Advanced Estate Administration: Complexities Explained Out of Stock
Co-sponsored by the Trust and Estate Section of the Colorado Bar Association
Quantity
January 2015
Advanced Estate Administration: Complexities Explained
Co-sponsored by the Trust and Estate Section of the Colorado Bar Association
Program Highlights:
- Liability of Third Party Payors for Distributions Made to Fiduciaries
- Filing a Portability Tax Return
- Malpractice Insurance Coverage as a Tort When There is a Claim of Breach of Fiduciary Duty
- Dealing with Oil and Gas Interests in Estate Administration
- Legal Tests for Capacity in Colorado
- Ethics: Conflicts of Interest Issues that Arise in Estate Administration
Program Description:
When are third party payors liable for distributions made to fiduciaries? How do you file a portability tax return? Will your malpractice insurance cover you if there is a tort claim for breach of fiduciary duty? Get answers to these complex questions and more from this Advanced Estate Administration seminar! Also get tips on locating and collecting digital assets in our digital world. Also included: uncertainty regarding the legal test for capacity in Colorado, and ethics on conflicts of interest issues that arise in estate administration.
Agenda:
8:30am
Registration and Continental Breakfast
9:00am
Welcome and Introduction
Melissa R. Schwartz, Esq., Program Chair, Steenrod, Schwartz & McMinimee, LLP, Denver, CO
9:10am
Liability of Third Party Payors for Distributions Made to Fiduciaries
Presented by Marcie McMinimee, Esq., Steenrod, Schwartz & McMinimee, LLP, Denver, CO and Zachary Schlichting, Esq., Steenrod, Schwartz & McMinimee, LLP, Denver, CO
10:00am
Networking Break
10:10am
Filing a Portability Tax Return
Presented by Constance Tromble Eyster, Esq., Hutchinson Black and Cook, LLC, Boulder, CO
11:00am
Malpractice Insurance Coverage as a Tort When There is a Claim of Breach of Fiduciary Duty
Presented by John Palmeri, Esq., Gordon Rees Scully Mansukhani, LLP, Denver, CO
11:50am
Lunch on Your Own
1:00pm
Dealing with Oil and Gas Interests in Estate Administration
Presented by C. Elaine Carleton, Esq., and Roberta Reis, Esq., Carleton Gotlin Law PC, Denver, CO
1:50pm
Legal Tests for Capacity in Colorado
Uncertainty exists as to the legal test for capacity in Colorado, depending upon the documents involved. Case law has left the question unsettled. A low bar has been set for capacity to execute a will. A higher standard may be appropriate for lifetime transfers. The complexity of the documents and other facts and circumstances may come into play.
Presented by David W. Kirch, Esq., Kirch and Rounds, P.C., Aurora, CO
2:40pm
Networking Break
2:50pm
Ethics: When You Don't Think-How You Can Get into Trouble
Fees and Other Conflicts of Interest Issues That Arise in Estate Administration
Presented by Nancy Cohen, Esq., MiletichCohen PC, Denver, CO
3:40pm
Q&A Panel
Members of the Faculty
4:00pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $339.00 USD
- Member Price $289.00 USD
- General Credits 6.00
- Ethics Credits 1.00
- EDI Credits