Sub-Committees

Unless otherwise indicated, each of the committees meets on the third Thursday of each month - Super Thursday - at the offices of the CBA.

• Current projects - joint trust, trust funding forms, IRA beneficiary designations forms, termination and disengagement letters, and review of existing documents for revisions.
• Responsible for creating and maintaining the Orange Book forms.
• Meets each month on Super Thursday from 9:00 to 10:30.
• Co Chair - Randy Robida & Lisa Travis Fischer (e-mail to Randy rrobida@pobox.com)

Estate Planning Handbook Revisions (Orange Book Handbook)

• Responsible for updating the Estate Planning Orange Book Handbook as needed.
• Chairs: David K. Johns, DJ1027@earthlink.net (303-321-1600)/Constance Wood (303-329-9343)/Julie McVey (303-238-1707)

Community & Civic Affairs

• Sponsoring Senior Law Day for seniors each spring at D.U.
• Responsible for education of the public
• Creates and revises pamphlets on various topics such as So Now You Are a Personal Representative/Trustee/Conservator/Guardian
• Creates and revises the Senior Law Handbook
• Meets at 11:00 on Super Thursday
• Chair: Carl Glatstein carlglatstein@qwest.net (303) 757-4342

Rules and Forms

• Current projects - Review the forms provided by the Task Force.  Committee reviews a large number of forms for insight from Practitioners, Registrars and other parties.
• Reviews and edits the Colorado Probate Code forms and the Rules of Probate Procedure for submission to the Supreme Court for approval.
• Meets at 12:30 on Super Thursday in the CBA conference room. Brown bag lunch.
• CBA Conference call instructions for Rules & Forms Committee are: (888) 272-7337, Enter Conference ID: 8575147#
• Rules and Forms Chair - Kelly Dickson Cooper (303) 295-8000
• Rules and Forms Secretary - Aaron L. Evans, evans@bensoncase.com, (303) 757-8300
   

Statutory Revisions

• Reviews uniform acts on topics related to estates and trusts (current projects - Uniform Trust Code, Uniform Disclaimer of Property Interest Act, Uniform Estate Tax Apportionment Act, Amendments to Uniform Principal and Income Act, Revised Uniform Power of Attorney Act)
• Drafts legislation to clarify existing statutes or solve problems noted by members, legislators or others (current projects - Amendment/Repeal of Rule against Perpetuities, Amendment to Claims Statutes, Amendment to Income Taxation of Trusts)
• Follows progress of legislation of interest during the Colorado legislative session
• Makes recommendations about adoption, revision or repeal of statutes
• Meets at 1:30 on Super Thursday
• Chair: Peter W. Bullard pete@estate-planning-help.com (970) 223-5900; Co-Chair: Shelly Merritt

Technology

• Reviews software and hardware relevant to estate and trust practitioners.
• More Members are needed to revise Internet links list
• Tests developed products
• Chair: Gene Zuspann (303-759-4871)

Council

• Oversees all of the section activities and committees. Council meetings are open to all section members
• Meets at 3:30 on Super Thursday
• Section Chair: Gene Zuspann (303-759-4871)

Orange Book Forms Committee

Other Council Positions

• Colorado Lawyer Section Editor - David Kirch (303-671-7726) dkirch@qwest.net
• Council Notes Editor - Jennifer M. Spitz  jspitz@stoverlawcolorado.com (303) 682-0433
• Publications - Dave Johns (303-321-1600)
• Legislative Liaison - Jennifer M. Spitz (303-776-5380) /Bob Steenrod (303-534-5100) (Past Statutory Revisions Chair; reports on pending legislation)
• Board of Governors - Bob Steenrod (303-534-5100) (reports on actions taken by Board of Governors)
• Joint Section Meetings - Walter M. Kelly, wkelly@m-s-lawyers.com, 303-798-2525(coordinates luncheon programs with Tax, Business and Real Estate sections)
• Media Liaison - Mark D. Masters (303-864-9320) (Works with reporters on stories concerning trusts or estates to ensure accuracy of information about our probate procedure; works with media on law-related projects)
• Internet Editor - Dennis Whitmer, dwhitmer@csbt.com  (303-864-7204) (Coordinates updates of pages with Mel Reveles of CBA and considers additional information)
• CLE - Gene Zuspann (section vice-chair; coordinates co-sponsored seminars with CLE in Colorado, Inc.)
• Convention - (in hiatus)
• 2007 Estate Planning Retreat - Constance Wood (303-329-9343)
• Tax Section Liaison - Gene Zuspann (303-759-4871)
• Business Law Liaison - John DeBruyn (303) 377-0707
• Elder Law Liaison - Billie Castle (970-243-8250) 
• Local Bar Association Liaison - Billie Castle (970-243-8250) and Tony Vaida (970-870-3435)(coordinates with representatives from local bar associations around the state on estate and trust issues)
• Real Estate Liaison - Bruce E. Deacon bed@inspc.com (303-292-6400) (reports on issues relating to real property and title standards; coordinates legislation with Real Estate Section)
  Annual Survey of Law - Louisa M. Ritsick (303-321-7445)/Connie Tromble Eyster (303-442-6514 (prepares update of probate law each year)
• CBA Staff Liaison - E-mail Erica Driver at edriver@cobar.org
• CLE Publications - call Lisa Travis Fischer at CLE in Colorado, Inc. 303-824-5381
• CLE Programs - Call Gary Abrams at CLE in Colorado, Inc. 303-860-0608