Please join the Tax, Estate Planning, and Probate Law section for this CLE presentation on Wednesday, May 22, presented by Jeff Kadavy and Peter Loritz.
The presentation discusses directed trusts as a useful estate planning vehicle. Topics include: when a directed trust might be suitable; establishing a trust director’s powers and duties; trustee’s duty to comply and liability for complying with a trust director’s direction; duty to share information among trust directors and trustees; duty of trust director to communicate with and provide information to beneficiaries; no duty to monitor or warn; limitations of actions; and drafting and planning considerations.
$25 CLE, $15 New/Young Lawyer
3269 28th Street
Boulder, CO 80301