License, License Gotta Keep Your License: COLTAF Basics & Effective Billing Out of Stock

 

Co-sponsored by the Colorado Bar Association Trust & Estate Section

 

A super-informative CLE hour on MONEY -- more specifically on surviving COLTAF mask-free and without a vaccine. Hear Margaret Funk, Chief Deputy Regulation Counsel, and J.P. Moore, Assistant Regulation Counsel, from the Office of Attorney Regulation Counsel on COLTAF basics for the Trust and Estate or Elder Law Practitioner. Kristin Dittus, Esq. will discuss how to get paid without tantrums and tears, by the attorney or client, with effective billing strategies to avoid misunderstandings and potential conflicts, as well as how to implement a 2% surcharge fee for credit transactions recently allowed in Colorado as of July 1, 2022.
 
 
CBA-CLE will email webinar access information to registrants 24-48 hours before the program.
 
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.
12:00 – 1:00 pm
LICENSE, LICENSE GOTTA KEEP YOUR LICENSE  
 
COLTAF BASICS and Effective Billing, Collecting the 2% Surcharge Fee, and Avoiding COLTAF Woes.
 
Presented by Margaret Funk, Esq., Office of Attorney Regulation Counsel; J.P. Moore, Esq., Office of Attorney Regulation Counsel; and Kristin Dittus, Esq., Life & Legacy Planning, Ltd.
  •   Standard Price
    $75.00 USD
  •   Member Price
    $55.00 USD
  •   General Credits
    1.00
  •   Ethics Credits
    1.00
12:00 – 1:00 pm
LICENSE, LICENSE GOTTA KEEP YOUR LICENSE  
 
COLTAF BASICS and Effective Billing, Collecting the 2% Surcharge Fee, and Avoiding COLTAF Woes.
 
Presented by Margaret Funk, Esq., Office of Attorney Regulation Counsel; J.P. Moore, Esq., Office of Attorney Regulation Counsel; and Kristin Dittus, Esq., Life & Legacy Planning, Ltd.
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