Case Law & Legislative Update 2016
September 2016
Case Law & Legislative Update 2016
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Did you miss the Case Law & Legislative Update from this year’s Estate Planning Retreat? Then attend October’s Trust & Estate lunch!
The case law update will include the Colorado Supreme Court’s ringing endorsement of the privity doctrine regarding attorney liability, as well as cases on the sufficiency of evidence for the appointment of a conservator, pro se representation by non-lawyer trustees, and secured creditor rights in decedent’s estates. The legislative update will include proposed legislation on the following topics: supplementary affidavit, inherit IRAs, heirship, Uniform Power of Appointment Act, supervision of fiduciaries, right to counsel post-adjudication in guardianship and conservatorship cases, updates to the cost and compensation act, as well as personal rights of protected persons.
Presented by Jamie Roth, Esq., and Paul Smith, Esq., Brown & Brown, P.C., Grand Junction, CO
Register Now!
MEET YOUR PRESENTERS:
Jamie J. Roth, Esq., is a partner at Brown & Brown, P.C. Her practice focuses on clients with needs in probate, litigation, estate planning, and conservatorships/guardianships. Jamie's involvement in the legal and local community includes: Past President of the Ninth Judicial District Bar Association; Member of the Colorado Attorney Disciplinary Hearing Board; former adjunct faculty member at Colorado Mountain College; and member of Heeling Partners of the Roaring Fork Valley. Jamie is a contributing author to the Colorado Senior Law Handbook, the Elder Law Handbook and the Annual Survey of Colorado Law. She regularly prepares the case law update for the CBA Trust and Estate Section Council Notes. Jamie has lectured on estate planning practice and marketing, the case law update, probate administration, and tax issues for the Trust and Estate Section of the Colorado Bar Association.
Paul M. Smith, Esq., is Of Counsel at Brown & Brown, P.C. Paul’s practice concentrates on estate planning, probate, trust administration, guardianships/conservatorships, estate litigation, and long term care planning. Previously, Paul practiced defense litigation in Chicago and Albuquerque focusing on professional malpractice, construction defect, premises liability, and insurance bad faith. He is currently licensed to practice law in Colorado and New Mexico. He is an active member of the Trust & Estate and Elder Law Sections of the Colorado Bar Association as well as a member of the Ninth Judicial Bar Association and New Mexico Bar Association. Paul is a co-author of the Trust and Estate Chapter of the Colorado Annual Survey of Law. Paul has presented the Trust and Estate case law and legislative update for the Colorado Bar Association. Paul also serves on the Valley View Hospital Foundation Legacy Committee. With his free time, Paul enjoys spending time with his family and coaching youth hockey for the Glenwood Springs Grizzlies.
Program Series Chair
Kelly Dickson Cooper, P.C.
Holland & Hart LLP
Denver, CO
PROGRAM AGENDA
11:30 AM – 12:00 PM
Registration
12:00 PM
- Case Law Update
- Privity Doctrine Regarding Attorney Liability
- Sufficiency of Evidence for the Appointment of a Conservator
- Pro Se Representation by a Non-lawyer Trustees
- Secured Creditor Rights in Decedent’s Estate
- Legislative Update
- Supplementary Affidavits
- Inherited IRAs
- Heirship
- Uniform Power of Appointment Act
- Supervision of Fiduciaries
- Right to Counsel Post-adjudication in Guardianship and Conservatorship Cases
- Updates to the Cost and Compensation Act
- Personal Rights of Protected Persons
1:00 PM
Adjourn
Presented by Jamie Roth, Esq., and Paul M. Smith, Esq., Brown & Brown, P.C., Grand Junction, CO
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 | $79.00 |
| CBA Member | $59.00 |
| New Lawyer Edge Partner | $29.50 |
| Taxation Law Section Member | $29.00 |
| CBA Trust & Estate Law Section Member | $29.00 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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