Orange Book Forms: Colorado Estate Planning Forms, 8th Edition (Includes 2018 Updates) Out of Stock

Loose-leaf Binder

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Expiration Date
Non-Member Price
$279.00 USD
CBA Member Price
$259.00 USD
Product Code
ZCEPFB17B
Book Title:  Orange Book Forms: Colorado Estate Planning Forms
Contributors: Estate Planning Forms Committee - CBA Trust & Estate Section  
Publisher: CBA-CLE Books (CLE in Colorado, Inc.)
Publication Date: Eighth Edition, 2017
Last Updated: August 2018
Page Count: 796 pages
ISBN:  1-930993-94-3
Format: loose-leaf binders, two-volumes - (also includes Electronic PDF e-Book which contains Forms in Microsoft Word® and WordPerfect® - Download from your CLE Dashboard)
 
About the Book:
The Orange Book Forms: Colorado Estate Planning Forms is a remarkable compilation of estate planning forms designed and written by the Orange Book Forms Committee of the CBA Trust & Estate Section. This book is a must have for every estate planning attorney. It contains several will and trust forms, including marital deduction wills and trusts, pourover wills, joint revocable trusts, irrevocable life insurance trusts, and more. The book also includes forms for powers of attorney, appointment of guardians, client letters and intake questionnaires, and various drop-in provisions for special situations in estate planning.
 
Word and WordPerfect versions of every form with Notes on Use are included on the electronic PDF e-Book. Each book purchase includes the PDF e-Book; visit http://cle.cobar.org/ePDF for instructions on how to download the e-Book and forms.
 
Orange Book Forms: Colorado Estate Planning Forms has been completely revised for this Eighth Edition. The most significant change is that the layout of the book was reworked in order to be easier to use for all estate planning practitioners, from beginners to experienced estate planners.
 
Orange Book Forms: Colorado Estate Planning Forms is prepared by the volunteer members of the Orange Book Forms Committee of the Trust & Estate Section of the Colorado Bar Association. The forms are intended to provide guidance and general suggested language to assist lawyers in preparing estate planning documents; they are not intended to be a substitute for the exercise of the lawyer's own professional judgment in planning a client's estate. No form or language in Orange Book Forms should be used unless the lawyer fully understands the purpose, meaning, and tax consequences of the form and language.
 
Updates/ Supplements:
Orange Book Forms:  Colorado Estate Planning Forms, Eighth Edition was released in 2017. If you are purchasing this book, you do not need to purchase any supplements; the latest supplement is already included in the book. If you are looking to update a book that you already own, you need to check the date on the front cover sheet of your book.  If your book has a date of 2016 or earlier on the front cover sheet, you need to purchase a new book.  If your book has a date of 2017, you need only purchase the 2018 Supplement to update your book (this pertains to the printed book only).
 
Automatic Supplementation Service:
For your convenience, automatic supplementation is included with your order. Future supplements will be mailed automatically with an invoice at 10% off the published price. Return privileges apply and you may cancel the service at any time. You will be notified by email before any supplement is mailed, so you may cancel shipment before a supplement is released.
 
If you wish to remain off the automatic shipment list for all future supplements, please let us know at the time of your order or you can also contact the CBA-CLE books department at 303-860-0608 or email clebooks@cba-cle.org.
 
Please Note: All new book orders include recent supplements/updates; if an update is issued within 90 days of the purchase date of the book, a complimentary copy of the update will automatically be sent to you.      
           
Table of Contents
Orange Book Forms:  Colorado Estate Planning Forms, Eighth Edition
For a detailed Table of Contents with sub-chapters please, Click Here
 
 
VOLUME 1
Chapter 1  Getting Started
Chapter 2  What to Consider Before Drafting
Chapter 3  Taxable Estate: Planning for Married Couples with Assets Over $11.0M in Value
Chapter 4  Pre-Taxable Estate: Planning for Married Couples with Assets Between $5.5M and $11.0 M in Value
Chapter 5  Non-Taxable Estate: Planning for Married Couples with Assets Below $5.5 M in Value
Chapter 6  Planning for Single Individuals
 
VOLUME 2
Chapter 7  Ancillary Documents — Financial
Chapter 8  Ancillary Documents — Medical
Chapter 9  Ancillary Documents — Minor Children and Protected Persons
Chapter 10  Ancillary Documents — Married Couples and Non-Traditional Couples
Chapter 11  Amending Documents
Chapter 12  Funding Trusts
Chapter 13  Planning for Gifting
Chapter 14  Planning for Specific Assets
Chapter 15  Planning for Special Situations
Chapter 16  Trusts for Special Situations
 
Appendix A  General and Administrative Provisions
                         
  •   Standard Price
    $279.00 USD
  •   Member Price
    $259.00 USD
  •   General Credits
  •   Ethics Credits
Table of Contents
Orange Book Forms:  Colorado Estate Planning Forms, Eighth Edition
For a detailed Table of Contents with sub-chapters please, Click Here
 
 
VOLUME 1
Chapter 1  Getting Started
Chapter 2  What to Consider Before Drafting
Chapter 3  Taxable Estate: Planning for Married Couples with Assets Over $11.0M in Value
Chapter 4  Pre-Taxable Estate: Planning for Married Couples with Assets Between $5.5M and $11.0 M in Value
Chapter 5  Non-Taxable Estate: Planning for Married Couples with Assets Below $5.5 M in Value
Chapter 6  Planning for Single Individuals
 
VOLUME 2
Chapter 7  Ancillary Documents — Financial
Chapter 8  Ancillary Documents — Medical
Chapter 9  Ancillary Documents — Minor Children and Protected Persons
Chapter 10  Ancillary Documents — Married Couples and Non-Traditional Couples
Chapter 11  Amending Documents
Chapter 12  Funding Trusts
Chapter 13  Planning for Gifting
Chapter 14  Planning for Specific Assets
Chapter 15  Planning for Special Situations
Chapter 16  Trusts for Special Situations
 
Appendix A  General and Administrative Provisions
                         
After purchase, the ePDFs of our publications are accessible through your CLE Dashboard. First, login to https://cle.cobar.org/CLE-Dashboard. If you do not know your login information, call (303) 860-0608 for assistance.

In your CLE Dashboard, under “Dashboard-At-A-Glance”, find the “Books” tab. You will see a list of all books you have purchased. Click on the book icon to open the ePDF in a new browser window. When the book opens in a new window, click the download icon to save the book to your hard drive. ePDF books will contain links to download any editable Microsoft .doc files included with the content.

For more detailed instructions with screenshots, visit http://cle.cobar.org/ePDF
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