Trust and Estate Spring Update - Replay Colorado Springs
March 2018
Trust and Estate Spring Update - Estate Administration: An Overview of Intersections with Bankruptcy, Digital Assets, Business Law and Unexpected Distribution Issues
Co-sponsored by the Colorado Bar Association Trust & Estate Section
Program Description:
Estate administration intersects with many other practice areas. Attend the CBA/CLE Trust and Estate Spring Update and get insights into these areas of estate administration, as well as where estate administration crosses paths with these other areas of the law:
- Bankruptcy: A Personal Representative’s Duty if a Decedent or Beneficiary is in Bankruptcy; Requirement of Judgments; Priority of Claim(s) by Surviving Spouse or Dependent Children
- Digital Assets: An Estate Administration Focus
- Elective Share: Calculation and Avoiding Conflicts of Interest
- Business Entities: Winding Down, Transitioning Ownership, Buyouts and Valuation
- Tips When Advising the Philanthropic Client—An Overview
The Basics of When a Gift is Deductible, Including Limitations on the Deduction and Substantiation Rules; Often Overlooked Charitable Planning Techniques; Pros and Cons of Donor Advised Funds vs. Private Foundations vs. Creating a New Public Charity
- Unique Issues in Estate Administration
Strange, Unique and/or Challenging Issues That Can Arise in Estate Administration, Including (But Not Necessarily Limited to!) Heirship Determination, Notice Problems, Hoarding Situations, Bug and/or Biohazard Conditions, Slayer Statute, etc., and Practical and Creative Solutions to Those Issues
REGISTER TODAY!
Agenda:
8:30am
Registration and Continental Breakfast
9:00am
Welcome and Introduction
Leia Ursery, Esq., Program Chair, Lathrop Gage
9:10am
Bankruptcy: A Personal Representative’s Duty if a Decedent or Beneficiary is in Bankruptcy; Requirement of Judgments; Priority of Claim(s) by Surviving Spouse or Dependent Children
Presented by Chad Caby, Esq., Lewis Roca Rothgerber Christie LLP, and David Wadsworth, Esq., Wadsworth Warner Conrardy, P.C.
10:10am
Networking Break
10:20am
Digital Assets: An Estate Administration Focus
Presented by Laurence Gendelman, Esq., and Molly Zwerdlinger, Esq.
11:10am
Elective Share: Calculation and Avoiding Conflicts of Interest
Presented by Clara Brown Shaffer, Esq., Brown & Brown, P.C.
12:00pm
Lunch on Your Own
1:10pm
Business Entities: Winding Down, Transitioning Ownership, Buyouts and Valuation
Presented by Michael Stiff, Esq., Baker & Hostetler LLP
2:00pm
Tips When Advising the Philanthropic Client—An Overview
The Basics of When a Gift is Deductible, Including Limitations on the Deduction and Substantiation Rules; Often Overlooked Charitable Planning Techniques; Pros and Cons of Donor Advised Funds vs. Private Foundations vs. Creating a New Public Charity
Presented by Merry Balson, Esq., Balson & Faix LLP
2:50pm
Networking Break
3:00pm
Unique Issues in Estate Administration
Strange, Unique and/or Challenging Issues That Can Arise in Estate Administration, Including (But Not Necessarily Limited to!) Heirship Determination, Notice Problems, Hoarding Situations, Bug and/or Biohazard Conditions, Slayer Statute, etc., and Practical and Creative Solutions to Those Issues
Presented by Melissa R. Schwartz, Esq., Steenrod, Schwartz & McMinimee, LLP
4:00pm
Adjourn
Location Information
Law Office of Michael D Holder
405 S. Cascade Ave.
Colorado Springs, CO 80903
Get directions
405 S. Cascade Ave.
Colorado Springs, CO 80903
Registration Fees
| Non Member | $359.00 |
| CBA Member | $329.00 |
| Paralegal/Legal Support Staff | $269.00 |
| New Lawyer Edge | $164.50 |
| CLEBASICPASS--BASIC Pass Holder | $0.00 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 6.00
- Ethics Credits: 1.00
- EDI Credits:
To join the CBA or add a Section to your membership click
Sponsor Information
- Digital Assets: An Estate Administration Focus
- Elective Share: Calculation and Avoiding Conflicts of Interest
- Unique Issues in Estate Administration: Strange, Unique and Challenging Issues