Colorado Probate System 2021 Out of Stock
Learn from the Expert - Program PLUS Book
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A can’t-miss program for probate practitioners and paralegals. Take a deep dive into James Wade's comprehensive Colorado Probate System to track and manage all probate cases, from intake to closing.
• Provides a step-by-step process for estate administration in Colorado
• Treatise includes a Master Information List with numerical designations for all information and tied to annotated forms and letters
• Each attendee receives a copy of the new Seventh Edition of Colorado Probate System as materials for the course*
*All homestudy participants must purchase the Colorado Probate System publication to claim credit for the course.
If special accommodations 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
Agenda
10:00 a.m. - 2:00 p.m.
Colorado Probate System 2021
Presented by James R. Wade, Esq., Wade Ash Woods Hill & Farley, P.C.
Topics Include:
- Probate as a property ordering regime, such as community property, bankruptcy, and marital dissolution
- The several functions of probate, including succession without administration, when you don't need a personal representative
- New Colorado Rules of Probate Procedure
- Current cost of living adjustment
- Protective proceeding no-nos
- Tax elections including fiscal year selection and distribution planning
- Status of Section 529 Plan assets - who owns the assets?
- Family protection, including the elective share
- The new Colorado statute on delayed distributions
- General issues of deferred funding
- Family trust modifications to achieve step-up in income tax basis
- Distribution planning - early or late in the administration?
- Non-probate transfers
- Electronic wills and remote notarization
- Interesting national proposals, including trusts for crowd source funding, rights of unmarried cohabitants; and community property recognition update
- Devilish hypothetical fact situation
*A break will be taken from 11:50 a.m. - 12:05 p.m.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $270.00 USD
- Member Price $200.00 USD
- General Credits 4.00
- Ethics Credits
- EDI Credits