Advanced Estate Administration: Sophisticated Strategies for Your Trust & Estate Practice Out of Stock
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February 2012
Advanced Estate Administration: Sophisticated Strategies for Your Trust & Estate Practice
Program Highlights:
- Federal Disclaimers: What You Need to Know
- Funding Formula Devises and Distributions: Practical Difficulties and Issues That Arise in Following a Formula Funding Clause
- Advanced GST Administration Issues: Qualified Severances, Filing GST Taxable Termination, Distribution Returns and Other Issues
- Instructions for Tax Form 706: Refresher and What's New
- Settling Probate Matters with Minors
- Dealing with Pass Through Entities on the 1041 During Estate Administration
… and invaluable networking with your fellow trust and estate colleagues!
Program Description:
Join your highly experienced faculty as they focus on sophisticated topics and techniques in estate administration, including federal disclaimers, tax forms 706 and 1041, settling probate with minors … and much more!
Find out why past participants in this program had this to say-
“A great day.”
“All presentations were excellent.”
“What was the best aspect of this program? Everything.”
“I will use this information often.”
Agenda
8:30 - 9:00 am
Registration and Continental Breakfast
9:00 - 9:10 am
Welcome and Introduction
Extended by Connie Tromble Eyster, Esq., Program Chair
9:10 - 10:00 am
Federal Disclaimers: What You Need to Know
Presented by Peggy Gardner, Esq.
10:00 - 10:10 am
Networking Break
10:10 - 11:00 am
Funding Formula Devises and Distributions-Practical Difficulties and Issues That Arise in Following a Formula Funding Clause
Presented by Thomas Stover, Esq.
11:00 - 11:50 am
Advanced GST Administration Issues: Qualified Severances, Filing GST Taxable Termination, Distribution Returns and Other Issues
Presented by David Starbuck, Esq.
11:50 am - 12:00 pm
Q&A Panel
Members of the Faculty
12:00 - 1:10 pm
Lunch on Your Own
1:10 - 2:00 pm
Instructions for Tax Form 706-Refresher and What's New
Presented by Nancy Crow, Esq.
2:00 - 2:50 pm
Settling Probate Matters with Minors: Alternatives for Distributions if a Trust is Not Created; When a Conservatorship Might be Required; Who Represents the Minor in a Settlement of a Controversy; Coordinating a Guardianship with the Probate Proceeding; Effect of Divorce: Claims for Child Support, Changes in Gifts or Fiduciaries; Allowances, Pretermitted Children
Presented by Laurie Hunter, Esq.
2:50 - 3:00 pm
Networking Break
3:00 - 3:50 pm
Dealing with Pass Through Entities on the 1041 During Estate Administration: Dealing with Single Member LLCs; Principal and Income Issues; Passive Activities; Distribution Timing
Presented by Stuart P. Kingsbery CPA, JD, and Christopher L. Denham, CPA, JD
3:50 - 4:00 pm
Q&A Panel
Members of the Faculty
4:00 pm
Adjourn
Program Chair
Connie Tromble Eyster, Esq.
Hutchinson, Black and Cook, LLC
Boulder, CO
Faculty
Nancy Crow, Esq.
Pendleton, Friedberg, Wilson & Hennessey, PC
Denver, CO
Denver, CO
Christopher L. Denham, CPA, JD
Kingsbery Baris Vogel Nuttall, PC
Boulder, CO
Peggy Gardner, Esq.
Holland & Hart, LLP
Colorado Springs, CO
Laurie Hunter, Esq.
Wade Ash Woods Hill & Farley, PC
Denver, CO
Stuart P. Kingsbery CPA, JD
Kingsbery Baris Vogel Nuttall, PC
Boulder, CO
David Starbuck, Esq.
Baker Hostetler, LLP
Denver, CO
Thomas Stover, Esq.
Stover & Spitz, LLC
Longmont, CO
Video Replays: February 22, 2012
Denver: CLE Classroom, 1900 Grand Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $125.00 USD
- Member Price $95.00 USD
- General Credits
- Ethics Credits
- EDI Credits