Topics Include:
- Fiduciary Defined, Including
- Trustee
- Personal Representative
- Conservator
- Agent (Under Durable Financial Power of Attorney)
- Guardian (to the Extent of Financial Responsibilities)
- Basic Statutes, Principles and Requirements of Fiduciary Administration
- Summary of the Court Intervention Concept and Issues that Require Court Intervention
- Who Can or Should Serve as a Fiduciary
- Where to Find Materials and Guidelines for Various Fiduciaries (Including Useful Examples)
- Trustee Duties In-depth
- The Trustee's Duties Defined and Explained
- Written Materials Include a Sample Letter from Counsel to a Trustee of a Newly Funded Trust
Presented by Darla Daniel, Esq., Vice President – Trust Counsel, Alpine Bank Wealth Management, and Honorable Jean Stewart (ret.), Jean Stewart LLC
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.