Trust & Estate Fall Update - In-Person
Join the T&E Section for important fall updates. An experienced panel of practitioners will provide perspectives on ADR in Trust and Estate planning, including a discussion of red flags, common issues, and sample forms. We’ll cover reformation actions and no-contest clauses, and conclude the day with an insightful presentation on cultural diversity in the field.
- Discussion of new Orange Book ADR language
- Four unique perspectives on cultural diversity in the field (and 1.5 EDI Credits!)
- Connect with thought-leaders and colleagues – join us in-person or online
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 a CBA, DBA, or CLE meeting or event only if you have been fully vaccinated. Mask wearing is up to personal preference and comfort level. Masks may be required in some clinic settings. Please be cognizant and understanding of others’ preferences and courteous to all attendees.
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 Lauren da Cunha, Esq., Vice President/Trust Administrator, J.P. Morgan Private Bank, Program Chair
9:10 am – 10:40 am
Using ADR in Estate and Trust Planning and Administration
- Introduction of new Orange Book language for planning practitioners whose clients want to suggest or require Alternative Dispute Resolution in wills and trusts
- Broader discussion of uses of mediation and arbitration in planning scenarios to avoid conflict and in litigation around conflicts that inevitably arise
- Identification of issues frequently encountered in mediation/arbitration.
Panelists:
- Norvell Brasch, Esq.,Trust & Estate Advocates
- Nicole Economy Brown, Esq., Brown & Crona, LLC
- Michael A. Kirtland, Esq., Kirtland & Seal, L.L.C.
- Andrea N. Mahoney, Esq., Olsen & Mahoney, LLP
Moderated by Honorable Jean Stewart (ret), Jean Stewart LLC
10:40 – 10:55 am
Stretch Break
10:55 am – 11:55 am
Reformation Actions under the Colorado Probate Code & Colorado Uniform Trust Code
The doctrine of reformation is a relatively new concept in trust and estate law. The goal of this presentation is to provide lawyers with an overview of the law of reformation and its origins, and a discussion of applicable standards of proof and evidentiary issues that may arise in a reformation action. The presentation will include a case study from a Colorado reformation action for discussion.
Presented by Tim Bounds, Esq., Evans Case, LLP
11:55 am – 1:30 pm
Lunch on your own
1:30 – 2:20 pm
No-Contest Clauses: Recent Developments, Multi-State Conflicts, and More
In this presentation, we will review the principles of Colorado law governing in terrorem clauses, also known as "no-contest" or "forfeiture" clauses, in wills and trusts. While Colorado law has remained stable in this area, we will also examine recent decisions from other states which can help you refine best practices when drafting no-contest clauses, or administering trusts and estates which are subject to no-contest clauses.
Presented by Griffin H. Bridgers, Esq., Hutchins & Associates LLC
2:20 – 2:30 pm
Stretch Break
2:30 – 3:45 PM
Cultural Diversity in T&E Practice
As Trust and Estate attorneys, our clients’ cultural and religious backgrounds often impact our representation when it comes to issues such as death and dying and estate planning practices. Our panel presenters will discuss different cultural and religious practices and how they impact the attorney’s representation of clients from diverse backgrounds and populations.
Presented by Teresa Casillas, Esq., Casillas Law, Sarah L. Golombek, Esq., Golombek Law LLC, Marianne H. Luu-Chen, Esq., Hutchinson Black and Cook LLC, and Keith C. Smith, Esq., Setter Roche Smith & Shellenberger LLP
Submitted for 1.5 EDI Credits
3:45 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/Support Staff | $194.50 |
| Active Military | $194.50 |
| Public Service/Government | $194.50 |
| New Lawyer Edge Partner | $194.50 |
| Student Currently Enrolled in Law School | $0.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 6.00
- Ethics Credits:
- EDI Credits: 1.50
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