Title: November Lunch N Learn: Decanting a Trust

Area: Denver

Date: Tuesday, November 13, 2018

Time: 12:00 PM - 1:00 PM

Location: Cherry Tower – Suite 108

Address: 950 South Cherry Street, Denver, CO


Description

We wrap up our 2018 Lunch N Learn series with Erica explaining how to decant a trust. Modifying an irrevocable trust is tricky, and Erica will explain the reasons to decant a trust, and the requirements to be met and processes by which to do so. This class is available for one (1) hour of continuing education credit for Certified Financial Planners, insurance professionals, and Certified Public Accountants.

Register here or call us at 303-407-1542, or email info@ambler-keenan.com


Bookings no longer allowed on this date.