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Holland & Hart Presents Our 9th Annual Trust & Estate Litigation Symposium
/in UncategorizedHolland & Hart’s Trust & Estate Litigation Practice Group works every day with insight and vigilance to address legal issues impacting fiduciaries and beneficiaries. Join our skillful group of problem-solvers to hear their perspectives and wisdom to arm yourself with the knowledge to improve your fiduciary relationships.
CLE and CPE credits will be offered for this event.
Date:
Tuesday, November 1, 2022
7:30-8:00 a.m. Breakfast and Registration
8:00-10:00 a.m. Presentations
Location:
Four Seasons Hotel Denver
1111 14th Street
Denver, CO 80202
Topics Include:
Speakers Include:
To RSVP for this event before October 20th, click here.
For more information, please contact Jennifer Mauk at jamauk@hollandhart.com or 303.295.8349.
Trust Disclosure Requirements and Quiet Trusts
/in Administration of Trust, Fiduciary Discretion, Fiduciary Duties, Fiduciary Litigation, Removal of Fiduciary, Surcharge of Fiduciary, Trusteeby Carol Warnick
The Uniform Trust Code and the Restatement (Third) of Trusts both follow the presumption that trust beneficiaries should be generally kept aware of the existence of the trust, their status as beneficiaries, and their right to ask for (and receive) further information about the trust and their rights as beneficiaries of the trust. Both also require accountings, at least upon request.
More than two-thirds (2/3) of states in the United States have adopted some form of the Uniform Trust Code as of this writing, but many states have not adopted the disclosure provisions from the Uniform Act. This reflects the feeling voiced by many trust creators that letting a beneficiary be aware of the wealth in a trust set up for the beneficiary’s benefit can be a disincentive for a beneficiary to make their own way in life. This is especially a concern if the beneficiaries are young, or even older beneficiaries that have proclivities towards spending. Many trust creators are also concerned because the sub-trusts they set up for their children don’t have identical provisions, therefore they don’t want their children to know about the provisions in their siblings’ sub-trusts. Read more
Get Your CLE and CPE Credits at the Upcoming Virtual Wyoming Tax Conference
/in UncategorizedJoin Holland & Hart for our second annual Wyoming Tax Conference! At this virtual event, our knowledgeable team of tax attorneys will provide you with updates on important Federal and State tax developments. CLE and CPE credits will be offered for webinar attendance.
AGENDA (Detailed Agenda Here)
Thursday, May 19, 2022
8:45 A.M. – 12:50 P.M. MDT
TOPICS
Speakers: Betsey Hale (Wyoming Economic Development Association), Ashley Harpstreth (Wyoming Taxpayers Association), Matt Micheli, Robert Jensen, and Mike Smith
Speakers: Karl Anderson (Wyoming Attorney General’s Office), Jim Peters (Wyoming Attorney General’s Office), Walter Eggers, and Kasey Schlueter
Speaker: Bill Colgin
Speaker: Sue Combs
Speaker: Dr. Nicole Choi (University of Wyoming)
Speaker: Sarah Haradon
Speakers: Rebecca Schroer and Rich Kiely
Do you have questions that you would like to have covered by our presenters on the topics above? Just let us know on the RSVP form! To RSVP and learn more about this event, click here.
For more information, please contact Lisa Adelberg.
2022 Cost of Living Adjustment of Certain Dollar Amounts Under Colorado Probate Code
/in Administration Expenses, Administration of Estate, Court Procedures, Legislation, Personal Representativeby Jody Hall, Paralegal
The 2022 cost of living adjustments of certain dollar amounts under the Colorado Probate Code has been published by the Colorado Department of Revenue. Probate practitioners should be aware of the change in figures related to the intestate share of a decedent’s surviving spouse and supplemental elective-share. The amounts for exempt property, lump sum exempt family allowance, installment amount exempt family allowance and collection of personal property by affidavit have been adjusted upwards from 2021 as well. Read more
Wyoming Chancery Court Has Launched
/in Court Proceduresby Carol Warnick
The Chancery Court is now up and running in Wyoming. Its stated purpose is “to provide a forum for streamlined resolution of commercial, business and trust cases.” The goal is to resolve business and trust cases in a more expeditious manner with bench trials and a limited motions practice. It will also utilize electronic filings with remote public access, which isn’t prevalent yet in all Wyoming courts.
The Chancery Court has jurisdiction to decide actions for either equitable or declaratory relief and for actions where the requested pecuniary relief exceeds $50,000 (exclusive of claims for punitive damages, interest, and attorneys’ fees and costs.) The court’s statutory jurisdiction covers a variety of transactional matters, but of interest to readers of this blog is the fact that it will deal with transactions governed by the Wyoming Uniform Trust Code. Read more
Holland & Hart’s 8th Annual Trust & Estate Litigation Symposium
/in UncategorizedEvery day, the Trust & Estate Litigation Practice Group at Holland & Hart addresses legal issues that impact fiduciaries and beneficiaries. Our skillful group of problem solvers will share their experiences, perspectives, and practice tips.
CLE and CPE credits will be offered for attendance at this event. Attendees can register to join in person or virtually through a live webinar link.
AGENDA
Wednesday, October 27, 2021
7:30–8:00AM Breakfast and Registration
8:00–10:00AM Presentations
FOUR SEASONS HOTEL DENVER
1111 14th Street
Denver, CO 80202
TOPICS
To RSVP for the in-person or virtual event, click here.
For more information, please contact Jennifer Mauk at jamauk@hollandhart.com or 303.295.8349.