Current projects - joint trust, trust funding forms, IRA beneficiary designations forms, termination and disengagement letters, and review of existing documents for revisions.
Responsible for creating and maintaining the Orange Book forms.
Meets each month on Super Thursday from 12:15 to 1:30.
Current projects - Review the forms provided by the Task Force. Committee reviews a large number of forms for insight from Practitioners, Registrars and other parties.
Reviews and edits the Colorado Probate Code forms and the Rules of Probate Procedure for submission to the Supreme Court for approval.
Meets at 11:00 on Super Thursday in the CBA Executive conference room.
CBA Conference call instructions for Rules & Forms Committee are: (866) 200-5786, Enter Conference ID: 3038245621#
Reviews uniform acts on topics related to estates and trusts (current projects - Uniform Trust Code, Uniform Disclaimer of Property Interest Act, Uniform Estate Tax Apportionment Act, Amendments to Uniform Principal and Income Act, Revised Uniform Power of Attorney Act)
Drafts legislation to clarify existing statutes or solve problems noted by members, legislators or others (current projects - Amendment/Repeal of Rule against Perpetuities, Amendment to Claims Statutes, Amendment to Income Taxation of Trusts)
Follows progress of legislation of interest during the Colorado legislative session
Makes recommendations about adoption, revision or repeal of statutes
Legislative Liaison - Jennifer M. Spitz (303-776-5380) /Bob Steenrod (303-534-5100) (Past Statutory Revisions Chair; reports on pending legislation)
Board of Governors - Bob Steenrod (303-534-5100) (reports on actions taken by Board of Governors)
Joint Section Meetings - Walter M. Kelly, wkelly@m-s-lawyers.com, 303-798-2525(coordinates luncheon programs with Tax, Business and Real Estate sections)
Media Liaison - Mark D. Masters (303-864-9320) (Works with reporters on stories concerning trusts or estates to ensure accuracy of information about our probate procedure; works with media on law-related projects)
Internet Editor - Dennis Whitmer, dwhitmer@csbt.com (303-864-7204) (Coordinates updates of pages with Mel Reveles of CBA and considers additional information)
CLE - Gene Zuspann (section vice-chair; coordinates co-sponsored seminars with CLE in Colorado, Inc.)
Business Law Liaison - John DeBruyn (303) 377-0707
Elder Law Liaison - Billie Castle (970-243-8250)
Local Bar Association Liaison - Billie Castle (970-243-8250) and Tony Vaida (970-870-3435)(coordinates with representatives from local bar associations around the state on estate and trust issues)
Real Estate Liaison - Bruce E. Deacon bed@inspc.com (303-292-6400) (reports on issues relating to real property and title standards; coordinates legislation with Real Estate Section)
Annual Survey of Law - Louisa M. Ritsick (303-321-7445)/Connie Tromble Eyster (303-442-6514 (prepares update of probate law each year)
