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Estate Planning Update Fall 2008
Video On Demand - In Stock! Members: $239.00 Non-members: $279.00
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Video On-Demand
Product Code: PR110709N Original program date: 11/07/08
General credits: 6.00
Ethics credits: 1.00 November 2008 Fall Estate Planning Update Program Highlights *Case Law and Legislative Update *New Responsibilities on the Preparers of Estate and Gift Tax Returns *Rehabilitating or Eliminating Older Irrevocable Life Insurance Trusts *Martial Deduction Planning: Beyond the Basics *Probate Law: A View from the Bench *Ethics! Program Description The 2008 Fall Estate Planning Update program builds on the excellent programs of years past. This year's program continues that tradition of excellence with practical, up-to-date topics and expert faculty! As always, you receive a succinct, helpful summary of the new case law and legislation that affects your trust and estate law practice. In addition, this year's program provides you with valuable instruction in marital deduction issues, irrevocable life insurance trusts, and estate and gift tax issues. Judge Jean Stewart of the Denver Probate Court will address the attendees during a special luncheon presentation. And don't forget the valuable hour on legal ethics in the afternoon! Trust and estate law practitioners from around Colorado attend the Estate Planning Update program every fall to get up to speed quickly on the hottest topics in trust and estate law. Join them this fall - register for this great program today! 8:30 AM – 9:00 AM Registration 9:00 AM – 9:05 AM Welcome and Introduction Extended by Stephen M. Brainerd, Esq., Program Chair 9:05 AM – 10:00 AM Case Law and Legislative Update Presented by Michelle R. Mieras, Esq. 10:05 AM – 10:55 AM How to Rehabilitate or Eliminate an Older Irrevocable Life Insurance Trust Presented by James W. Buchanan, III, Esq., and Andrew R. Kroll, Esq. 10:55 AM – 11:10 AM Break (15 minutes) 11:10 AM – 12:00 PM Marital Deduction Planning – Beyond the Basics Effective use of the marital deduction is an integral part of estate tax planning for married couples. It is essential that the T&E lawyer understand the different tools available in planning for the efficient use of the marital deduction. This is even more important since the estate tax laws are in a time of great uncertainty. Topics to be considered include the following: *When should the marital share go outright and when in trust? *Disclaimer planning and the marital deduction *Choosing between General Power of Appointment Trusts and QTIPs *Choosing and drafting formula provisions for the marital deduction (fractional or pecuniary? to the marital trust or the bypass trust?) *Working with QTIPs: partial elections, dividing QTIPs, GST elections (and the Reverse QTIP), Clayton QTIPs *Planning for an uncertain tax future Presented by Thomas L. Stover, Esq. 12:00 PM – 1:15 PM Lunch 12:20 PM – 1:00 PM Luncheon Presentation: Probate Law: A View from the Bench Presented by the Honorable C. Jean Stewart, Judge, Denver Probate Court 1:15 PM – 2:10 PM New Responsibilities on Preparers of Estate and Gift Tax Returns: Did the Commissioner Declare a Whole New Ball Game? Presented by James R. Walker, Esq. 2:15 PM – 3:05 PM Legal Ethics for the Trust and Estate Lawyer: Focus on Engagement Letters Presented by Constance Tromble Eyster, Esq. 3:05 PM Adjourn Faculty: Honorable C. Jean Stewart, Judge Denver Probate Court Denver, CO Stephen M. Brainerd, Esq. Davis Graham & Stubbs, L.L.P. Denver, CO James W. Buchanan, III, Esq. Buchanan & Stouffer, P.C. Lakewood, CO Constance Tromble Eyster, Esq. Hutchinson Black & Cook, L.L.C. Boulder, CO Andrew R. Kroll, Esq. Buchanan & Stouffer, P.C. Lakewood, CO Michelle R. Mieras, Esq. Robinson & Diss, P.C. Denver, CO Thomas L. Stover, Esq. Stover & Associates LLC Longmont, CO James R. Walker, Esq. Rothgerber, Johnson & Lyons, L.L.P. Denver, CO Planning Committee: Stephen M. Brainerd, Esq., Program Chair Davis Graham & Stubbs, L.L.P. Denver, CO John DeBruyn, Esq. DeBruyn Law Offices Denver, CO Mark D. Masters, Esq. Schmidt & Horen, L.L.P. Denver, CO Kevin D. Millard, Esq. Chorney & Millard, L.L.P. Denver, CO J. Randolph (Randy) Robida, Esq. J. Randolph Robida, P.C. Denver, CO Michael Stiff, Esq. Law Office of Michael Stiff Denver, CO Thomas L. Stover, Esq. Stover & Associates LLC Longmont, CO
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Estate Planning Fall Update 2008