Orange Book Forms
October 2012
Orange Book Forms
The Must-Have Tool for Colorado Trust & Estate Practitioners
Program Highlights :
Participate in this seminar to find out the purposes, meanings and consequences of these estate planning documents:
- Nontrust Will
- Engagement Letter
- Disclaimer Will
- Most Commonly Used forms
- Marital Deduction Will
- Revocable Trusts
… and much more!
Bring your Orange Book or purchase one the day of the program at a discounted price!
Program Description:
Orange Book Forms has long been a fixture for Colorado attorneys. The volunteer members of the Orange Book Forms Committee are considered to be among the best estate planning lawyers in Colorado.
If you are new to the area of trusts and estates and learning how to choose the appropriate form, then finding out about the purpose, meaning and consequences of some of the most-used forms is a vital part of building your trust and estate practice.
At this program, you will get the guidance you need to help you prepare some of the most-often used estate planning documents, how to tailor them to your clients’ needs, and learn what other extremely usefule forms the Oragne Book has. No need to reinvent the wheel!
Lawyers, bring your paralegal with you to this nuts and bolts class.
Because it’s more than filling in the blanks.
REGISTER TODAY!
*WEBCAST NOTE:
*Registrants who wish to participate via live webcast must have access to a high speed internet connection and to important e-mail instructions. You must register by September 27 in order to receive “Colorado Estate Planning Forms with CD-Rom, 7th Edition” before the start of class. Additional shipping fees may apply for registrations received after September 27, if expedited shipping is requested.
Agenda:
8:30 am
Registration and Continental Breakfast
9:00 am
Introduction and Welcome
Extended by Mark D. Masters, Esq., and Julia McVey, Esq., Program Co-Chairs
9:05 am
How to Use the Orange Book
Why It's the Swiss Army Knife for Colorado Trust and Estate Lawyers
Presented by Mark D. Masters, Esq., and Julia McVey, Esq., Program Co-Chairs
9:30 am
Nontrust Wills and Wills with Contingent Trusts
Forms 6A, 6B and 7A: When to Use These Documents and Issues to Watch Out for in Drafting
Presented by Dennis N. Whitmer, Esq.
10:15 am
The Engagement Letter: Factfinders, Beneficiary, Designations and Deeds
Presented by Leia Ursery, Esq.
10:55 am
Networking Break
11:10 am
Disclaimer Will
Form 8; When to Use this Will Instead of a Marital Deduction Will; Issues to Watch Out Form; Issues to Discuss with Your Client
Presented by David K. Johns, Esq.
11:40 am
Lunch Break
1:00 pm
Most Commonly Used Forms
Financial Powers of Attorney (Form 1A); Parent's or Guardians Delegationof Powers (Form 2); Appointment of Guardian by Signed Legal Writing (Form 3); Medical Durable Power of Attorney (Form 4); and Advance Directive for Medical/Surgical Treatment (form 5); Gifting Issues to Watch Out for When Using these Forms
Presented by Laurie A. Hunter, Esq.
1:50 pm
Marital Deduction Will
Family Information: Specific and General Gifts; Residuary Estate; Disposition of Marital Trusts; Disposition of Family Trust; Designation and Succession of Fiduciaries; Powers of Fiduciaries; Trusteeship; Administrative Provisions; Tax Provisions
Presented by J. Randolph Robida, Esq.
2:20 pm
Revocable Trusts
Single Person, Married Couple and Joint Trusts; Forms 13A, 16 and 13B; Issues to Watch Out For When Using these Forms
Presented by Josie Faix, Esq., and Bette Heller, Esq.
3:00 pm
Closing Remarks; Why Join a Committee?
3:10 pm
Adjourn
Program Co-Chairs
Mark D. Masters, Esq.
Horen, Lockwood & Masters, LLP
Englewood, CO
Julia McVey, Esq.
The Law Office of Julia Griffith Mcvey, PC
Lakewood, CO
Faculty
Josie Faix, Esq.
Wade Ash Woods Hill & Farley PC
Denver, CO
Bette Heller, Esq.
Bette Heller, PC
Centennial, CO
Laurie A. Hunter, Esq.
Wade Ash Woods Hill & Farley, PC
Denver, CO
David K. Johns, Esq.
Johns & Associates, LLC
Salida, CO
J. Randolph Robida, Esq.
J. Randolph Robida, PC
Denver, CO
Leia Ursery, Esq.
Olsen & Traeger, LLP
Denver, CO
Dennis N. Whitmer, Esq.
Hamilton Faatz and Waller, PC
Greenwood Village, CO
Video Replay: October 26, 2012
Denver: CLE Classroom, 1900 Grand Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
About the Book:
Colorado Estate Planning Forms, Seventh Edition
The Colorado Estate Planning Forms, commonly known as “The Orange Book Forms,” is a remarkable compilation of estate planning forms designed and written by the Orange Book Forms Committee of the CBA Trust & Estate Section. Covering powers of attorney, appointment of guardian, client letters and questionnaire, and various types of wills and trusts, this book is a “must have” for every estate planning attorney.
Electronic versions of the Forms and all of the Notes on Use are included on the accompanying CD-ROM* in both Microsoft Word® and WordPerfect® formats
Summary of Contents:
Introduction & Caveats
Form 1A: General Durable Power of Attorney
Form 1B: Agent's Certification-Power of Attorney
Form 2: Parent's or Guardian's Delegation of Powers
Form 3: Appointment of Guardian by Signed Writing
Form 4: Medical Durable Power of Attorney
Form 5: Advance Directive for Medical/Surgical Treatment
Form 6A: Nontrust Will
Form 6B: Nontrust Will - Single with Children
Form 7A: Will with Contingent Trust
Form 7B: Will with Contingent Trust - Single with Children
Form 8: Disclaimer Will
Form 9: Marital Deduction Will
Form 10: Pourover Will
Form 11: Codicil
Form 12: Memorandum Distributing Tangible Personal Property
Form 13A: Revocable Marital Deduction Trust
Form 13B: Short Form Joint Revocable Trust
Form 14: Trust Amendment
Form 15: Section 2503(c) Trust
Form 16: . Revocable Disclaimer Trust
Form 17: Single Life Irrevocable Life Insurance Trust
Form 18: Short Form Management Trust
Form 19: Joint Lives Irrevocable Life Insurance Trust
Form 20: Disposition of Last Remains
Form 21: Deeds to Trusts
Form 21A: General Warrant Deed to Trust
Form 21B: Special Warranty Deed to Trust
Form 21C: Bargain and Sale Deed to Trust
Form 22A: Estate Planning Questionnaire-Married Couples
Form 22B: Estate Planning Questionnaire-Non-Married Couples
Form 23: Non-Tax Planning Revocable Trust
Form 24: Community Property Agreement
Tab A: General and Administrative Provisions
Tab B: Special Provisions
Tab Ca: Engagement Letter-Married Couples
Tab Cb: Engagement Letter-Non-Married Couples
Tab D: Gifting
Tab E: Proposed Framework for Generation-Skipping Transfer Tax
Tab F: Life Insurance Beneficiary Designation Sample Language
Tab G: Authorization for Release of Protected Health Information
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 | $359.00 |
| CBA | $299.00 |
| TRUST | $269.00 |
| Non Member | $239.00 |
| New Lawyer | $239.00 |
| Non Member | $99.00 |
| Non Member | $50.00 |
| Non Member | $0.00 |
- General Credits: 4.00
- Ethics Credits:
- EDI Credits:
To join the CBA or add a Section to your membership click