Monthly Archives: October 2017

October 20, 2017

You’re Invited! 5th Annual Fiduciary Solutions Symposium

MONDAY, OCTOBER 23, 2017

7:30 – 8:00 a.m. – Breakfast and Registration
8:00 – 10:00 a.m. – Presentation

Grand Hyatt Denver
Capitol Peak A, 555 17th Street, 38th Floor
Denver, CO 80202

ABOUT THE SYMPOSIUM

Every day, the Fiduciary Solutions Practice Group at Holland & Hart addresses legal issues that impact fiduciaries and beneficiaries and litigates issues that arise in those relationships. Working to deal with conflicts arising from the transfer of wealth requires insight and vigilance. Our seasoned group of problem solvers will share their experiences, perspectives, practice tips, and wisdom to arm you with the knowledge to help improve your fiduciary relationships.

Topics will include:

  • What Can Go Wrong with Estate Plans and How to Fix It
  • Trust Modification
  • The Meaning of “Interested Person” in Fiduciary Litigation
  • Tax Considerations for Fiduciaries and their Advisors
  • Notarization and Wills in an Electronic Age
  • Recent Appellate Issues

Holland & Hart Panelists:

2 General CLE Credits Approved

For more information please contact Jennifer Mauk at jamauk@hollandhart.com or 303.295.8349

October 9, 2017

Decanting to Eliminate a Beneficiary – New York Says Yes

by Kelly Dickson Cooper

Settlors often ask whether they can change the beneficiaries of an irrevocable trust because life circumstances or relationships have changed. Often, the answer is no.  However, in a recent case in New York, the trustee was able to accomplish the settlor’s desire to disinherit one of his children through a decanting. Read more >>