The Estate of a Deceased Non-Attorney Professional Out of Stock
Co-sponsored by the CBA Trust & Estate Section
Quantity
November 2011
The Estate of a Deceased Non-Attorney Professional
Co-sponsored by the CBA Trust & Estate Section
Trust & Estate Section CLE Luncheon Series
Program Description
At last month's lunch, we discussed the estate of a deceased or incapacitated attorney. What are the unique considerations when handling the estate of a deceased non-attorney professional, such as a physician, accountant or mental health professional?
At the November 1 lunch, Marcie McMinimee will tell you about the differences between handling the estate of an attorney versus the estate of a non-attorney professional. A perfect follow-up to last month's program, you will learn the factors you need to take into account when administering this unique type of estate.
Don't Forget: The T&E Luncheon Series is also available via live Internet webcast, direct to your desktop!
Don't Forget: The T&E Luncheon Series is also available via live Internet webcast, direct to your desktop!
Agenda
11:30 AM - 12:00 PM
Registration
12:00 PM
Topics to be Covered:
- Differences between the estates of attorneys and other professionals who have a private practice that includes confidential client information
- Closing the professional’s practice
- Disposing ofclient's or patient's records and confidentiality issues
- Duty to notify former clients or patients of professional’s death
1:00 PM
Adjourn
Presented by Marcie R. McMinimee, Esq.
Program Series Chair
Connie T. Eyster, Esq.
Hutchinson Black and Cook, LLC
Boulder, CO
Faculty
Marcie R. McMinimee, Esq., is a Partner with Steenrod, Schwartz & McMinimee, and she is a Deputy Public Administrator for the City and County of Denver. Her practice emphasizes all aspects of estate, trust and conservatorship administrations, including litigating financial abuse.
She previously practiced in Oregon for 12 years where her practice initially included creditor's rights and commercial litigation. She then moved into the areas of elder law, estate planning and administration before moving back to Colorado in 2001. She regularly teaches and lectures at Colorado continuing legal education courses on Elder Law, and Trust and Estate topics, and is very involved in the Colorado Bar Association's Sections and Subcommittees.
- 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