The Augmented Estate Election: Making Sense (Cents) and Dollars Out of Stock
Co-sponsored by the CBA Trust and Estate Law Section
Quantity
The augmented estate election is not an automatic spousal inheritance right. Many times, it will fail under the particular facts involved. When should counsel for a surviving spouse consider the spousal elective share and make the augmented estate election?
This seminar will cover various considerations and real-world mathematical models germane to the augmented estate election under C.R.S. ยง15-11-201 et seq., including the circumstances and length of the marriage, the economics of the decedent’s and the surviving spouse’s assets, the nature and original location of assets and governing law, and the psychological implications of the asset disclosure requirements.
Join well-established and respected Trust and Estate attorneys, Susan R. Harris, Esq. (2021 R. Sterling Ambler Award winner), and Barbara Tocker Ross, J.D., LL.M., as they review these complex Colorado Probate Code provisions. Don't miss this opportunity to enhance your expertise in this area with practical insights from these attorneys. Bring your questions!
Home studies will be available approximately 2-3 weeks following the live program.
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.
9:30 – 10:00 am
Registration and Coffee
10:00 am – 12:15 pm
Morning Session (with a 15-minute morning break)
• Historic Summary of the Law
• Looking at the Numbers
• Setting Up a Real-World Model
• Reviewing Scenarios in Conjunction with Specific Statutory Provisions
• Q&A
12:15 – 1:00 pm
Lunch (provided for in-person attendees)
1:00 – 3:15 pm
Afternoon Session (with a 15-minute afternoon break)
• Looking at the Numbers (continued)
• More Scenarios in Conjunction with Specific Statutory Provisions
• Q&A
3:15 pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $299.00 USD
- Member Price $219.00 USD
- General Credits 5.00
- Ethics Credits
- EDI Credits