Estate Planning During Divorce Out of Stock

 

Co-sponsored by the CBA Trust & Estate Section

  Quantity

 

 

April 2015
 
Trust & Estate Section CLE Luncheon Series
 
Estate Planning During Divorce
 
Co-sponsored by the CBA Trust & Estate Section
 
 
Program Description:
 
This program explores the surprisingly complex issues facing an estate planning attorney when a client requests estate planning during a marital dissolution action. This program illustrates the intersection of family law and estate planning in Colorado and highlights how family law impacts even the most routine estate planning practice. In particular, the nuts and bolts of exactly what an estate planning attorney may do, and may not do, for a divorcing client, as a result of the automatic temporary injunction in CRS §14-10-107(4)(b), which prohibits spouses from "transferring, encumbering, concealing, or in any way disposing of … marital property" other than in the usual course or for necessities, is covered.
 
 
MEET YOUR PRESENTERS
 
Susan L. Boothby, Esq., focuses on probate, trust administration, tax and estate planning for family and closely held businesses, including gift and estate planning and using trusts, corporations, limited liability companies and partnership entities. Ms. Boothby was the principal attorney with respect to numerous favorable Private Letter Rulings from the Internal Revenue Service concerning complex issues of federal estate law. Ms. Boothby has also had experience in the areas of charitable giving. She is a member of her firm's Tax and Estate Planning Practice Group and the firm's Family, Probate and Estate Disputes Group. Ms. Boothby was elected as a Fellow in the American College of Trust and Estate Council in 2014, in recognition of having made outstanding contributions to the practice of estate and trust law. Ms. Boothby is active in the Trust & Estate Section of the Colorado Bar Association and served as a member of the 2013-2014 Trust & Estate Council. Ms. Boothby has served as chair of the Trust & Estates Statutory Revisions subcommittee reviewing the Uniform Premarital and Marital Agreements Act, and as co-chair of the Uniform Power of Appointment Act subcommittee.
 
Gary M. Kramer, Esq., is the Chairman of Berenbaum Weinshienk's litigation department, and is a respected, experienced litigator who has appeared in numerous courts throughout the United States. Mr. Kramer's practice focuses on complex probate and domestic litigation for high-asset clients from all parts of Colorado. Following graduation from law school, Mr. Kramer was associated with the law firm of Gibson, Dunn & Crutcher in Washington, D.C. and Denver. In 1996, Mr. Kramer joined the practice of Arthur M. Schwartz, P.C., which specializes in constitutional litigation. He joined BERENBAUM WEINSHIENK PC in 2000 as a shareholder. Mr. Kramer is a member of the City of Greenwood Village City Council and the former chair of the Greenwood Village Planning & Zoning Commission. Mr. Kramer was in Brooklyn, New York.
 
Dan A. Sciullo, Esq., is the chair of his firm's Tax and Estate Planning Practice Group. Mr. Sciullo's practice emphasizes tax and estate planning for family and closely held businesses, including income, gift and estate tax planning and tax and business planning using corporations, partnerships, limited liability companies and other unincorporated entities. Mr. Sciullo's experience with respect to the tax and business planning uses of partnerships and limited liability companies and their formation and operation has led to his selection as national counsel for a limited liability company comprised of regional and national telecommunications companies in connection with national portability and pooling efforts and as national counsel for another limited liability company comprised of national wireless telecommunications carriers in connection with national wireless portability. Mr. Sciullo served as a Judicial Law Clerk to the Honorable William Doyle of the United States Court of Appeals for the Tenth Judicial District. A substantial portion of his practice involves succession planning for family-owned businesses in order to position them for potential sale or expansion with or without the active participation of subsequent generations. Mr. Sciullo has published a number of articles on estate planning techniques and also lectures frequently to financial planners, industry groups, and client groups on estate planning and business planning.
 
 
Program Series Chair
Melissa R. Schwartz, Esq.
Steenrod, Schwartz & McMinimee, LLP
Denver, CO
 
Agenda:
 
11:30 AM - 12:00 PM
Registration
 
12:00 PM
 
- Complex Issues Facing an Estate Planning Attorney When a Client  Requests Estate Planning During a Marital Dissolution Action
- Intersection of Family Law and Estate Planning in Colorado
- How Family Law Impacts Even the Most Routine Estate Planning Practice
- Nuts and Bolts of What an Estate Planning Attorney May and May Not Do for a Divorcing Client as a Result of the Automatic Temporary Injunction in CRS §14-10-107(4)(b)
 
1:00 PM
Adjourn
 
Presented by Susan L. Boothby, Esq., Gary M. Kramer, Esq., and Dan A. Sciullo, Esq., BERENBAUM WEINSHIENK PC, 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
Live Seminar Date
4/7/2015
Expiration Date
12/31/2017
Non-Member Price
$79.00 USD
Member Price
$59.00 USD
Product Code
PR040715J
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