2023 Trust & Estate Fall CLE Out of Stock
CBA Trust and Estate Section
Quantity
As many reap the summer’s bounty and prepare for the fall and winter, including those seasonal family gatherings, clients may also be wondering how they should be protecting their bounty and preparing for their family’s future. The CBA Trust and Estate CLE committee has put together a Fall CLE that will help you prepare.
Learn more about estate planning for ranchers, farmers and unmarried couples, and gifting to minors.
Discover the many tools, from simple to complex, available for protecting clients’ assets.
Learn more about Colorado’s Adult Protective Services, which investigates abuse, neglect and exploitation of at-risk adults.
Lunch with your Trust & Estate colleagues and ask them those questions you may be too shy to post on Community.
CBA-CLE will email webinar access information to registrants 24-48 hours before the program.
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
8:30 – 9:00 am
Registration and Coffee
9:00 – 9:05 am
Welcome Remarks
Extended by Dylan Metzner, Esq., Jones & Keller, P.C., Program Chair.
9:05 – 9:55 am
Estate Planning for Farmers and Ranchers: Yellowstone Edition (or, When Taking Someone to the Train Station isn’t Enough)
Presented by Amy Wegner Kho, Esq., Coan, Payton & Payne, LLC.
10:00 – 10:50 am
Considerations for Making Transfers to Minors
Presented by Hayley M. Lambourn, Esq., Wade Ash LLC.
10:50 – 11:00 am
Break
11:00 – 11:50 am
Estate Planning for Unmarried Couples
Presented by Erica Johnson, Esq., AMBLER | KEENAN | MITCHELL | JOHNSON.
11:50 am – 12:45 pm
Lunch and Ask Your T&E Colleagues – For In-Person Attendees Only
Bring your questions, comments, and other thoughts to this unprogrammed lunch time session. Some of the presenters and additional guests will be present to talk through the issues with you. Lunch is provided with the CLE.
12:45 – 2:15 pm
Asset Protection: What It Is and What It Isn’t
Presented by Allen E. Rozansky, JD/MBA, Rozansky Law LLC.
2:15 – 2:30 pm
Break
2:30 – 4:00 pm
APS Overview
Learn more about APS from a bird’s eye perspective and then go down to ground level to get the perspective of the county APS professional and with the county attorney’s involvement in the guardianship proceedings. Lastly, hear from a private attorney on appealing APS findings of abuse or exploitation by an individual on someone.
Presented by Jessica Brungardt, Esq., El Paso County Attorney’s Office;
Kathleen Calderon-Calzada, Adult Protective Services Policy Unit, Colorado Department of Human Services; Beth Dombroski, Esq., Triple L Law, P.C.; Christine Ogolla, Adult Protection Services, El Paso County; and Cathleen Giovannini, Esq., Denver City Attorney's Office.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $529.00 USD
- Member Price $399.00 USD
- General Credits 7.00
- Ethics Credits
- EDI Credits