The Probate Section

The Probate Section meets on the 3rd Tuesday of odd-number months at the offices of Holland & Hart, LLP, 555 17th Street, Suite 3200, Denver, CO  80202.
Our section meets to discuss issues relating to probate, conservatorships and guardianships, retitling of assets as well as estate planning issues. The group consists of paralegals who are very knowledgeable in drafting estate planning documents as well as the administration of trusts and estates. If you would like to be added to our e-mail list or if you have any questions, please contact Jody Hall at jhhall@hollandhart.com or Kim Rutherford at kkrutherford@hollandhart.com.

2017 Schedule:

March 21, 2017 - Dylan Metzner, Esq., Ryley Carlock & Applewhite - Beneficiary Designations – PLEASE NOTE THAT THIS MEETING WILL BE HOSTED AT THE FIRM OF RYLEY CARLOCK & APPLEWHITE (1700 Lincoln Street, Suite 3500). 

May 16, 2017 – Merry H. Balson, Esq. and Josie M. Faix, Esq., Balson & Faix, LLP  – Form 8971

July 18, 2017 – Melissa R. Schwartz, Esq., Steenrod, Schwartz & McMinimee, LLP – Trust and Estate Legislative Updates  

September 19, 2017 – L. William Schmidt, Jr., Senior Trust Officer, First Western Trust -  That’s Not What My Mom Wanted – Exercising Trustee Discretion

November 14, 2017 – Pizza/Planning/Open Discussion

Telephone call-in information is also available for most meetings, please get in touch for call in information!

Please join us! It's a great way to network and we welcome all members of RMPA to attend our meetings.