2025 Fall Trust & Estate Essentials Out of Stock

 

Supported by the Trust and Estate Section of the Colorado Bar Association

  Quantity

 

 

Spend your October morning with the Trust & Estate Section learning directly from some of Colorado’s most respected practitioners. This half-day CLE features powerhouse speakers, including longtime leaders in the field. Kevin Millard, recipient of the section’s R. Sterling Ambler Award in 2015, and Spencer Crona, both Fellows of the American College of Trust and Estate Counsel (ACTEC), will highlight the cases, statutes, and revenue rulings every trust and estate lawyer should know. Daniela Ronchetti will close the program with a focused look at marital deduction formula funding clauses, combining technical precision with practical guidance.

 

You’ll gain:

• Essential knowledge of cases, statutes, and rulings that form the backbone of trust and estate practice

• Practical insights into drafting and administering formula funding clauses, with tools to strengthen both your technical mastery and client service

 

This concentrated program offers the expertise and insight you need to stay current, capable, and confident in your practice.

 

 

Home studies will be available 2-3 weeks following the live program.

 

CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.

 

The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.

8:30 – 9:00 am 
Registration and Continental Breakfast

 

9:00 – 9:05 am
Welcome and Opening Remarks
Extended by Jody Davis, Esq., CBA-CLE Program Attorney, and Kristin Dittus, JD, LLM, Life & Legacy Planning, Ltd.

 

9:05 – 11:00 am
Cases, Statutes, and Revenue Rulings that Trust & Estate Lawyers Should Know
Presented by Spencer J. Crona, Esq., Sigler & Nelson LLC, and Kevin D. Millard, Esq.

 

11:00 – 11:15 am
Morning Break

 

11:15 am – 12:15 pm
Focus on Formulas: A Deep Dive Into Marital Deduction Formula Funding Clauses
Presented by Daniela Ronchetti, Esq., Tuthill & Hughes LLP 
This presentation will explore technical nuances as well as practical aspects of selecting, drafting and administering formula funding clauses.  

 

Ten minutes have been allotted for questions after Daniela’s fifty-minute presentation.
 

12:15 pm
Closing Remarks
Extended by Jody Davis, Esq., CBA-CLE Program Attorney, and Kristin Dittus, JD, LLM, Life & Legacy Planning, Ltd.

  •   CLE Pass Price
    *FREE! - exclusions may apply
  •   Standard Price
    $299.00 USD
  •   Member Price
    $219.00 USD
  •   General Credits
    3.00
  •   Ethics Credits
  •   EDI Credits
Live Seminar Date
10/9/2025
Expiration Date
12/31/2027
Non-Member Price
$299.00 USD
Member Price
$219.00 USD
Product Code
PR100925J
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