Advanced Estate Planning Symposium With Ted Atlass Out of Stock
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October 2017:
Advanced Estate Planning Symposium
With Ted Atlass
Program Highlights:
- Is the Irrevocable Trust Really Irrevocable?
- Planning and Administration for Multi-State Clients
- Colorado Trust and Estate Law: Hot Topics, Recent Legislation and Case Law Update
- Equitable Remedies and Missed Opportunities in Probate Litigation
- Recent Tax Developments from the Past Two Years Affecting Estate Planning
- The Future of Estate Planning
- Recent Non-tax Developments of Interest to Estate Planners
Program Description:
Ted Atlass is known as a national expert on estate planning, probate, and related tax and litigation matters. Ted has gathered some of the practice area’s top experts to discuss the advanced estate planning and administration challenges you face in your practice. Take advantage of this special opportunity to ask questions, discuss the issues, and get answers.
The opening session will explore some of the many ways to alter irrevocable trusts, including decanting, judicial and non-judicial trust modifications, disclaimers, and change of situs. It will also address some of the options available under the hopefully soon-to- be enacted Colorado Trust Code. The next session will provide an overview of points for analysis when preparing estate planning documents for clients with property in and ties to multiple states. This will include a discussion of income and transfer taxation; spousal rights and elections; and administration requirements. Choice of law provisions will be presented. What follows will be a Colorado case law and legislative update, including hot topics.
While attorneys usually focus on issues of undue influence and incapacity in trust and estate litigation, they frequently overlook the Court's equitable powers. Explore equitable remedies and missed opportunities in probate litigation. Also find out about recent tax developments from the past two years affecting estate planning.
What is the future of estate planning? This pre-recorded presentation will focus on several special aspects of estate planning which is a subset of financial planning. It will cover how artificial super intelligence will revolutionize estate planning. It also will explain why and how high tax free returns are the most important factor in successful planning. How that can be achieved also will be discussed.
End the day with this fascinating discussion of recent non-tax developments of interest to estate planners. The applicable exclusion amount excludes over 99% of all decedents from the federal wealth transfer taxes. Thus, the attention of many estate planners is focused on issues that affect the “middle rich,” for whom competent estate planning services are necessary but wealth transfer tax-motivated planning is not. Many interesting state-law nontax issues deserve attention, and developments that have a wider significance than any particular state’s law are useful learning tools. Both notions inform the developments from around the country that will be presented in this session.
We look forward to seeing you in our CLE classroom on October 12.
Mark Your Calendar for The Upcoming CBA-CLE Trust & Estate Programs:
- Trust & Estate Fall Update, November 11, 2017
- Orange Book Forms, December 8, 2017
Agenda:
8:30am
Registration and Continental Breakfast
9:00am
Welcome and Introduction
Theodore Atlass, Esq., Atlass Professional Corporation, Denver, CO, Program Chair
9:10am
Is the Irrevocable Trust Really Irrevocable?
This session will explore some of the many ways to alter irrevocable trusts, including decanting, judicial and non-judicial trust modifications, disclaimers, and change of situs. It will also address some of the options available under the hopefully soon-to- be enacted Colorado Trust Code.
Presented by Peggy K. Gardner, Esq., Peggy K. Gardner, Esq., PC, Holland & Hart LLP, Colorado Springs, CO, and Morgan Wiener, Esq., Holland & Hart LLP, Denver, CO
10:00am
Networking Break
10:10am
Planning and Administration for Multi-State Clients
An overview of points for analysis when preparing estate planning documents for clients with
property in and ties to multiple states. This will include a discussion of income and transfer
taxation; spousal rights and elections; and administration requirements. Choice of law provisions will be presented.
Presented by Leia G. Ursery, Esq., Lindquist & Vennum LLP, Denver, CO
11:00am
Colorado Trust and Estate Law: Hot Topics, Recent Legislation and Case Law Update
Presented by Jamie J. Roth, Esq., Law Office of Jamie J. Roth, PLLC, Glenwood Springs, CO
11:50am
Lunch Break on Your Own
1:00pm
Equitable Remedies and Missed Opportunities in Probate Litigation
While attorneys usually focus on issues of undue influence and incapacity in trust and estate litigation, they frequently overlook the Court's equitable powers, including the utility of the equitable remedies such as (1) resulting trusts, which is useful when decedent's have used non-probate transfers to engage in informal estate planning, (2) constructive trusts, when diminished capacity has made a person more susceptible to concealed undue influence, or (3) equitable liens, which are useful in a wide range of situations involving breach of fiduciary duties. The assertion of the broad cause of action of unjust enrichment, combined with these remedies can simplify litigation and the collection of judgments. Initiating such proceedings in the context of an estate or trust administration can afford parties simplified procedures and discovery options. The ability to recover or avoid dissipation of assets pending litigation can be enhanced by the pursuit of such remedies. Equitable defenses such as waiver, estoppel and laches have also increasingly come into play in litigation involving trusts and decedent's estates.
Presented by David Kirch, Esq., Kirch and Rounds, P.C., Aurora, CO
1:50pm
Recent Tax Developments from the Past Two Years Affecting Estate Planning
Presented by Professor Stanley Johanson, The University of Texas at Austin School of Law, Austin, TX
2:40pm
Networking Break
2:50pm
The Future of Estate Planning
This presentation will focus on several special aspects of estate planning which is a subset of financial planning. It will cover how artificial super intelligence will revolutionize estate planning. It also will explain why and how high tax free returns are the most important factor in successful planning. How that can be achieved also will be discussed.
Presented by Jonathan Blattmachr, Esq., Editor-in-Chief & Co-Author of Wealth Transfer Planning™, InterActive Legal, Melbourne, FL
Mr. Blattmachr will present VIA PRERECORDED VIDEO
3:40pm
Recent Non-tax Developments of Interest to Estate Planners
The applicable exclusion amount excludes over 99% of all decedents from the federal wealth transfer taxes. Thus, the attention of many estate planners is focused on issues that affect the “middle rich,” for whom competent estate planning services are necessary but wealth transfer tax-motivated planning is not. Many interesting state-law nontax issues deserve attention, and developments that have a wider significance than any particular state’s law are useful learning tools. Both notions inform the developments from around the country that will be presented in this session.
Presented by Professor Jeffrey N. Pennell, Emory University School of Law, Atlanta, GA
Professor Pennell will present VIA THE INTERNET
4:30pm
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $369.00 USD
- Member Price $339.00 USD
- General Credits 7.00
- Ethics Credits
- EDI Credits