Trust and Estate Spring Update - Webinar

When:  Mar 18, 2021
Spring is on its way and we have several T&E hot topics to deliver straight to your desk. Learn to better serve clients with disabilities, ethically interact with clients with diminished capacity, and keep tax considerations on your radar when planning for estates under $5 million. Ask questions to speakers live on Zoom, or register for the home study to watch at your leisure!
• Special Needs Trust Planning for your Clients who have a Loved one with a Disability
• When Estate Planning and Public Benefits Collide
• Ethics: Representing Clients with Diminished Capacity
• Tax Considerations and Estate Planning for Estates Under $5 Million
 
 
 
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.

Location

Webinar
Live From Your Computer, CO