EPCSED Meeting: Mind Your Own Business: Succession Planning for the Closely Held Business

Date: Tuesday, May 14, 2019
Time: 7:00am - 9:00am
Location: Maggiano's, 7401 South Clinton St., Englewood, CO 80112
Speaker: L. William Schmidt, Jr.



"Mind Your Own Business: Succession Planning for the Closely Held Business"

Presented By:

L. William Schmidt, Jr., Senior Vice President/BusinessDevelopment, BOK Financial/Private Wealth

Bill is one of the most well-known and well-respected estate planning attorneys in Colorado. During his decades of law practice, he worked with thousands of clients to develop and implement their estate plans, including advice regarding wills, trusts, probate, business entities, charitable trusts and charitable foundations.

A frequent lecturer and speaker, Bill has authored six books on the subject of estate planning and family wealth transfer. He is a Fellow of the American College of Trust and Estate Council (ACTEC) and, during his active law practice, was listed as one of the Best Lawyers in America. Bill serves on several foundation boards and is widely sought as an advisor on charitable planning strategies. He received one of the first Philanthropic Leadership Awards from The Denver Foundation and was awarded the Bonfils Blood Center Foundation Leadership Award. He has recently been awarded the first Philanthropic Legacy Award from The Denver Foundation. Bill received his undergraduate degree from the University of Colorado and his Juris Doctor from the University of Michigan Law School.

Bill had military service in the U.S. Air Force (Captain, JAGC, Retired) and was formerly the Staff Judge Advocate for the Colorado Air National Guard.

Prior to joining BOK Financial, Bill was the Senior Trust Officer at First Western Trust.


A special thank you to our generous 2019 sponsors: 



Meeting Schedule:

7:00 a.m. - 7:30 a.m.: Networking 
7:30 a.m. - 9:00 a.m.: Speaker presentation concluding with an optional roundtable discussion

Meeting Registration:

Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $25 per meeting.

Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." 

Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!

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Related Document(s):

See Upcoming Event Calendar