Skip to Content?

Dylan Metzner to Speak at Colorado Planned Giving Roundtable

June 20, 2022
Denver background for headshot of Attorney Dylan Metzner

Dylan Metzner will address CLATs, CRUTs, and CRATS at this year’s Summer Symposium on August 25th. 

CLATs, CRUTs, and CRATs ~ OH MY!!

Colorado Planned Giving Roundtable Summer Symposium

Thursday, August 25, 2022

3:15 PM – 4:30 PM

 

Colorado Planned Giving Roundtable Summer Symposium | August 24 & 25

 

Register

Agenda

Charitable trusts do not have to be a tool that only lawyers understand. This program will provide a brief overview of the mechanics of these trusts and will focus primarily on the benefits to donors and charities of charitable trusts.

GAIN A FRESH UNDERSTANDING OF THESE GIFT TRANSACTIONS

  • Charitable lead annuity trust
  • Charitable remainder unitrust
  • Charitable remainder annuity trust

ABOUT THE PRESENTER

Dylan Metzner measures his accomplishments by the value and successful outcomes he creates for the clients he serves, including high-net-worth individuals, corporate executives, closely held business owners, and professionals. He counsels individuals and families throughout the United States and internationally with their tax, estate and private wealth planning needs, including philanthropic planning, guiding them through the maze of laws and practical considerations, moving each client closer to achieving goals and resolving outstanding issues. Reach out to Dylan at dmetzner@joneskeller.com.

ABOUT THE EVENT

The Colorado Planned Giving Roundtable’s (CPGR) Summer Symposium is known as one of the best regional gift planning conferences in the country with the industry’s top philanthropic speakers, valuable networking, customized breakout sessions and industry sponsors to share new insights, ideas and trends. This 2-day in-person conference also offers a limited virtual option for anyone outside the area or who is not yet ready to attend a large, in-person event.