Trust and Estate Fall Update 2014: The Name of the Game is Change Out of Stock
Co-sponsored by the Trust and Estate Section of the Colorado Bar Association
Quantity
November 2014
Trust and Estate Fall Update 2014: The Name of the Game is Change
Co-sponsored by the Trust and Estate Section of the Colorado Bar Association
Program Highlights:
- Powers of Appointment: The New Statutory Changes
- Small Estate Affidavit Changes
- Elective Share Changes
- "Directed Trustees" Provisions
- Are You a Referral Source for a Trust and Estate Litigator?
- Ethics: Fitting Reality to Our Needs: Legal Ethics and Rationalization
Program Description:
The name of the legal game is often change. Nowhere is that more true than in the trust and estate world right now. The Trust and Estate Fall Update reviews the changes in powers of appointment, small estate affidavits and the elective share. Also learn about the "directed trustee" provisions, whether you are a referral source for a trust and estate litigator, and hear a fascinating ethics discussion on legal ethics and rationalization - fitting reality to our needs.
Agenda:
8:30am
Registration and Continental Breakfast
9:00am
Welcome and Introduction
Melissa R. Schwartz, Esq., Program Chair
9:10am
Powers of Appointment: The New Statutory Changes
Presented by Susan Boothby, Esq.
10:00am
Networking Break
10:10am
Small Estate Affidavit Changes
Presented by Bette Heller, Esq.
11:00am
Elective Share Changes
Presented by Laurie Hunter, Esq.
11:50am
Lunch on Your Own
1:00pm
"Directed Trustees" Provisions
Presented by Darla Daniel, Esq.
1:50pm
Are You a Referral Source for a Trust and Estate Litigator?
Presented by Peggy Gardner, Esq., and Morgan Wiener, Esq.
2:40pm
Networking Break
3:20pm
Ethics - Fitting Reality to Our Needs: Legal Ethics and Rationalization
Presented by Jon Goodman, Esq.
4:10pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $339.00 USD
- Member Price $289.00 USD
- General Credits 6.00
- Ethics Credits 1.00
- EDI Credits