Colorado Estate Planning Forms, 2014 Supplement Out of Stock
Contributors:
Supplement Publication Date
About the Supplement:
The following items are included in the 2014 Supplement to The Orange Book - Colorado Estate Planning Forms:
- The Orange Book was updated to reflect the new Colorado Civil Unions Act, C.R.S. ยงยง 14-15-101, et seq. A new section regarding use of the forms for partners in a civil union was added to the caveats. Gray boxes throughout the Orange Book were updated regarding the appropriateness of the forms for partners in a civil union. Certain form provisions, such as the remote contingent distribution provision and relevant Notes on Use, were updated throughout the Orange Book. Note, however, that many of the forms themselves will need further modifications for use with partners in a civil union and the caveats, forms, and Notes on Use must be carefully reviewed. The practitioner will notice that a significant number of the Orange Book forms were updated with regard to the Civil Unions Act, as well as the subsequent United States Supreme Court cases addressing the federal rights of couples in same-sex marriages.
- Tab A-General and Administrative Provisions. Updated death tax apportionment language. Language throughout the Orange Book has been updated to be consistent with the new death tax apportionment statute.
- Tab B-Special Provisions. The QDOT drop-in provisions and related Notes on Use were updated.
Forms 22A and 22B-Estate Planning Questionnaires. These forms and corresponding Notes on Use were updated to provide additional provisions concerning adoptees.
- Form 25-Memorandum: Funding Your Revocable Living Trust. This form was updated to add references to the Colorado Lawyer article regarding small estate affidavits and the Department of Motor Vehicles requirements regarding transferring motor vehicles.
The forms in The Orange Book are prepared by the volunteer members of The Orange Book Forms Committee of the Trust & Estate Section of the Colorado Bar Association. The forms are intended to provide guidance and general suggested language to assist the lawyer in preparing estate planning documents; they are not intended to be a substitute for the exercise of the lawyer's own professional judgment in planning a client's estate. No form or language in The Orange Book should be used unless the lawyer fully understands the purpose, meaning, and tax consequences of the form and language.
Updates/Supplements:
Colorado Estate Planning Forms, Seventh Edition
If you are updating a book that has a date of “July 2012” or earlier
If your book has a date of “October 2014” on the front cover sheet, then all you need is the 2015 Supplement to update your book.
If you have any questions, please contact the Colorado CLE Books Department
TABLE OF CONTENTS
Publisher’s Note
Dedication
Estate Planning Forms Committee
How to Use This Book
Alert Regarding Recent Tax Changes
Colorado Uniform Tax Apportionment Statute Enacted in 2011
Colorado Uniform Probate Code: Nominal and Indexed Amounts by Year of Death
Colorado Estate Planning Forms
Form 1A: General Durable Power of Attorney
Form 1B: Agent’s Certification—Power of Attorney
Form 2: Parent’s or Guardian’s Delegation of Powers
Form 3: Appointment of Guardian by Signed Writing
Form 4: Medical Durable Power of Attorney
Form 5: Advance Directive for Medical/Surgical Treatment
Form 6A: Nontrust Will
Form 6B: Nontrust Will — Single with Children
Form 7A: Will with Contingent Trust
Form 7B: Will with Contingent Trust — Single with Children
Form 8: Disclaimer Will
Form 9: Marital Deduction Will
Form 10: Pourover Will
Form 11: Codicil
Form 12: Memorandum Distributing Tangible Personal Property
Form 13A: Revocable Marital Deduction Trust
Form 13B: Short Form Joint Revocable Trust
Form 14: Trust Amendment
Form 15: Section 2503(c) Trust
Form 16: Revocable Disclaimer Trust
Form 17: Single Life Irrevocable Life Insurance Trust
Form 18: Short Form Management Trust
Form 19: Joint Lives Irrevocable Life Insurance Trust
Form 20: Disposition of Last Remains
Form 21: Deeds to Trusts
Form 21A:General Warrant Deed to Trust
Form 21B: Special Warranty Deed to Trust
Form 21C: Bargain and Sale Deed to Trust
Form 22A: Estate Planning Questionnaire—Married Couples
Form 22B: Estate Planning Questionnaire—Non-Married Couples
Form 23: Non-Tax Planning Revocable Trust
Form 24:Community Property Agreement
Form 25: Memorandum: Funding Your Revocable Living Trust
Form 26: Designated Beneficiary Agreement
- Standard Price USD
- Member Price USD
- General Credits
- Ethics Credits
TABLE OF CONTENTS
Publisher’s Note
Dedication
Estate Planning Forms Committee
How to Use This Book
Alert Regarding Recent Tax Changes
Colorado Uniform Tax Apportionment Statute Enacted in 2011
Colorado Uniform Probate Code: Nominal and Indexed Amounts by Year of Death
Colorado Estate Planning Forms
Form 1A: General Durable Power of Attorney
Form 1B: Agent’s Certification—Power of Attorney
Form 2: Parent’s or Guardian’s Delegation of Powers
Form 3: Appointment of Guardian by Signed Writing
Form 4: Medical Durable Power of Attorney
Form 5: Advance Directive for Medical/Surgical Treatment
Form 6A: Nontrust Will
Form 6B: Nontrust Will — Single with Children
Form 7A: Will with Contingent Trust
Form 7B: Will with Contingent Trust — Single with Children
Form 8: Disclaimer Will
Form 9: Marital Deduction Will
Form 10: Pourover Will
Form 11: Codicil
Form 12: Memorandum Distributing Tangible Personal Property
Form 13A: Revocable Marital Deduction Trust
Form 13B: Short Form Joint Revocable Trust
Form 14: Trust Amendment
Form 15: Section 2503(c) Trust
Form 16: Revocable Disclaimer Trust
Form 17: Single Life Irrevocable Life Insurance Trust
Form 18: Short Form Management Trust
Form 19: Joint Lives Irrevocable Life Insurance Trust
Form 20: Disposition of Last Remains
Form 21: Deeds to Trusts
Form 21A:General Warrant Deed to Trust
Form 21B: Special Warranty Deed to Trust
Form 21C: Bargain and Sale Deed to Trust
Form 22A: Estate Planning Questionnaire—Married Couples
Form 22B: Estate Planning Questionnaire—Non-Married Couples
Form 23: Non-Tax Planning Revocable Trust
Form 24:Community Property Agreement
Form 25: Memorandum: Funding Your Revocable Living Trust
Form 26: Designated Beneficiary Agreement
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