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 12:15 to 1:30.
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 11:00 on Super Thursday in the CBA Executive conference room.
CBA Conference call instructions for Rules & Forms Committee are: (866) 200-5786, Enter Conference ID: 3038245621#
Rules and Forms Chair - Kerri Klein, (303) 832-1600
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: Greg Densen (303.299.8314) / Marc Darling (303- 322-8943)
The Probate Trial and Procedure Subcommittee is a joint venture between the Trust & Estate and Elder Law Sections of the CBA. It held its first meeting in January 2013. The Subcommittee's initial goal is to bring together practitioners who reguarly litigate probate issues (i.e. any issue raised under Title 15) to discuss concerns unique to this area of practice. Click here for a link to the original proposal for the creation of this Subcommittee.
The membership of this Subcommittee is managed by the CBA. If you wish to join or be on the email list for this Subcommittee, please contact the CBA's Membership Department. This is done by sending an email to Membership@cobar.org. You must be a member of the Elder Law or Trust & Estate Sections to be a member of this Subcommittee. Other questions can be directed to either of the Liaisons listed below or the Chair.
The Subcommittee meets on Super Thursday at 10am in the Terrace Conference Room.
Chair - Kelly Cooper, kdcooper@hollandhart.com
Elder Law Section Liaison - Tom Rodriguez, trodriguez@elderlawcolorado.com
Trust & Estate Section Liaison - Kelly Cooper, kdcooper@hollandhart.com
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: Jennifer M. Spitz (303-776-5380)
Other Council Positions
Colorado Lawyer Section Editor - David Kirch (303-671-7726) dkirch@qwest.net/Connie Smith
Council Notes Editor - Merry Balson, (303.825.0800), MBalson@bw-legal.com and Julie McVey, (303.238.1707), jmcvey@mcveylaw.com.
Publications - Dave Johns (303-321-1600)
Legislative Liaison - Stephen M. Brainerd (303-892-9400) /Bob Steenrod (303-534-5100) (Past Statutory Revisions Chair; reports on pending legislation)
Board of Governors - Bob Steenrod (303-534-5100) Melissa Schwartz (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)dnwhitmer@hfwpc.com (303-881-4991) (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.)
Business Law Liaison - John DeBruyn (303) 377-0707
Elder Law Liaison - Catherine Seal 719-387-9852
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 - David Kirch (303-671-7726) dkirch@qwest.net (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
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