Topics covered are the following:

Recognizing and Representing Clients Whose Capacity is Diminishing

• Practical Tips for Keeping Your Clients’ Private Information Private
• The ABLE Act: The Newest Tool in Your Toolbox to Plan for Individuals with Disabilities
• Fiduciary Neutrality and Trust Modification
• Intellectual Property Issues in Estate Planning and Administration
• Planning for the Family Business
• Obtaining Business Information in Probate Litigation: Discovery, Evaluation, and Effective Use at Mediation and Trial
• Ethical Considerations in Practicing Before the IRS: Circular 230 Considerations

Questions, please call CBA-CLE at (303) 860-0608, or toll free at (888) 860-2531

Registration

You can only register for this event by phone or by mailing in your form.

• Call (303) 860-0608
• Check out the Brochure  to download the application and mail it out.

Hotel & Travel

Make sure to make your reservation with time. You can call (970) 476-4444 or reserve your room online.