Casemaker Libra


CLE Course Materials are speakers’ written submissions to accompany CLE Seminar presentations.
  • Trust and Estate
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Trust and Estate - Subscription to all titles

 

Books

3. Charitable Trusts

Publication Year: 2011
Price: $64.00 to subscribe , $59.00 to renew (Term: 365 Days)

Description:

It is critical to counsel clients on creative ways to include charitable giving in their estate plans during tough economic times. This publication on charitable trusts explains in clear language the benefits and considerations of charitable trusts for your clients. It offers extensive coverage of both charitable remainder trusts and charitable lead trusts and provides practical steps and examples on how to draft a charitable trust. Charitable Trusts also features useful practice pointers to answer common questions that arise in charitable planning. The extensive appendices include an array of helpful forms, sample trust documents, and other practical resources.

4. Colorado Estate Planning Handbook

Publication Year: 2016
Price: $209.00 to subscribe , $199.00 to renew (Term: 365 Days)

Description:

Planning one's estate is a very important, but often neglected, task for each individual. Most people do not wish to focus on their own death, and consequently estate planning is a task that is often postponed. Yet, an estate plan, or the lack thereof, will profoundly impact an individual's entire family when the individual either becomes incapacitated or dies. And, when someone dies without an up-to-date and effective estate plan, it often leads to unintended results and increased costs to the survivors. The estate planner must be able to deal with these issues and constantly adapt to societal changes, as well as case law, statutory, regulatory, and procedural developments.

The Colorado Estate Planning Handbook (also known as the Orange Book Handbook) is a comprehensive desk reference for attorneys who may be either new or experienced in the field of trust and estates - helping you address the most important financial and more...

5. Funding the Revocable Living Trust

Publication Year: 2014
Price: $64.00 to subscribe , $59.00 to renew (Term: 365 Days)

Description:

Estate planning is as much art as it is science. To successfully guide clients in accomplishing their goals takes experience that is the result of good training and patient observation over many years. The really good estate planners have dedicated their professional lives to mastering the craft. They are good listeners. They are nonjudgmental observers of the human condition. They become impartial counselors rather than merely competent technicians.

This monograph is Bill Schmidt's endeavor to pass along the techniques and forms that he has developed or used in many years of enjoyable service to his clients. This represents his collective wisdom gained from many years of practice to help you avoid some of the pitfalls and mistakes in funding revocable living trusts.

For the Second Edition, existing chapters and exhibits have been fully updated. Readers will also find helpful new material on postmarital waivers under the Retirement Equity Act, deeds of livestock more...

1. Gifts To Minors

Publication Year: 2015
Price: $64.00 to subscribe , $59.00 to renew (Term: 365 Days)

Description:

Clients wish to make gifts to minors for many reasons, including setting aside funds to pay for college, reducing the size of their estates for estate tax purposes by making annual exclusion gifts, or simply making an outright gift to help children and grandchildren. The purpose of this book is to review several commonly used alternatives for making gifts to minors. 

This book addresses:
(1) Colorado's version of the Uniform Transfers to Minors Act,
(2) Internal Revenue Code § 529 Plans,
(3) Internal Revenue Code § 2503(c) Trusts,
(4) Crummey Trusts, and
(5) other methods of making gifts to provide for college expenses, such as Coverdell Education Savings Accounts and paying for tuition directly as an annual exclusion gift.

6. Trusts in Divorce Property Divisions

Publication Year: 2014
Price: $59.00 to subscribe , $29.00 to renew (Term: 365 Days)

Description:

Trusts in Divorce Property Divisions looks at issues that arise when a trust is potentially subject to a divorce property division and examines how those issues may be treated under different states’ laws. In addition to careful drafting by trust and estate practitioners who create trusts, today’s mobile society and higher divorce rate require extra diligence from family law practitioners who must navigate the division of trusts in divorce proceedings, often in other jurisdictions with dissimilar laws.

2. Wade/Parks: Colorado Law of Wills, Trusts, and Fiduciary Administration

Publication Year: 2015
Price: $159.00 to subscribe , $149.00 to renew (Term: 365 Days)

Description:

Commonly referred to as Wade/Parks, this book is a longtime favorite and indispensable resource for Colorado probate practitioners. Written and updated by former Denver Probate Judge James R. Wade, this comprehensive treatise is based on the seminal treatise by the late Howard E. Parks, Colorado Probate Practice Manual. It provides a thorough commentary on the law of wills, trusts, and fiduciary administration, focusing on leading Colorado cases, the Colorado probate code, and related fiduciary statutes.

 

Course Materials

7. A Practitioner's Summary Guide to the Attorney- Client Privilege and the Work Product Doctrine

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
July 2016

The Ethics of Creating Attorney-Clients Relationships in the Electronic Age

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8. An Ethics Primer for Transactional Lawyers

Publication Year: 2017
Price: $9.95 to subscribe (Term: 365 Days)
October 2016

Ethics for Real Estate Lawyers

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9. Avoiding Family Feuds in Trusts

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
March 2016

Avoiding Family Feuds in Trusts

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10. Baker v. Wood Ris & Hames: Privity Prevails

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
March 2016

Trust & Estate Section CLE Luncheon Series

Baker v. Wood Ris Hames: Privity Prevails

11. Bankruptcy Issues Involving Real Property and Trusts

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
May 2016

Workout of Defaulted Real Estate Project

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12. Basic Estate Planning For Real Estate & Real Estate Entrepreneurs

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
June 2016

Estate Planning for Real Estate, Part 1 and Part 2

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13. Choice of Entity for Service Businesses

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
February 2016

Choice of Entity for Service Businesses

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14. Choosing the Right Trust for Client Goals

Publication Year: 2017
Price: $9.95 to subscribe (Term: 365 Days)
November 2016

Choosing the Right Trust for Client Goals

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15. Decanting and Otherwise Fixing Broken Trusts

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
February 2016

Decanting and Otherwise Fixing Broken Trusts

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16. Elder Law Basics - Counseling Our Seniors

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
June 2016

Elder Law Basics - Counseling Our Seniors

Program Highlights:

17. Estate and Gift Tax Audits

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
March 2016

Estate and Gift Tax Audits

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18. Estate and Trust Planning for Short Life Expectancies

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
March 2016

Estate and Trust Planning for Short Life Expectancies

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19. Estate Planning and Liquidity- Core Concepts

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
September 2016

Estate Planning for Liquidity

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20. Estate Planning Basic Skills 2016

Publication Year: 2016
Price: $9.95 to subscribe (Term: 365 Days)
February 2016

Estate Planning Basic Skills 2016

Program Highlights:

 

Entire Library Subscription

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Price: $2,495.00 to subscribe (Term: 365 Days)

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