Search

Powered by Google

CLE Transcript
Annual CLE Conferences
CBA-CLE Books
The Learned Lawyer
National CLE Conference
CBA-CLE Career Assistance Summer Series
23rd Biennial Advanced Estate Planning Symposium
Event
Prices from $309.00 to $399.00
or call
303-860-0608(toll free 888-860-2531)

Shopping Cart

Your shopping cart
does not contain this event
Related downloads:
View brochure
in pdf format.
This event has already passed.

September 2009
 
23rd Biennial Advanced Estate Planning Symposium
 
This program is also available via webcast! To register for the WEBCAST please use the following link: http://www.cobar.org/calendar/eventdetail.cfm?EventID=PR091010W
 
 
Agenda
 
DAY ONE - THURSDAY, SEPTEMBER 10, 2009
 
8:00 - 9:00 a.m.
Registration & Continental Breakfast
 
9:00 - 9:05 a.m.
Welcome & Opening Remarks extended by Theodore B. Atlass, Program Chair
 
9:05 - 10:00 a.m.
Estate Planning Challenges for Clients With Disabilities (and Their Lawyers)
Presented by James R. Walker, Rothgerber, Johnson & Lyons LLP, Denver, Colorado
 
10:00 - 10:20 a.m.
Refreshment Break
 
10:20 - 11:10 a.m.
GRAT Planning: Up Close and Practical
Presented by Laura S. Hundley, Holland & Hart LLP, Boulder, Colorado
 
11:10 - 12:00 p.m.
Estate Planning Strategies for Deflation and a Low Interest Environment
Presented by Raymond L. Sutton, Jr., Baker & Hostetler LLP, Denver, Colorado
 
12:00 - 1:00 p.m.
Lunch (On your own)
 
1:00 - 1:50 p.m.
What Every Advisor Needs to Know About Charitable Giving: What Your Clients Should Expect from You and What You and Your Clients Should Expect from Charities
Presented by Scott Lumpkin, Associate Vice Chancellor, University of Denver, Denver, Colorado
 
1:50 - 2:40 p.m.
What's REALLY Happening in Private Duty/Private Pay Home Health Care, and Why Should This Matter to Trust and Estate Planners?
Presented by Blake Martin, Right at Home, Inc., Omaha, Nebraska
 
2:40 - 3:00 p.m.
Refreshment Break
 
3:00 - 3:50 p.m.
Emerging Issues Under the Twin UPIAs (The Uniform Prudent Investor Act and Uniform Principal & Income Act)
Presented by Susan Porter, Managing Director, US Trust, New York, New York
 
3:50 - 4:40 p.m.
Domestic Asset Protection: Choice of Entity and Choice of Techniques
Presented by Thomas N. Long, Long Reimer Winegar LLP, Cheyenne and Jackson, Wyoming
 
4:40 p.m.
Adjourn - Day One
 
 
DAY TWO - FRIDAY, SEPTEMBER 11, 2009
 
8:00 - 9:00 a.m.
Registration & Continental Breakfast
 
9:00 - 10:10 a.m.
Federal Tax Law Update for Trust and Estate Practitioners (2007 - 2009)
Presented by Turney P. Berry, Wyatt, Tarrant & Combs, LLP, Louisville, Kentucky
 
10:10 - 10:30 a.m.
Refreshment Break
 
10:30 - 11:10 a.m.
Estate Planning for the Next Generation of Clients: It's Not Your Father's Buick, Anymore
Professor Jeffrey N. Pennell, Emory University School of Law, Atlanta, Georgia
 
11:10 - 11:35 a.m.
Colorado Trust and Estate Law Update (2007 - 2009)
Presented by Shelly D. Merritt, Shelly D. Merritt, P.C., Boulder, Colorado
 
11:35 - 12:00 p.m.
Update from the Bench
Presented by the Honorable Jean Stewart, Judge, Probate Court, Denver, Colorado  
 
12:00 - 12:50 p.m.
Lunch (On your own)
 
12:50 - 1:40 p.m.
The New Biology and Its Implications in Estate Planning
Presented by Professor Kristine S. Knaplund, Pepperdine University School of Law, Malibu, California
 
1:40 - 2:00 p.m.
Refreshment Break
 
2:00 - 3:00 p.m.
Ask the Experts: A Question and Answer Panel
Presented by Douglas M. Cain, Sherman & Howard, L.L.C., Denver, Colorado; Marc Darling, Wade Ash Woods Hill & Farley, P.C., Denver, Colorado; John DeBruyn, John DeBruyn Law Offices, Denver, Colorado, and Kevin D. Millard, Chorney & Millard LLP, Denver, Colorado
 
QUESTIONS TO BE SUBMITTED IN WRITING AT THE CONFERENCE PRIOR TO NOON ON FRIDAY, SEPTEMBER 11, 2009.
 
3:00 - 3:50 p.m.
Estate Planning for Unmarried Couples
Presented by Elizabeth A. Bryant, Elizabeth A. Bryant, P.C., Denver, Colorado
 
3:50 - 4:40 p.m.
Little Known and Unexpected Income Tax Issues Arising in Everyday Estate Planning Situations
Presented by Theodore B. Atlass, Atlass Professional Corporation, Denver, Colorado
 
4:40 p.m.
Adjourn
 
 
Program Sponsors
 
- Atlantic Trusts
- Colorado State Bank & Trusts, N.A.
- Investment Trust Company
- Northern Trust, N.A.
- Right at Home, Inc.
- Trust & Estate Section of the Colorado Bar Association
 
 
Video Replays Sept. 30th - Oct. 1st, 2009:
Denver: CLE Classroom, 1900 Grant Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100