Trust and Estate Spring Update - Webinar
Spring is on its way and we have several T&E hot topics to deliver straight to your desk. Learn to better serve clients with disabilities, ethically interact with clients with diminished capacity, and keep tax considerations on your radar when planning for estates under $5 million. Ask questions to speakers live on Zoom, or register for the home study to watch at your leisure!
• Special Needs Trust Planning for your Clients who have a Loved one with a Disability
• When Estate Planning and Public Benefits Collide
• Ethics: Representing Clients with Diminished Capacity
• Tax Considerations and Estate Planning for Estates Under $5 Million
If special accommodations are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
9:00 - 9:10 am
Introduction
9:10 - 10:10 am
Special Needs Trust Planning for your Clients who have a Loved one with a Disability
Planning for the future needs of people with disabilities can be complex and unique, but also critical for the individuals who benefit. This program will provide an overview of Social Security and Medicaid benefits, discuss who may need a special needs trust, who should be part of the trust team, and some of the dos and don'ts of special needs trust planning and administration.
Presented by Megan Brand, Executive Director, Colorado Fund for People with Disabilities (CFPD)
10:10 - 11:10 am
When Estate Planning and Public Benefits Collide
An estate planning perspective regarding protection of disabled persons and their benefits.
Topics include:
- Medicaid Basics
- Social Security/Medicaid
- How to Determine if a Special Needs Trust is Necessary and What Type
- SNT Drafting Considerations
- New Developments in 1st Party Trusts
- Medicaid Approval of Trusts
Presented by Linda Moon, Solem, Williams & McKinley, P.C.
11:10 - 11:20 am
Break
11:20 - 12:10 pm
Ethics: Representing Clients with Diminished Capacity
This presentation will discuss the ethical obligations of attorneys representing clients who are entirely unable, or limited in their ability, to effectively receive and evaluate information, communicate with their counsel, or otherwise participate in litigation in any meaningful way. The presentation will focus on the Rules of Professional Conduct, reasonable evaluation of a client’s condition, and options afforded by statute to ensure a client’s interests are properly protected.
Presented by Alexander Urban, Esq., Evans Case, LLP
Submitted for 1 Ethics Credit
12:10 - 1:00 pm
Tax Considerations and Estate Planning for Estates Under $5 Million
Erica will discuss the Secure Act and its impact on qualified plans of any size, benefits of a disclaimer trust with an ever-changing estate tax exemption, portability vs. bypass trusts, and utilizing agreements among beneficiaries to change the plan if desired
Presented by Erica Johnson, Esq., Ambler Keenan Mitchell Johnson
1:00 pm
Adjourn
Registration Fees
| Non Member | $389.00 |
| Sponsor | $389.00 |
| CBA Member | $289.00 |
| CBA Elder Law Section Member | $229.00 |
| CBA Trust Estate Section Member | $229.00 |
| New Lawyer Edge | $144.50 |
| Paralegal/Legal Support Staff | $144.50 |
| Active Military | $144.50 |
| Student Currently Enrolled in Law School | $0.00 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 4.00
- Ethics Credits: 1.00
- EDI Credits:
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