Estate Planning and Marital Agreements: T&E Section CLE Luncheon Out of Stock
Co-sponsored by the CBA Trust & Estate Section
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Join us for April’s Trust and Estate Luncheon: Estate Planning and Marital Agreements
Topics Will Include:
- Estate and trust issues in marital agreements
- Waiver of rights of the surviving spouse
- Options for structuring substitute transfers to the surviving spouse in exchange for waiver of rights
- Coordination of titling of property and estate planning documents with the marital agreement including treatment of the primary residence, retirement account assets, and life insurance
- Estate and gift tax issues
- Protecting trust assets in a divorce
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.
Home study programs will be available approximately 2-3 weeks following the LIVE program date.
12:00 – 1:00 pm
Estate Planning and Marital Agreements
Presented by Bridget K. Sullivan, Esq., Sherman & Howard, L.L.C.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $69.00 USD
- Member Price $49.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits