Co-Sponsored by the CBA Trusts and Estate Section

 

Every Attendee will receive the CBA-CLE book, Funding the Revocable Living Trusts - a $95 value!

 

Drafting a trust to carry out a settlor's intent requires knowledge and skill. Our expert instructors, including leading trust and estate attorneys, experienced bank trust officers, and a trust officer educator, will help you communicate the Settlor's intent to the beneficiaries and to the person who will administer the trust: the Trustee. Our instructors will show you, using real-world examples, how this clarity can be achieved.

 

Highlights of the day include learning how a trust officer views and administers a trust and trust funding. Other topics include issues surrounding distributions, how to anticipate and minimize conflicts between beneficiaries, and more.

 

This full-day program includes a free copy of the well-known book by L. William Schmidt, Jr., “Funding the Revocable Living Trust,” making this program an excellent value.

 

Learn how to make your next trust document the best it can be – mark your calendar for this great program today!

 

 

 

- Creating and Administering Trusts to Carry Out the Settlor's Intent

-  What Trust Officers Are Taught That Lawyers Should Know

- Conflict Management

- Incentive Trusts

- Value-Based Trusts

- Funding the Revocable Living Trust

  

 

 

 

 

- Degrees of Discretion Commonly Granted to Trustees

- How the Description of a Trustee's Authority Impacts the Trustee's Duty to Exercise His or Her

Discretion

- Drafting Tips for Practitioners To Help Carry Out Settlor's Intent

- Analysis Used By Trustees When a Request for Distribution Is Made

 

- Evolution of the Trust Industry

- Training and Development of a Trust Officer

- A Day in the Life of a Trust Professional

- Discretionary Distribution Issues

 

 

- Conflicts Between Beneficiaries

- Can an Attorney Advocate Against His or Her Client  and NOT Realize It?

- Personal Property Issues

- Sale of Real Estate Concerns

 

 

- Encouraging Productive Behavior

- Discouraging What the Client Perceives as ·Undesirable Behavior

- Advantages and Disadvantages of Incentive Trusts

- Discussion of Sample Trust Provisions

- Practical and Legal Limitations of Incentive Trusts

 

- What Is an Ethical Will and What Is the Attorney's Role in Creating Ethical Wills?

- Can We Maintain the Tax Efficiency of the Instrument While Bringing the Grantor's Voice and Vision into the Document?

- Moving Beyond Ethical Wills Toward Purposeful Trusts

- Simple Steps to Produce More Satisfying Results for the Attorney, Client, Beneficiaries, and Trustee

- Do You Want to Become Your Client's Most “Trusted Advisor” for Estate Planning and Business Succession Needs?

- Drilling Deeper:  The Power Is in Both the Questions We Ask and How We Listen

- The “New Vocabulary of Family Wealth” and How Changing the Vocabulary Changes the Conversation and Ultimately Changes the Outcome

 

- Overview for Funding the Revocable Living Trust

- How to Transfer Assets to a Trust

- Real Property

- Stocks

- Business Interests

- Post-Mortem Funding

- Nominee Partnership

- Income Tax Considerations

- Marital Property Considerations

- Other Funding Issues

- Q&A

 

 

 

Schmidt, Horen & Lockwood, LLP

Denver, CO

 

Denver, CO

 

Hutchinson Black and Cook, LLC

Boulder, CO

 

Colorado State Bank and Trust, N. A.

Denver, CO

 

Colorado State Bank and Trust, N. A.

Denver, CO

 

Wilmington Trust Company

Wilmington, DE

 

Wade Ash Woods Hill & Farley, PC

Denver, CO

 

Steel Street Bank & Trust

Denver, CO

 

Holme Roberts & Owen LLP

Denver, CO

 

Schmidt, Horen & Lockwood, LLP

Denver, CO

 

 

Denver:  1900 Grant Street, Suite 300

Colorado Springs:  421 South Tejon Street, Suite 100

Grand Junction:  1250 East Sherwood Drive