A Few Things You Might Believe About Trust & Estate Law that Might Not Be True
August 2017
A Few Things You Might Believe About Trust & Estate Law that Might Not Be True
With Kevin Millard
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Kevin Millard will discuss several items of conventional wisdom about trust and estate law and whether they are actually or always correct. Topics will include: Do you really have to give notice to Crummey power holders? Is life insurance really protected from creditor claims if it is payable to a beneficiary other than the insured’s estate? Does a boilerplate waiver of the duty to diversify trust investments protect the trustee? What is the standard for judicial review of a trustee’s discretion if the will or trust says the trustee has “sole,” “absolute,” or “uncontrolled” discretion? Is a statement in a trust that a trust protector or trust director is not a fiduciary effective? Does a spendthrift provision in a trust protect against the claims of all creditors? If you know Kevin Millard, you know this is one hour you cannot miss!
MEET YOUR PRESENTER
Kevin D. Millard, Esq., was in private law practice in Minneapolis from 1975 until 1981. During 1980–81, Mr. Millard was an assistant professor of law, teaching trust law and co-directing the legal research and writing program at William Mitchell College of Law in Saint Paul, Minnesota. During the same academic year, he also taught trusts and estates at the University of Minnesota Law School. He then moved to Denver, Colorado, and resumed private law practice, but he continues to enjoy teaching law, and has taught Trusts & Estates at the University of Denver Law School (1984–87), and Estate Planning (1993–2003) and Federal Estate & Gift Tax (2016) at the University of Colorado Law School. Mr. Millard is active in the American College of Trust and Estate Counsel and the Trust and Estate section of the Colorado Bar Association. He has presented numerous continuing legal education programs and is the author of several published articles and author or co-author of three books. Mr. Millard limits his practice to estate planning, estate and trust administration, and serving as a consulting expert or expert witness in trust and estate matters.
Agenda:
11:30 AM – 12:00 PM
Registration
12:00 PM
Kevin Millard will discuss several items of conventional wisdom about trust and estate law and whether they are actually or always correct.
Topics will include:
- Do you really have to give notice to Crummey power holders?
- Is life insurance really protected from creditor claims if it is payable to a beneficiary other than the insured’s estate?
- Does a boilerplate waiver of the duty to diversify trust investments protect the trustee?
- What is the standard for judicial review of a trustee’s discretion if the will or trust says the trustee has “sole,” “absolute,” or “uncontrolled” discretion?
- Is a statement in a trust that a trust protector or trust director is not a fiduciary effective?
- Does a spendthrift provision in a trust protect against the claims of all creditors?
1:00 PM
Adjourn
Presented by Kevin D. Millard, Esq., Of Counsel, Wade Ash Woods Hill & Farley, P.C., Denver, CO
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 | $79.00 |
| CBA Member | $59.00 |
| New Lawyer Edge Partner | $29.50 |
| CBA Elder Law Section Member | $29.00 |
| CBA Trust & Estate Law Section Member | $29.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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