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.
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.
PROGRAM HIGHLIGHTS
• 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
Home studies will be available approximately 2-3 weeks following the live program.
For your own safety, the safety of others, and in an effort to provide everyone with the most rewarding in-person meeting and event experiences possible, we request that you attend this event only if you have been fully vaccinated. All attendees must wear masks for indoor events unless attendees can maintain a distance of six feet from each other, in which case masks may be removed. Masks may also be removed by an attendee, briefly, when they are speaking, eating, or drinking.
Depending on CDC and/or state or local health guidelines, a rise in COVID-19 cases, or other circumstances that may threaten the well-being of our attendees, CBA-CLE reserves the right to convert to a fully virtual event.
If disability accommodations or special assistance 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.