April 18, 2019

Top Ten Trust & Estate Programs and Homestudies

We have been featuring the Top Ten Programs and Homestudies in several practice areas on Legal Connection—earlier this week, we featured the Top Ten Ethics Programs and Homestudies and the Top Ten Family Law Programs and Homestudies. We will continue to feature substantive areas of law through the rest of December so stay tuned. And now, for the Top Ten Trust & Estate Programs and Homestudies. Drumroll, please:

10. Trust and Estate Topical CLE Luncheons. Each month on the first Tuesday of the month, the CBA Trust and Estate Section presents a topical lunch program highlighting a particular area of trust and estate law. They feature great topics, including “Marijuana in Estate Planning and Administration,” “Gun Trusts,” “Estate Planning During Divorce,” “Special Needs Trusts,” “Medicaid Recovery,” and more. Typically one general credit each; available as MP3 audio download or Video OnDemand.

9. 30 Cases Every Trust & Estate Lawyer Should Know. Did you think of any cases when you saw this title? They were probably featured in this program. Spencer Crona explained the holdings and provided analysis and key insights for 30 important cases in trust and estate law. This is a great way to stock your legal toolkit. Two general credits; available as MP3 audio download and Video OnDemand.

8. Trusts in Divorce Property Divisions. This program, equally valuable to family law and trust and estate practitioners, considers important issues to evaluate when there is a trust in a divorce property division. Attendees receive an electronic copy of Marc Chorney’s book, Trusts in Divorce Property DivisionsTopics discussed at the program included valuation issues, whether beneficiary withdrawal rights are property, approaches to allocation, the dissipation doctrine and trust interests, and more. Seven general credits; available as CD homestudy, MP3 audio download, and Video OnDemand.

7. Gifts to Minors. There are many reasons people make gifts to minors, including setting up college savings accounts, reducing estates for tax purposes, or making gifts to children and grandchildren. These reasons and more are covered in “Gifts to Minors.” Learn from Laurie Hunter and Kaylynn Hemlock as they discuss the Colorado Uniform Transfers to Minors Act, 529 savings plans, Crummey trusts, § 2503(c) trusts, and more. Attendees receive an electronic copy of Laurie Hunter’s book, Gifts to Minors. Three general credits; available as CD homestudy, MP3 audio download, and Video OnDemand.

6. Wade/Parks: Colorado Law of Wills, Trusts, and Fiduciary Administration. Former probate judge James Wade presented this informative program about his book, Wade/Parks: Colorado Law of Wills, Trusts, and Fiduciary Administration, which is included with course materials in PDF format. Topics covered include standing to sue, federal court jurisdiction, the directed trustee statute, case law developments regarding spousal elective share, sham trusts, and much more. Attendees receive an electronic copy of the book. Four general credits, including one ethics credit; available as CD homestudy, MP3 audio download, and Video OnDemand.

5. Advanced Estate Planning Symposium with Ted Atlass. National speaker Ted Atlass returned to CLE to present this program on advanced topics in estate planning. Sessions included planning to minimize Colorado or other state income taxes on trusts, trusts as retirement plan beneficiaries, what to do when your client loses capacity, estate planning for non-traditional families, and estate planning issues with marital agreements. Seven general credits; available as CD homestudy, MP3 audio download, and Video OnDemand.

4. Estate Planning Basic Skills/Estate Administration Basic Skills. Each of these programs is held every other year to provide attorneys the fundamentals of estate planning and administration. Estate Planning Basic Skills, which will occur on February 26 and 27, 2016, will discuss the initial client interview, planning and drafting of documents, planning for disability, small estates, use of life insurance, traps to avoid, and much more. Estate Administration Basic Skills, which occurred on February 20, 2015,  covered rights of the surviving spouse and family, income tax issues, real estate matters, ethics and advising fiduciaries, creditors’ claims, and more. Estate Administration Basic Skills — seven general credits, including one ethics credit; available as CD homestudy, MP3 audio download, and Video OnDemand. Estate Planning Basic Skills — fourteen general credits, including one ethics credit; available as live program and webcast, and as CD homestudy, MP3 audio download, and Video OnDemand after the program.

3. Estate Planning with Retirement Assets — Trust & Estate Spring Update 2015. Retirement funds are a common asset considered in estate planning, and this program provided an overview of considerations for using retirement funds in estates. Topics covered include definitions of common terms, such as minimum required distributions and designated beneficiaries, designating trusts as beneficiaries of retirement assets, post-death planning, directed IRAs, and more. Six general credits; available as CD homestudy, MP3 audio download, and Video OnDemand

2. Understanding Benefits — Trust & Estate Fall Update 2015. Estate planning with consideration of benefit eligibility is an important tool for practitioners. This program discussed planning for Medicaid, Medicare, Social Security Income, and VA compensation, as well as implications for nursing home placement and planning for ethical implications. Six general credits, including one ethics credit; available as CD homestudy, MP3 audio download, and Video OnDemand. NOTE: The Trust & Estate Fall Update is repeated annually with different themes. Click here for the 2014 program and click here for the 2013 program.

1. 36th Annual Estate Planning Retreat. Each year, Colorado’s trust and estate attorneys gather for a fun weekend of CLE in a beautiful location. The 2016 Estate Planning Retreat will be June 9-11, 2016, in spectacular Snowmass. Highlights for the 2016 Retreat include discussions of international estate planning, case law and legislative updates, unconscious bias in estate planning, “bullet proof” will drafting, tax issues, and more. Registration is not yet open for the 2016 Retreat; visit http://cle.cobar.org/estateplanningretreat for updates.

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