Steven Pitzner, B.BA, J.D. EPC
Founding Member CIEPS Advisory Council, Executive Director AIEPS & Faculty Member
Denver, Colorado 

Mr. Pitzner received his B.B.A. from the University of Wisconsin, Madison in 1966. He received Degrees in Finance & Accounting. In 1969 Steve received his Juris Doctorate (J.D.) from Baylor University in Waco, Texas. 

Steven Pitzner has extensive experience in all facets of business/commercial law, tax, real estate law, tax and estate planning, and business litigation. Mr. Pitzner has extensive private practice experience working with high “net worth” individuals and small and mid-size business and professional firms on all types of estate plans including tax structures, complex wills and trusts, family limited partnerships, private placements, public offerings and securities. He has substantive experience working with brokers with a mid-size regional securities firm in Dallas and with major banks and financial planners in Denver on the estate planning and tax needsof their upper income professional and business clients. Mr. Pitzner has also served as regional claims counsel for Chicago Title Insurance Company giving him extensive real estate law background and experience. 

While practicing in Dallas Mr. Pitzner represented a regional securities firm and handled several major mergers/acquitions for said firm as well as numerous securities arbitration proceedings. Mr. Pitzner also handled general corporate/transactional law while practicing in Dallas including supervising several bank mergers/acquisitions, as well as an initial public offering for a national pharmacy chain. Mr. Pitzner continues representing similar clients since relocating to Denver. 

Mr. Pitzner currently serves as an attorney with Benson & Case, LLP, which is a mid-size business-oriented Denver law firm. 

Mr. Pitzner holds the following licenses

·        Wisconsin Bar License

·        Texas Bar License

·        Colorado Bar License

·        Texas CPA License

Securities Licenses (Series 7 and 66) and Colorado Life & Health Insurance Licenses

Ask Steve a question e-mail Steve

 

 

This web site Copyright © 2014 Canadian Initiative for Elder Planning Studies Inc.