Advanced Estate Planning Symposium 2014
September 2014
Advanced Estate Planning Symposium 2014
With Ted Atlass
Program Description:
Ted Atlass has once again brought together a distinguished faculty not to be missed. Don't miss this opportunity to discuss advanced estate planning issues with some of the most respected and knowledgeable experts in the country!
Planning To Minimize or Avoid Colorado and Other State Income Taxes on Trusts
Richard W. Nenno, Esq.
Estate Planning in the New World Order: What to do Now That Estate Planning is More Complex than Ever. Your Client May Not Have an Estate Tax Problem but What About Income Tax?
Turney P Berry, Esq.
A Look at Trusts as Beneficiaries of Retirement Plans
Alvin J. Golden, Esq.
2012-14 Trust and Estate Update: New Rules and New Tools
Susan L. Boothby, Esq. and Jamie J. Roth, Esq.
What to Do When Your Client's Capacity Starts Slipping
Thomas A. Rodriquez, Esq. and Martha L. Ridgway, Esq.
Estate Planning for Colorado Non-Traditional Families
Elizabeth A. Bryant, Esq. and Erica L. Johnson, Esq.
Premarital Agreements, Marital Agreements, Civil Union Agreements, and More: Why Care?
Rebecca C. Alexander, Esq.
Agenda:
8:30am
Registration and Continental Breakfast
9:00 - 9:05am
Introductions and Announcements
Presented by Theodore B. Atlass, Esq., Atlass Professional Corporation, Denver, Colorado
9:05 - 9:55am
Let My Trustees Go! Planning To Minimize or Avoid Colorado and Other State Income Taxes on Trusts
Planning for state income taxes on trusts is a critical aspect of the estate-planning process. If done well, it can produce substantial benefits; if done poorly, it can produce substantial avoidable costs. This session will briefly survey how all states tax trust income, focus on Colorado's approach, and describe how to handle the issue for trusts and beneficiaries moving to and from Colorado.
Presented by Richard W. Nenno, Esq., Managing Director and Trust Counsel, Wealth Advisory Services, Wilmington Trust Company, Wilmington, DE
9:55 - 10:20am
Estate Planning in the New World Order: What to do Now That Estate Planning is More Complex than Ever. Your Client May Not Have an Estate Tax Problem but What About Income Tax?
High trust tax rates, the need for income tax basis, combined with traditional concerns about property management and control present issues for almost every family. State law differences add complexity -- does or will a beneficiary live in a state with high income tax rates or an inheritance tax, both or neither.
Presented by Turney P. Berry, Esq., Wyatt Tarrant & Combs LLP, Louisville, KY
10:20 - 10:35am
Networking Break
10:35 - 11:00am
Estate Planning in the New World Order: What to do Now That Estate Planning is More Complex than Ever. Your Client May Not Have an Estate Tax Problem but What About Income Tax? - continued
11:50 - 11:50am
It Shouldn't Be This Hard -- A Look at Trusts as Beneficiaries of Retirement Plans
Great care should be taken in naming trusts as beneficiaries of an IRA or qualified plan if the desire is to allow the beneficiary to stretch out the benefits. In light of recent Supreme Court decisions, there may be even more traps and/or benefits to the use of trusts.
Presented by Alvin J. Golden, Esq., Ikard Golden Jones PC, Austin, TX
11:50am - 1:15pm
Lunch on Your Own
1:15 - 2:05pm
2012-14 Trust and Estate Update: New Rules and New Tools
The Colorado legislature has been busy these last two years, implementing two uniform acts of particular importance to the practitioner and providing estate planners more techniques to add to their toolboxes. The Colorado Court of Appeals has interpreted the applicability of spendthrift provisions and provided new guidance on fiduciary duties and roles. We expect more exciting news to come from the Colorado Supreme Court whether the privity rule will continue and whether a trial court has the ability to equitably adjust an elective share.
Presented by Susan L. Boothby, Esq., Berenbaum Weinshienk PC, Denver, CO and Jamie J. Roth, Esq., Brown & Brown PC, Grand Junction, CO
2:05 - 2:55pm
What to Do When Your Client's Capacity Starts Slipping
Many practitioners confront this problem. You handle an estate plan for a client over a number of years. At some point, the client's capacity is diminished. How should the practitioner handle this situation? What are the ethical obligations of the practitioner? How do you continue to represent your client's interests when the client starts slipping? Can you continue to do so?
Presented by Thomas A. Rodriquez, Esq., Vincent Romeo & Rodriguez LLC, Louisville, CO and Martha L. Ridgway, Esq., Martha L. Ridgway PC, Louisville, CO
2:55 - 3:10pm
Networking Break
3:10 - 4:00pm
Estate Planning for Colorado Non-Traditional Families
This presentation will include a substantive discussion of the Colorado Civil Union Act, and how it impacts estate planning recommendations to our clients. Also included will be the effect of the U.S. Supreme Court Windsor decision, the 10th U.S. Circuit of Appeals Kitchen decision, and the current information on the pending Colorado cases.
Presented by Elizabeth A. Bryant, Esq., Elizabeth A Bryant PC, Denver, CO and Erica L. Johnson, Esq., Ambler & Keenan LLC, Denver, CO
4:00 - 4:50pm
Premarital Agreements, Marital Agreements, Civil Union Agreements, and More: Why Care?
With the enactment of the Uniform Premarital Agreement Act in Colorado, the various kinds of agreements that govern personal relationships are growing, and the distinctions among them are becoming more clear. This session will focus on why these agreements are often a critical part of an individual's wealth preservation plan, and will describe the differences among various kinds of agreements under current Colorado law.
Presented by Rebecca C. Alexander, Esq., Baker & Hostetler LLP, Denver, CO
4:50pm
Adjourn
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
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1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $309.00 |
| CBA Member | $289.00 |
| CBA Trust and Estate Section Member | $269.00 |
| New Lawyer (in practice 3 years or less) | $249.00 |
| CLEACCESSPASS---ELITE Pass Holder | $0.00 |
- General Credits: 7.00
- Ethics Credits: 0.50
- EDI Credits:
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