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Column: Estate and Trust Forum

Ambler, R. Sterling

Title to Colorado Real Property Held in Trust, May 2002, p. 85


Anderson, David S.,  

Warren, Lindsey K.,  ; Kirch, David W.; Claims Against an Estate for Care Rendered to a Decedent, November 2004, p. 93

Legislative Changes 2032A Qualified Heirs and Conservation Easements, October 1997, p. 93
Theories of Recovery Against Counsel in Estate Planning/Administration, December 1997, p. 35


Benjamin, James G.,  

Stevens, Carl G.,  ; Beneficiary Deeds in Colorado—Part I: Overview of Legislation, June 2005, p. 79


Brown, Edward D,  

Wilson, Anette C.; Attorney-Client Privilege and Duty of Confidentiality: Distinction and Application, January 2002, p. 97


Brown, Layne G., Jr.

Examination of Selected Provisions of Colorado’s Uniform Guardianship and Protective Proceedings Act, September 2002, p. 71


Bullard, Peter W.

Navigating Colorado’s Trust Registration Statutes, March 2002, p. 55


Campbell, John J.

Haines, Susan G.; Defects, Due Process, and Protective Proceedings, April 1998, p. 39


Chorney, Marc A.

Using QTIP Trusts in Conjunction with Marital Agreements, October 1999, p. 85


Corzine, Valerie L.

Long-term Care Ombudsman Records: Confidentiality for The Frail and Vulnerable, November 2002, p. 73


Crona, Spencer J.

Hammond, Byron K.; Personal Injury and Workers' Compensation Settlements For Incapacitated Persons: Part I, January 2001, p. 43
Hammond, Byron K.; Personal Injury and Workers’ Compensation Settlements For Incapacitated Persons: Part II, February 2001, p. 55


Crona, Spencer J.,  

Spiegle, Richard F.; Legal Guidelines and Methods For Evaluating Capacity, June 2003, p. 65
Tucker, Herbert E.,  ; Ridgway, Martha L.,  ; Will Preparation for Individuals Lacking Testamentary Capacity, August 2004, p. 93


Crow, Nancy R.

Balanson: Drafting Trusts to Deflect the Spousal Creditor, October 2001, p. 131


Culter, Brandon

Roth, Nora E.; Creditor Access to a Nonsettlor Beneficiary’s Trust, April 2002, p. 45
Current Issues Relating to Transfers to Minors, October 2000, p. 73


Darling, Marc

Tucker, Herbert E.; Hill, James W.; The New Colorado Dead Man's Statute, July 2002, p. 119


Dencker, Joseph M.

Mead, Hudson A.; Sullivan, Bridget K.; Divorce Considerations Relevant to an Estate Planning Practice, February 2000, p. 53


Dow, Patricia Templar

The Unique Benefits of Conservation Easements in Colorado, December 2001, p. 49


Edgel, Michael J.

Proper Application of CRS § 15-12-723 For Recovery of Estate Assets, May 2003, p. 59


Erikson, Julie S.

Divorce and the Effects of CRS § 15-11-804 on Estate Planning Documents, January 2005, p. 93


Eyster, Constance Tromble

Estate Planning Considerations When Distributing Assets from A Conservatorship Estate, August 2003, p. 55


Faley, Andrea

Steinhoff, David; Probate Jurisdiction for Creditors’ Claims, May 2000, p. 57


Fleisher, Stewart W.

The Contract to Will–A Proposed Solution, April 2000, p. 49


Folsom, Janet L.

Mexican Real Property Ownership Implications for Colorado Estate Planning, April 2003, p. 51


Frey, William H.T.,  

Skinner, Joseph H.,  ; Trust Income: New Possibilities And Approaches, December 2004, p. 77


Garling, Jerry

Griffith, E. David; Probate Judge Murdered in Courtroom: Lake County, July 3, 1875, June 1997, p. 133


Goodman, Miriam Abrams

Marketability Issues of Titles Held by Trusts and Trustees, August 2000, p. 73


Graf, William F.

Stevens, Carl G.; Applying the Colorado Trust Company Act to CPAs and Lawyers, May 2001, p. 59


Graham, C. Andrew

Greenberg, Morton P.; Life Settlements: A New Option For Excess Life Insurance, October 2002, p. 99


Graves, Harmon S.

Estate Administrative Expenses and the Personal Representative, September 2000, p. 69


Greenberg, Morton P.

Graham, C. Andrew; Life Settlements: A New Option For Excess Life Insurance, October 2002, p. 99


Griffith, E. David

Garling, Jerry; Probate Judge Murdered in Courtroom: Lake County, July 3, 1875, June 1997, p. 133


Haines, Susan G.

Campbell, John J.; Defects, Due Process, and Protective Proceedings, April 1998, p. 39


Hammond, Byron K.

Crona, Spencer J.; Personal Injury and Workers' Compensation Settlements For Incapacitated Persons: Part I, January 2001, p. 43
Crona, Spencer J.; Personal Injury and Workers’ Compensation Settlements For Incapacitated Persons: Part II, February 2001, p. 55


Heiser, K. Gabriel

Lyden, Cyndi; Ritsick, Louisa M.; Rights to and Disclosure of Medical Information: HIPAA and Colorado Law, October 2004, p. 101


Heller, Bette

Ransford, Ken; Stevens, Carl G.; Joint Revocable Trusts, August 1997, p. 63
Trusts for Pets, March 1997, p. 71


Hill, James W.

Tucker, Herbert E.; Darling, Marc; The New Colorado Dead Man's Statute, July 2002, p. 119


Hill, Thomas G.

Tucker, Herbert E.; Swank, David M.; Holographic and Nonconforming Wills: Dispensing With Formalities—Part I, December 2002, p. 57
Tucker, Herbert E.; Swank, David M.; Holographic and Nonconforming Wills: Dispensing With Formalities—Part II, January 2003, p. 53


Hodges, Joseph G., Jr.

Zuspann, Eugene P., II; Can Some Colorado Trusts Provide Protection from Claims of Creditors?, August 1999, p. 61


Holt, Marcia Chadwick

James, Rachel R.; Prenuptial Agreements and Retirement Plan Assets, February 2004, p. 43


Ingraham, James F.

The "Pure Equity Trust": A Tax Bomb for the Unwary, April 1997, p. 47


James, Rachel R.

Holt, Marcia Chadwick; Prenuptial Agreements and Retirement Plan Assets, February 2004, p. 43


Kelly II, Walter M.

A Personal Representative’s Right to Participate in a Will Contest, April 2004, p. 57


Kindschuh, Mary Jean

Schilken, Bruce A.; New Proposed Rule: Trusts as Beneficiaries of Qualified and Other Retirement Plans, August 1998, p. 63


Kirch, David W.

Avoiding Appreciation in Trust Assets Being Treated as Marital Property, March 1998, p. 57
Warren, Lindsey K.,  ; Anderson, David S.,  ; Claims Against an Estate for Care Rendered to a Decedent, November 2004, p. 93
The Imposition of Constructive Trusts and Other Concepts at Probate—Part I, December 1998, p. 41
The Imposition of Constructive Trusts and Other Concepts at Probate—Part II, January 1999, p. 49


Kruse, Clifton B., Jr.

"Because I Like it Here": Living Wills and Change of Attitude, June 1998, p. 125
An Elder Law Essay: "My Son Wanted Me To Die!", June 2005, p. 87
The Untoward Effect of Revocable Trusts on Medicaid Eligibility, September 1997, p. 83


Lyden, Cyndi

Ritsick, Louisa M.; Heiser, K. Gabriel; Rights to and Disclosure of Medical Information: HIPAA and Colorado Law, October 2004, p. 101


Mack, Patricia A.

Solem, R. Eric; The Struggle for Control Over Trusts and Medicaid Benefits, April 2001, p. 47


Masters, Mark D.

Subtle Screwups: Twenty-six Ways to Sabotage an Irrevocable Life Insurance Trust, January 1998, p. 57


Mead, Hudson A.

Sullivan, Bridget K.; Dencker, Joseph M.; Divorce Considerations Relevant to an Estate Planning Practice, February 2000, p. 53


Merritt, Shelly D.

Planning for Community Property in Colorado, June 2002, p. 79


Millard, Kevin D.

Recent Developments Affecting Charitable Remainder Trusts, November 1997, p. 77


Miller, Shelly M.

Reforming Charitable Remainder Trusts in Colorado Under the New IRS Procedures, September 1999, p. 85


Mitchell, Paul

Crisis Intervention to Prevent Elder Abuse: Emergency Guardianships and Other Legal Procedures, July 2004, p. 91


Negri, Kathleen A.

Medicaid Estate Recovery: The Role of the Advocate, April 1999, p. 51
The Advocate's Role in Representing a Client Subject to Temporary Protective Orders, June 2000, p. 63


Oh-Willeke, Andrew G.

Planning to Use the Family-Owned Business Exclusion, September 1998, p. 77


Ransford, Ken

Heller, Bette; Stevens, Carl G.; Joint Revocable Trusts, August 1997, p. 63


Ridgway, Martha L.

Advance Medical Directives and the Authority to Compel Medical Treatment, March 2000, p. 59


Ridgway, Martha L.,  

Tucker, Herbert E.,  ; Crona, Spencer J.,  ; Will Preparation for Individuals Lacking Testamentary Capacity, August 2004, p. 93


Ritsick, Louisa M.

Lyden, Cyndi; Heiser, K. Gabriel; Rights to and Disclosure of Medical Information: HIPAA and Colorado Law, October 2004, p. 101


Rosenbaum, Stanton D.

Stiles, Daniel C.; Representation of Multiple Estate Or Trust Fiduciaries: Practical and Ethical Issues, July 2005, p. 65


Roth, Nora E.

Culter, Brandon; Creditor Access to a Nonsettlor Beneficiary’s Trust, April 2002, p. 45


Sather, Mark J.

Age Requirements in Colorado: A Guide for Estate Planners, August 2005, p. 87


Schilken, Bruce A.

Kindschuh, Mary Jean; New Proposed Rule: Trusts as Beneficiaries of Qualified and Other Retirement Plans, August 1998, p. 63


Skinner, Joseph H.,  

Frey, William H.T.,  ; Trust Income: New Possibilities And Approaches, December 2004, p. 77


Smith, Constance D.

Automatic and Elective Allocation of Generation-Skipping Transfer Tax Exemption, March 2003, p. 69
New and Improved Testaments for Estate Planning Documents, December 2003, p. 73
Retaining Control of Gifts to Minors: UTMA and IRC 2503(c) Trust Options, November 2005, p. 39


Solem, R. Eric

Mack, Patricia A.; The Struggle for Control Over Trusts and Medicaid Benefits, April 2001, p. 47


Sparkman, Allen

Choice of Entity from an Estate Planning Perspective, May 1999, p. 49


Spiegle, Richard F.

Crona, Spencer J.,  ; Legal Guidelines and Methods For Evaluating Capacity, June 2003, p. 65


Spitz, Jennifer M.

Traversing Multi-Jurisdictional Estate Planning, July 2001, p. 93


Steinhoff, David

Claims Against Decedents' Estates, May 1998, p. 45
Faley, Andrea; Probate Jurisdiction for Creditors’ Claims, May 2000, p. 57


Stevens, Carl G.

Graf, William F.; Applying the Colorado Trust Company Act to CPAs and Lawyers, May 2001, p. 59
Heller, Bette; Ransford, Ken; Joint Revocable Trusts, August 1997, p. 63


Stevens, Carl G.,  

Benjamin, James G.,  ; Beneficiary Deeds in Colorado—Part I: Overview of Legislation, June 2005, p. 79


Stiles, Daniel C.

Rosenbaum, Stanton D.; Representation of Multiple Estate Or Trust Fiduciaries: Practical and Ethical Issues, July 2005, p. 65


Stover, Thomas L.

Making Sense of the New Family-Owned Business Exclusion, February 1998, p. 57
The Perilous Federal Gift Tax Return--Part I, November 1999, p. 71
The Perilous Federal Gift Tax Return--Part II, December 1999, p. 39


Sullivan, Bridget K.

Mead, Hudson A.; Dencker, Joseph M.; Divorce Considerations Relevant to an Estate Planning Practice, February 2000, p. 53


Swank, David M.

Tucker, Herbert E.; Hill, Thomas G.; Holographic and Nonconforming Wills: Dispensing With Formalities—Part I, December 2002, p. 57
Tucker, Herbert E.; Hill, Thomas G.; Holographic and Nonconforming Wills: Dispensing With Formalities—Part II, January 2003, p. 53
No-Contest Clauses: Issues for Drafting and Litigating, December 2000, p. 57


Tayloe, P. Dean, Jr.

Veterans' Benefits and the Uniform Veterans Guardianship Act of Colorado, February 1999, p. 53


Tucker, Herbert E.

Colorado Dead Man's Statute: Time for Repeal or Reform?, January 2000, p. 45
Swank, David M.; Hill, Thomas G.; Holographic and Nonconforming Wills: Dispensing With Formalities—Part I, December 2002, p. 57
Swank, David M.; Hill, Thomas G.; Holographic and Nonconforming Wills: Dispensing With Formalities—Part II, January 2003, p. 53
Darling, Marc; Hill, James W.; The New Colorado Dead Man's Statute, July 2002, p. 119


Tucker, Herbert E.,  

Crona, Spencer J.,  ; Ridgway, Martha L.,  ; Will Preparation for Individuals Lacking Testamentary Capacity, August 2004, p. 93


Tulloch, Elizabeth K.

What Shall We Do About Miss Daisy's Driving: Background for the Elder Law Attorney, October 1998, p. 81


Vaida, Anthony

Diversification Under the Uniform Prudent Investor Act, November 2003, p. 87


Wade, James R.

Introduction to Colorado’s New Principal and Income Act, March 2001, p. 55
The Uniform Transfers to Minors Act: Extending the Period of Protection, January 2006, p. 27


Warnick, Carol

Family Limited Partnerships: Taxes, Courts, and an Uncertain Future—Part I, March 2004, p. 61
Family Limited Partnerships: Taxes, Courts, and an Uncertain Future—Part II, September 2004, p. 91


Warren, Lindsey K.,  

Kirch, David W.; Anderson, David S.,  ; Claims Against an Estate for Care Rendered to a Decedent, November 2004, p. 93


Webel, Merrie J.

Discount Rates Favor Charitable Lead Trusts, November 1998, p. 67


Wiedemann, William H.

Pre-Death Creditors’ Claims Under the Colorado Probate Code: Part I, August 2001, p. 81
Pre-Death Creditors’ Claims Under the Colorado Probate Code: Part II, September 2001, p. 77


Wilson, Anette C.

Brown, Edward D,  ; Attorney-Client Privilege and Duty of Confidentiality: Distinction and Application, January 2002, p. 97


Zuspann, Eugene P., II

Hodges, Joseph G., Jr.; Can Some Colorado Trusts Provide Protection from Claims of Creditors?, August 1999, p. 61