Co-sponsored by the Trust and Estate Section of the Colorado Bar Association

 

 

- Uses of Constructive Trusts

- Everything You've Always Wanted to Know About Dealing with Oil & Gas    Interests (But Were Afraid to Ask)

- Ethics: Risk Management in Administration: Evolving Trends in Malpractice and Claims Against Estate Counsel

- Fiduciary Income Tax Tips, Tricks and Traps

- Lost in Translation: Document Interpretation from the Perspective of the Perpetual Fiduciary

- Toto, We're Not in Kansas Anymore: Changes Resulting from the Judicial Audit

- The Debate After Canterbury: Unities of Title, Unequal Joint Tenancies and More

 

 

This intensive, full-day annual program will deliver information on some of the most current and critical issues involved in estate and trust administration, so that you will emerge prepared to represent your clients to the best of your ability …and this information is presented to you by top practitioners in their respective areas of expertise!

 

Constructive trusts aren't just a litigator's tool, and with income taxation an increasing part of a trust and estate practice, you will greatly benefit from what the experts have to say about fiduciary income tax tips, tricks and traps.  Learn the concepts, law and some terminology of baffling oil & gas interests, including all-important information about valuing these interests.  Fiduciaries in administration walk in a minefield, and so do their counsel.  Learn about evolving trends in malpractice in administration, and claims against counsel in these times of complicated ethical dilemmas (ethics credit). The Judicial Audit is resulting in changes to estates, conservatorships and guardianships in our offices, but with the opportunity for statewide reform and improvement …come learn the latest. We lawyers include stock phrases in our documents, but corporate fiduciaries sometimes interpret those phrases differently than intended, particularly for discretionary distributions.  Since corporate fiduciaries set the standard for all fiduciaries in administration, anticipating how language will be interpreted will help keep client goals from being lost in translation. Finally, titling of assets is central to an elder law, real estate, and trust and estate practice, yet the Colorado Supreme Court's decision in Canterbury exposed far-reaching philosophical and practical differences among lawyers. Experts from two sides of issues involving unities of title and unequal joint tenancies will present, followed by a panel discussion.

 

This is one day you cannot afford to miss. Mark your calendar today for this superb program. We look forward to seeing you in April!

 

 

 

8:00 AM – 8:30 AM

 

8:30 AM – 9:40 AM

 

9:40 AM – 10:30 AM

 

10:30 AM – 10:40 AM

 

10:40 AM – 11:40 AM

 

11:40 AM – 12:30 PM

 

12:30 PM – 1:45 PM

Lunch (on your own)

 

1:45 PM – 2:35 PM

 

2:35 PM – 2:55 PM

Presented by Judge C. Jean Stewart

 

2:55 PM – 3:10 PM

 

3:10 PM – 4:30 PM

 

 

 

 

4:30 PM

 

 

Schmidt, Horen & Lockwood LLP

Denver, CO    

 

Atlass Professional Corporation

Denver, CO  

 

Akers & Carleton, LLC

Denver, CO  

 

Kelly D. Cooper, Esq.

Holland & Hart LLP

Denver, CO

 

Key Private Bank

Denver, CO

David W. Kirch, P.C.

Aurora, CO

University of Denver

Sturm College of Law

Denver, CO

Schmidt, Horen & Lockwood LLP

Denver, CO  

 

Denver, CO

Presiding Judge, Denver Probate Court

Denver, CO

Carl G. Stevens, Esq.

Brant Stevens & Graf LLC

Lakewood, CO

 

 

 

Denver:  CLE Classroom, 1900 Grant Street, Suite 300

Grand Junction:  1250 East Sherwood Drive

Colorado Springs:  421 South Tejon Street, Suite 100