6th Annual Elder Law Retreat
August 2014
6th Annual Elder Law Retreat
Program Description:
When:
Thursday, August 21 - Saturday, August 23, 2014
Where:
Vail Marriott Mountain Resort
715 West Lionshead Circle
Vail, Colorado 81657
Credits:
Submitted for 13 General CLE Credits, Including 1 Ethics Credit
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 Chateau, is the perfect place to enjoy everything Vail has to offer.
Come to be a part of the fastest-growing elder law program in Colorado!
Hotel / Lodging Info:
Dates August 21-23, 2014
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 6, 2014.
Room rates at the Vail Marriott Mountain Resort:
Standard: $149/night
Deluxe and King Studio: $164/night
Jr. Timberline Suite: $219/night
Timberline Suite: $269/night
Please identify yourself as a member of the “CLE in Colorado” group in order to receive the group discount.
Reserve your room online at:
CANCELLATIONS: If you are unable to attend, please notify CBA-CLE by AUGUST 14, 2014 and we will gladly refund your tuition in full. Cancellations after August 14th will be refunded less a $100 cancellation fee OR you may send someone in your place. The breakout sessions that you originally selected will be transferred to your replacement.
THANK YOU to our 2014 Sponsors confirmed to date:
Platinum
Gold
Silver
Bronze
AGENDA:
Thursday, August 21, 2014
1:00pm
Welcoming Remarks & Opening Announcements
Extended by Arlene Barringer, Esq., Glatstein & O'Brien LLP, and Nancy Peterson, Esq., The Peterson Law Firm LLC, Program Co-Chairs
Please select the Breakout Session You Wish to Attend:
SESSION 1:
1:10 - 2:00pm
A. Discovery, Evidence and Procedure: The Rules You Need to Know
Because of the focus on speedy administration of probate matters and equitable relief under the Probate Code, there is a myth that attorneys representing clients in contested matters under the Code do not need to know the "civil rules." This session debunks the myth. Participants should expect practice tips for discovery under C.R.C.P. Rules 27-37 using new Rule of Probate Procedure, Rule 37; a discussion of evidentiary short cuts found in the Colorado Rules of Evidence; and a refresher course in motion practice under the Colorado Rules of Civil Procedure.
Presented by Christine Law, Esq., Christine J Law Attorney LLC
OR
B. Guardian ad Litem vs. Court-Appointed Counsel in Probate Matters: A Distinction WITH a Difference
Many elder law attorneys confuse the difference between a Guardian ad Litem and a court-appointed attorney in probate matters. The two roles - and the associated responsibilities - are quite distinct. Learn about the different standards applied to each role, what is expected of an attorney appointed to serve in either position and how both a GAL and counsel can assist the parties and the court in difficult probate matters.
Presented by Martha L. Ridgway, Esq., Martha L Ridgway PC
2:00 - 2:10pm
Networking Break with Sponsors
SESSION 2:
2:10 - 3:00pm
A. Mandatory Reporting and Law Enforcement's Role in a Probate Case Involving Elder Exploitation
Senate Bill 13-111 is the new mandatory reporting of elder abuse and exploitation law effective July 1st, 2014. Who are the mandatory reporters and how does this affect you? Learn what constitutes elder abuse and how to file a report with Law Enforcement. This session will outline what is needed for a Law Enforcement Investigation and what requirements are placed on the Law Enforcement agency upon taking the report.
Presented by Detective Jessica Beren, Westminster Police Department
OR
B.Is the War Really Over if Skirmishes Continue?
Mediation Solves Family Conflicts that Can Reignite the Fight
Legal action may impose a solution to end the war; however, the family may keep fighting anyway. Learn how facilitative mediation can be an effective tool to help families identify their interests and work out details to reduce animosities. Our presentation includes case scenarios that depict how mediation positively impacts family relations. And, we share various barriers/obstacles to be overcome.
Presented by Spencer Crona, Esq., Brown & Hulbert LLC, and Debbie Reinberg, MAcc, NCG, ELDEResolutions
3:00 - 3:10pm
Networking Break with Sponsors
SESSION 3:
3:10 - 4:00pm
A. Annuities and Seniors - There's More Than the Deficit Reduction Act (DRA)
Discuss elder care planning products that are appropriate for seniors, as well as those that are inappropriate. Also, provide helpful hints on purchasing products to best fit the needs of the client, and how to remedy bad products without harming the client.
Presented by Dale M. Krause, J.D., LL.M.; Krause Financial Services, Inc.
OR
B. Aging in Place: Attorneys and Fiduciaries Using the "411" to Avoid the "911" Later
Elder Law attorneys and fiduciaries are in the unique positions of being able to assist their clients with realistic independent living planning. This course discusses the "aging in place" movement, recognition of the need for professional intervention, appropriate assistive technology, and community and financial resources.
Presented by Michele Lawonn, JD, PT, CAPS, Medical-Legal Advocates LLC, and Chris Reifenrath, PT, MA, CMC, Humans Network Systems, Inc.
4:00 - 4:10pm
Networking Break with Sponsors
SESSION 4:
4:10 - 5:00pm
A. Annuities and Seniors - There's More Than the Deficit Reduction Act (DRA)
Discuss elder care planning products that are appropriate for seniors, as well as those that are inappropriate. Also, provide helpful hints on purchasing products to best fit the needs of the client, and how to remedy bad products without harming the client.
Presented by Dale M. Krause, J.D., LL.M.; Krause Financial Services, Inc.
OR
B. Sorting out the Legal/Social Challenges for Caregivers: Creative Practices for Attorneys Working with Family Caregivers
Elder law attorneys have a unique practice. We not only provide legal services, of course, but also guide caregivers towards the myriad of resources within our community. This presentation is designed to provide elder law attorneys with a best practices model for guiding family caregivers through difficult decisions and towards a holistic understanding of what it means to be a family caregiver.
Presented by Rose Mary Zapor, Esq., The Zapor Law Office, PC; Debera Powers, LCSW NCG,CSW-G, Care Management Advocates, LLC, and John Powers, LCSW, ASW-G, Care Management Advocates, LLC
5:00 - 7:00pm
Welcome Reception- With SURPRISE ENTERTAINMENT! Not to be missed!
Friday, August 22, 2014
7:30am
Registration Open / Continental Breakfast / Visit with Sponsors
8:00am
Opening Remarks/Housekeeping Announcements
8:15 - 9:15 am
Lightning Round Hot Topics (and drawings)
- What About Mom and Dad? Are They Facing a Retirement Time Bomb?
Presented by Duane Hahn, Reverse Mortgage Consultant, Approval Reverse Mortgage
- Sex, Drugs & Rock n Roll - Unusual Beneficiary Requests in Special Needs Trusts
Presented by Megan Brand, Executive Director, Colorado Fund for People with Disabilities, and Peter Wall, Vice President and Trust Officer, Colorado State Bank and Trust
- The Caregiving Trap: Avoiding Pitfalls that Prevent Care and Damage Family Relationships
Presented by Pamela Wilson, MS, BS/BA, CG, CS, The Care Navigator
- Diminished Capacity - A Bar to Mediation?
Presented by Collie Norman, Esq., Mediator and Arbitrator, JAMS
9:15 - 10:15am
Coping with Death and Incapacity: How the Uniform Fiduciary Access to Digital Assets Act Will Help
Presented by Suzanne Walsh, Esq., Chair of the Uniform Law Drafting Committee for Fiduciary Access to Digital Assets and a Uniform Law Commissioner
10:15 - 10:25am
Networking Break with Sponsors
ADJOURN TO BREAKOUT SESSIONS...
SESSION 5:
10:25 - 11:15am
A. Working with Clients with Diminished Capacity: An Ethical Perspective (1 Ethics Credit)
Presented by Katrin Miller Rothgery, Esq., Colorado Supreme Court Office of Attorney Regulation Counsel
OR
B. Divorce of Elders/Incapacitated Persons
Presented by Virginia Frazer-Abel, Esq., Pelegrin Radeff & Frazer-Abel PC, and Andrew Hart, Esq., Pelegrin Radeff & Frazer-Abel PC
11:15 - 11:25am
Networking Break with Sponsors
SESSION 6:
11:25am - 12:15pm
A. Special Needs Trusts Tax Issues: IRA/SNT Issues and Income Tax Issues Related to SNTS
Presented by Bradley J. Frigon, Esq., Law Office of Bradley J. Frigon
OR
B. Competency Evaluations: Hitting the Bull's Eye, Not Just the Target
Presented by M. Carl Glatstein, Esq., Glatstein & O'Brien LLP, and Richard Spiegle, Psy.D., Center for Forensic & Clinical Psychology
12:15 pm
Adjourn
12:30 - 1:30 pm (CLE credit applied for)
Public Guardianship and Its Pilot Project*
Presented by the Honorable Elizabeth D. Leith
OPTIONAL BUFFET LUNCH SESSION - Participants may purchase the Marriott Hotel Buffet Lunch and bill to your Marriott Hotel Room or pay with credit card/cash at the presentation.
*At this session, participants will join the Honorable Elizabeth D. Leith, of the Denver Probate Court, in the Vail Marriott Hotel restaurant for an optional lunch session. Seating is limited and participants must sign up in advance.
1:45 - 3:00 pm (CLE credit NOT applied for)
Elder Law Retreat UNPROGRAM - Back by Popular Demand!
Moderators: Carl Glatstein, Esq., Christine Law, Esq., and John Campbell, Esq., CELA, MSCC, Arlene Barringer, Eq., and N. Susie Germany, Esq.
This year's Retreat brings together some of the top elder law professionals in the region. One of the greatest benefits the Retreat offers is a forum for interactive discussion. Friday afternoon will be devoted to the "Unprogram." You'll have the opportunity to network, discuss additional topics chosen by the attendees, and ask your burning questions.
5:30 - 7:00pm
Annual Wine Tasting - Don't miss this opportunity to experience world-class wines and visit with colleagues in an informal setting with tasty appetizers, and great conversation
Saturday, August 23, 2014
7:30am
Registration Open / Continental Breakfast / Visit with Sponsors
8:30 - 8:45am
Opening Remarks, Acknowledgements and Presentation
8:45 - 9:45am
How to Manage Conflict and Increase Civility: The Skills Not Taught
Presented by the Honorable Russell Carparelli, Former Judge of the Colorado Court of Appeals and Executive Director of the American Judicature Society
9:45 - 10:00am
Networking Break with Sponsors
ADJOURN TO BREAKOUT SESSIONS...
SESSION 7:
10:00 - 10:50am
A. Options for an Incapacitated Client in Civil Litigation
Presented by N. Susie Germany, Esq., The Germany Law Firm PC, and Tammy Conover, Esq., Conover Law LLC
OR
B. Practical Tips for Fiduciaries and Their Counsel
Presented by Melissa R. Schwartz, Esq., Steenrod Schwartz & McMinimee LLP
10:50 - 11:00am
Networking Break with Sponsors
SESSION 8:
11:00 - 11:50am
A. Practical Tips for Fiduciaries and Their Counsel
Presented by Melissa R. Schwartz, Esq., Steenrod Schwartz & McMinimee LLP
OR
B. Medicaid Update
Hear updated information on Medicaid planning and eligibility for 2014. This will include tips on advanced planning techniques, the Medicaid application process and more.
Presented by John J. Campbell, Esq., CELA, MSCC, Law Offices of John J Campbell PC
11:50am
ADJOURN
THANK YOU FOR ATTENDING THE 2014 ELDER LAW RETREAT!
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 |
| CBA Member | $399.00 |
| CBA Elder Law Section Member | $359.00 |
| CBA Trust & Estate Law Section Member | $359.00 |
| NAELA Member | $359.00 |
| Colorado Guardianship | $359.00 |
| New Lawyer - Trust & Estate Law Section Member, in practice <3 years | $249.00 |
| New Lawyer - CBA Elder Law Section Member; in practice < 3 years | $249.00 |
| CLEACCESSPASS---ELITE Pass Holder | $199.00 |
- General Credits: 13.00
- Ethics Credits: 1.00
- EDI Credits:
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