Legacy Building through Estate Planning. We will discuss various methodologies of proper Estate Planning to build and protect legacy assets (specifically Real Estate) in order to care for your loved in the event of death or incapacity.

Topics Include:

• Defining an Estate and a Legacy

• Intestacy + Probate

• Will vs a Pour Over Will

• Types of Trusts: Revocable + Irrevocable

• Trust and LLC combinations

• Probate Avoidance vs. Asset + Creditor Protection

• How to Protect Minor Children in the event of Death or Incapacity


Instructor

Stephen Villanueva Attorney

Specialist in Estate Planning, Business Law (corporate and LLC related law), licensed in Colorado and New Mexico. Intuitive leader, holding 30+ years of experience;

sought out by organizations to educate and help improve overall strategic and operational performance through an emphasis on people, processes, technology, and

data driven decision making. Robust corporate as well as start-up entrepreneurial experience, both in legal and executive roles.

November 11

10:00 AM - 12:00 PM

The class will be held Virtually via ZOOM

TO ENSURE COMPLIANCE WITH DRE REGULATIONS AND MAINTAIN THE INTEGRITY OF OUR CE CLASSES, PLEASE BE ADVISED OF THE FOLLOWING:
• THIS VIRTUAL CLASS IS TREATED THE SAME AS IF YOU WERE ATTENDING IN PERSON WITH AN INSTRUCTOR.
• YOUR CAMERA MUST REMAIN ON AND YOU MUST BE CLEARLY VISIBLE FOR THE ENTIRE DURATION OF THE CLASS.
• YOU ARE EXPECTED TO GIVE THE CLASS YOUR FULL ATTENTION. MULTITASKING, BEING ON THE PHONE, OR ENGAGING IN ANY DISTRACTING ACTIVITIES IS STRICTLY PROHIBITED.
THIS INCLUDES, BUT IS NOT LIMITED TO: DRIVING, SHOWING HOMES, ATTENDING APPOINTMENTS, OR WORKING ON OTHER TASKS.
• FAILURE TO FOLLOW THESE GUIDELINES WILL RESULT IN NO CE CREDIT BEING AWARDED.
THANK YOU FOR YOUR PROFESSIONALISM AND COOPERATION.

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What you enter here will be on your CE Certificate.

YOUR INFORMATION

$20.00
$20.00

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BILLING INFORMATION

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REFUND POLICY

CANCELLATION BY STUDENT

If the student cancels at least 48 hours before the start of class, then there will be a full refund for that class.

TRANSFERS

If a student cannot attend a specific class or course that he/she originally was scheduled to attend, that person may transfer the money paid for the course to another date or course. 

There is no charge for this service. Notification must be received no later than 48 hours after class.

CANCELLATION OF CLASSES BY EDUCATED MINDS 

If Educated Minds cancels a class due to inclement weather or some other situation, then that class will be rescheduled at some future date. 

The student will have the option to attend a new date or receive a full refund.

If Educated Minds cancels an entire class, due to lack of enrollment or some other situation, then all fees will be refunded in full.

Email: [email protected]   

Phone: 720-551-6037

P.O. Box 102, Henderson, CO 80640

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