The Confident Retirement

Ep 05: Asset Protection, Selling a Business and How Trusts Work


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Blake Harris


The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 005 Blake Harris


Blake Harris is the managing attorney at Blake Harris Law, where he assists clients with wills and trusts, asset protection, and probate. Blake has been a member in good standing of the Colorado Bar since 2013 and the Florida Bar since 2010. He is an active member of Wealth Council, Elder Council, the Denver Bar Association, and the Colorado Bar Association. Blake graduated in 2007 with a degree in finance from the University of Florida and received a juris doctorate in 2010 from the University of Florida Levin College of Law, a top-tier law school.


Blake founded Mile High Estate Planning because he is passionate about helping families protect their wealth and pass it to the next generation. Before Mile High Estate Planning, Blake worked for one of the nation’s largest wealth management firms, where he helped high-net-worth and ultra-high-net-worth clients plan for the transfer of their assets. Over the course of his career, Blake has worked for, co-counseled with, and learned from several of the nation’s top estate planning and asset protection attorneys.


In addition to his active practice, Blake also strives to share his in-depth knowledge to help other professionals advance in their careers. In Colorado and across the nation, Blake has given numerous presentations and continuing education lectures on asset protection, estate planning, and probate to CPAs, financial advisors, and other attorneys. Blake has also been quoted in state-wide and national publications, such as ABC, NBC, CBS, Fox News, The Denver Post, and Market Watch, and he has been named a "Rising Star" for 2020 and 2021 by Super Lawyers Magazine. He also wrote a book called The Ultimate Guide to Estate Planning & Asset Protection.


Blake is currently investing in Cryptocurrency and outside of work, Blake enjoys traveling and spending time with family. 


Listen to this dynamic The Confident Retirement Podcast episode with Blake Harris and know more about estate planning, asset protection and selling a business, and how important it is to be surrounded with a team that you enjoy working with, while giving valuable experiences for the clients as well.


Here is what to expect on this week’s show:

Coming from a family of attorneys, how did Blake start his practice and his firm Mile High Estate Planning? And, if he is not an attorney, what would Blake be, and why?

-What would be his advice to the young Blake and to other people who wants to start their businesses or firms as well?

-How Blake uses pain points and client’s concern to explain the importance of a comprehensive estate and asset protection plan.

-Blake’s example of the misconception that asset protection is just for the super wealthy people. What are other blind spots too that people need to know about estate planning and asset protection?

-Blake shares a recent satisfying client experience and how he helped secure his wealth?

-How was Blake’s experience with money growing up, what he sees as its positive and negative impacts, and what was his first memory of it?

-What does Blake like about the business, and what does he consider as his great achievements, personally and professionally?

-How does Blake stay informed and what changes are we expecting in the estate planning world moving forward?


Connect with Blake Harris / Mile High Estate Planning:

Website: milehighestateplanning.com

Phone number: (833) ASK-BLAKE

Email: [email protected]


Connect with Kris and Mark

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

#MarkPicchi

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The Confident RetirementBy Kris Flammang and Mark Picchi

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