Topics Include:
- The Duty to Diversify
- Trustees' Affirmative Duties Under the UPIA
- Total Return Unitrusts (TRUs)
- Liabilities and Pitfalls Trustees May Encounter
- Liabilities of trustees who do not properly administer their estates
- Liability factors
- Unforeseen consequences of failure to adhere to required duties
- Pitfalls for the unwary
- Problems That Commonly Arise in Trust Administration
- How the attorney and the court can become engaged in these problems
- When trustees seek (or should seek) assistance from counsel
- Asking the court for instructions
- Instructions the court may give that can protect the trustee from liability
Presented by Keith D. Lapuyade, Esq., Lapuyade Law LLC, Michelle Mieras, Esq., BOK Financial, and Alison E. Zinn, Esq., Lathrop Gage LLP
Submitted for 4 General CLE Credits
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.