2021 Trust & Estate Fall Update - Webinar
What should you do when dealing with a high maintenance beneficiary? What do probate registrars want to see when you open a case for probate? Have you ever wondered how estate planning works for tribal communities? University of Denver Sturm College of Law Professors, skilled practitioners, and judicial officers will answer these and other questions, along with advice from the bench for litigators in the court room. Join from the comfort of your office or home, or join us in person at the CBA-CLE classroom.
• Stay apprised of judicial expectations in the courtroom
• Gain tips directly from a probate registrar
• Earn an EDI credit while learning about estate planning for tribal communities
*Please see our COVID safety policies
Home studies will be available approximately 2-3 weeks following the live program.
For your own safety, the safety of others, and in an effort to provide everyone with the most rewarding in-person meeting and event experiences possible, we request that you attend this event only if you have been fully vaccinated. All attendees must wear masks for indoor events unless attendees can maintain a distance of six feet from each other, in which case masks may be removed. Masks may also be removed by an attendee, briefly, when they are speaking, eating, or drinking.
Depending on CDC and/or state or local health guidelines, a rise in COVID-19 cases, or other circumstances that may threaten the well-being of our attendees, CBA-CLE reserves the right to convert to a fully virtual event.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
8:30 – 9:00 am
Registration and Coffee
9:00 am – 9:10 am
Welcoming Remarks
Extended by Molly T. Zwerdlinger, Esq., Miller & Steiert, PC, Program Chair, and Kendra Yates, Esq., Program Attorney, CBA-CLE
9:10 am – 10:00 am
How to Deal with High Maintenance Beneficiaries
Presented by Daniel A. Rich, Esq., AEP, Senior Vice President, Managing Director for Denver, Midwest Trust Company, and Catherine A. Seal, Esq., Kirkland & Seal, L.L.C., Public Administrator for the Fourth Judicial District of Colorado
10:00 – 10:15 am
Stretch Break
10:15 am – 11:05 am
Administrative Tips and Basics of the Probate Courts
This program will offer practical probate tips for attorneys and their staff. Krista Garcia, the Probate Registrar for the Boulder County District Court, will provide essential tips on opening probate and communicating with the Court. Jennifer M. Spitz, an attorney with over 20 years of probate experience, will add some real-world guidance on select estate administration matters.
Presented by Kristabel Garcia, Registrar for the Boulder County District Combined Courts, and Jennifer M. Spitz, Esq., Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC
11:05 – 11:55 am
Litigation Expectations: Updates for Practitioners
Presented by Honorable Sara S. Price, 17th Judicial District, Honorable Donald S. Quick, 17th Judicial District, and Honorable Vincent N. Rahaman, 4th Judicial District
Moderated by Spencer J. Crona, Esq., Brown & Crona, LLC
11:55 am – 1:00 pm
Lunch on your own
1:00 – 1:50 pm
Reverse Mortgages and Foreclosure in Estates and Trusts
Presented by Deanne R. Stodden, Esq., Messner Reeves LLP, and Paulette Wisch, Reverse Mortgage Manager, Universal Lending Home Loans
1:50 – 2:00 pm
Stretch Break
2:00 – 2:50 pm
Estate Planning for Tribal Communities
In 1887, Congress initially enacted legislation that transformed the rights of tribal members with respect to their ownership and use of their native lands. This legislation has been amended and replaced over time, most recently with the American Indian Probate Reform Act (AIPRA), passed in 2004 and amended in 2008. This panel presentation will provide an overview of AIPRA and its limitations and constraints that substantially affect the descent of a tribal member’s interests in trust lands at death. It will help practitioners understand the considerations that should be taken into account when working on estate plans for tribal members. Additionally, the presentation will discuss various cultural considerations that play an important role in the discussions that an estate planning practitioner may have with a tribal member client.
Presented by Professor KK DuVivier, Esq., University of Denver, Sturm College of Law, Professor Lucy Marsh, Esq., University of Denver, Sturm College of Law, and Leia Ursery, Esq., Goodspeed Merrill
Approved for 0.3 EDI Credits
2:50 – 3:00 pm
Closing Remarks
Extended by Molly Zwerdlinger, Esq., Miller & Steiert, PC
3:00 pm
Adjourn
Registration Fees
| Non Member | $519.00 |
| CBA Member | $389.00 |
| CBA Trust & Estate Law Section Member | $319.00 |
| CBA Elder Law Section Member | $319.00 |
| Paralegal/Legal Support Staff | $194.50 |
| New Lawyer Edge Member | $194.50 |
| Public Service/Government | $194.50 |
| Active Military | $194.50 |
| Student Currently Enrolled in Law School | $0.00 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 5.00
- Ethics Credits: 0.00
- EDI Credits: 0.30
To join the CBA or add a Section to your membership click