AGENDA

4:00 PM - 4:45 PM
Live, Networking
Trust and Estate Ambassador and New Attendee Meetup
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4:45 PM - 6:00 PM
Live, Networking
Dinner & A Show
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7:20 AM - 8:10 AM
Live, Networking
Coffee & Conversation
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8:10 AM - 8:30 AM
Live, Plenary
Welcome and Introduction
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8:30 AM - 9:45 AM
Live, Plenary
Estate Planning for Retirement Benefits in a post-SECURE World -LIVE ONLY
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9:45 AM - 10:05 AM
Live, Networking
Networking Break
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10:05 AM - 11:25 AM
Live, Breakout Session
Breakout Session #1 - E-Wills - Remote Online Notarization and Forensic Evaluation of Digital Assets
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Live, Breakout Session
Breakout Session #2 - Appealing Orders of the Probate Court: The Finality Conundrum, CRCP 54, and Orders Issued by Magistrates
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Live, Breakout Session
Breakout Session #3 -UTC Part 5 - Spendthrift and Discretionary Trusts—Protection of the Beneficiaries’ Interests from Their Creditors
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Live, Breakout Session
Breakout Session #4 - Estate Planning with Directed Trusts
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Live, Breakout Session
Breakout Session #9 - Foundations: How to Prepare for a Deposition
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11:25 AM - 11:45 AM
Live, Networking
Networking Break
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11:45 AM - 1:05 PM
Live, Breakout Session
Breakout Session #10 -Foundations: Introducing Evidence
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Live, Breakout Session
Breakout Session #5 - Much Ado About Medicaid Planning
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Live, Breakout Session
Breakout Session #6 - UFIPA in Colorado: Overview and Examples
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Live, Breakout Session
Breakout Session #7 - Charitable Planning
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Live, Breakout Session
Breakout Session #8 - Fiduciary Ethics – Considerations for Practitioners Serving in Fiduciary Capacities
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1:15 PM - 2:00 PM
Live, Networking
Lunchtime Trivia
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5:00 PM - 6:30 PM
Live, Networking
Charcuterie 101
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