Trust & Estate Fall Update 2015: Understanding Benefits Out of Stock
Co-sponsored by the Trust and Estate Section of the Colorado Bar Association
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November 2015
Trust & Estate Fall Update 2015: Understanding Benefits
Co-sponsored by the Trust and Estate Section of the Colorado Bar Association
Program Highlights:
- Medicare Benefits in the Estate Planning Context
- Medicaid Benefits for the Estate Planner
- Understanding Social Security Selection Options for the Estate Planner and Trust and Estate Practitioner
- Current VA Compensation Issues for the Trust and Estate Practitioner
- Nursing Homes: Resources for Long Term Placement Decisions
- Examining the Ethics of Privity in Estate Planning
Program Description:
The Trust and Estate Fall Update is your guide for understanding benefits in its many forms for the estate planning practitioner. Get the latest information on the available resources for long term placement in nursing homes, as well as the ethics of privity in estate planning. Whether it's Medicaid, Medicare, Social Security or the Veteran's Administration, this CLE has it all.
Agenda:
8:30am
Registration and Continental Breakfast
9:00am
Welcome and Introduction
Darla L. Daniel, J.D., Vice President and Trust Officer
9:10am
Medicare Benefits in the Estate Planning Context
Presented by Bernard A. Poskus, Esq.
10:00am
Networking Break
10:10am
Medicaid Benefits for the Estate Planner
Presented by Patrick Ryan Thiessen, Esq.
11:00am
Understanding Social Security Selection Options for the Estate Planner and Trust and Estate Practitioner
- Personal
- Spousal
- Divorced Spouse
- Survivorship
- Anticipated Changes in Social Security Benefits for 2016
- High Earner - Low Earner Case Study
- High Earner - High Earner Case Study
Presented by Bradley L. Kolstoe, Vice President
11:50am
Lunch Break on Your Own
1:00pm
Current VA Compensation Issues for the Trust and Estate Practitioner
Presented by Timothy R. Franklin, Esq.
1:50pm
Nursing Homes: Resources for Long Term Placement Decisions
Presented by Jerome M. Reinan, II, Esq.
2:40pm
Networking Break
2:50pm
To Whom Do You Owe a Duty? Examining the Ethics of Privity in Estate Planning
Presented by Rikke M. Liska, Esq.
3:40pm
Q&A Panel
Members of the Faculty
4:00pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $349.00 USD
- Member Price $299.00 USD
- General Credits 6.00
- Ethics Credits 1.00
- EDI Credits