Retreat Agenda

Thursday, June 8, 2017
6:00 – 7:30 pm 

Welcome Reception Sponsored by BNY Mellon Wealth Management

Friday, June 9, 2017


7:30 am
Registration Open

7:30 – 8:45 am
Buffet Breakfast

8:00 am
Welcome and Introduction

Kelly Dickson Cooper, Esq.
Holland & Hart LLP
Denver, CO
Estate Planning Retreat Chair

Vincent J. O’Brien, Esq.
Executive Director
Colorado Bar Association CLE
Denver, CO

8:15 am Ethics Session
Ethical Considerations in Serving as or Representing Executors, Trustees, and Other Fiduciaries

Do you regularly or even just periodically serve as a fiduciary for your clients’ estates and trusts? How often do you serve as counsel for a fiduciary? These are roles that many estate planning attorneys undertake without giving extensive thought to the ethical and practical challenges of such roles. This presentation will discuss these challenges, with topics ranging from naming oneself to serve as fiduciary to ascertaining appropriate legal and fiduciary fees to determining what to do when your fiduciary client engages in questionable activities. 

Presented by Mary F. Radford, Marjorie Fine Knowles Professor of Law, Georgia State University College of Law, Atlanta, GA

9:15 am 

Adjourn to Breakout Discussions

9:25 am

*SESSION A

10:45 am

Networking Break

11:00 am

*SESSION B

12:20 pm

Adjourn – Enjoy all that the Vail area has to offer!

6:00 – 7:15 pm

Annual Wine Tasting Sponsored by Colorado State Bank and Trust 

Saturday, June 10, 2017

7:00 am

Registration Open

7:15 – 8:45 am
Buffet Breakfast

8:15 am
Case Law and Legislative Update

Presented by Jamie Roth, Esq., Law Office of Jamie J. Roth, PLLC, Glenwood Springs, CO, and Paul M. Smith, Esq., Kerst & Strautman PC, Glenwood Springs, CO

9:15 am 
Adjourn to Breakout Discussions

9:25 am
*SESSION C 

10:45 am
Networking Break

11:00 am
*SESSION D

12:20 pm
Adjourn – Thank you for your participation!