Orange Book Forms Out of Stock
Co-Sponsored by the Estate Planning Forms Committee of the Trust and Estate Section
Quantity
February 2020
Orange Book Forms
Co-Sponsored by the Estate Planning Forms Committee of the Trust and Estate Section
Each attendee will receive the 8th Ed. Orange Book Forms: Colorado Estate Planning Forms PDF eBook
Please Note: If you are a CLE Passholder, you MUST purchase the related book in order to claim CLE credit for this program. The book IS the course materials for this program.
By the end of this course, attendees will have a firm grasp on:
- Client Intake and Engagement Letters
- Estate Planning – Use of Wills and Trusts
- Ancillary Documents — Powers of Attorney, Pour-over Wills, and More
- Funding Trusts
- Planning for Special Situations
Program Description:
In the 1970s, a group of estate planning attorneys compiled several frequently used forms into what was then called The Orange Book. Having evolved through the years, it is now the go-to book for Trust & Estate attorneys in Colorado. The Eighth Edition of Orange Book Forms was reorganized into chapters that follow the estate-planning process from client intake through ancillary documents, making it even more user friendly. All participants will receive an electronic PDF e-Book copy of the new edition of Orange Book Forms. Members of the CBA Trust & Estate Section’s Estate Planning Forms Committee will discuss how you can use the various forms in your day-to-day practice. Don’t miss this informative program!
Agenda
8:30 am
Registration
9:00 am
Then and Now: The History of the Orange Book Forms and Looking Forward
Presented by Frank Hill, Esq.
9:50
Marital Agreements
Presented by Kim Willoughby, Esq.
10:40
Networking Break
10:55
The Colorado Uniform Trust Code
Presented by Darla Daniel, Esq.
11:45 am
Lunch on Your Own
1:00 pm
Ancillary Documents
Presented by Elizabeth Meck, MA, JD and Barbara Cole, Esq.
1:50 pm
Special Provisions and How to Use Them Effectively
Presented by Lisa Hardin, Esq. and Lisa C. Willcox, Esq.
2:40 pm
Legislative Update
Presented by Andrew White, Director of Legislative Relations
3:30 pm
Networking Break
3:45 pm
Panel: Tips and Tricks for Using the Orange Book Forms
Presented by Heidi Gassman, Esq. and Anthony Viada, Esq.
4:35
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $300.00 USD
- Member Price $280.00 USD
- General Credits 6.00
- Ethics Credits 1.00
- EDI Credits