If you are a new attorney interested in developing an estate planning practice, a legal assistant currently in the estate planning area, or you would like to improve your skills in this area, you won't want to miss this valuable program. Respected estate planning attorneys will show you the best tools to employ in common situations you will face. A variety of timely topics to be covered include ethical concerns, transfer tax issues, planning for disability, life insurance issues, and the planning and drafting process. A probate judges' roundtable will discuss malpractice traps and how to avoid them. There will also be time for questions and answers with all faculty members. 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 Forms 2006 Supplement will also be available for sale the day of the program. Don't forget to bring your paralegal or legal assistant!

 

 

 

- Initial Client Interview

- Introduction to Transfer Taxes

- The Planning Process;

- The Drafting Process

- Execution of Documents and Follow-up Issues

- Planning for Disability

- Ethics in Estate Planning

- Planning for Smaller Estates

- Planning for Married Clients

- Revocable Living Trusts

- Marital Deduction Planning

- Life Insurance in Estate Planning

- Traps to Avoid

- “Ask the Experts” Roundtable

 

 

 

 

 

- 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

 

- 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

 

- 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 nonprobate assets

- Common drafting problems and errors

 

 

- Ensuring proper execution

- Asset balancing

- Changing beneficiary designations and retitling assets

 

- Advance Medical Directives: Medical Power of Attorney, Living Will, CPR Directive

- Proxy decision maker

- Financial Powers of Attorney

- Parental delegation of guardianship

 

 

 

- Widows and widowers

- Divorced clients

- Unmarried couples

- Using contingent trusts for children or grandchildren

- Considerations when planning the smaller estate

- Elderly clients

 

- 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

 

 

- Yours, mine and ours: Second marriages and blended families

- Using contingent trusts for children or grandchildren

- Planning for problem adult children

- Non-tax considerations

- Which tax apportionment is appropriate

- Married with children

 

- Using a funded revocable trust as the dispositive document

- Using an unfunded standby trust

- The need for a pour-over will

 

 

 

 

 

 

- Basic formulas of marital deduction planning for taxable estates

- Disclaimer trust planning

- Combined marital trust⁄bypass trust planning: the Aand B trusts

- Combined marital trust⁄bypass trust planning

- Using QTIP provisions

- Planning for an uncertain tax future

 

- 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

 

 

 

 

 

 

 

Schmidt Horen & Lockwood LLP

Denver, CO

 

Glatstein & O'Brien LL

Denver, CO

 

(Magistrate, Ret.)

Colorado Springs, CO

 

The Law Office of Frank T. Hill

Lakewood, CO

 

4th Judicial District

Colorado Springs, CO

 

Wade Ash Woods Hill & Farley PC

Denver, CO

 

JAMS

Denver, CO

 

Ebisch & McVey LLP

Denver, CO

 

Chorney & Millard LLP

Golden, CO

 

Patrick M. Plank, LLC

Littleton, CO

 

Denver Probate Court

Denver, CO

 

Stover & Associates LLP

Longmont, CO

 

Attorney at Law

Pueblo, CO

 

Constance Beck Wood LLC

Denver, CO

 

 

Denver - CBA-CLE Classroom, 1900 Grant Street, Ste. 300

Colorado Springs - 421 South Tejon Street, Ste 100

Grand Junction - 1250 E. Sherwood Drive