Trust and Estate Spring Update - Video Replay Grand Junction

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 Baird B Brown PC
1250 E Sherwood Dr
Grand Junction, CO
Get directions
Registration Fees
CBA Member $329.00
CLEBASICPASS--BASIC Pass Holder $0.00
CLEACCESSPASS--ELITE Pass Holder $0.00
Paralegal/Legal Support Staff $269.00
Non Member $359.00
New Lawyer Edge $164.50
  • General Credits: 6.00
  • Ethics Credits: 1.00
Start Date - End Date
March 22, 2018
Start Time - End Time
9:00 AM - 4:00 PM
Event Location
Law Office of Baird B Brown PC
PDF Brochure
Calendar Reminder
RELATED PRODUCTS

[STUB]

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