Holland & Hart Presents Our 9th Annual Trust & Estate Litigation Symposium

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Holland & 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:

  • The Privilege is all Mine: The Fiduciary Exception to Attorney-Client Privilege
  • Remote Notarization and Electronic Wills in a Post-Pandemic World
  • Selected Current Tax Developments
  • Protecting Against Trustee Liability When Drafting Trusts

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.

Get Your CLE and CPE Credits at the Upcoming Virtual Wyoming Tax Conference

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Join 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

  • Wyoming Tax Policy Discussions: 2023 and Beyond
    Speakers: Betsey Hale (Wyoming Economic Development Association), Ashley Harpstreth (Wyoming Taxpayers Association), Matt Micheli, Robert Jensen, and Mike Smith
  • Wyoming State Tax: Preparing for an Audit and an Update on Contested Cases, Appeals, and Hot Topics
    Speakers: Karl Anderson (Wyoming Attorney General’s Office), Jim Peters (Wyoming Attorney General’s Office), Walter Eggers, and Kasey Schlueter
  • What is the IRS Up To? Updates from the Front Line of Tax Controversies and Litigations
    Speaker: Bill Colgin
  • Important Developments in Tax Controversy Procedure and Practice
    Speaker: Sue Combs
  • Update on the University of Wyoming Low Income Tax Clinic
    Speaker: Dr. Nicole Choi (University of Wyoming)
  • Fundamentals of Production and Investment Tax Credits for Wind and Solar Projects
    Speaker: Sarah Haradon
  • Grand Tetons—the Next Grand Caymans?
    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.

Holland & Hart’s 8th Annual Trust & Estate Litigation Symposium

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Every 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

  • Tax Law Changes – What Should We Do Now?  |  Speaker: Margot Edwards
  • Litigating Federal Gift and Estate Tax Disputes  |  Speaker: Rich Kiely
  • The Digital Frontier (In Estate Planning) is Here:  Remote Online Notarizations and Electronic Wills  |  Speaker: Jody Hall
  • UTC Part 5/Wyoming DAPT  |  Speaker: Carol Warnick
  • Trust Situs Considerations  |  Speaker: Rebecca Schroer

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.

Remotely Located Witnesses on Wills and Other Estate Planning Documents

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by Jody H. Hall

A few weeks ago, I shared an overview of remote notarizations in Colorado.  The Governor’s executive order suspending the requirement for a notary public to be physically present with the signer, along with the emergency notary rules surrounding a notarization via real-time audio-video communication issued by the Colorado Secretary of State, have given practitioners the ability to help their clients execute estate planning documents in a safer environment during the pandemic, and for the future.  However, while the ability to notarize documents remotely has proven helpful, estate planners were still faced with the particular challenge involving the execution of documents that require witnesses, and how to execute a fully signed, notarized and witnessed original Will.

Earlier this year, the Colorado Supreme Court promulgated Rules 91 and 92 of the Colorado Probate Rules allowing for the remote witnessing of certain specified documents.  See here.  These rules were effective immediately and are in effect during any period of a public health crisis declared in Colorado requiring physical and social distancing.  Rule 91 details the procedure for remote witnessing of certain non-testamentary documents, including living wills, anatomical gifts and medical powers of attorney.  Rule 92 allows for remote witnesses on last wills and testaments.

Read more

Get your CLE Credit at the Upcoming 6th Annual Trust & Estate Litigation Symposium

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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.

Topics will include:

  • Trust Modification under the Colorado UTC
  • Fiduciary Exception to the Attorney Client Privilege
  • Probate Appeals
  • Dealing with Experts in Trust & Estate Litigation

Agenda: WEDNESDAY, NOVEMBER 7, 2018
7:30 – 8:00 a.m. – Breakfast and Registration
8:00 – 10:00 a.m. – Presentation Read more

Holland & Hart Private Client Group Adds a New Associate

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Holland & Hart LLP welcomes Lauren Morris as a new associate in the Private Client Group. Lauren joins us from Chicago, Illinois, where she previously practiced as an associate in the Trusts and Estates group of Hamilton Thies & Lorch LLP. Her experience includes drafting estate plan documents, developing wealth transfer strategies, administering estates, trusts, and guardianships, assessing corporate fiduciary risk, counseling clients on various tax matters, preparing premarital agreements, and representing clients in contested estate and trust litigation.

Prior to her experience at Hamilton Thies & Lorch LLP, Lauren was an associate with Horwood Marcus & Berk Chartered, where she practiced in estate planning and probate administration. In addition to practicing law, Lauren has several years of experience as a trust administrative officer with U.S. Trust, Bank of America Private Wealth Management. Read more

Please Join Us at the Holland & Hart Wine and Dessert Reception!

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Holland & Hart cordially invites you and a guest to a
special wine and dessert reception at the 2018 Estate
Planning Retreat with your friends from the Trusts and Estates Litigation Group. Guests will indulge in a selection of delectable desserts paired with spectacular wines and other non-alcoholic refreshments.

Park Hyatt Beaver Creek Resort & Spa
Crooked Hearth Private Dining Room
136 E. Thomas Place
Beaver Creek, CO 81620

Holland & Hart Hosts:
David Crandall, Partner
Margot Summers Edwards, Partner
Kami Pomerantz, Partner
Carol Warnick, Partner
Matthew Skotak, Associate
Morgan Wiener, Associate
Suzanne Coffman, Paralegal
Jody Hall, Paralegal

 

Same Quality. Same Service. New Name!

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Happy New Year!

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You’re Invited! 5th Annual Fiduciary Solutions Symposium

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MONDAY, OCTOBER 23, 2017

7:30 – 8:00 a.m. – Breakfast and Registration
8:00 – 10:00 a.m. – Presentation

Grand Hyatt Denver
Capitol Peak A, 555 17th Street, 38th Floor
Denver, CO 80202

ABOUT THE SYMPOSIUM

Every day, the Fiduciary Solutions 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 seasoned 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.

Topics will include:

  • What Can Go Wrong with Estate Plans and How to Fix It
  • Trust Modification
  • The Meaning of “Interested Person” in Fiduciary Litigation
  • Tax Considerations for Fiduciaries and their Advisors
  • Notarization and Wills in an Electronic Age
  • Recent Appellate Issues

Holland & Hart Panelists:

2 General CLE Credits Approved

For more information please contact Jennifer Mauk at jamauk@hollandhart.com or 303.295.8349