Trust and Estate Spring Update - 25-Minute "T&E Talks" on the Answers You Need to Know Now - Video Out of Stock
Co-sponsored by the Colorado Bar Association Trust & Estate Section
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March 2017
Trust and Estate Spring Update - 25-Minute “T&E Talks” on the Answers You Need to Know Now
Co-sponsored by the Colorado Bar Association Trust & Estate Section
Program Description:
Join these rapid-fire, 25-minute, “TED-talk” type presentations at the Trust and Estate Spring Update! The format is intended to be practical, so gather around to hear the answers to the questions you need to know about your practice now: What steps are you to take when guardianship will only make things worse? Is your POA MIA? How do you avoid being disqualified in your contested wills case?
Hear what a litigator and a trust officer wish you knew about drafting, and learn what you need to know about shifting a guardianship from one state to another. Get sound advice for your initial meeting with your clients, and discover how to build your trust and estate practice one client at time.
Find out why the importance of cultural competence in your estate planning practice cannot be overstated. Help your client choose a trustee. Get up to speed on digital assets in estate planning and administration. Finally, join the conversation on bringing up charitable giving with your clients--how to discuss the pros and cons, and how to redirect your clients if charitable giving isn’t the best option for them.
There is something for everyone at the Trust and Estate Spring Update. We look forward to seeing you there.
Agenda:
8:30am
Registration and Continental Breakfast
9:00am
Welcome and Introduction
Extended by Kelly Dickson Cooper, Esq., Program Chair
9:10am
When Guardianship Will Only Make Things Worse
Presented by Alison Zinn, Esq.
9:35am
Is your POA MIA?
When a Power of Attorney Isn’t Good Enough
Presented by M. Carl Glatstein, Esq.
10:00am
What We Wish Drafting Attorneys Would Do Differently from a Litigator’s Perspective
Presented by Spencer Crona, Esq.
10:25am
Networking Break
10:35am
What We Wish Drafting Attorneys Would Do Differently from a Trust Officer’s Perspective
Presented by Darla Daniel, J.D., Vice President and Trust Officer
11:00am
ETHICS: How to Avoid Being Disqualified in Your Contested Wills Case
Presented by Herbert Tucker, IV, Esq.
11:25am
Shifting a Guardianship from One State to Another
Presented by Connie Tromble Eyster, Esq.
11:50am
Lunch Break on Your Own
1:00pm
Sound Advice for Your Initial Meeting with Clients
Presented by Nicole Brown, Esq.
1:25pm
How to Build Your Trust and Estate Practice One Client at Time
Presented by Erica Johnson, Esq.
1:50pm
ETHICS: The Importance of Cultural Competence in Your Estate Planning Practice
Presented by Melissa Schwartz, Esq., and David Struthers, Esq.
2:15pm
The Charitable Giving Conversation: How to Bring It Up with Your Clients; How to Discuss the Pros and Cons; How to Redirect Your Clients if Charitable Giving Isn’t the Best Option for Them
Presented by Michelle Rose Hughes, Esq.
2:40pm
Networking Break
2:50pm
Helping Your Client Choose a Trustee
Presented by Josie Faix, Esq.
3:15pm
Digital Assets in Estate Planning
Presented by Morgan Wiener, Esq.
3:40pm
Digital Assets in Estate Administration
Presented by Matthew Skotak, Esq.
4:05pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $369.00 USD
- Member Price $339.00 USD
- General Credits 6.00
- Ethics Credits 1.00
- EDI Credits