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Ambler Keenan Mitchell Johnson

Estate Planning Law Firm

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Home Seminars

Seminars

Tue 4
Continuing Education: Rental Properties for the Real Estate Investor
Continuing Education: Rental Properties for the Real Estate Investor
Date: April 4 Time: 01:30 PM - 03:30 PM Type: seminar
Details

With Attorney Ilya Lyubimskiy

Sponsored by Ryan Jonke of JPAR Modern Real Estate

**Offers 2 hours of Real Estate CE credit**

This program introduces agents to the issues related to helping clients purchase residential real estate as investment properties and will also cover the many ways to take title: individually, in joint tenancy or tenants in common, in trust, Family Limited Partnerships, Corporations, LLCs, etc. This course will also discuss the different options for protecting rental properties and briefly review deeds.  Advantages and disadvantages of the different types of ownership will be discussed.  This course, which is approved for two hours of CE credit for real estate professionals, is a realistic discussion of how to title and protect rental properties.

Register

Tue 4
Estate Planning 101
Estate Planning 101
Date: April 4 Time: 06:30 PM - 08:00 PM Type: seminar
Details

Taught through Colorado Free University with Attorney Ilya Lyubimskiy

 

Register Here: https://registration.freeu.com/wconnect/CourseStatus.awp?&course=6625CX

Register

Tue 18
April Lunch N Learn: Irrevocable Life Insurance Trusts
April Lunch N Learn: Irrevocable Life Insurance Trusts
Date: April 18 Time: 12:00 PM - 01:00 PM Type: seminar
Details

An Irrevocable Life Insurance Trust can be a great tool for paying estate taxes and controlling the distribution of life insurance.  In this class approved for one hour of continuing education, Erica Johnson will review how to set up a life insurance trust and either purchase life insurance in the name of the ILIT or transfer existing life insurance into the trust.  She will also discuss how Crummey Letters work when paying the life insurance premiums, hanging powers, look back periods, and other tax concerns.

This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at info@ambler-keenan.com
***This event will take place via Zoom. RSVPs will receive an email with the Zoom information.***
Register

Wed 19
Continuing Education: Transferring Property in Probate and Trust Estates
Continuing Education: Transferring Property in Probate and Trust Estates
Date: April 19 Time: 09:30 AM - 11:30 AM Type: seminar
Details

With Attorney Elizabeth Mitchell

Sponsored by Michael Brooks of Fidelity National Title

**Offers 2 hours of Real Estate CE Credit**

This program reviews the different methods for transferring real estate in Colorado—operation of law, beneficiary deeds, probate, and trust administration. If you have had any issues with buying or selling property owned by a trust or an estate, this course, approved for two hours of CE credit for real estate professionals, will explain the impact of probate or trust administration on the sale contract and timeline, necessary additional documentation, changes to the closing process, and frequent mistakes and problems.

Register

Thu 20
Continuing Education: Transferring Property in Probate and Trust Estates
Continuing Education: Transferring Property in Probate and Trust Estates
Date: April 20 Time: 09:00 AM - 11:00 AM Type: seminar
Details

With Attorney Elizabeth Mitchell

Sponsored by Wendy Weeden of Coldwell Banker

**Offers 2 hours of Real Estate CE Credit**

This program reviews the different methods for transferring real estate in Colorado—operation of law, beneficiary deeds, probate, and trust administration. If you have had any issues with buying or selling property owned by a trust or an estate, this course, approved for two hours of CE credit for real estate professionals, will explain the impact of probate or trust administration on the sale contract and timeline, necessary additional documentation, changes to the closing process, and frequent mistakes and problems.

Register

Tue 16
May Lunch N Learn: International Estate Planning Issues
May Lunch N Learn: International Estate Planning Issues
Date: May 16 Time: 12:00 PM - 01:00 PM Type: seminar
Details
This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at info@ambler-keenan.com
***This event will take place via Zoom. RSVPs will receive an email with the Zoom information.***
Register

Sat 3
Client Seminar: Probate and Trust Administration
Client Seminar: Probate and Trust Administration
Date: June 3 Time: 09:00 AM - 10:15 AM Type: seminar
Details

This webinar will cover the details of how to administer the affairs of someone who has passed away, including details of the probate and trust administration process, such as:

  • How is property transferred at death?
  • How do you get appointed to be personal representative or trustee and what is the difference between these roles?
  • How do trusts work?
  • Will I avoid probate, or do I need to avoid probate?
  • Do I claim life insurance and other benefits right away?
  • If my loved one does not have enough money to pay their bills, do I have to use my funds to pay them?
  • How do I gain access to funds to pay for things like funeral expenses?
Register

Tue 20
June Lunch N Learn: Beneficiary Designations and Disclaimers
June Lunch N Learn: Beneficiary Designations and Disclaimers
Date: June 20 Time: 12:00 PM - 01:00 PM Type: seminar
Details

A person’s estate planning documents are not enough on their own to ensure that a client’s wishes are followed upon death.  This course will review the importance of beneficiary destinations for life insurance, annuities and retirement plans, tax considerations of naming a trust or individual as beneficiary, qualified trusts, etc.  We will also review how disclaimers can be used to correct some problems and gain tax and other advantages.

This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at info@ambler-keenan.com
***This event will take place via Zoom. RSVPs will receive an email with the Zoom information.***
Register

Tue 18
July Lunch N Learn: Pros and Cons of Trusts for Minors
July Lunch N Learn: Pros and Cons of Trusts for Minors
Date: July 18 Time: 12:00 PM - 01:00 PM Type: seminar
Details

Parents and grandparents have many choices when choosing the best way to provide financial security for and transfer property to the minor children in their lives. In this class, Erica Johnson will discuss the benefits and drawbacks of using trusts to preserve wealth and transfer assets to children under age 21, including concerns related to funding and management of a trust, tax benefits of a trust-based estate plan, and ways a trust can incentivize education and support children throughout their lives.

This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at info@ambler-keenan.com
***This event will take place via Zoom. RSVPs will receive an email with the Zoom information.***
Register

Tue 15
August Lunch N Learn: Famous Estates- The Sequel
August Lunch N Learn: Famous Estates- The Sequel
Date: August 15 Time: 12:00 PM - 01:00 PM Type: seminar
Details

Famous Estates:  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.

This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at info@ambler-keenan.com
***This event will take place via Zoom. RSVPs will receive an email with the Zoom information.***
Register

Tue 19
September Lunch N Learn: Legal Issues to Consider at End of Life
September Lunch N Learn: Legal Issues to Consider at End of Life
Date: September 19 Time: 12:00 PM - 01:00 PM Type: seminar
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.  Beth Mitchell will discuss Colorado law and procedures for advance directives (Living Wills, 5 Wishes, Colorado’s MOST form).  Beth will discuss what documents you need your clients to have in order for you to continue to help them/their families.  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.

This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at info@ambler-keenan.com
***This event will take place via Zoom. RSVPs will receive an email with the Zoom information.***
Register

Sat 23
Client Seminar: So You’ve Been Named in an Estate Plan?
Client Seminar: So You’ve Been Named in an Estate Plan?
Date: September 23 Time: 09:00 AM - 10:15 AM Type: seminar
Details

Join us on September 23rd for our free Estate Planning webinar.

Invite your family and friends to watch along as well, registration fills quickly!

This webinar will take place by Zoom.  RSVP on Zoom is required in addition to registering here. You will receive the link to register on Zoom, as well as additional information as the date approaches.

If you have signed your estate plan, you entrusted several people with important jobs. In this seminar, Beth Mitchell, Erica Johnson, and Ilya Lyubimskiy will talk about what it means to be a personal representative, a trustee, and an agent under a power of attorney. The attorneys will provide information about these roles, so please invite the people you named in your estate plan to the webinar. This webinar will give them the tools they need when it is time to put the documents within your estate plan into action.

 

*You MUST register in advance to attend. A unique link will be provided to each registrant, and you cannot forward this link to anyone else. Friends and family members must register themselves*

Register

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News

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Tuesday7:30 AM - 5:00 PM
Wednesday7:30 AM - 5:00 PM
Thursday7:30 AM - 5:00 PM

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Ambler Keenan Mitchell Johnson
950 S. Cherry St., Suite 1650
Denver, CO 80246
United States (US)
Phone: (303) 407-1542
Fax: (303) 321-1899

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