The Estate of a Deceased or Incapacitated Attorney CLE

The Estate of a Deceased or Incapacitated Attorney

September 2011

The Estate of a Deceased or Incapacitated Attorney

Co-sponsored by the CBA Trust & Estate Section

Trust & Estate Section CLE Luncheon Series

Program Description

The estate of a deceased attorney is not a routine matter! The deceased lawyer's client files and property create important ethics obligations for counsel representing the personal representative.

The death or incapacity of an attorney can have serious effects on his or her client matters, such as court dates, statutes of limitations, or document filings. What steps should you as a lawyer take to ensure your clients' matters will not be neglected in the event of your death or incapacity?

At this month's luncheon, learn pointers on handling the estate of a deceased lawyer, and what precautions you should take to safeguard your clients' interests.

Don't Forget: The T&E Luncheon Series is also available via live Internet webcast, direct to your desktop!

Agenda

11:30 AM - 12:00 PM

Registration

12:00 PM

Topics to be Covered:

- Ethical obligations when assuming responsibility for a deceased or incapacitated lawyer's files

- Steps you should take to ensure your clients' matters will not be neglected in the event of your death or incapacity

- Putting a plan in place

1:00 PM

Adjourn

Program Series Chair

Connie T. Eyster, Esq.

Hutchinson Black and Cook, LLC

Boulder, CO

Faculty

Kati Miller Rothgery, Esq., is Assistant Regulation Counsel for the Colorado Supreme Court Office of Attorney Regulation Counsel. In that capacity, she investigates and prosecutes lawyers in disciplinary, disability and contempt proceedings and handles claims made to the Client Protection Fund. Prior to her work at OARC, Ms. Rothgery was in private practice with Snell & Wilmer L.L.P. where she practiced in employment law and commercial litigation. Ms. Rothgery is a member of the Colorado Bar Association and the Colorado Women's Bar Association and has been recognized for her pro bono work in the Denver legal community.

Mark D. Masters, Esq., limits his practice to estate planning, business planning, estate and trust administration, real estate and tax. He is active in the Trust and Estate Section of the Colorado Bar Association, having served as Section President, Section Vice President and Chair of the CLE Committee, Secretary-Treasurer, and former chair of the Section's Statutory Revisions Committee and member of the select Colorado Probate Code (UPC II) revision committee. He has also served as Legislative Liaison, was a member of the Colorado Estate Planning Forms (Orange Book) Committee, and has written legislation dealing with decedents' last remains and powers of attorney. Mark is a Fellow of the Colorado Bar Foundation, designated by his peers as one of the best lawyers in Colorado. Mark has been a continuing education lecturer and program planner for Colorado attorneys since 1992. He was awarded the Doyle Award of Excellence in 2007 by CLE, Inc. of the Colorado Bar Association for his contributions to legal continuing education and publications.