CO Specific

Trusts, Estates & Probate

Colorado Estate Planning: New Laws, Old Tools, and the Changes You Need to Make

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
OnDemand
5 hours 53 minutes
Eric Sanderson
Oren Von Limbaugh
Stephanie Dahl
Kelly Fischer
With Eric D. Sanderson from Michael Best & Friedrich LLP + 3 others
Recorded November 18, 2025.
Product ID 100869

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Overview

Get Critical Tools for Shaping Your Clients' Legacies

This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today!

  • Get an incisive summary and analysis of the tax changes and their implications for existing planning tools.
  • Learn which deductions remain and how to obtain them.
  • Identify planning approaches that no longer help your clients.
  • Gain practical pointers for fixing old trusts.
  • Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.

Abbreviated Agenda

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them
  2. What's New in Planning for Large Estates and Complex Assets
  3. State and Federal Tax Updates
  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0
  5. Elder Law and Medicaid Planning Updates
  6. Reviewing Estate Planning Documents and Old Trusts
  7. Legal Ethics in Estate Planning

Related Topics

Product ID 100869

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them

    1. Simple Wills
    2. Life Insurance
    3. Old QPRTs: What to Do with the Family Home
    4. Reassessing FLPs and LLCs
    5. Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
    6. Second Marriage Planning
    7. Gifting Strategies

  2. What's New in Planning for Large Estates and Complex Assets

  3. State and Federal Tax Updates

    1. State and Federal Tax Rates and Exemptions
    2. The Step-Up in Basis at Death
    3. Trust Tax Deductions Changes
    4. Business Tax Changes Affecting Estate Planning
    5. IRS Enforcement Priorities
    6. SALT Updates

  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0

    1. The End of the IRA Stretch
    2. Beneficiary Designations
    3. Required Minimum Distributions
    4. Tax Effects on Grantors and Beneficiaries
    5. IRA Trusts

  5. Elder Law and Medicaid Planning Updates

    1. Financial Powers of Attorney
    2. Advance Medical Directives
    3. Adult Guardianships
    4. Planning for Nursing Home Care and Aging in Place
    5. Medicaid Planning

  6. Reviewing Estate Planning Documents and Old Trusts

    1. Stock Language to Look out for
    2. AI-Assisted Drafting: Legal Risks and Opportunities
    3. Document Execution, Funding Mistakes
    4. Avenues for Making the Changes
    5. Top Estate Planning Mistakes: How They Play out in Probate

  7. Legal Ethics in Estate Planning

    1. Who is Your Client?
    2. Joint Representation and Conflicts of Interest
    3. Attorney Fees and Client Trust Accounts
    4. Attorney Technology Competence
    5. Guarding Confidentiality

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Eric D Sanderson
Eric D.
Sanderson
Michael Best & Friedrich LLP
Oren Von Limbaugh
Oren Von
Limbaugh
The Limbaugh Law Firm, LLC
Stephanie Dahl
Stephanie
Dahl
Dahl Fischer, LLC
Kelly A Fischer
Kelly A.
Fischer
Dahl Fischer, LLC
Speaker bio
Eric D Sanderson

Eric D. Sanderson

Michael Best & Friedrich LLP
Eric Sanderson

is a seasoned legal and financial professional with a wealth of experience spanning over two decades. He dedicates his experience to overseeing legal, tax, trust, and financial strategies tailored for high-net-worth families. Mr. Sanderson earned his J.D. degree from St. Mary's University School of Law and his LL.M. degree at the University of Denver, Sturm College of Law. He is admitted to practice in Colorado, Missouri and Texas.

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Speaker bio
Oren Von Limbaugh

Oren Von Limbaugh

The Limbaugh Law Firm, LLC
Oren Von Limbaugh

is a sole practitioner at The Limbaugh Law Firm, LLC, in Aurora, Colorado. He has practiced estate planning, probate, elder law and special needs law for 24 years. Mr. Von Limbaugh is an active member of the Colorado Bar Association and the Aurora Bar Association, where he previously served as vice president. He is licensed to practice law in the state of Colorado and before the U.S. Tax Court. Mr. Limbaugh earned his B.A. degree from Florida State University and his J.D. and LL.M. (tax) degrees from the University of Denver College of Law, where he was awarded the prestigious Aaron Goldfarb Memorial Scholarship and was listed in Who's Who: American Law Students. He was recently appointed by Gov. Jared Polis to serve on the Colorado Disability Funding Committee.

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Speaker bio
Stephanie Dahl

Stephanie Dahl

Dahl Fischer, LLC
Stephanie Dahl

is a managing partner at Dahl Fischer, LLC. Her practice includes estate planning, probate and small business formation and small business transactional work. Ms. Dahl earned her B.S. degree from the University of Colorado at Boulder and her J.D. degree from the University of Denver College of Law. She is admitted to practice law in Colorado and before the Federal District Court of Colorado. Ms. Dahl is a member of the Colorado Bar Association, Denver Bar Association, Colorado Women's Bar Association, Colorado Women's Chamber of Commerce, and Aurora Chamber of Commerce.

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Speaker bio
Kelly A Fischer

Kelly A. Fischer

Dahl Fischer, LLC
Kelly Fischer

is a managing partner at Dahl Fischer, LLC. She focuses her practice on business law, real estate law and estate planning. Ms. Fischer earned her law degree, MBA and a Master of Science in Real Estate and Construction Management from the University of Denver. She worked as a prosecutor for five years prior to founding Dahl Fischer. Ms. Fischer is admitted to practice law in Colorado and before the Federal District Court of Colorado. She is a member of the Colorado Bar Association, Arapahoe County Bar Association, Colorado Women's Chamber of Commerce, and Aurora Chamber of Commerce.

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