BOULDER COUNTY ESTATE PLANNING COUNCIL

Please join us for our return to in-person events this September 14th, for a luncheon and seminar covering "New CUTC Part Five - Spendthrift and Discretionary Trusts - Protection of the Beneficiaries’ Interests from Their Creditors" presented by Carl Stevens, JD, AEP, AV Preeminent.  

Program: New CUTC Part Five - Spendthrift and Discretionary Trusts —Protection of the Beneficiaries’ Interests from Their Creditors

Venue

This seminar will be held in-person, outdoors, on the patio at Boulder Jewish Community Center (6007 Oreg Ave, Boulder, CO 80303) from 11:30am to 1:00pm.  A boxed lunch will be provided.  You will not need to go indoors for the event.  Restrooms are located indoors.  JCC requires that masks be worn while in common areas (ie hallways).

During this seminar Carl Stevens will present on the New CUTC Part Five - Spendthrift and Discretionary Trusts, including:

• Spendthrift and discretionary trusts
• Creditors’ rights to reach a beneficiary’s interest in a trust under the common law
• How Colorado’s version of Part 5 differs from the uniform law
• Recent Legislative action
• Hypotheticals
• Researching the UTC

Presenter

Mr. Stevens, an attorney since 1975, has represented individuals, family-owned businesses and large corporations. As a litigation attorney, he successfully represented clients in multimillion dollar lawsuits and developed an invaluable perspective on the need for asset protection in today’s litigious society. 

Mr. Stevens practices primarily in estate planning, business succession, business entity selection planning, asset protection, trust administration, probate and wrongful death.

Mr. Stevens frequently speaks on estate planning topics and conducts training for other attorneys and financial and insurance professionals. He is a member of various trusts and estates committees of the American and Colorado Bar Association. He stays updated by consulting regularly with other estate planning attorneys on planning issues via the Internet and at advanced planning seminars.

CE Status
Approved:  CPA, CFP, CLE, CLU/Insurance

Designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour.

Thank you to our Sponsors!

Platinum Sponsors:  Flatirons Financial Planning, Longmont Community Foundation and Midwest Trust
Gold Sponsors:  Bedford Wealth Advisors, Gibraltar Business Valuations and Vivant Financial Services
Bronze Sponsor: Elevations Credit Union, Hazel's Beverage World, O'Brien Law PC and Weinberger Law, LLC