Estate Planning Basic Skills - Webinar

Starts:  Feb 15, 2024 08:15 AM (MT)
Ends:  Feb 16, 2024 04:30 PM (MT)
If you are an attorney who wants to develop an estate planning practice, a legal assistant working in the arena, or a practitioner looking to improve your skills in this important area of law, you don't want to miss this program.
Experienced estate planning attorneys will show you the best tools to employ in common situations. Timely topics include ethical concerns, transfer tax issues, planning for smaller estates, estate planning with life insurance, the planning and drafting process, planning and drafting under the UTC, and more. The latter part of the program includes sessions that apply the concepts you've learned to typical client fact patterns. Finally, a judicial panel will discuss important problems and pitfalls that estate planning attorneys face. The Colorado Estate Planning Forms (Orange Book) will be a valuable tool during the program and is available for purchase when you register.
  • Information Gathering and the Initial Client Interview
  • The Planning Process; The Drafting Process
  • Execution of Documents and Follow-up Issues
  • Introduction to Transfer Taxes
  • Planning for Disability
  • Planning for Single Clients and Smaller Estates
  • Planning for Married Clients and Larger Estates
  • Revocable Living Trusts
  • The Colorado Uniform Trust Code, and Planning and Drafting Under the CUTC
  • Introduction to the Marital Deduction
  • Uses of Life Insurance in Estate Planning
  • Introduction to Ethics in Estate Planning
  • Traps to Avoid: The 10 Most Common Problems and Pitfalls as Seen Through the Eyes of the Bench, Including Malpractice
  • Presentation and Discussion of Hypothetical Fact Patterns
DBA MVL Pro Bono Work and Discounted Tuition
Commit to pro bono work for DBA Metro Volunteer Lawyers and attend for only $150.*
The Pro Bono Rate is available to persons attending the CLE in-person or virtually (no home study option) and who do the following by the end of 2024:
  • Take one referral (even a simple will) from MVL and complete it.
*If you do not satisfy these terms by the end of 2024, you will be invoiced the difference between the reduced and full tuition rate.
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 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.


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