DEPC Virtual Meeting: How to Reduce the Likelihood of Estate and Trust Litigation in the Planning and Administration Phases
The Program:
“How to Reduce the Likelihood of Estate and Trust Litigation in the Planning and Administration Phases”
Presented By:
Alison Zinn is a partner at Lathrop GPM, LLP. She is a trial attorney focused on trust and estate litigation and elder law. She is committed to helping families work through and resolve intricate situations that involve inherited property when a loved one dies as well as situations where a loved one is disabled or incapacitated. More specifically, she handles disputes concerning wills, trusts, probate fiduciaries, beneficiaries, guardianships, and conservatorships. Alison also accepts appointments to serve as guardian ad litem. In the community, Alison serves on the Judicial District Nominating Commission for the 1st Judicial District. She also serves as Vice-Chair of the Colorado Legal Regulation Committee and as co-chair of the Lathrop GPM Foundation. She was honored as Denver Elder Law “Lawyer of the Year” for 2018 and 2020 by Best Lawyers in America. Finally, Alison served as President of the Colorado Women’s Bar Association for the 2014-15 fiscal year.
Tom Rodriguez is Counsel at Lathrop GPM, LLP. His practice emphasizes probate litigation, including, but not limited to, contested guardianships and conservatorships, will and trust contests, fiduciary representation, and fiduciary surcharge litigation. He has lectured before the Colorado Bar Association, Boulder County Bar Association and at other programs on topics such as probate litigation, powers of attorney, elder financial exploitation and ethics. He is a member of the Executive Council of the Colorado Bar Association’s Elder Law Section, serving as Co-Chair from 2010 - 2012, and a member of the Boulder County Bar Association, serving as Co-Chair of its Elder Law Section from 2012-2014. He is a fellow of the American College of Trust and Estate Counsel (ACTEC), and a member of the Boulder County Bar Association’s Professionalism Committee.
As a litigator, Amy Erickson is a dedicated advocate for her clients, focusing her practice on trusts and estates litigation; political law and government relations; and complex civil litigation. In the trusts and estates area, Amy helps clients resolve disputes over the administration of trusts or estates, will and trust contests, and matters of guardianship or conservatorship. Amy works diligently to make sure her clients’ interests are protected, and her interpersonal skills make her an effective advocate for clients in these often highly emotional cases. Amy also draws on her broad policy, political, and campaign experience by advising nonprofit advocacy organizations in connection with political and lobbying activities and compliance with federal and state campaign finance laws. Before joining the firm, Amy held various public section positions, including Policy Director for the Colorado State Senate Majority Office and field coordinator for a congressional campaign.
Upon registering, you will receive an email with the link to log in to the meeting via Zoom. Please retain this email. Members are invited to invite guests to attend. We do not charge for guests at this time.
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
​Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at steph.hill@yahoo.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com.
You are invited to email our office manager, Stephanie Hill, at denverepc@gmail.com with any questions.
