Understanding and Using Trusts - A Nine Program Series!
February - May 2015
Understanding and Using Trusts - A Nine Program Series!
Co-sponsored by the CBA Trust & Estate Section
Program Highlights:
Live - February 11, 2015:
Revocable Living Trusts: Design, Implementation and Other Issues
Live - February 25, 2015:
Taxation of Trusts
Live - March 11, 2015:
Trusts: Today and Tomorrow
Live - March 25, 2015:
Counseling Trustees on Their Duties
Live - April 8, 2015:
Understanding Charitable Remainder and Charitable Lead Trusts
Live - April 22, 2015:
Dealing with "Civilian" Trustees During Trust Administration When There is a Dispute
Live - April 29, 2015:
Strategic Trusts for Elderly and Disabled Clients
Live - May 6, 2015:
Understanding and Using Specialized Trusts, Including GRATs, IDITs, Pet Trusts
Live - May 20, 2015:
Irrevocable Life Insurance Trusts (ILITs) - From the Ground Up
Who Should Attend:
- Trust and Estate Law Practitioners
- Trust and Estate Law Paralegals
- Trustees and Other Fiduciaries
- Anyone Who Needs to Understand and Use Trusts!
Program Description:
CBA-CLE and the CBA Trust and Estate Section are proud to bring back this informative, practical series of CLE programs on understanding and using trusts in your practice. This series consists of nine programs, each dedicated to a key area of trust law.
The expert members of the faculty will explain the purposes, mechanisms and key clauses included in a wide variety of trusts typical for a Colorado trust and estate practice. They will explain the client needs that each trust addresses and how each type of trust meets those needs. The faculty will also point out common errors that practitioners sometimes make when working with these trusts. Other important issues that concern trusts, such as taxation, ethics, liability, and malpractice will also be covered.
The entire series of programs includes a total of 36 CLE credit hours of instruction, providing you with a detailed trusts education that goes a level deeper than ordinary CLE seminars!
From taxes, to funding, to the duties of the trust-maker, beneficiary, and trustee, you will get current guidance on the use of trusts in your practice, making this a "must attend" series of seminars.
REGISTER TODAY!
Agenda:
UNDERSTANDING AND USING TRUSTS: A NINE PROGRAM SERIES
Schedule for All Programs:
8:30am
Registration and Continental Breakfast
9:00am - 10:00am
Program
10:00am - 10:15am
Networking Break
10:15am - 12:15pm
Program
12:15pm
Adjourn
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $1499.00 |
| CBA Member | $899.00 |
| CBA Trust & Estate Law Section Member | $799.00 |
| New Lawyer - (in practice 5 years or less) | $699.00 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 36.00
- Ethics Credits: 0.00
- EDI Credits:
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Sponsor Information
- The purposes, mechanism and key clauses in a wide variety of trusts typical for your Colorado trust and estate practice
- Important issues such as tax, ethics, liability and malpractice will be covered
- 9 programs in all!