Marital Agreements as an Estate Planning Tool
April 2011
Marital Agreements as an Estate Planning Tool
Co-sponsored by the CBA Trust & Estate Section
Trust & Estate Section CLE Luncheon Series
Program Description
Marital agreements have become a standard tool in the estate planner's box. The marital agreement planning process helps couples clarify and articulate their financial expectations for marriage. Marital agreements assist families to plan confidently for the passage of wealth. Stephanie M. Tuthill will speak about marital agreements under Colorado law, including their drafting, validity and enforceability. Her presentation will focus particularly on how marital agreements promote spouses' joint planning.
Don't Forget: The T&E Luncheon Series is also available via live Internet webcast, direct to your desktop!
Agenda
11:30 AM - 12:00 PM
Registration
12:00 PM - 1:00 PM
Programming
Topics Include:
- Overview of Colorado law relevant to marital agreements
- Application on death or divorce
- Drafting, including sample provisions
- Validity
- Enforceability
- Maintenance Waivers
- Beneficial interests in trusts
- Special issues, including premarital cohabitation, common law marriage and retirement plan assets
Presented by Stephanie M. Tuthill, Esq.
1:00 PM
Adjourn
Program Series Chair
Jennifer M. Spitz, Esq.
Stover & Spitz, LLC
Longmont, CO
Faculty
Stephanie M. Tuthill, Esq.
Tuthill & Hughes LLP
Denver, CO
Stephanie M. Tuthill is a founding partner of Tuthill & Hughes LLP. Prior to founding Tuthill & Hughes LLP, Ms. Tuthill was a partner of Holme Roberts & Owen LLP, where she practiced for twenty-two years. Her practice emphasizes planning for individuals, estates, trusts and closely-held businesses, probate and trust litigation, institutional and family private foundations, and community foundations.
Ms. Tuthill's planning practice includes marital planning, death planning and disability planning, focusing on the use of wills, trusts, marital agreements, powers of attorney and living wills. Ms. Tuthill's litigation experience includes will contests, construction actions, charitable deviation actions and fiduciary issues litigation. Her community and private foundation experience includes charitable gift planning, grant-making, governance issues, reporting and other tax compliance matters. She is a frequent conference and seminar speaker.
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 | $69.00 |
| CBA | $59.00 |
| TRUST | $29.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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