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EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
BENEFIT TO YOU | VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | CODE OF ETHICS
MEET THE FACULTY MEMBERS | COMPLAINTS AND COMPLIANCE | OUR PARTNERS
MEDIA | MEMBER LISTING | MEMBER UPDATE | MEMBERSHIP RENEWAL | CONTACT US

 


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

Mr. Pitzner received his BBA 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

 

EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
BENEFIT TO YOU | VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | CODE OF ETHICS
MEET THE FACULTY MEMBERS | COMPLAINTS AND COMPLIANCE | OUR PARTNERS
MEDIA | MEMBER LISTING | MEMBER UPDATE | MEMBERSHIP RENEWAL | CONTACT US

 

Canadian Initiative for Elder Planning Studies Inc.
4438 Ontario Street Suite 203
Beamsville, ON L0R1B5

Toll Free Phone 866 833-8606  Toll Free Fax 866 209-5111
 

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