Holland & Hart’s Trust & Estate Litigation Practice Group works every day with insight and vigilance to address legal issues impacting fiduciaries and beneficiaries. Join our skillful group of problem-solvers to hear their perspectives and wisdom to arm yourself with the knowledge to improve your fiduciary relationships. CLE and CPE credits will be offered for […]
by Carol Warnick The Uniform Trust Code and the Restatement (Third) of Trusts both follow the presumption that trust beneficiaries should be generally kept aware of the existence of the trust, their status as beneficiaries, and their right to ask for (and receive) further information about the trust and their rights as beneficiaries of the trust. […]
Join Holland & Hart for our second annual Wyoming Tax Conference! At this virtual event, our knowledgeable team of tax attorneys will provide you with updates on important Federal and State tax developments. CLE and CPE credits will be offered for webinar attendance. AGENDA (Detailed Agenda Here) Thursday, May 19, 2022 8:45 A.M. – 12:50 P.M. […]
by Jody Hall, Paralegal The 2022 cost of living adjustments of certain dollar amounts under the Colorado Probate Code has been published by the Colorado Department of Revenue. Probate practitioners should be aware of the change in figures related to the intestate share of a decedent’s surviving spouse and supplemental elective-share. The amounts for exempt property, […]
by Carol Warnick The Chancery Court is now up and running in Wyoming. Its stated purpose is “to provide a forum for streamlined resolution of commercial, business and trust cases.” The goal is to resolve business and trust cases in a more expeditious manner with bench trials and a limited motions practice. It will also utilize […]
Every day, the Trust & Estate Litigation Practice Group at Holland & Hart addresses legal issues that impact fiduciaries and beneficiaries. Our skillful group of problem solvers will share their experiences, perspectives, and practice tips. CLE and CPE credits will be offered for attendance at this event. Attendees can register to join in person or […]
Republished with permission, originally appeared in the Colorado Lawyer, Vol. 50, No. 9, October 2021. This article reviews situs considerations, including a trustee’s duty to consider a transfer of situs and options for completing a transfer.
by Carol Warnick Estate planners work hard to set up estate and wealth transfer plans that fit a client’s needs and ensure that everything works together for the client. Unfortunately, as the client’s situation changes, they often don’t inform the estate planning attorney so appropriate changes can be made to the estate planning documents. Common […]
by Kami Pomerantz On June 23, 2021, Governor Polis signed Colorado House Bill 21-1311 into law. The Bill makes significant changes to a number of Colorado state income tax laws. One change of note is an amendment to C.R.S. § 39-22-104. The amendment limits the amount of itemized deductions under Section 63(d) of the Internal Revenue […]
by Jody H. Hall It is natural for clients to want to name their children or grandchildren to receive their assets after their death However, the naming of a beneficiary directly on an account, especially if they are a minor, can derail an otherwise well-thought out estate plan. Often clients assume that their estate planning is […]