Orange Book Forms - Video Replay Denver

When:  Mar 26, 2020
February 2020
 
Orange Book Forms  
 
Co-Sponsored by the Estate Planning Forms Committee of the Trust and Estate Section    
 
 
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 both the print book and 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!

Location

S1 - East Huddle Room
1290 Broadway Street, 17th Floor
Denver, CO 80203