Portability: Mechanics, Compliance and Risks Out of Stock
Co-sponsored by the CBA Trust & Estate Section
Quantity
February 2012
Portability: Mechanics, Compliance and Risks
Co-sponsored by the CBA Trust & Estate Section
Trust & Estate Section CLE Luncheon Series
Program Description
Portability has been trumpeted by some in the media as one of the most significant estate planning benefits of The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“TRUIRJCA”), Sections 302(a)(1) and 303(a). Practitioners know otherwise. But knowing is not enough. Portability creates a number of significant malpractice risks which practitioners may be best advised to guard themselves against.
While most practitioners have focused on understanding the mechanics of portability, the first estate tax returns for 2011 decedents will be filed October 1, 2011, and the focus needs to shift to compliance and exposure issues.
Attend the February Trust & Estate Lunch and find out what you need to know on this important topic.
Don't Forget: The T&E Luncheon Series is also available via live Internet webcast, direct to your desktop!
Agenda
11:30 AM - 12:00 PM
Registration
12:00 PM
- Mechanics of Portability
- Compliance
- Exposure and Malpractice Risks
1:00 PM
Adjourn
Presented by Josie M. Faix, Esq.
Program Series Chair
Connie Tromble Eyster, Esq.
Hutchinson Black and Cook, LLC
Boulder, CO
Faculty
Josie M. Faix,Esq., graduated from the Georgetown University Law Center (J.D., 2001). She is admitted to practice in all of Colorado's district and appellate courts. She is a member of the Trust & Estate Section of the Denver and Colorado Bar Associations and is a member of the Statutory Revisions Committee of the Colorado Bar Association. Ms. Faix practices in the areas of guardianships and conservatorships, estate planning and estate and trust administration.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits