Trust and Estate Fall Update - Video Replay Denver
November 2018
Trust and Estate Fall Update 2018: 25-Minute “T&E Talks” and What You Need to Know Now
Co-sponsored by the Colorado Bar Association Trust & Estate Section
Program Description:
Join us for rapid-fire, interesting and relevant 25-minute, “TED-talk” type presentations at the Trust and Estate Fall Update! The format is intended to be informal, so gather around to hear answers to the questions you have about modern estate planning issues like decanting, developments in Medicaid planning, and planning for clients with diminished capacity. There is something for everyone at the Trust and Estate Fall Update. We look forward to seeing you there.
Topics Include:
- Distribution Options for Troublesome Beneficiaries
- Common Mistakes in Planning with Retirement Benefits
- Decanting: Issues to Raise with Clients During Estate Planning
- Estate Planning with Firearms
- ETHICS: Estate Planning for Clients with Diminished Capacity
- Practice Building for Estate Planning Attorneys – How to Make the Most of Your Time
- Point and Counterpoint: Partnerships/LLCs v. S Corporations – How to Determine the Best Fit
- Practical Suggestions for Helping Trustees Stay out of Trouble Under the New CUTC
- Tax Cuts and Jobs Act of 2017: Changes that Every Estate Planning Attorney Needs to Know
- ETHICS: Confidentiality Versus Privilege After a Client’s Death
- Agent’s Duties Under Financial Durable Power of Attorney
- Recent Developments in Medicaid Planning
- The Family Cabin: Provisions to Consider When Drafting a Family Entity
REGISTER NOW!
CBA-CLE Upcoming Seminars:
Colorado Orange Book Forms, December 8, 2017
And
Will Contests, December 14, 2017
Agenda:
Friday, November 9, 2018
8:30am
Registration and Continental Breakfast
9:00am
Welcome and Introduction
Extended by Josie Faix, Esq., Program Chair
9:10am
Distribution Options for Troublesome Beneficiaries
Presented by Paige Armstrong, Esq., and Marcie R. McMinimee, Esq.
9:35am
Common Mistakes in Planning with Retirement Benefits
Presented by Constance (Connie) Eyster, Esq., and Lisa C. Willcox, Esq.
10:00am
Decanting: Issues to Raise with Clients During Estate Planning
Presented by Jessica L. Broderick, Esq.
10:25am
Networking Break
10:35am
Estate Planning with Firearms
Presented by Douglas A. Turner, Esq.
11:00am. .5 Ethics Credits
ETHICS: Estate Planning for Clients with Diminished Capacity •
CRPC 1.4
Presented by Nicole Economy Brown, Esq., and David R. Struthers, Esq.
11:25am
Practice Building for Estate Planning Attorneys – How to Make the Most of Your Time
Presented by Mark D. Masters, Esq.
11:50am
Lunch Break on Your Own
1:00pm
Point and Counterpoint:
Partnerships/LLCs v. S Corporations – How to Determine the Best Fit
Presented by Dimitri Adloff, Esq., and Kristin A. Piñeiro, Esq.
1:50pm
Practical Suggestions for Helping Trustees Stay out of Trouble Under the New CUTC
Presented by Darla L. Daniel, Esq., and Sherene Stenger, Esq.
2:15pm
Tax Cuts and Jobs Act of 2017: Changes that Every Estate Planning Attorney Needs to Know
Presented by Theodore Atlass, Esq.
2:40pm
Networking Break
2:50pm .5 Ethics Credits
ETHICS: Confidentiality Versus Privilege After a Client’s Death •
CBA Formal Ethics Opinion 132
Presented by Gerard F.B. Deffenbaugh, Esq., and David Kirch, Esq.
3:15pm
Agent’s Duties Under Financial Durable Power of Attorney
Presented by Melissa R. Schwartz, Esq.
3:40pm
End-of-Life Health Care Decisions
Presented by Sati C. McLafferty, Esq., and Elizabeth (Beth) D. Mitchell, Esq., CELA
4:05pm
The Family Cabin: Provisions to Consider When Drafting a Family Entity
Presented by Michelle M. Rose-Hughes, Esq.
4:30pm
Adjourn
Location Information
CBA-CLE Small Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $399.00 |
| CBA Member | $369.00 |
| CBA Trust & Estate Law Section Member | $319.00 |
| CBA Elder Law Section Member | $319.00 |
| Paralegal/Legal Support Staff | $279.00 |
| New Lawyer Edge Member | $184.50 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 6.00
- Ethics Credits: 1.00
- EDI Credits:
To join the CBA or add a Section to your membership click
Sponsor Information
- Ethics: Retaining Outside Counsel for Issues Outside Your Expertise
- Selecting the Proper Business Entity from an Estate Planning Perspective
- Prenuptial Agreements from Both the Family Law and Estate Planning Perspectives