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Wills & Trusts 101: Beyond the Basics*

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Elevations Downtown Boulder Branch

1301 Walnut Street

Boulder, CO 80302

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Kurt Hofgard**, an estate planning attorney in Boulder, will go in depth with the class into estate planning beyond the basic will and trust. In particular, Mr. Hofgard will touch upon taxes, unique family situations, charitable planning, non-probate assets and other advanced topics.

** Mr. Hofgard is not affiliated with CFS or Elevations Credit Union.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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Elevations Downtown Boulder Branch

1301 Walnut Street

Boulder, CO 80302

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