The Fiduciary Wish List In-Person Seminar

This in-person seminar hosted at First Western Trust’s Denver office offers Colorado estate planning attorneys the opportunity to earn 1.0 General CLE credit while gaining a practical fiduciary perspective on how drafting decisions truly unfold during trust and estate administration. A complimentary lunch will be provided.

First Western Trust’s Trust Services team will share real-world insight into provisions that often create delay or ambiguity, setting realistic expectations for estate settlement timelines, navigating fiduciary appointments and tax apportionment, and addressing evolving considerations such as digital assets.

Trust, estate planning, insurance, and investment products are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed, subject to investment risks, including possible loss of the principal amount invested and may go down in value.  Any information and research contained herein do not represent a recommendation of investment advice to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment, and it does not constitute an offer or solicitation to buy or sell any securities or investment services.  This content is for informational purposes only and does not constitute legal or tax advice. Please consult your legal or tax advisor for specific guidance tailored to your situation. First Western Trust Bank cannot provide tax advice.