Title: Continuing Education: Lunch N Learn Qualified Personal Residence Trusts

Area: Denver

Date: Tuesday, March 21, 2017

Time: 12:30 PM - 1:30 PM

Location: Virginia Village Library

Address: 1500 S Dahlia St, Denver, CO 80222


Description

Qualified Personal Residence Trusts or QPRTs are a vehicle to transfer a primary or secondary residence to your heirs at a reduced gift tax value. In this presentation, Elizabeth D. Mitchell will explore how to best take advantage of the opportunities presented by a QPRT.

This course is approved for 1-hour Continuing Education credit for life insurance providers, CFPs, and CPAs.

Bring your lunch, and we will provide drinks and education!


Bookings no longer allowed on this date.