Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act Out of Stock
Sponsored by the CBA Trust & Estate Section
Quantity
August 2019
Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act
Sponsored by the CBA Trust & Estate Section
Program Description
This presentation will provide an introduction to directed trusts, situations in which a directed trust might be suitable, an overview of the structure of the Colorado Uniform Directed Trust Act, and drafting and practical considerations.
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PROGRAM AGENDA
11:45 AM – 12:15 PM
Registration
12:15 PM
Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act
Presented by Jeffrey B. Kadavy, JD, CTFA, Trail Ridge Wealth Management, Inc., Denver and Fort Collins, CO, and Cheyenne, WY, and Dylan H. Metzner, Esq., Ryley Carlock and Applewhite, P.C., Denver, CO
1:15 PM
Adjourn
MEET YOUR PRESENTERS
Jeffrey B. Kadavy, JD, CTFA, has experience that includes more than 15 years of advising high-net-worth individuals regarding complex estate and financial planning needs and administering personal and charitable trusts. In March 2017, Jeff and several business partners created Trail Ridge Wealth Management, Inc. Through its subsidiary, Trail Ridge Trust Company, LLC, the firm provides trust, estate, and other fiduciary services. Previously, Jeff served as a senior vice president in the trust department of a mid-sized regional bank in Denver, and as managing director of trust services for the largest privately held bank in the United States. He earned his Bachelor of Arts degree from Oberlin College and his law degree — with distinction — from the University of Nebraska College of Law. He also graduated with high honors from the American Bankers Association Graduate Trust School and holds the Certified Trust and Financial Advisor (CTFA) designation. Jeff is an active member of the CBA Trust & Estate Section, serving on the Uniform Trust Code and Uniform Directed Trust Act subcommittees of the Statutory Revisions Committee. A lifelong lover of music, Jeff is a classically trained tenor who enjoys performing in community and church musical events.
Dylan H. Metzner, Esq., is a member of the Estate Planning and Tax Practice in Ryley Carlock and Applewhite's Denver office. He helps individuals and families throughout the United States as well as internationally with their private wealth planning. Dylan focuses on designing plans to minimize tax ramifications and family conflict. Dylan helps his clients identify their family values and goals and he develops legal structures to honor these values and goals while protecting his clients' wealth for themselves and for their future generations. Dylan's clients include high net-worth individuals, corporate executives, closely held business owners, and professionals often working in the medical field. Dylan advises his clients on tax-advantaged entity structures including family limited partnerships and limited liability companies, complex trusts, trusts structured to hold inherited qualified plans such as IRAs and 401K, split interest trusts, grantor trusts, and life insurance trusts. Dylan also advises clients on a myriad of business planning issues including choice of entity selection, maintenance and business succession planning. In addition, Dylan regularly represents family members, fiduciaries, and beneficiaries in the resolution of estate and trust-related disputes, including Guardianships and Conservatorships. Dylan also participates in the firm's Sports Law group, which focuses on the representation of athletes and coaches in a variety of legal areas including their specific estate and private wealth planning needs.
Program Series Chair
Spencer J. Crona, Esq.
Brown & Crona LLC
Denver, CO
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits