Monthly Archives: October 2016

October 24, 2016

You’re Invited: Fourth Annual Fiduciary Solutions Symposium

Annually, the Fiduciary Solutions Practice Group at Holland & Hart identifies relevant, developing legal issues that impact fiduciary relationships and the litigation that often accompanies conflict and disharmony. Working with the questions and conflicts arising from the transfer of wealth requires insight and vigilance. Our seasoned group of veteran problem solvers will share their experiences, perspectives, practice tips and wisdom to arm you with the knowledge to make the process easier.

Topics will Include:

  • Intersections Between Marital Agreements and Estate Planning
  • Pre- and Post-Death Challenges to Estate Plans
  • Decanting: Is Any Trust Safe From Change?
  • Preserving the Estate Plan
  • Fiduciary Considerations for Living and Dying in a Digital World
  • No Contest Clauses—Risks and Rewards

Agenda: Tuesday, November 15, 2016
7:30 – 8:00 a.m. – Breakfast and Registration
8:00 – 10:00 a.m. – Presentation Read more >>

October 10, 2016

New Colorado Ethics Opinion Provides Guidance Regarding Missing Clients

by Kelly Dickson Cooper

Picture this: you are representing a beneficiary of a trust in heated litigation.  The client is committed to the cause, but as time passes, the client stops returning your calls.  Despite your best efforts, the client seems to have fallen off the radar screen completely.  Late last year, the Colorado Ethics Committee provided guidance to attorneys who find themselves in this difficult situation.

Formal Opinion 128 states that if a client has gone missing since the representation began, the lawyer must take reasonable steps to locate the client, and, whenever possible, seek continuances of court deadlines, but still continue their efforts to contact the client.  “Reasonable steps” may include hiring a professional investigator, searching public records, and/or contacting family or friends of the client. Read more >>