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:

  • Probate-What it is and how to avoid it
  • Trusts-What they can do for you
  • Fees-What lawyers charge
  • Death Taxes-What they amount to
  • Power of Attorney-Never leave home without one

This workshop is intended for any CU Boulder 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. There is no cost to attend. Participants will be able to:

  • Identify the importance of estate planning.
  • Distribute assets according to your wishes and minimize taxes.
  • Understand terms used in order to protect your legacy.

Facilitated by Kurt C. Hofgard, JD, CLU, ChFC, AEP 

This workshop hosted by FSAP in conjunction with our partners at Elevations Credit Union.

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 Boulder County Bar Association (Business and Estate & Tax Sections), the Boulder County Estate Planning Council, and the Boulder 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 Boulder, 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.

Dial-In Information

Zoom informaiton is sent upon registration. 

Wednesday, April 7, 2021 at 12:00pm to 1:00pm

Virtual Event
Event Type

Workshop/Training

Audience

Faculty, Staff

Tags

HR, Employee Learning, FSAP

Group
Human Resources
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Nancy Portner left a positive review 6/17/2020

Great advice, lots of information packed into a 60 minute session.

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This event requires registration.