3rd Annual Elder Law Retreat
August 2011
3rd Annual Elder Law Retreat
Come for the educational line-up…
For two years, the Elder Law Retreat has been the annual event for elder law lawyers in Colorado. This year promises to deliver another can't miss agenda, with topics like:
-Special Needs Trusts
-Financial Abuse of the Elderly: A Detective's Case Files of Exploitation Crimes
-Baby Boomers: How to Reach Clients Who Don't Want Elder Lawyers
-Criminal Elder Financial Exploitation
-Litigation for Elder Lawyers
-Advanced VA and Medicaid Issues
-Issues that Challenge Guardianship Practitioners
-Medical Marijuana for Elders: Law and Policy
-Ethics and Capacity in Mediation
-GLBT Clients and Planning in the Elder Community
-Probate Compensation Act
Come for the location…
There's no place like Vail. Summer brings sun, cycling, hiking and golf to this mountain playland, and Vail Marriott, with the luxury, charm and elegance of a European Chauteau, is the perfect place to enjoy everything Vail has to offer.
Or come to be a part of the fastest-growing elder law program in Colorado…
In its third year, the Elder Law Retreat has added an additional breakout session on each day to allow more practitioners to benefit from the program, while retaining the interactive learning environment that makes the retreat format so popular.
Just be sure to come! Register now!
A Quick Tip: Help us stay green! Print just the materials for the 4 sessions you plan to attend and bring them with you to the Retreat, or bring your laptop to your session and view the materials electronically!
SAVE $30 BY GOING GREEN - Choose to reveive digital materials rather than printed book and save $30!
*Register NOW to ensure your space because ATTENDANCE IS LIMITED! Each breakout session is limited to 30 participants. Please indicate on the registration form which breakout sessions you plan to attend or call (303) 860-0608 and speak to Terri.
Make your hotel reservations early!
CANCELLATIONS: If you are unable to attend, please notify CBA-CLE by August 19, 2011 and we will gladly refund your tuition in full. Cancellations after August 19 will be refunded less a $100 cancellation fee.
Agenda
Elder Law Retreat Agenda:
Thursday, August 25
12:00 pm
Registration Open
1:00 pm - 5:00 pm (includes 15-minute networking and refreshment break)
SPECIAL NEEDS TRUSTS
Part One: Overview
-When do you need/use special needs trusts?
-Basic terminology
-Federal and State frameworks
-Compare and contrast different trusts
Part Two: Drafting Tips
Part Three: Administration
-Funding
-Tax implications
-Reforming
Part Four: Case Scenarios
Presented by:
Eric Solem, Esq., Solem Mack & Steinhoff PC, Englewood, CO
Megan Brand, Colorado Fund for People with Disabilities, Denver, CO
Nell Graham Sale, Esq., Pregenzer, Baysinger, Wideman & Sale PC, Albuquerque, NM
Nell Graham Sale, Esq., Pregenzer, Baysinger, Wideman & Sale PC, Albuquerque, NM
6:00 pm - 7:30 pm
Welcome Reception for Registrants and Guests
Friday, August 26
7:30 am
Registration and Buffet Breakfast
8:00 am - 8:10 am
Welcome and Introduction
Susie Germany, Esq., Program Co-Chair, The Germany Law Firm PC, Denver, CO
8:10 am - 9:00 am
Financial Abuse of the Elderly: A Detective's Case Files of Exploitation Crimes
Detective Joe Roubicek, Fort Lauderdale, FL
9:00 am - 9:05 am
Adjourn to Breakout Sessions
9:05 am - 10:20 am
BREAKOUT SESSION A
(Select one - please indicate your selection on the registration page)
10:20 am - 10:35 am
Networking and Refreshment Break
10:35 am - 11:50 pm
BREAKOUT SESSION B
(Select one - please indicate your selection on the registration page)
12:00 pm - 1:00 pm
OPTIONAL LUNCH SESSION - Please See Descriptions Below
-UnProgram
-So you want to be a CELA?
1:00 pm
Adjourn - Enjoy Vail!
6:00 pm - 7:30 pm
Wine Tasting Reception
Saturday, August 27
7:30 am
Registration and Buffet Breakfast
8:00 am - 8:10 am
Introduction
Marco Chayet, Esq., Program Co-Chair, Chayet & Danzo LLC, Denver, CO
8:10 am - 9:00 am
Forever Young-Baby Boomers: How to Reach Clients Who Don't Want to be Elderly
Baird Brown, Esq., Brown & Brown, Grand Junction, CO
Clara Brown, Esq., Brown & Brown, Grand Junction, CO
9:00 am - 9:05 am
Adjourn to Breakout Sessions
9:05 am - 10:20 am
BREAKOUT SESSION C
(Select one - please indicate your selection on the registration page)
10:20 am - 10:35 am
Networking and Refreshment Break
10:35 am - 11:50 am
BREAKOUT SESSION D
(Select one - please indicate your selection on the registration page)
11:50 am
Adjourn
Breakout Topics and Descriptions:
PLEASE INDICATE THE 4 SESSIONS YOU PLAN TO ATTEND ON THE REGISTRATION FORM.
TOPIC # 1: Criminal Elder Financial Exploitation
When does financial exploitation of an elder or disabled person become a crime? How does an elder law attorney involve law enforcement effectively? What can an elder law attorney do to assist with criminal prosecution of a perpetrator? How do the civil, criminal and probate actions work together? These questions and more will be addressed as part of this panel discussion with a cross-section of panelists from the criminal and civil arenas.
Detective Jessica Beren, Westminster Police Department, Westminster, CO
Sean Clifford, Esq., Deputy District Attorney, Elder Abuse Prosecution Unit, Jefferson County District Attorney's Office, Golden, CO
Detective Joe Roubicek, Fort Lauderdale, FL
Tom Rodriguez, Esq. Vincent Romeo & Rodriguez LLC, Englewood, CO
TOPIC # 2: Litigation for Elder Lawyers
Any legal matter where there are two or more parties can become contested litigation and elder law matters are no exception. This session will cover tips and basics to get your elder case started, including claims and remedies, standing, venue and service, along with motion practice, discovery and evidence. The session will end with your chance to play “stump the presenter,” so come prepared!
Christine Law, Esq., Christine J Law Attorney LLC, Denver, CO
TOPIC # 3: Advanced VA and Medicaid Issues
Is the best financial outcome for a client or a client's spouse always the best solution for the client? When dealing with wartime veterans or their surviving spouses, there is a complicated interplay between what the client and the family wants, where the client can get the best care, and what the greatest financial benefit will be to the client or the client's spouse. This session will explore those complicated issues while providing guidance on how the attorney can analyze and properly advise clients in this area.
Richard B. Vincent, Esq., Vincent Romeo & Rodriguez LLC, Englewood, CO
Valerie L. Peterson, J.D., Executive Director, ElderCounsel, Sisters, OR
TOPIC # 4: Issues that Challenge Guardianship Practitioners
Explore a variety of problems and share with your colleagues various solutions in challenging cases. Zealous representation of the respondent may conflict with the respondent’s best interest, but what if your client really needs assistance? How do we coordinate mental health proceedings with guardianship? What issues arise with dual diagnoses of mental illness and dementia regarding medications and placement? What is the referral process to APS when you cannot find an appropriate guardian? Can you effectively deal with financial exploitation through use of special conservatorship? These are just the appetizers! Your presenters invite everyone to bring questions.
Bart Cox, LCSW, NCG, CAC-II, Denver, CO
Dave Bernhardt, City and County of Denver, CO
M. Carl Glatstein, Esq., Glatstein & O'Brien LLP, Denver, CO
TOPIC # 5: Medical Marijuana for Elders: Law and Policy
This presentation will provide an overview of the culture and law surrounding one of Colorado's fastest growing health care fields-medical marijuana. National trends will be highlighted in addition to relevant state laws and regulations.
Brian Vincente, Esq., Sensible Colorado, Denver, CO
Dr. Alan Shackelford, Amerimed of Colorado, Denver, CO
TOPIC # 6: Ethics and Capacity in Mediation - 1.5 Ethics Credits
The presenters will examine the timely and controversial questions about who determines whether a person has sufficient capacity to mediate and how much is enough to participate in an elder/probate mediation process. Specifically, they will look at the legal impediments and larger issues surrounding mediation with a potentially incapacitated person, along with how the Rules of Professional Conduct impact such mediations.
Barbara E. Hahn, Esq., Law Office of Barbara Cashman Hahn, LLC, Denver, CO
Michael Kirtland, Esq., Kirtland & Seal, L.L.C., Colorado Springs, CO
TOPIC #7: GLBT Clients and Planning in the Elder Community
Panel discussion regarding legal and cultural sensitivity issues when working with seniors in the GLBT Community. Areas covered will include drafting hints, gifting between non-spouses, Medicaid for non-spouses and how to effectively communicate with your clients.
Beth Mitchell, Esq., Ambler & Keenan, LLC, Denver, CO
Erica Johnson, Esq., Ambler & Keenan, LLC, Denver, CO
Nancy Grimes, Boulder County Aging Services Division, Boulder, CO
TOPIC #8: Probate Compensation Act
This presentation will cover the new statutes governing compensation in probate and protective proceedings. The new statutes include standards for determining reasonableness of compensation and procedures for filing and dealing with objections to a request for payment. The panel will identify improvements to fee seeking wrought by the legislation and issues unresolved by the legislation.
The Honorable C. Jean Stewart (formerly the Presiding Judge of Denver Probate Court), Denver, CO
Marcie R. McMinimee, Esq., Steenrod, Schwartz & McMinimee, LLP, Denver, CO
OPTIONAL LUNCH PROGRAMS
The Elder Law Retreat UnProgram
After a successful showing last year, the Elder Law Retreat is proud to bring the UnProgram back to its lineup. The Retreat consistently brings together some of the top elder law practitioners in the region, and the UnProgram provides a unique opportunity for all to discuss the most pressing elder law issues you're facing.
Borrowing from NAELA's successful model, you'll have the opportunity to learn, share, network and discuss topics chosen by the attendees at the conference.
Each session will be facilitated by a planning committee member, but the content will be driven by YOU.
Facilitator:
Michael A. Kirtland, Esq., Kirtland & Seal L.L.C., Colorado Springs, CO
So you want to be a CELA?
New this year! Interested in becoming a CELA? Learn more from CELA and grader, Catherine Seal.
-What does it take?
-What are graders are looking for?
-What are the benefits of being a CELA?
Catherine A. Seal, Esq., Kirtland & Seal L.L.C., Colorado Springs, CO
Hotel Information
Dates August 25-27, 2011
Elder Law Retreat Headquarters:
Vail Marriott Mountain Resort
715 West Lionshead Circle
Vail, Colorado 81657
970-476-4444
Reservations or cancellations must be made by August 11, 2011.
Room rates at the Vail Marriott Mountain Resort:
Standard: $135/night
Deluxe and King Studio: $165/night
Jr. Timberline Suite: $199/night
Timberline Suite: $249/night
Please identify yourself as a member of the “CLE in Colorado” group in order to receive the group discount.
Reserve your room by calling 800-266-9432.
PLATINUM
JAMS
LexisNexis
Total Community Options
GOLD
The American National Bank & Colorado Fund for People with Disabilities Private Trust Group
Benefit Payee Services
Colorado State Bank & Trust
Krause Financial Services
Senior Helpers
SILVER
Douglas Dixon CPA
Kerr Forensic Accounting
SPONSORSHIPS ARE STILL AVAILABLE!
Please contact Mary Dilworth at [email protected] for additional information.
Location Information
Vail Marriott Mountain Resort
715 West Lionshead Circle
Vail, CO 81657
Get directions
715 West Lionshead Circle
Vail, CO 81657
Registration Fees
| Non Member | $429.00 |
| Non Member | $399.00 |
| CBA | $389.00 |
| CLPE | $369.00 |
| TRUST | $369.00 |
| NAELA Member (Paper) | $369.00 |
| CBA | $359.00 |
| CLPE | $339.00 |
| TRUST | $339.00 |
| NAELA Member (Flash Drive) | $339.00 |
| Non Member | $229.00 |
| Non Member | $229.00 |
| New Lawyer | $229.00 |
| Non Member | $229.00 |
| Non Member | $229.00 |
| Non Member | $199.00 |
| Non Member | $199.00 |
| New Lawyer | $199.00 |
| Non Member | $199.00 |
| Non Member | $199.00 |
- General Credits: 13.00
- Ethics Credits: 1.20
- EDI Credits:
To join the CBA or add a Section to your membership click