Understanding and Using Trusts - A Nine Program Series! Out of Stock
Co-sponsored by the CBA Trust & Estate Section
Quantity
February - May 2015
Understanding and Using Trusts - A Nine Program Series!
Co-sponsored by the CBA Trust & Estate Section
Program Highlights:
- Revocable Living Trusts: Design, Implementation and Other Issues
- Taxation of Trusts
- Trusts: Today and Tomorrow
- Counseling Trustees on Their Duties
- Understanding Charitable Remainder and Charitable Lead Trusts
- Dealing with "Civilian" Trustees During Trust Administration When There is a Dispute
- Strategic Trusts for Elderly and Disabled Clients
- Understanding and Using Specialized Trusts, Including GRATs, IDITs, Pet Trusts
- Irrevocable Life Insurance Trusts (ILITs) - From the Ground Up
Who Should Attend:
- Trust and Estate Law Practitioners
- Trust and Estate Law Paralegals
- Trustees and Other Fiduciaries
- Anyone Who Needs to Understand and Use Trusts!
Program Description:
CBA-CLE and the CBA Trust and Estate Section are proud to bring back this informative, practical series of CLE programs on understanding and using trusts in your practice. This series consists of nine programs, each dedicated to a key area of trust law.
The expert members of the faculty will explain the purposes, mechanisms and key clauses included in a wide variety of trusts typical for a Colorado trust and estate practice. They will explain the client needs that each trust addresses and how each type of trust meets those needs. The faculty will also point out common errors that practitioners sometimes make when working with these trusts. Other important issues that concern trusts, such as taxation, ethics, liability, and malpractice will also be covered.
The entire series of programs includes a total of 36 CLE credit hours of instruction, providing you with a detailed trusts education that goes a level deeper than ordinary CLE seminars!
From taxes, to funding, to the duties of the trust-maker, beneficiary, and trustee, you will get current guidance on the use of trusts in your practice, making this a "must attend" series of seminars.
Agenda:
UNDERSTANDING AND USING TRUSTS: A NINE PROGRAM SERIES
Schedule for All Programs:
8:30am
Registration and Continental Breakfast
9:00am - 10:00am
Program
10:00am - 10:15am
Networking Break
10:15am - 12:15pm
Program
12:15pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $1499.00 USD
- Member Price $899.00 USD
- General Credits 36.00
- Ethics Credits 0.00
- EDI Credits