Topics Include:
- Grantor Retained Annuity Trusts (GRATs)
- Intentionally Defective Irrevocable Trusts (IDITs) (including discussion of using an IDIT in combination with the sale of an asset)
- Spousal Lifetime Access Trusts (SLATs)
- Qualified Personal Residence Trusts (QPRTs)
- Pet Trusts …
and more!
Presented by Randi M. Grassgreen, Esq., Hutchinson Black and Cook, LLC, Bette Heller, Esq., Law Offices of Bette Heller, P.C., and Shelly D. Merritt, Esq., S.D. Merritt & Associates, P.C.
This session is part of the nine program “Understanding and Using Trusts” series. To view and register for the full series click here.
If special accommodations are needed, please contact us at clereception@cobar.org. 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.
Please note that the home study will be available approximately 2-3 weeks following the live program.