Ambler Keenan Mitchell Johnson office

© 2021 · American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy | Sitemap | Contact Us