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Posts by category
- Category: Charitable Organizations
- Ambler Keenan Mitchell Johnson Volunteers at Project Angel Heart
- Favorite Charities of Alexis!
- Dawn’s Favorite Charities!
- Common Reasons to do Estate Planning – Part 2
- Common Reasons to do Estate Planning
- Charitable Gifts – Impacting Beyond Our Lives
- Sara’s Top Charity Picks
- Erica’s Favorite Charities
- A Few of Phil’s Favorite Charities
- Ambler Keenan Mitchell Johnson Charity Spotlight! Beth’s Favorites
- Category: Estate Planning
- Beneficiary Designations
- Joint Tenancy Problems in Estate Planning
- Dynasty Trusts
- Biden Administration Could Reduce Estate Tax Exclusion
- Planning for California’s Proposition 19
- Preparing for the Unexpected…and the Eventual
- What the 2020 Election Could Mean for Your Estate Plan
- A Time for Thanks and Community
- Chadwick Boseman Demonstrates the Importance of Planning
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Fair Isn’t Always Equal and Vice Versa
- Academy’s Fall Summit Virtually Perfect
- Planning Is Important
- Staying Current is Especially Important in the Pandemic
- Staying Current is Especially Important in the Pandemic
- Generational Wealth is Key to Leveling the Playing Field
- Building Flexibility into Your Plan
- Will Your Estate Plan Still Work If You Move?
- Planning for Incapacity
- Use the Exclusion or Lose It
- Assignment and Nominee
- Leaving Assets Can Be Tricky – Part 3
- Leaving Assets Can Be Tricky – Part 2
- Leaving Assets Can Be Tricky
- The Basics: Financial Power of Attorney
- Removing Life Insurance from the Taxable Estate
- 2020 CPA Seminar Cancellation
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- The Basics: “HIPAA” Powers
- Estate Planning with Beth
- Power of Attorney – Estate Planning Terminology Week 3
- Assignment and Nominee- Steve Hartnett
- Living Trust – Estate Planning Terminology Week 2
- Uncompensated Transfers
- Avoiding Family Chaos in the Coronavirus Age
- Low-Interest Loans: An Estate Planning Technique
- Families Gather in Novel Ways in Pandemic
- Academy’s Spring Summit Virtually Perfect
- Coronavirus and Nursing Homes
- Economic Fallout from Coronavirus May Provide Opportunities
- Preparing for Coronavirus
- Best Places to Retire: State Taxation
- Joint Tenancy Pros and Cons
- Whom Do You Want to Get Your Assets?
- Planning for the Sandwich Generation
- Beneficiary Designations and Other Non-Probate Transfers
- Estate Planning Conference Discusses SECURE Act and More
- Planning for the SECURE Act
- Tax Planning for 2020
- How Will You Age in Place and Be Able to Die at Home?
- Getting Together with Family for the Holidays
- The Secure Act and What It Means for You
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- The Questions of Estate Planning, Part 6: Why
- The Questions of Estate Planning, Part 5: How
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2
- The Questions of Estate Planning, Part I: Who
- Continuing Legal Education in San Diego
- Make Your Own Plan
- Planning for Special Needs Children
- Planning for Education Expenses
- Planning for the Unexpected
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- How Much is Too Much?
- The Importance of Communicating Your Plans
- Your Planning Can Help Your Loved Ones
- Planning for Step-Children
- Disinheritance
- Basics of Estate Planning: Asset Protection
- Storing Your Estate Plan
- The Estate Planning Process Behind the Scenes
- How to Create a Facebook Legacy Contact
- What is a CELA?
- Choosing a Trustee for Your Estate Plan
- Estate Plan Conflict: Last Act for the Family of Robin Williams
- Considerations for Estate Planning for Families and Newlyweds
- Estate Planning in a Blended Family
- The Hazards of Do-It-Yourself Estate Planning Documents
- Disinheriting a Family Member in Estate Planning
- Charitable Gifting in Estate Planning
- Help Your Loved Ones Find Your Estate Planning Documents
- Estate Planning Mistakes – Pablo Picasso
- Using a Quality Estate Planning Attorney is Vital to Your Estate Plan
- Estate Planning Mistakes – Judy Garland
- Estate Planning Mistakes – Ted Williams
- Estate Planning Mistakes – Howard Hughes
- Estate Planning Mistakes – Marlon Brando
- What is Joint Tenancy?
- First Estate Planning Meeting? What to Expect
- Roles in Estate Planning, Wills, Trusts, Probate, and Trust Administration
- What Is A Civil Union?
- Category: Estate Planning
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- Estate Planning for Millennials
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- It’s Better to Give, Especially This Year
- What Is a HIPAA Release?
- Shrunken Asset Values Open Estate Planning Opportunities
- Use Trust Protectors for Added Protection and Flexibility
- How Will You Obtain the Care You Need?
- Income Tax Basis in Estate Planning
- Income Tax Basis
- Category: General
- Category: legal education
- Category: LGBTQ
- Category: Probate
- Category: Trust Administration
- Category: Uncategorized
- Will – Estate Planning Terminology Series Week 1
- Colorado Senior Citizen Property Tax Exemption
- Happy Birthday, Medicare and Medicaid!
- Estate Planning for the Younger Generations
- Intellectual Property: Simplifying Intangibles
- Die Without a Will? Jimi Hendrix Did!
- Personal Representative Responsibilities in Colorado Probate
Seminars
- March Lunch N Learn: Planning Under the New Secure Act
- Estate Planning 101 with Attorney Chris Scolari
- Estate Planning 101 with Attorney Chris Scolari
- November Lunch N Learn: Decanting a Trust
- August Lunch N Learn: Famous Estates
- May Lunch N Learn: Portability
- Beneficiary Designations & Funding with Elizabeth Mitchell & Christopher Scolari
- Probate & Trust Administration with Erica Johnson & Christopher Scolari
- October Lunch N Learn: Poorly Drafted Estate Planning Documents
- September Lunch N Learn: Charitable Remainder Trusts
- July Lunch N Learn: Non-Probate Transfers
- June Lunch N Learn: EP 101
- April Lunch N Learn: End-of-Life Issues
- February Lunch N Learn: Protecting Assets from In-Laws & Outlaws
- January Lunch N Learn: ABCs of Trusts
- Estate Planning 101 with Attorney Beth Mitchell
- December Lunch N Learn: Generation Skipping Trusts
- Estate Planning 101 with Attorney Chris Scolari
- Estate Planning 101 with Attorney Chris Scolari
- Estate Planning 101 with Attorney Chris Scolari
- So you've been named in an estate plan?
- Medical POA's, Living Wills, and HIPAA Releases- Oh My!
- Webinar Estate Planning 101
- Webinar Estate Planning 101
- Webinar Estate Planning 101
- Planning for you Long Term Care Needs - CANCELLED
- Estate Planning 101 - CANCELLED
- Estate Planning 101
- ***CANCELLED*** Rental Properties for the Real Estate Investor
- Estate Planning & Asset Protection
- Special Needs Trusts
- Transferring Property in Probate & Trust Estates
- Beneficiary Designations & Funding Your Trust
- Do Your Representatives Have What They Need to Carry Out Your Estate Plan?
- November Lunch N Learn: Making Gifts to Minors
- October Lunch N Learn: Guardianships & Conservatorships
- September Lunch N Learn: Generation Skipping Trusts
- August Lunch N Learn: Estate Planning for Unmarried Couples
- July Lunch N Learn: Estate Planning for Small Business Owners
- June Lunch N Learn: Beneficiary Designations & Disclaimers
- May Lunch N Learn: Estate Planning & Divorce - Via Zoom
- April Lunch N Learn: Pros & Cons of Trusts for Minors - Via Zoom
- ***CANCELLED*** March Lunch N Learn: ABCs of Trusts
- *SOLD OUT* February Lunch N Learn: Irrevocable Living Insurance Trusts
- January Lunch N Learn: Triumph & Tragedy in Probate & Trust Administration
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- Special Needs Trusts
- Special Needs Trusts
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- Legal Paperwork
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- Tranferring Property in Probate & Trust Estates
- 2019 Colorado CPA Seminar
- Pet Guardianship Programs
- Do Your Representatives Have What They Need to Carry Out Your Estate Plan?
- Estate Planning for Women
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- Estate Planning Seminar
- Rental Properties for the Real Estate Investor
- Protecting Yourself from Fraud, Scams, and ID Theft
- What Happens When a Loved One Dies? Understanding Probate & Trust Administration
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- What happens (legally) when your kid turns 18?
- Beneficiary Designations & Funding Your Trust
- Transferring Property in Probate & Trust Estates
- Estate Planning 101
- Estate Planning 101
- November Lunch N Learn: Estate Planning Jeopardy
- October Lunch N Learn: Famous Estates - The Sequel
- September Lunch N Learn: Including Charities In Your Estate Plan
- August Lunch N Learn: Top 10 Mistakes Made In Estate Planning & Probate
- July Lunch N Learn: Digital Assets
- June Lunch N Learn: Special Needs Trusts
- May Lunch N Learn: Transferring Property in Probate & Trust Estates
- April Lunch N Learn: Medical POA's, Living Wills, & HIPAA Releases
- March Lunch N Learn: Asset Protection of Rental Properties
- February Lunch N Learn: Colorado's New Uniform Trust Code
- January Lunch N Learn: Small Estate Affidavit & Procedure
- Estate Planning 101
- Rental Properties for the Real Estate Investor
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates
- Financial & Estate Planning Essentials
- Asset Protection for Real Estate Investors
- Rental Properties for the Real Estate Investor
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates
- The Impact of Medicaid on Real Estate Ownership and Transfer
- Transferring Property in Probate & Trust Estates
- Why Legal Paperwork?
- 2018 CPA Seminar
- Rental Properties for the Real Estate Investor
- Do Your Representatives Have What They Need To Carry Our Your Estate Plan?
- Genealogy 101: Tracing Your Roots
- Estate Planning 101
- Transferring Property in Probate & Trust Estates
- Transferring Property in Probate & Trust Estates PLUS Discovering Reverse Mortgatge for Purchase
- Senior Living Options: Being Safe In Your Home
- Rental Properties for the Real Estate Investor
- Special Needs Trusts
- Estate Planning 101
- Estate Planning 101
- Estate Planning 101
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- Estate Planning and Legal Issues Affecting the LGBT Community
- Rental Properties for the Real Estate Investor
- Growing Older & Bolder
- Colorado's End of Life Options Act
- Beneficiary Designations & Funding Your Trust
- November Lunch N Learn: Decanting a Trust
- October Lunch N Learn: Planning with IRA's
- September Lunch N Learn: Guardianships & Conservatorships
- August Lunch N Learn: Poorly Drafted Estate Planning Documents
- July Lunch N Learn: Famous Estates
- June Lunch N Learn: Non-Probate Transfers
- May Lunch N Learn: Wills v Trust
- April Lunch N Learn: Making Gifts to Minors
- March Lunch N Learn: Portability
- February Lunch N Learn: Legal Options for Unmarried Couples
- January Lunch N Learn: Protecting Assests from In-laws and Outlaws
- Estate Planning 101
- Estate Planning 101
- Estate Planning 101
- CPA Seminar
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- Rental Properties for the Real Estate Investor
- Transferring Property in Probate & Trust Estates
- Rental Properties for the Real Estate Investor
- Client Appreciation
- Transferring Property in Probate & Trust Estates
- Is Your Estate Plan Up To Date?
- Transferring Property in Probate & Trust Administration
- Transferring Property in Probate & Trust Estates
- Impact of Medicaid on Real Estate Ownership & Transfer
- Colorado's New End-of-Life Options Act
- Colorado PERA
- Contiuning Education: The Impact of Medicaid on Real Estate Ownership and Transfer
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Transferring Property in Probate and Trust Estates
- Estate Planning and Legal Issues Affecting the LGBT Community
- Estate Planning and Legal Issues Affecting the LGBT Community
- Estate Planning and Legal Issues Affecting the LGBT Community
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Transferring Property in Probate and Trust Estates
- Estate Planning 101
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Transferring Property in Probate and Trust Estates
- Estate Planning for A to Z Series - March-April
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Lunch N Learn Estate Planning 101 - Jeopardy Style!
- Continuing Education: Triumph and Tragedy in Probate and Trust Administration
- Continuing Education: Lunch N Learn Charitable Remainder Trusts
- Continuing Education: Lunch N Learn Beneficiary Designations & Disclaimers
- Continuing Education: Lunch N Learn ABCs of Trusts
- Continuing Education: Lunch N Learn Buy-Sell Agreements
- Continuing Education: Lunch N Learn Irrevocable Life Insurance Trusts
- Continuing Education: Lunch N Learn Digital Assets in Estate Planning
- What Happens to My Facebook When I Die? The Changing Landscape of Digital Assets
- Beneficiary Designations and Funding Your Trust
- Estate Planning 101
- Continuing Education: Lunch N Learn Qualified Personal Residence Trusts
- Continuing Education: Transferring Property in Probate and Trust Estates Realtors
- Continuing Education: Transferring Property in Probate and Trust Estates Realtors
- Continuing Education: Lunch N Learn Transferring Property in Probate and Trust Estates
- Continuing Education: Lunch N Learn - Basics of Estate Planning
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Rental Property for the Real Estate Investor
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Rental Properties for the Real Estate Investor
- CPA Continuing Education: 2016 Annual CPA Seminar
- Continuing Education: Transferring Property in Probate and Trust Administration
- Continuing Education: Rental Properties for the Real Estate Investor
- Famous Estates: When the Rich and Famous Mess Up
- Is Your Estate Plan Up to Date?
- Planning with IRAs
- Continuing Education: The Impact of Medicaid on Real Estate Ownership and Transfers
- Wills and Trusts
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Transferring Property in Probate and Trust Estates
- Lunch N Learn Continuing Education: Decanting a Trust
- Wills, Trusts, and Powers of Attorney - Making Sense of it All
- Wills, Trusts, and Powers of Attorney - Making Sense of it All
- Continuing Education: Transferring Property in Probate and Trust Estates
- Saving Lives Through Organ and Tissue Donation
- You've Signed Your Estate Plan - Now What?
- Continuing Education: The Impact of Medicaid on Real Estate Ownership and Transfer
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Rental Properties for the Real Estate Investor
- Continuing Education: Transferring Property in Probate and Trust Estates
- Civil Unions, Same Sex Marriage, and Estate Planning for the LGBT Community
- Civil Unions, Same Sex Marriage, and Estate Planning for the LGBT Community
- Civil Unions, Same Sex Marriage, and Estate Planning for the LGBT Community
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: The Impact of Medicaid on Real Estate Ownership and Transfer
- Continuing Education: Rental Properties for the Real Estate Investor
- Continuing Education: The Impact of Medicaid on Real Estate Ownership and Transfer
- Continuing Education: Transferring Property in Probate and Trust Estates
- Wills v. Trusts
- What Happens When a Loved One Dies? Probate & Trust Administration
- Medical Powers of Attorney, Living Wills, and HIPAA...Oh My!
- Beneficiary Designations and Funding Your Trust
- Continuing Education - Transferring Property in Probate and Trust Administration
- Lunch N Learn Continuing Education: Estate Planning for the LGBT Community After the Supreme Court Decision
- Lunch N Learn Continuing Education: Planning for People with Special Needs
- Lunch N Learn Continuing Education: Planning for the End of Life
- Lunch N Learn Continuing Education: Poorly Drafted Documents
- Lunch N Learn Continuing Education: Planning with IRAs
- Lunch N Learn Continuing Education: Famous Estates - The Sequel
- Lunch N Learn Continuing Education: Beneficiary Designations & Funding a Trust
- Lunch N Learn Continuing Education: Top 10 Mistakes Made in Estate Planning
- Lunch N Learn Continuing Education: Portability
- Lunch N Learn Continuing Education: Asset Protection of Rental Property
- Organizing and Preparing for the Future
- Continuing Education: Transferring Property in Probate and Trust Estate
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Rental Properties for the Real Estate Investor
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Rental Properties for the Real Estate Investor
- Continuing Education: Transferring Property in Probate and Trust Estates
- Continuing Education: Rental Properties for the Real Estate Investor
- Continuing Education: Rental Properties for the Real Estate Investor
- CPA Continuing Education: 2015 Annual CPA Seminar
- Organizing Your Legal Paperwork
- Client Appreciation Event: "Birds of Prey"
- Understanding Your Estate Plan
- Medicaid & Asset Protection
- WEBINAR! What the Supreme Court Ruling Means to You and Your Estate Plan
- Wills, Trusts, and Powers of Attorney - Making Sense of it All
- What Happens When a Loved One Dies?
- Is Your Estate Plan Up to Date?
- What Happens When A Loved One Dies: Probate & Trust Administration
- A Marriage License Doesn't Come With a Power of Attorney
- A Marriage License Doesn't Come With a Power of Attorney
- A Marriage License Doesn't Come With a Power of Attorney
- A Marriage License Doesn't Come With a Power of Attorney
- Lunch N Learn: Probate & Trust Administration
- Lunch N Learn: Guardianships & Conservatorships
- Lunch N Learn: Estate Planning for Non-Citizen Spouses
- Lunch N Learn: What the Supreme Court Means to Estate Planning
- Lunch N Learn: Over 70- Legal & Estate Planning for Seniors (Professional Course)
- Lunch N Learn: Wills vs Trusts
- Asset Protection & Medicaid
- Basics of Estate Planning
- Lunch N Learn: Beneficiary Designations & Disclaimers - Cherry Tower
- Lunch N Learn: Irrevocable Life Insurance Trusts
- Lunch N Learn: Making Gifts to Minors
- Lunch N Learn: The Changing Landscape of Estate Planning for Digital Assets
- Lunch N Learn - Why Every Business Needs a Buy Sell Agreement
- Transferring Property in Probate and Trust Estates for Realtors
- Lunch 'N Learn: Qualified Personal Residence Trusts
- **WEBINAR** A Marriage License Doesn't Come with a Power of Attorney: A Legal Update on Same-Sex Marriage in Colorado
- Lunch N Learn: Transferring Property in Probate and Trust Estates
- Lunch N Learn: Special Needs Trusts: How You Can Help Protect Those Who Can't Protect Themselves
- Asset Protection & Medicaid
- Understanding Your Estate Plan
- Denver Mint Presentation
- The Ever Changing Landscape of Legal Recognition for Same-Sex Couples: Where Do We Stand Now?
- Lunch N Learn: Famous Estates
- Estate Planning Basics
- Come to the Ambler & Keenan Family Appreciation Ice Cream Social!!!
- WEBINAR: Civil Unions, Same-Sex Marriage & Estate Planning in Colorado
- Lunch N Learn - LLC or S Corp: Why It Matters
- Whose Life is it Anyway? The ABCs of Advanced Directives
- Probate and Trust Administration
- Is Your Trust Updated?
- Asset Protection & Medicaid
- Civil Unions, Same-Sex Marriage, and Estate Planning in Colorado
- Civil Unions, Same-Sex Marriage, and Estate Planning in Colorado
- Civil Unions, Same-Sex Marriage, and Estate Planning in Colorado
- Civil Unions, Same-Sex Marriage, and Estate Planning in Colorado
- Estate Planning 101 & Update
- Estate Planning Basics
- Transferring Property in Probate and Trust Estates - Realtor Class
- Rental Properties for the Real Estate Investor - Realtor Class
- Estate Planning Basics & 2014 Estate Tax Update
- Planning for Medicaid
- Lunch N Learn: Intellectual Property in Estate Planning
- Lunch N Learn: Planning for the End of Life
- Lunch N Learn: Medicaid Case Studies
- Lunch N Learn: Top 10 Mistakes Made in Estate Planning
- Lunch N Learn: Estate Planning Basics
- 2013 10th Annual CPA Seminar
- ** WEBINAR ** Update on Same Sex Marriage and Civil Unions in Colorado
- Asset Protection & Medicaid
- Understanding Your Estate Plan
- Transferring Property in Probate and Trust Estates
- Over 70: Legal & Estate Planning for Seniors
- ABCs of Trusts
- Client Appreciation Ice Cream Social
- Civil Unions & Estate Planning
- Estate Planning 101
- Transferring Property in Probate & Trust Estates
- The ABCs of LGBT II
- 2013 Civil Unions & Estate Planning
- **WEBINAR** Civil Unions and Estate Planning for the LGBT Community
- Over 70: Legal & Medicaid Planning for Seniors
- Over 70: Legal & Estate Planning for Seniors
- Estate Planning and Civil Unions for the LGBT Community
- Estate Planning and Civil Unions for the LGBT Community
- Estate Planning and Civil Unions for the LGBT Community
- Estate Planning and Civil Unions for the LGBT Community
- VA Aid & Attendance Benefits
- Planning with IRAs
- Legal Issues to Consider at End of Life
- Non-Citizen Spouses
- Understanding Generation Skipping Taxes
- Irrevocable Life Insurance Trusts
- VA Aid & Attendance Benefits
- Guardianships/Conservatorships
- Trust Administration & Probate