Trust and Estate Fall Update Out of Stock
Co-sponsored by the CBA Trust and Estate Section
Quantity
November 2013
Trust and Estate Fall Update
Program Highlights:
THE PAST
The Law of Succession in Historical Context: Following Ariadne's Thread
THE PRESENT: HOT TOPICS
- A Personal Representative's Standing in Estate Litigation, CRS 15-12-703 (6)-(8)
- The Wandry v. Commissioner Case
- Ethics- The Financial Durable Power of Attorney
THE FUTURE
Featuring a Panel Presentation on Civil Unions v. Legal Marriages-
Implications of Conflicts Between States and Between State and Federal Law; What is the Legal Landscape in Colorado After the DOMA Ruling? Guidance on Tax Implications, Estate Planning, Federal Benefits and More!
Program Description:
The Past. The Present. The Future.
The Section's resident historian sets the stage by providing the law of succession in historical context. Then, hear what you need to know about the new statute on a personal representative's standing in estate litigation, the Wandry v. Commissioner tax case and ethical issues involved in the financial durable power of attorney. And what does the future hold for Colorado trust and estate practitioners in the area of civil unions and legal marriages? This complex constellation of issues and their potentially far reaching implications at the federal and state levels, particularly after the DOMA ruling, is also covered.
Program Chair
Elizabeth Bryant, Esq.
Elizabeth A. Bryant, PC
Denver, CO
Faculty
Steven Anderson, CPA, JD
Anderson & Jahde
Littleton, CO
Larry Boroff, CPA
O'Tolle Boroff CPA
Denver, CO
Richard D'Estrada, Esq.
Anderson & Jahde
Littleton, CO
Virginia Frazer-Abel, Esq.
Pelegrin Radeff & Frazer-Abel, PC
Lakewood, CO
E. David Griffith, Esq.
E. David Griffith Law
Colorado Springs, CO
Erica Johnson, Esq.
Ambler & Keenan, LLC
Denver, CO
Walter Kelly II, Esq.
Miller & Steiert, PC
Littleton, CO
Dennis Whitmer, Esq.
Hamilton Faatz and Waller, PC
Greenwood Village, CO
Agenda:
8:30am
Registration and Continental Breakfast
9:00am
Introduction and Welcome
Elizabeth Bryant, Esq., Program Chair
THE PAST
9:10am
The Law of Succession in Historical Context: Following Ariadne's Thread
The Development of the Written Law in “Western Civilization” Down to the Restatement and Uniform Codes; How the Law Ultimately Cements the New Idea into the Old Concrete
Presented by E. David Griffith, Esq.
10:00am
Networking Break
THE PRESENT: HOT TOPICS
10:10am
A Personal Representative's Standing in Estate Litigation, CRS 15-12-703 (6)-(8)
Why the New Statute? Background/Historical Perspective of Personal Representative's Standing ; The New Statute
Presented by Walter Kelly, Esq.
11:00am
Wandry v. Commissioner
Formula for Gift; State Exemption; High-End Tax Planning
Presented by Richard D'Estrada, Esq., and Steve Anderson, CPA, JD
11:50am
Q&A Panel
Members of the Faculty
12:00pm
Lunch on Your Own
1:20pm
Ethics- The Financial Durable Power of Attorney
Potential Conflicts in Defining the Agent's Duties and Dual Representation
Presented by Dennis Whitmer, Esq.
2:10pm
Networking Break
THE FUTURE
2:20pm
Civil Unions v. Legal Marriages: A Panel Presentation
Implications of Conflicts Between States and Between State and Federal Law; What is the Legal Landscape in Colorado After the DOMA Ruling? Guidance on Tax Implications, Estate Planning, Federal Benefits and More
Presented by Erica Johnson, Esq., Larry Boroff, CPA, and Virginia Frazer-Abel, Esq.
3:50pm
Q&A Panel
Members of the Faculty
4:00pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $309.00 USD
- Member Price $289.00 USD
- General Credits 6.00
- Ethics Credits 1.00
- EDI Credits