Orange Book Forms - Video Replay Grand Junction
February 2020
Orange Book Forms
Co-Sponsored by the Estate Planning Forms Committee of the Trust and Estate Section
Each attendee will receive the 8th Ed. Orange Book Forms: Colorado Estate Planning Forms PDF eBook
Please Note: In order to claim CLE credit for this program, you MUST purchase the related book. The book IS the course materials for this program. If you are a CLE Passholder, you MUST purchase the related book in order to claim CLE credit for this program.
By the end of this course, attendees will have a firm grasp on:
- Client Intake and Engagement Letters
- Estate Planning – Use of Wills and Trusts
- Ancillary Documents — Powers of Attorney, Pour-over Wills, and More
- Funding Trusts
- Planning for Special Situations
Program Description:
In the 1970s, a group of estate planning attorneys compiled several frequently used forms into what was then called The Orange Book. Having evolved through the years, it is now the go-to book for Trust & Estate attorneys in Colorado. The Eighth Edition of Orange Book Forms was reorganized into chapters that follow the estate-planning process from client intake through ancillary documents, making it even more user friendly. All participants will receive an electronic PDF e-Book copy of the new edition of Orange Book Forms. Members of the CBA Trust & Estate Section’s Estate Planning Forms Committee will discuss how you can use the various forms in your day-to-day practice. Don’t miss this informative program!
Agenda
8:30 am
Registration
9:00 am
Then and Now: The History of the Orange Book Forms and Looking Forward
Presented by Frank Hill, Esq.
9:50
Marital Agreements
Presented by Kim Willoughby, Esq.
10:40
Networking Break
10:55
The Colorado Uniform Trust Code
Presented by Darla Daniel, Esq.
11:45 am
Lunch on Your Own
1:00 pm
Ancillary Documents
Presented by Elizabeth Meck, MA, JD and Barbara Cole, Esq.
1:50 pm
Special Provisions and How to Use Them Effectively
Presented by Lisa Hardin, Esq. and Lisa C. Willcox, Esq.
2:40 pm
Legislative Update
Presented by Andrew White, Director of Legislative Relations
3:30 pm
Networking Break
3:45 pm
Panel: Tips and Tricks for Using the Orange Book Forms
Presented by Heidi Gassman, Esq. and Anthony Viada, Esq.
4:35
Adjourn
Location Information
Law Office of Baird B Brown PC
1250 E Sherwood Dr
Grand Junction, CO
Get directions
1250 E Sherwood Dr
Grand Junction, CO
Registration Fees
| Non Member | $629.00 |
| CBA Member | $549.00 |
| CBA Trust and Estate Section Member | $529.00 |
| Paralegal/Legal Support Staff | $479.00 |
| New Lawyer Edge Member | $274.50 |
| BASIC PASS HOLDER w/ printed book | $269.00 |
| CLEACCESSPASS--ELITE Pass Holder w/ printed book | $269.00 |
- General Credits: 6.00
- Ethics Credits: 1.00
- EDI Credits:
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