Mitchell & Faix, presents free educational seminars on a wide-variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups and financial advisors in our community.
If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.
Presentations Available (but not limited to):
Basic Estate Planning
- Wills & Living Trusts
- Reviewing Your Estate Plan
- Estate Planning for the LGBTQ+ Community
Advanced Estate Planning
- Planning with Charitable Remainder Trusts
- Irrevocable Life Insurance Trusts
Continuing Education Programs for Financial Advisors
- Basic to Advanced Estate Planning Techniques
- Planning with IRAs
- Trust Administration (Estate Settlement)
- Special Needs Trusts
Continuing Education Programs for Real Estate Professionals
- Transferring Property in Probate and Trust Estates
- 2 hour: This Program reviews the different methods for transferring real estate in Colorado- operation of law, beneficiary deeds, probate, and trust administration. If you have had any issues with buying or selling property owned by a trust or an estate, this course, approved for two hours of CE credit for real estate professionals, will explain the impact of probate or trust administration on the sale contract and timeline, necessary additional documentation, changes to the closing process, and frequent mistakes and problems.
- 1 hour: This is an abridged version of our 2-hour CE program that introduces agents to the issues related to helping clients sell and buy property from an estate or trust. This course will provide insight to agents regarding facilitating real estate transactions in probate estates and through the trust administration process. We will discuss the types of deeds used, the probate process, and how property can be used in a revocable trust.
Find our Lunch N Learn classes here: https://mitchellfaix.com/seminars/. We provide a monthly class for Certified Financial Planners, Certified Public Accountants, and insurance professionals.
