Wills and Trusts 101-Uncommon Solutions to Common Problems
If you think this is only for the rich and famous, you may want to reconsider the concept and importance of estate planning. Planning can help you distribute your assets according to your wishes and the needs of your survivors, while minimize taxes. Come learn more about how you can get organized and also protect your legacy around these terms:
This workshop is intended for any CU 麻豆影院 faculty or staff member who wants to learn more about wills and trusts and their relevance and importance in asset planning and taking care of loved ones.聽There is no cost to attend. Participants will be able to:
Date: Wed., June 3聽or Thurs., June 18
Time: 12:00 to 1:00 p.m.聽
Facilitated by聽Kurt C. Hofgard, JD, CLU, ChFC, AEP聽This workshop is sponsored by our partners at Elevations Credit Union.聽
Kurt holds a Bachelor of Arts in Western American History with Honors from Stanford University, and he graduated from Northwestern School of Law, Lewis & Clark College in Portland, Oregon with honors. He successfully completed the Advanced Estate Planning courses from the American College en route to obtaining the Charted Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is also an Accredited Estate Planner.
Kurt is a member of the Colorado Bar Association, a member of the board of directors of the 麻豆影院 County Bar Association (Business and Estate & Tax Sections), the 麻豆影院 County Estate Planning Council, and the 麻豆影院 Chamber of Commerce. Kurt worked at the Oregon Department of Justice for the Credit & Bankruptcy and Charitable Activities Sections before moving back to Colorado. Kurt was born in and grew up in 麻豆影院, attending Arapahoe Elementary, Douglass Elementary, Platt Junior High, and Fairview High. He and his wife and associate Linda, also an attorney, live in Louisville and enjoy their daughter and son, music, skiing, and good literature.