Funding the Revocable Living Trust Out of Stock
Co-sponsored by the CBA Trust & Estate Section
Quantity
March 2015
Trust & Estate Section CLE Luncheon Series
Funding the Revocable Living Trust
Co-sponsored by the CBA Trust & Estate Section
Program Description:
The revocable living trust has been an important estate planning tool for those seeking to avoid probate and protect their privacy. The effectiveness of this strategy depends largely on proper funding of assets, without which the primary purpose of utilizing a revocable living trust rather than the traditional will, is defeated. Each type of asset owned by the client will have different challenges in preparing for transfer to the trust. Mr. Schmidt reviews the issues encountered for the most commonly encountered types of transfers.
You'll also receive a copy of "Funding the Revocable Living Trust" authored by L. William Schmidt, Jr.!
MEET YOUR PRESENTER
L. William Schmidt, Jr. is currently the Senior Trust Officer and Chief Fiduciary Officer of First Western Trust in Denver. Prior to that, he practiced estate planning law with the Denver firm of Holland & Hart. He is admitted to the Colorado Bar and the Texas Bar. He is a member of the Denver, Colorado, Texas, and American Bar Associations. He served on the American Bar Association's Standing Committee on Lawyer Competence. Mr. Schmidt has also previously been active in committee work on behalf of the Probate and Trust Law Section of the American Bar Association.
Mr. Schmidt has authored six books, including "Charitable Trusts" and "Funding the Revocable Living Trust (Second Edition)", both published by CLE in Colorado, Inc. Mr. Schmidt is a frequent public speaker and has presented lectures to The American College of Trust and Estate Counsel, the Southwestern Legal Foundation, The Notre Dame Estate Planning Institute, The American Institute of Certified Public Accountants, CLE in Colorado, Inc., and The University of Denver Estate Planning Symposium. He is a Fellow of the American College of Trust and Estate Counsel and has previously served as the Colorado State Chairman. He has been listed in "The Best Lawyers in America," "Who's Who in American Law" and "Who's Who in America." Mr. Schmidt was a founder of the Rocky Mountain Estate Planning Counsel and served as its first president.
Mr. Schmidt has served on the Boards and committees of numerous nonprofit organizations, including The Denver Foundation, Goodwill Industries of Denver, Children's Colorado Hospital, Bonfils Blood Center Foundation, Excelsior Youth Center Foundation, Lutheran Medical Center, St. Joseph Hospital Foundation, the Go For It! Institute, and the Young Philanthropists Foundation. He received one of the first Philanthropic Leadership Awards given by The Denver Foundation, and was also awarded the Bonfils Blood Center Foundation Leadership Award.
Program Series Chair
Melissa R. Schwartz, Esq.
Steenrod, Schwartz & McMinimee, LLP
Denver, CO
Agenda:
11:30 AM - 12:00 PM
Registration
12:00 PM
Funding the Revocable Living Trust
- The Revocable Living Trust as an Important Estate Planning Tool for Those Seeking to Avoid Probate
- The Effectiveness of this Strategy Depends Largely on Proper Funding of Assets
- Each Type of Asset Owned by the Client Will Have Different Challenges
- A Review of the Issues Encountered for the Most Commonly Encountered Types of Transfers
1:00 PM
Adjourn
Presented by L. William Schmidt, Jr., Esq., Senior Trust Officer, First Western Trust, Denver, CO
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $79.00 USD
- Member Price $59.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits