Trust and Estate Spring Update Out of Stock
Co-sponsored by the Colorado Bar Association Trust and Estate Section
Quantity
Spring is on its way and we have several T&E hot topics to deliver straight to your desk. We’ll cover a potpourri of updates, including the SECURE 2.0 Act, developments in split dollar life insurance funding, end-of-life law and policy, and much more.
• Unique estate planning issues, including real estate topics and end-of-life preferences
• A CEO of a multinational or closely held company suffers from dementia without having a clear succession plan in place – what to do?
• Have you heard the news about SECURE 2.0? What is a "backdoor Roth conversion"?
CBA-CLE will email webinar access information to registrants 24-48 hours before the program.
Home studies will be available approximately 2-3 weeks following the live program.
For your own safety, the safety of others, and in an effort to provide everyone with the most rewarding in-person meeting and event experiences possible, we request that you attend a CBA, DBA, or CLE meeting or event only if you have been fully vaccinated. Mask wearing is up to personal preference and comfort level. Masks may be required in some clinic settings. Please be cognizant and understanding of others’ preferences and courteous to all attendees.
Depending on CDC and/or state or local health guidelines, a rise in COVID-19 cases, or other circumstances that may threaten the well-being of our attendees, CBA-CLE reserves the right to convert to a fully virtual event.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
8:30 – 9:00 am
Registration and Coffee
9:00 am – 9:10 am
Welcoming Remarks
Extended by Lauren da Cunha, Esq., Vice President and Trust Officer, MidFirst, Program Chair
9:10 am – 10:00 am
End-of-Life Planning – A Legal & Practical Guide
Presented by Norvell E. Brasch, Esq., Wade Ash LLC
10:00 – 10:50 am
New Developments in Split Dollar Life Insurance Funding and Multi-Generational Planning
Presented by Jay Cleary, CLU, ChFC, Bridge Financial Group, LLC, and Margot Edwards, Esq., J.P. Morgan Private Bank
10:50 – 11:00 am
Stretch Break
11:00 am – 12:00 pm
What Happens When a CEO has Dementia?
Presented by Nancy "Susie" Germany, Esq., and Jennifer M. McCallum, Ph.D., Esq., The McCallum Law Firm, P.C.
12:00 – 12:05 pm
A Message from DBA Metro Volunteer Lawyers
12:05 pm – 1:15 pm
Lunch on your own
1:15 – 2:15 pm
SECURE 2.0, with a Focus on IRAs
Presented by Georgine M. Kryda, Ph.D., Esq., Georgine M. Kryda, Ph.D., Esq., LLC
2:15 – 3:15 pm
A Real Estate Primer for Estate Planning Attorneys
Presented by Cynthia M. Stovall, Esq., Sherman & Howard LLC
3:15 pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $529.00 USD
- Member Price $399.00 USD
- General Credits 6.00
- Ethics Credits
- EDI Credits