8th Annual Trust & Estate Litigation Symposium

Every day, the Trust & Estate Litigation Practice Group at Holland & Hart addresses legal issues that impact fiduciaries and beneficiaries and litigates issues that arise in those relationships. Working to deal with conflicts arising from the transfer of wealth requires insight and vigilance. Our skillful group of problem solvers will share their experiences, perspectives, practice tips, and wisdom to arm you with the knowledge to help improve your fiduciary relationships.


AGENDA
WEDNESDAY, OCTOBER 27, 2021
7:30-10:00 AM

7:30-8:00 AM Breakfast and Registration
8:00-10:00 AM Presentations

8:00 - 8:20AM
Tax Law Changes – What Should We Do Now?
Speaker: Margot Edwards
We will review the pending tax legislation and discuss planning opportunities that clients and their advisors should be considering.

8:20 - 8:40AM
Litigating Federal Gift and Estate Tax Disputes
Speaker: Rich Kiely
This presentation will cover the key issues that arise during the course of litigating a federal gift and estate tax dispute, including procedural steps, evidentiary burdens, and gift and estate tax doctrines arising in Federal Tax Court.

8:40 - 8:50AM | Break

8:50 - 9:10AM
The Digital Frontier (In Estate Planning) is Here: Remote Online Notarizations and Electronic Wills
Speaker: Jody Hall
In the three week span of December 31, 2020 through January 21, 2021, new Colorado laws became effective to provide for both remote online notarization and electronic wills.

9:10 - 9:30AM
UTC Part 5/Wyoming DAPT
Speaker: Carol Warnick
Colorado passed the Uniform Trust Code (UTC) several years ago but declined at the time to pass Part 5. The legislature recently dealt with Part 5 which addresses the validity of spendthrift provisions and creditor’s rights, among other things.

Wyoming has a domestic asset protection trust statute and is becoming more widely utilized as an asset protection jurisdiction.

9:30 - 9:40AM | Break

9:40 - 10:00AM
Trust Situs Considerations
Speaker: Rebecca Schroer
We will review considerations for choice of trust situs, including asset protection, income tax, trustee duties, beneficiary rights and ease of administration. We will also discuss mechanisms to accomplish situs goals, including change of situs, use of directed trustee arrangements and use of private family trust companies.

RSVP DEADLINE
Wednesday, October 20, 2021

LOCATION
Four Seasons Hotel Denver
1111 14th Street
Denver, CO 80202

VIRTUAL OPTION
This event will be offered both in-person and virtually via webinar. Those who RSVP for the webinar option will receive a link prior to the date of the event.

COVID INFORMATION
Masks are highly recommended for everyone attending in person. Social distancing protocols will be in place during the event.

CPE INFORMATION
2 CPE credits recommended in Specialized Knowledge.

CLE INFORMATION
1.5 CLE credits pending for the State of Colorado.

DELIVERY METHOD
Group Live & Group Internet-Based

PROGRAM LEVEL
Intermediate

PREREQUISITES & PREPARATION
None

COST
No Fee

PROGRAM REGISTRATION REQUIREMENTS
Attendees must register online at the link provided. All registrations must be received by October 20, 2021.

Holland & Hart is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For information regarding concerns and program cancellation policies, please contact our offices at 303.295.8148.

Questions? Please contact Jennifer Mauk.

DISCLAIMER

Unless you are a current client of Holland & Hart LLP, please do not send any confidential information by email. If you are not a current client and send an email to an individual at Holland & Hart LLP, you acknowledge that we have no obligation to maintain the confidentiality of any information you submit to us, unless we have already agreed to represent you or we later agree to do so. Thus, we may represent a party adverse to you, even if the information you submit to us could be used against you in a matter, and even if you submitted it in a good faith effort to retain us.