Trusts in Divorce Property Divisions Out of Stock
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September 2011
Trusts in Divorce Property Divisions - CD Homestudy
Program Description
Beneficial interests in trusts are being included in the pool of divisible assets in divorce in Colorado and a number of other jurisdictions. The faculty for this program is comprised of family law, trust and estate law, and valuation practitioners well experienced in this area. The program will conclude with a panel discussion.
Includes a copy of "Trusts in Divorce Property Divisions" by Marc A. Chorney
Summary of Topics:
- Discussion of the various types of statutes of equitable distribution and how they affect the treatment of trust interests.
- Fully distributable remainder interests and In Re Marriage of Balanson.
- Discretionary trusts; In Re Marriage of Jones, In re Marriage of Guinn.
- Whether the concept of vesting has a place in the analysis.
- How powers of appointment affect the analysis.
- Treatment of income interests, annuity interests and unitrust interests.
- The controversy regarding irrevocable self-settled trusts.
- Dissipation doctrine and trust interests.
- Valuation of trust interests and the uncertainties and variables regarding valuation.
- How the value of a trust interest may be awarded to the non-beneficiary spouse.
- Spendthrift exception creditors.
- Treatment of Crummey powers and other withdrawal rights.
- Theories in measuring appreciation of trust interests.
- Interests in trusts from the perspective of the family law lawyer, including use of experts, discovery and jurisdictional issues.
Who Should Purchase this Product::
- Family Law Practitioners
- Trust and Estate Practitioners
- Other Professionals Advising Families on Trusts
Topics
Survey of the Law: Trusts in Divorce Property Divisions, Including Colorado Law and the Law in Other States
In this segment of the program, Mr. Chorney will discuss many of the topics included in his book.
Presented by Marc Chorney, Esq., Chorney & Millard LLP
Selected Trust Issues in Dissolution of Marriage Proceedings
- Are beneficiary withdrawal rights property?
- What is the beginning point for measuring appreciation in value of trust interests?
Presented by James Wade, Esq., Wade Ash Woods Hill & Farley, P.C.
Domestic Litigation Issues
- Forum Shopping
- Choice of Law
- Use of Experts
- Settlor and Trustee Stonewallers
- The Zealous Discoverer
- Mechanics/Practical Steps
- Procedural Issues
- Approaches to Allocation
- Judicial Discretion
Presented by William Hunnicutt, Hunnicutt & Appelman, P.C.
Valuation Issues
- Valuation methodologies - IRS, Mohrlang, and Dale/Major;
- Property thresholds - Property, economic circumstance, and none of the above (non-property); and
- Separate property tracings - When does an interest actually become separate property?
Presented by Eric Six CPA/ABV, Six Consulting, LLC
Pulling It All Together: A Panel Discussion
Faculty
Marc A. Chorney
Chorney & Millard LLP
Denver, CO
William L. Hunnicutt, Esq.
Hunnicutt & Appelman, P.C.
Denver, CO
Eric Six, CPA/ABV
Six Consulting, LLC
Denver, CO
James R. Wade, Esq.
Wade Ash Woods Hill & Farley, P.C.
Denver, CO
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $249.00 USD
- Member Price $199.00 USD
- General Credits 6.00
- Ethics Credits
- EDI Credits