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Colorado Estate Planning Forms, 2012 Supplement Out of Stock

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Contributors:  Estate Planning Forms Committee - CBA Trust & Estate Section
Publisher: CBA-CLE Books
Publication Date: July 2012
 
The 2012 Supplement to Colorado Estate Planning Forms includes:
  • Caveats were expanded with a new COLA matrix and also with language about the delayed application of the Uniform Tax Apportionment Act.
  • The Rule Against Perpetuities language was updated for all will and trust forms and for Tab A.
 
Forms affected by this change include:
  • Form 6A, Nontrust Will;
  • Form 6B, Nontrust Will-Single with Children;
  • Form 7A, Will with Contingent Trust;
  • Form 7B, Will with Contingent Trust-Single with Children;
  • Form 8, Disclaimer Will;
  • Form 9, Marital Deduction Will;
  • Form 13A, Revocable Marital Deduction Trust;
  • Form 13B, Short Form Joint Revocable Trust;
  • Form 15, Section 2503(c) Trust;
  • Form 16, Revocable Disclaimer Trust;
  • Form 17, Single Life Irrevocable Life Insurance Trust;
  • Form 19, Joint Lives Irrevocable Life Insurance Trust;
  • Form 23, Non-Tax Planning Revocable Trust; and
  • Tab A, General and Administrative Provisions (Note on Use 20 modified as well to accommodate the changes to the Rule Against Perpetuities clause).
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  • Notes on Use were updated for the following forms this year:
  • Form 8, Disclaimer Will;
  • Form 9, Marital Deduction Will;
  • Form 12, Memorandum Distributing Tangible Personal Property;
  • Form 13A, Revocable Marital Deduction Trust;
  • Form 13B, Short Form Joint Revocable Trust;
  • Form 14, Trust Amendment;
  • Form 21, Deeds to Trust; and
  • Tab A, General and Administrative Provisions.
  • New Form 25, Memorandum - Funding your Revocable Living Trust, is included in the 2012 Supplement, along with an accompanying cover letter.
  • Unitrust language was added to Tab B, as well as a corresponding Note on Use.
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Updates/Supplements:
Colorado Estate Planning Forms is generally updated annually. If you are updating a book that has a date of 2011 on the front cover sheet, you need the 2012 (revised) and 2013 Supplements to update your book. If your book has a date of 2012 on the front cover sheet, you need only the 2013 Supplement to update your book. If your book has a date of 2010 or earlier on the front over sheet, you must purchase a new book.  If you have any questions, please contact the CBA-CLE Publications Department at 303-860-0608.
COLORADO ESTATE PLANNING FORMS SEVENTH EDITION, 2012 SUPPLEMENT
 
TABLE OF CONTENTS
 
 
For a detailed Table of Contents with sub-chapters, please click here.
 
Publisher's Note
Dedication
Estate Planning Forms Committee
How to Use This Book
Alert Regarding Recent Tax Changes
Colorado Estate Planning Forms
Tabs
  •   CLE Pass Price
    *FREE! - exclusions may apply
  •   Standard Price
    USD
  •   Member Price
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  •   General Credits
  •   Ethics Credits
  •   EDI Credits
Live Seminar Date
Expiration Date
Non-Member Price
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Member Price
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Product Code
ZCEPFB12S
Tags
Estate Administration/Probate; Estate Planning; Supplement; Trust and Estate
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