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Past Meeting Topics

 

Past speakers over the last 12 months have included:

 

Tax Cuts and Jobs Act Update Presented by Fran Coet, CPA/CFF, CVA, CFP, MFFA of Coet 2 CPA's P.C.

 

Blockchain Technology, Legislation and the Estate Planning Industry by John Carpenter: Mr. Carpenter discussed the definition, structure and the use and relevancy of blockchain technology. This included an overview of cryptocurrencies and other digital assets that may be held in an estate. Additionally, Mr. Carpenter talked about estate planning and settlement issues related to blockchain based assets. Lastly, he discussed legislation in Colorado and other states that addresses this technology.

 

Colorado's End-of-Life Options Act: How the Law Works and Potential Issues presented by Paige Armstrong, attorney at Steenrod, Schwartz & McMinimee, LLP. Ms. Armstrong discussed Colorado's End-of-Life Options Act by providing a background and explanation of how the law functions. She provided an overview of the requirements for obtaining medical aid in dying medication, as well as discuss how Colorado's End-of-Life Options Act compares to other states that have passed similar laws allowing terminally ill patients to end their lives. In addition, the presentation addressed issues that Colorado faces as a result of the law's implementation in its legal and medical fields.

 

Colorado Uniform Trust Codepresented by Darla L. Daniel, Esq., Special Counsel with Balson & Faix, LLP. Ms. Daniel spoke about the history and journey to successfully pass a Uniform Trust Code in Colorado. She highlighted general provisions and definitions of the Act. In addition, she discussed the Code as it pertains to various types of trusts, the role of trustee, liability and rights of persons dealing with trustees.

 

Knowledge is Power – Financial and Estate Planning Strategies for Women presented byJackie Battista, CFP®, MBA, APMA®, Financial Advisor, Ethos Financial Partners, a financial advisory practice of Ameriprise Financial and Sati C. McLafferty, Esq., Ambler Keenan Mitchell Johnson. Ms. Battista and Ms. McLafferty discussed ways for women to gain control over their financial and estate planning situations, to protect the people and things we love the most, and to make informed and coordinated financial and estate planning decisions.

 

Real Estate Issues in Estate Planning and Administration presented by Anda Pilmanis, Esq. of Pilmanis Law, LLC and real estate broker with Metro Brokers – Laarsen Sells Denver. Ms. Pilmanis discussed considerations and issues with real estate in estate planning and administration including title of assets, different types of deeds, title insurance and errors in property description. Following the death of the individual, how does the administrator determine if real estate is part of the estate, is it a gift and if so, the type of gift, and when and how should real estate be valued? She also discussed unique issues that may be a part of the real estate such as water and oil and gas rights, easements and leases. Finally, Ms. Pilmanis shared the powers and duties of the executor, administrator or trustee when administering real estate.

 

Trust Protectors presented by Elizabeth T. Meck, Vice President, Personal Trust and Estate Administration at Northern Trust and Susan J. Merritt, Senior Vice President, Wealth Management at Northern Trust. Ms. Meck and Ms. Merritt discussed the definition, history and use of trust protectors. What are the types and sources of powers granted to trust protectors as well as whose interests is the trust protector serving? Standards of conduct, who should and who shouldn't serve in this role, and additional issues such as appointing and removing a trust protector, abuse of powers and transparency were included.

 

Asset Protection Fundamentals presented by Karen L. Brady, Esq., Law Offices of Karen Brady, P.C. Ms. Brady discussed what asset protection is, and what it is not. Entities, Trusts, and other asset protection techniques were covered, as well as other smart strategies for clients interested in protecting their assets. Ms. Brady busted some asset protection myths and discuss the timing of utilizing asset protection strategies.