Dealing with "Civilian" Trustees During Trust Administration When There is a Dispute

April 2015
 
Dealing with "Civilian" Trustees During Trust Administration When There is a Dispute
 
Co-sponsored by the CBA Trust & Estate Section
 
 
Program Description:
 
Topics Include:
 
The Duty to Diversify
 
Trustees' Affirmative Duties Under the UPIA
 
Total Return Unitrusts (TRUs)
 
Liabilities and Pitfalls Trustees May Encounter
- Liabilities of trustees who do not properly administer their estates
- Liability factors
- Unforeseen consequences of failure to adhere to required duties
- Pitfalls for the unwary
 
Problems That Commonly Arise in Trust Administration
- How the attorney and the court can become engaged in these problems
- When trustees seek (or should seek) assistance from counsel
- Asking the court for instructions
- Instructions the court may give that can protect the trustee from liability
 
Presented by Kelly Dickson Cooper, Esq., Kerri Klein, Esq., Keith Lapuyade, Esq., and Sumi Lee, 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
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

Start Date - End Date
April 22, 2015
Start Time - End Time
9:00 AM - 12:15 PM
Event Location
CLECI Large Classroom
Calendar Reminder
RELATED PRODUCTS

[STUB]

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!