Title: Beneficiary Designations & Funding Your Trust

Area: Denver

Date: Saturday, March 9, 2019

Time: 10:00 AM - 11:00 AM

Location: Ross-University Hills Library

Address: 4310 East Amherst Avenue, Denver, CO 80222


Description

What does it mean to fund your trust? Are your beneficiary designations set up correctly? We will review the importance of having your trust funded properly, updating beneficiary designations, tax considerations of naming a trust or an individual as a beneficiary, qualified trusts, and more. Attorneys Beth Mitchell and Sati McLafferty will discuss how to correct titling problems in estate planning and how to gain tax advantages for IRAs.

Seating is limited. RSVP here by clicking the link provided, calling us at 303-407-1542, or emailing us at            info@ambler-keenan.com. Light refreshments will be served.

 



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