Trust & Estate Section

Addresses the interests and problems of both specialists and general practitioners in the area of wills, trusts, guardianships, conservatorships, and estates. Members can always find a place on one of the section's many active committees, including a speakers bureau, publication of a quarterly newsletter for members, preparation of forms for the Orange Book (wills and trusts), Estate and Trust Forum column in The Colorado Lawyer, technology, judicial liaison, and community outreach. Standing committees on statutory revisions and probate rules and forms work to improve the laws, forms and rules that are applicable in the field. Members of the section work closely with the CBA's Elder Law Forum Committee in areas of mutual concern and also hold topical luncheons with the Tax, Real Estate, Business and other sections. The section has prepared and made available to its members a series of pamphlets explaining fiduciary arrangements and responsibilities.

Call for Nominations

The Call for Nominations for members of the CBA Trust & Estate Section Executive Council is open and remains open through March 15, 2018.  Self-nominations are welcome.  Each member serves a two-year term and three new members will be elected to begin service on July 1, 2018.

A proposed slate will be sent to Section members by April 1, 2018 via email.  The proposed slate (and any alternate slate submitted in accordance with the Section’s Bylaws) will be voted upon at the Section’s Annual Meeting on May 17, 2018. In addition to the three new members of the Executive Council, the Chair, Vice-Chair and Secretary/Treasurer of the Section are nominated and elected at the Section’s Annual Meeting.

If you have any questions, please contact any member of the Nominating Committee:

Kelly Cooper, Chair – Kelly@kdcpc.com

Leia Ursery, Vice Chair – lursery@lathropgage.com

Josie Faix, Secretary/Treasurer – josie@balsonfaix.com

Darla Daniel, Past Chair – darla@balsonfaix.com

Jamie Roth, Section Member appointed by Chair – Jamie@jamierothlaw.com

Lauren Da Cunha, Section Member appointed by Chair – Lauren@dacunhalaw.com

Stan Kent, Section Member appointed by Chair – Stan@skentpc.com

 

Please submit any nominations to the Chair, Kelly Cooper, at Kelly@kdcpc.com and our Section liaison, Elizabeth Akalin, at eakalin@cobar.org no later than March 15, 2018.

Per the Section’s Bylaws, the Nominating Committee is to consider the following factors for the members of the Executive Council:  (a) recognized diversity criteria, including ethnicity, age, gender, sexual orientation; (b) area of practice, (c) firm size, (d) years in practice, (e) geographic location; (f) need to preserve institutional knowledge; (g) number of persons per law firm; and (h) prior Section involvement.

The Nominating Committee will also make recommendations to the Executive Council for the following positions for next year: Communications Representative; Young Lawyers Representative; Legislative Liaison; and Board of Governors Representative for consideration at the Executive Council’s May meeting.  We welcome the Section’s input on these appointments and request that you contact any member of the Nominating Committee or the Executive Council with your comments before the May 17th meeting.

Upcoming Trust and Estate CLE Events

Trust and Estate Spring Update

Mar 02, 2018 - Mar 02, 2018
Co-sponsored by the Colorado Bar Association Trust & Estate Section ... view event

Colorado’s End-of-Life Options Act - Webcast

Mar 06, 2018 - Mar 06, 2018
Co-sponsored by the CBA Trust & Estate Section... view event

Trust and Estate Spring Update - Replay Denver

Mar 22, 2018 - Mar 22, 2018
Co-sponsored by the Colorado Bar Association Trust & Estate Section ... view event

Trust and Estate CLE Homestudies

A Lawyer’s Guide to Cybersecurity and Electronically Stored Information

... view product

Estate Planning Basic Skills

Co-sponsored by the CBA Trust and Estate Law Section... view product

Will Contests

Assessing Capacity, Decanting, Digital Wills and Multiple Party Representation... view product