Estate Planning Basic Skills Out of Stock

 

Co-sponsored by the CBA Trust and Estate Law Section

  Quantity

 

Expiration Date
12/31/2020
Non-Member Price
$449.00 USD
CBA Member Price
$409.00 USD
Product Code
PR020118J
Febuary 2018
 
Estate Administration Basic Skills
 
Co-sponsored by the Colorado Bar Association Trust & Estate Section
 
 
Program Highlights:
 
- Information Gathering and the Initial Client Interview
- The Planning Process; The Drafting Process
- Execution of Documents and Follow-up Issues
- Introduction to Transfer Taxes
- Planning for Disability
- Planning for Single Clients and Smaller Estates
- Introduction to Ethics in Estate Planning
- Planning for Married Clients and Larger Estates
- Introduction to the Marital Deduction; Planning to Minimize Estate Taxes
- Uses of Life Insurance in Estate Planning
- Revocable Living Trusts
- Traps to Avoid: The 10 Most Common Problems and Pitfalls as Seen Through the Eyes of the Bench, Including Malpractice
- Presentation and Discussion of Hypothetical Fact Patterns
 
 
Program Description:
 
The biennial Estate Planning Basic Skills program returns for 2018! If you are an attorney who wants to develop an estate planning practice, a legal assistant working in the estate planning area, or would just like to improve your skills in this important area of the law, you don’t want to miss this valuable program!
 
As always, experienced estate planning attorneys will show you the best tools to employ in common situations you will face. Some of the timely topics to be covered include ethical concerns, transfer tax issues, planning for smaller estates, estate planning with life insurance, and the planning and drafting process.
 
This year’s program has been expanded to two full days of instruction. The program now includes panel sessions in which the members of the faculty will apply the concepts you have just learned, and answer your questions. You will also enjoy a candid judicial panel discussion of the most important problems and pitfalls estate planning attorneys face.
 
You are encouraged to bring your Colorado Estate Planning Forms (Orange Book) as it will be a valuable tool during the program. The Orange Book will also be available for sale the day of the program. Attorneys, don’t forget to bring your paralegal or legal assistant!  
 
Don’t Delay… Register Today!
 
 
 
Agenda:
 
DAY 1—Thursday, February 1
Please note early start time
 
8:15 am
Registration and Continental Breakfast
 
8:45 am
Welcome and Introduction
Extended by Mark D. Masters, Esq., Program Chair
 
8:50 – 9:20 am
Information Gathering and the Initial Client Interview
- Using questionnaires to obtain essential personal and financial Information
- Educating your client regarding the estate planning process and proposed
instruments
- Exploring sensitive matters such as blended families and problem children
- Counseling clients who need what they don’t want or want what they don’t need
Presented by Frank T. Hill, Esq., and Kerri Klein, Esq.
 
9:20 – 10:15 am
The Planning Process; The Drafting Process
- Designing a practical plan to carry out the client's wishes, while minimizing
taxes and administrative costs
- Nuts and Bolts I: Statutory requirements and elements of a good dispositive document
- Nuts and Bolts II: Disposing provisions, selecting fiduciaries, etc.
- Coordinating will provisions with other estate planning documents and
non-probate assets
- Common drafting problems and errors
Presented by Frank T. Hill, Esq., and Kerri Klein, Esq.
 
10:15 – 10:25 am
Networking Break
 
10:25 – 10:50 am
Execution of Documents and Follow-up Issues
- Ensuring proper execution
- Asset balancing
- Changing beneficiary designations and retitling assets
Presented by Frank T. Hill, Esq., and Kerri Klein, Esq.
 
10:50 – 11:50 am
Introduction to Transfer Taxes
- Elements of the gross estate
- Transfer tax savings through wise use of deductions and credits
- Overview of gift taxation
- Selected income and generation-skipping tax issues
Presented by Mark D. Masters, Esq.
 
11:50 am -12:20pm
Moderated Discussion of Morning’s Topics and Panel Presentation by Morning Faculty
Panel Moderator: Mark D. Masters, Esq.
 
12:20pm
Lunch (On Your Own)
 
1:30 – 2:10pm
Planning for Disability
- Advance medical directives: medical power of attorney, living will, CPR directive
- Proxy decision maker
- Financial powers of attorney
- Parental delegation of guardianship
- Medical Orders for Scope of Treatment (MOST)
Presented by M. Carl Glatstein, Esq.
 
2:10 – 2:50pm
Planning for Single Clients and Smaller Estates
- Widows and widowers
- Divorced clients
- Unmarried couples
- Using contingent trusts for children or grandchildren
- Considerations when planning the smaller estate
- Elderly clients
Presented by Erica Johnson, Esq.
 
2:50 – 3:00pm
Networking Break
 
3:00 – 3:45pm
Planning for Married Clients and Larger Estates
- Yours, mine and ours: Second marriages and blended families
- Using contingent trusts for children or grandchildren
- Planning for problem adult children
- Non-tax considerations when planning the larger estate, such as distributions of business interests, etc.
- Which tax apportionment clause is appropriate
- Married with children
Presented by Nancy Peterson, Esq.
 
3:45 – 4:15pm
Moderated Discussion of Afternoon’s Topics and Panel Presentation by Afternoon Faculty
Panel Moderator: Mark D. Masters, Esq.
 
4:15pm
Adjourn
 
 
Day 2 – Friday, February 2
 
9:00 – 9:30am
Revocable Living Trusts
- Using a funded revocable trust as the dispositive document
- Using an unfunded standby trust
- The need for a pour-over will
Presented by Julia G. McVey, Esq.
 
9:30 – 10:20am
Uses of Life Insurance in Estate Planning
- Types of life insurance policies
- Life insurance to provide estate liquidity and pay debts
- Paying estate taxes cheaply—an introduction to the irrevocable life insurance trust
Presented by David Mannaioni, CFP, MPAS Professor, Kirsten Waldrip, Esq.
 
10:20 – 10:30am
Networking Break
 
10:30 – 11:30am
Introduction to the Marital Deduction; Planning to Minimize Estate Taxes
- Basic formulas of marital deduction planning for taxable estates
- Disclaimer trust planning
- Combined marital trust/bypass trust planning: The A and B trusts
- Using QTIP provisions
- Planning for an uncertain tax future
Presented by Jennifer Spitz, Esq.
 
11:30am – 12:00pm
Moderated Discussion of Morning’s Topics and Panel Presentation by Morning Faculty
Panel Moderator: Mark D. Masters, Esq.
 
12:00 – 1:15pm
Lunch (On Your Own)
 
1:15 – 2:05pm
Introduction to Ethics in Estate Planning
- Representing multiple clients: Navigating through confidentiality and potential conflicts of interest
- Representing clients with disabilities or questionable competency
- Who is my client? Identifying troublesome situations
- Engagement/disengagement letters
Presented by David Kirch, Esq.
 
2:05 – 2:55pm
Traps to Avoid: The 10 Most Common Problems and Pitfalls as Seen Through the Eyes of the Bench, Including Malpractice
Presented by the Honorable Frances Johnson, Honorable John P. Leopold (ret.), and Honorable Jean Stewart (ret.)
 
2:55 – 3:05pm
Networking Break
 
3:05 – 4:30pm
Moderated Discussion of Hypothetical Fact Patterns in Estate Planning Basics Presented by the Faculty
Panel Moderator: Mark D. Masters, Esq.
 
4:30pm
Adjourn
  •   Standard Price
    $449.00 USD
  •   Member Price
    $409.00 USD
  •   General Credits
    14.00
  •   Ethics Credits
    1.00
Agenda:
 
DAY 1—Thursday, February 1
Please note early start time
 
8:15 am
Registration and Continental Breakfast
 
8:45 am
Welcome and Introduction
Extended by Mark D. Masters, Esq., Program Chair
 
8:50 – 9:20 am
Information Gathering and the Initial Client Interview
- Using questionnaires to obtain essential personal and financial Information
- Educating your client regarding the estate planning process and proposed
instruments
- Exploring sensitive matters such as blended families and problem children
- Counseling clients who need what they don’t want or want what they don’t need
Presented by Frank T. Hill, Esq., and Kerri Klein, Esq.
 
9:20 – 10:15 am
The Planning Process; The Drafting Process
- Designing a practical plan to carry out the client's wishes, while minimizing
taxes and administrative costs
- Nuts and Bolts I: Statutory requirements and elements of a good dispositive document
- Nuts and Bolts II: Disposing provisions, selecting fiduciaries, etc.
- Coordinating will provisions with other estate planning documents and
non-probate assets
- Common drafting problems and errors
Presented by Frank T. Hill, Esq., and Kerri Klein, Esq.
 
10:15 – 10:25 am
Networking Break
 
10:25 – 10:50 am
Execution of Documents and Follow-up Issues
- Ensuring proper execution
- Asset balancing
- Changing beneficiary designations and retitling assets
Presented by Frank T. Hill, Esq., and Kerri Klein, Esq.
 
10:50 – 11:50 am
Introduction to Transfer Taxes
- Elements of the gross estate
- Transfer tax savings through wise use of deductions and credits
- Overview of gift taxation
- Selected income and generation-skipping tax issues
Presented by Mark D. Masters, Esq.
 
11:50 am -12:20pm
Moderated Discussion of Morning’s Topics and Panel Presentation by Morning Faculty
Panel Moderator: Mark D. Masters, Esq.
 
12:20pm
Lunch (On Your Own)
 
1:30 – 2:10pm
Planning for Disability
- Advance medical directives: medical power of attorney, living will, CPR directive
- Proxy decision maker
- Financial powers of attorney
- Parental delegation of guardianship
- Medical Orders for Scope of Treatment (MOST)
Presented by M. Carl Glatstein, Esq.
 
2:10 – 2:50pm
Planning for Single Clients and Smaller Estates
- Widows and widowers
- Divorced clients
- Unmarried couples
- Using contingent trusts for children or grandchildren
- Considerations when planning the smaller estate
- Elderly clients
Presented by Erica Johnson, Esq.
 
2:50 – 3:00pm
Networking Break
 
3:00 – 3:45pm
Planning for Married Clients and Larger Estates
- Yours, mine and ours: Second marriages and blended families
- Using contingent trusts for children or grandchildren
- Planning for problem adult children
- Non-tax considerations when planning the larger estate, such as distributions of business interests, etc.
- Which tax apportionment clause is appropriate
- Married with children
Presented by Nancy Peterson, Esq.
 
3:45 – 4:15pm
Moderated Discussion of Afternoon’s Topics and Panel Presentation by Afternoon Faculty
Panel Moderator: Mark D. Masters, Esq.
 
4:15pm
Adjourn
 
 
Day 2 – Friday, February 2
 
9:00 – 9:30am
Revocable Living Trusts
- Using a funded revocable trust as the dispositive document
- Using an unfunded standby trust
- The need for a pour-over will
Presented by Julia G. McVey, Esq.
 
9:30 – 10:20am
Uses of Life Insurance in Estate Planning
- Types of life insurance policies
- Life insurance to provide estate liquidity and pay debts
- Paying estate taxes cheaply—an introduction to the irrevocable life insurance trust
Presented by David Mannaioni, CFP, MPAS Professor, Kirsten Waldrip, Esq.
 
10:20 – 10:30am
Networking Break
 
10:30 – 11:30am
Introduction to the Marital Deduction; Planning to Minimize Estate Taxes
- Basic formulas of marital deduction planning for taxable estates
- Disclaimer trust planning
- Combined marital trust/bypass trust planning: The A and B trusts
- Using QTIP provisions
- Planning for an uncertain tax future
Presented by Jennifer Spitz, Esq.
 
11:30am – 12:00pm
Moderated Discussion of Morning’s Topics and Panel Presentation by Morning Faculty
Panel Moderator: Mark D. Masters, Esq.
 
12:00 – 1:15pm
Lunch (On Your Own)
 
1:15 – 2:05pm
Introduction to Ethics in Estate Planning
- Representing multiple clients: Navigating through confidentiality and potential conflicts of interest
- Representing clients with disabilities or questionable competency
- Who is my client? Identifying troublesome situations
- Engagement/disengagement letters
Presented by David Kirch, Esq.
 
2:05 – 2:55pm
Traps to Avoid: The 10 Most Common Problems and Pitfalls as Seen Through the Eyes of the Bench, Including Malpractice
Presented by the Honorable Frances Johnson, Honorable John P. Leopold (ret.), and Honorable Jean Stewart (ret.)
 
2:55 – 3:05pm
Networking Break
 
3:05 – 4:30pm
Moderated Discussion of Hypothetical Fact Patterns in Estate Planning Basics Presented by the Faculty
Panel Moderator: Mark D. Masters, Esq.
 
4:30pm
Adjourn

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