Maximize Clients' Savings in the New Tax Environment
Course book included with all formats
Tax laws have changed drastically in recent years, and working with trusts in the new tax environment requires much additional knowledge to ensure the methods you're employing are still effective. This focused legal program will give you the latest knowledge on what works and what doesn't in using trust deductions. Order today!
10:00 am to 5:00 pm Eastern Standard Time
ROBERT B. KEYSER II is the founding member of the estate, tax and business planning boutique firm, Robert B. Keyser II, LLC, based in Colorado Springs, Colorado. He has an office in Denver and is admitted to practice law in Colorado and Texas. He provides counsel in the areas of income, estate and gift tax planning and business planning to high net worth individuals and families. Mr. Keyser prepares advanced estate planning documents, such as qualified personal residence trusts, family limited partnerships, life insurance trusts, generation skipping trusts, charitable trusts, private foundations, grantor retained annuity trusts, intentionally defective grantor trusts, and complex wills. He handles various business transactional matters requiring the preparation of agreements for stock redemption, mergers, employment, stock buy-sell, partnership and limited liability company arrangements, non-qualified plans, and trusts. Mr. Keyser taught business law and accounting at the University of Colorado's Colorado Springs campus from 2004 to 2017. He earned his B.A. degree from Colorado University, his J.D. degree from the University of Denver College of Law, and his LL.M. degree in taxation from the University of Denver Graduate Tax Program.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a trust and estate specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee serves on Arizona’s Estate and Trust Advisory Commission, and is also a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a fellow of the American College of Trust and Estate Counsel (ACTEC). In addition to his professional activities, Mr. Lee is actively engaged with local and international charitable organizations. He earned his B.A. degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, from the J. Reuben Clark Law School at BYU. Mr. Lee is listed in Best Lawyers in America under tax law and trusts & estates, Southwest Super Lawyers in estate planning and probate, and is ranked in Chambers and Partners under private wealth law.