Counseling Trustees on Their Duties
March 2015
Counseling Trustees on Their Duties
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Topics Include:
Fiduciary Defined, Including
- Trustee
- Personal Representative
- Conservator
- Agent (Under Durable General Power of Attorney)
- Guardian (to the Extent of Financial Responsibilities)
Basic Statutes, Principles and Requirements of Fiduciary Administration
Summary of the Court Intervention Concept and Issues that Require Court Intervention
Who Can or Should Serve as a Fiduciary
Where to Find Materials and Guidelines for Various Fiduciaries (Including Useful Examples)
Trustee Duties In-depth
- The Trustee's Duties Defined and Explained
- Written Materials Include a Sample Letter from Counsel to a Trustee of a Newly Funded Trust
Presented by E. David Griffith, Esq., and Dennis Whitmer, Esq.
UNDERSTANDING AND USING TRUSTS: A NINE PROGRAM SERIES:
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 FOR THE 9-PROGRAM SERIES AND SAVE!
CLICK HERE TO REGISTER NOW!
Agenda:
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 | $209.00 |
| CBA Member | $189.00 |
| CBA Trust & Estate Law Section Member | $169.00 |
| New Lawyer - (in practice 5 years or less) | $149.00 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 4.00
- Ethics Credits: 0.00
- EDI Credits:
To join the CBA or add a Section to your membership click
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!