Title: Beneficiary Designations & Funding Your Trust

Area: Denver

Date: Saturday, March 3, 2018

Time: 10:00 AM - 11:30 AM

Location: Ross-University Hills Library

Address: 4310 East Amherst Avenue, Denver, CO 80222


If your estate plan includes a trust, or if you are considering implementing an estate plan that will include a trust, it is important to know how to properly include your various accounts into your trust.  You need to have your beneficiaries on your IRA, life insurance, and other accounts coordinated with your estate plan.  Attorney Erica Johnson will review the importance of properly naming beneficiaries and tax considerations of naming an individual or a trust as a beneficiary.  She will also discuss the importance of titling in estate planning and the funding of your trust.

Refreshments will be served. Seating is limited. To register click the link provided, call us at 303-407-1542, or email info@ambler-keenan.com.

Bookings no longer allowed on this date.