All About Trusts in Colorado
Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before the start time.
Wednesday, September 11, 2024
8:30 am – 3:30 pm MDT
Understanding the Grantor’s Goals and Potential Risk
Presented by: Melissa Dougherty Anderson
- Long-term and short-term financial goals
- Identifying beneficiaries
- Identifying assets and potential risks
- Objectives for asset management and control
- Creation, duration, and termination of trust
Creating Revocable “Living” Trusts
Presented by: Dylan Metzner
- Purposes of the revocable trust
- Benefits and drawbacks
- Funding the trust
- Administrative issues
Overview of Gift, Estate and GST Tax
Presented by: Aaron Burton
Post-Death Tax Planning
Presented by: Alex Kirven
- Transfer taxes recap
- Key tax terms
- Considerations for choosing estate plan
- Tax considerations
- Non-Tax considerations
- Trusts as tax planning tools
- Common strategies to recommend to married couples
- Common strategies for single persons or on death of surviving spouse
- Trust administration issues
Trust Administration
Presented by: Nick Bjorklund
- Initial trust administration steps
- Beneficiary notices and rights
- Administering revocable trusts after the settlor’s death
- Administering intervivos irrevocable trusts
- Administering a directed trust
- Special issues in administration
- Tax issues
Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
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Credits
Accountants
7.2 CPE Credits
Attorneys
7.0 CLE Credits
CFP Board - Certified Financial Planner Board of Standards
7.0 CE Credits
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 7.2 CPE credits for accountants, 7.0 CLE credits for attorneys and 7.0 CE credit for financial planners in Colorado.
This webinar is open to the public and offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of Specialized Knowledge. Knowledge of trusts and estate planning is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The Colorado Board of Accountancy does not pre-approve courses or providers; CPE providers and courses in compliance with the NASBA/AICPA Standards are accepted as meeting CPE requirements.
The Colorado Supreme Court’s Office of Continuing Legal & Judicial Education has approved this webinar for 7.0 general CLE credits. Colorado attorneys and judges must self-report CLE credits earned at this course.
HalfMoon Education is registered as a CE sponsor with the Certified Financial Planner Board of Standards (CFP Board). The CFP Board has approved this course for 7.0 CE hours.
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits.
Speakers
Nick Bjorklund
Founder and Managing Attorney of Birch Grove Legal PLLC.Birch Grove Legal PLLC, a legacy planning and administration law firm located in Denver and Castle Rock. Mr. Bjorklund uses a legacy focused planning approach that helps clients ensure they make the impact they want to make on future generations. He also has first hand experience with administering various types of trusts and representing beneficiaries, trustees, and trust protectors in administration disputes.
Aaron Burton
Attorney with Robinson Waters and O’Dorisio, P.C.Mr. Burton focuses his practice on business, tax, and estate planning. Prior to law school, he served in the U.S. Army and National Security Agency as an Arabic linguist and Mission Manager. While attending law school He gained valuable experience at the Denver Probate Court and the Internal Revenue Service. After graduating from the University of Denver with a dual-degree in law and taxation, he clerked for Judge Marcelo Kopcow in Colorado’s Nineteenth Judicial District. In 2018 Mr. Burton entered private practice and began representing individuals and corporate clients with respect to real estate and corporate matters including complex leasing, financing, and purchase and sale transactions. Mr. Burton later joined a boutique law firm where he combined his knowledge of tax law with his corporate and real estate experience to specialize exclusively on trust and estate planning, administration, and litigation, particularly for clients who hold various business and real estate interests. He understands that each client’s needs and objectives are unique. Although he is knowledgeable in sophisticated techniques designed to save transfer taxes, he also understands the value that many clients place on simplicity and clarity. Mr. Burton takes great pride in providing his clients (and their families) with the peace of mind that comes with a thoughtful and efficient estate plan.
Melissa Dougherty Anderson, Esq.
Attorney with Melissa D. Anderson Law, Inc.Ms. Dougherty Anderson is a Colorado native and the owner of her private law practice www.coloradoestateplanner.com. She specializes in Trust and Estate Planning, Probate Administration, and Business Law. She is proud of having the best paralegal and office support staff, as they are all stellar. Ms. Dougherty Anderson is a member of the Colorado Bar Association Trust and Estate Section, serving on the Orange Book of Forms committee. She is on the Board for the Golden Civic Association, currently serving her first term as Vice President. Ms. Dougherty Anderson was an Ambassador for the Golden Chamber of Commerce and Leadership Golden Graduate (class of ’22). She obtained a Bachelor of Science in Telecommunications/ News Broadcasting from the University of Florida & a Juris Doctorate in Law from the University of Denver Sturm College of Law. Ms. Dougherty Anderson is a graduate of the National Judicial College and has a certificate in Administrative Law after her many years of Government service for the Colorado Department of Revenue.
Alex Kirven
GEM Family Law Gebhardt Emerson Moodie Bonanno, LLC.Alex Kirven is Special Counsel with GEM Family Law. He practiced as an associate attorney for four years in the tax and estate planning group at Sherman & Howard in Denver before starting the estate planning practice at GEM Family Law. Mr. Kirven enjoys the challenges of estate planning and creating customized solutions for his clients and their families He grew up in Wyoming and received a master’s degree in Russian and Soviet history before attending law school at the University of Colorado. As a former teacher, Mr. Kirven is always eager to share his expertise with others, whether that be about tax planning or history.
Dylan H. Metzner
Shareholder with Buchalter and Attorney in the Law Firm of Stinson Leonard Street LLP.Mr. Metzner focuses his practice on trust and estate law, wealth transfer planning and business formation and operation. His practice includes preparation of wills, living trusts, irrevocable insurance trusts, gift trusts and a variety of other tax advantageous business entities. In addition, he represents fiduciaries, heirs and beneficiaries in the resolution of probate and trust-related disputes. Mr. Metzner is a member the Colorado, Denver and Arapahoe County bar associations. He earned his J.D. degree from the University of Denver Law School, his M.B.A. degree from the University of Daniels College of Business and will complete his LL.M. degree in Taxation this December from the University of Denver Law School. Mr. Metzner is a frequent presenter on estate planning topics.