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December 2020 Quarterly Educational Meeting
Thursday, December 10, 2020, 1:00 PM - 2:00 PM PST
Category: Quarterly Educationals

December Quarterly Meeting 
The Estate Attorney Down the Hall

Overview:

Traditionally, financial advisors and estate planning attorneys wear separate hats. However, these two disciplines are becoming increasingly intertwined. When done correctly, the formalization of attorney and advisor relationships can create synergies and economic opportunities. This presentation highlights real trends in the creation of these formal relationships, on a continuum. This presentation also shows wealth advisors how to capitalize on these trends in order to better drive client acquisition and retention. Finally, we explore the legal, ethical, business, and interpersonal challenges of formalizing an attorney-advisor relationship. 

Takeaways: 

  • How estate planning, which is often ignored or outsourced, can serve as a great way to differentiate your practice.
  • Specific ways that RIA firms, brokerages, and wirehouses are leveraging a knowledge base of wealth strategies which include estate planning. 
  • How to use the CFP Board's required knowledge to provide estate planning services. 
  • Demanding more out of your attorney referral relationships. 
  • How to provide estate planning education while "staying in your lane" as a financial advisor. 
  • What incentives might an attorney have to affiliate with your practice, and how do you use these incentives to find the right fit? 
  • Hidden Costs which may accompany the creation of an estate planning knowledge or service center. 

Registration Rates:

Members: $10
Non-Member: $20

Register Now

Speaker Bio:

Griffin Bridgers, JD, LL.M., is a partner in the law firm of Hutchins & Associates LLC in Denver, Colorado, who specializes in tax and estate planning. Griffin also serves as an adjunct professor for the College for Financial Planning (a Kaplan Company) and instructor for Kaplan Professional Education.
With 11 years of estate planning experience, 9 years of teaching experience, and a consistent track record of thought leadership, Griffin is an engaging speaker on a wide variety of tax and estate planning subjects. In addition to the publications and speaking engagements listed below, Griffin publishes frequent topical discussions of approximately 6 minutes in length called the “Tenth of an Hour” on YouTube. Griffin also hosts the “State of Estates” podcast, where he interviews estate planning professionals on various estate planning topics.

PUBLICATIONS:
Powers of Appointment Primer, Part 2: Taxation of Powers of Appointment, 47 THE COLO. LAWYER 56 (August/September 2018)
Basis Step-Up Planning: A Double-Edged Sword, 32 PROBATE AND PROPERTY 24 (July/August 2018)
Powers of Appointment Primer, Part 1: The Colorado Uniform Powers of Appointment Act, 47 THE COLO. LAWYER 54 (June 2018)
Health and Education in Trust Administration: A More Active Role for Trustees, TRUSTS & ESTATES (February 2018)
Proposed Valuation Regulations May Affect Real Estate Entities, COLO. REAL ESTATE JOURNAL (January 2017)
Multi-State Issues When Appointing Guardians for Minors, 43 THE COLO. LAWYER 11 (November 2014)