16th Annual Rocky Mountain Regional Elder Law Retreat - Webinar
The Rocky Mountain Elder Law Retreat is a must-attend for elder law practitioners and professionals who serve as fiduciaries and guardians. This year's Retreat includes a half-day of presentations on public benefits and special needs trusts by local and national experts. Take Friday afternoon to yourself to enjoy the beautiful Vail Valley, before joining us for a networking reception. Spend Saturday morning examining nationwide changes to protective proceedings, limited guardianships and developments in Colorado case law.
- Advanced Workshop on Special Needs Trusts, led by your Colorado experts
- Supplemental Security Income update by national speaker Ken Brown
- Limited guardianships and UGCOPAA
- Staples you need: EDI credits, Case Law Update and Unprogram discussion opportunities
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
Cancellation Fee: If you are unable to attend, please notify CBA-CLE by August 7, 2024 and we will gladly refund your tuition in full or apply your tuition to the webinar or home study. Cancellations after August 7, 2024, will be refunded less a $150 cancellation fee.
The Hythe Vail (formerly the Vail Marriot Mountain Resort)
715 W. Lionshead Circle, Vail, CO 81657
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $225 plus applicable taxes and fees. Make your reservation online, or call the hotel - (970) 476-4444 - and mention that you are part of the CBA-CLE Elder Law Retreat Based on availability, rooms are being held at the conference rate until August 3, 2024.
Follow link or Copy/paste link in browser: https://book.passkey.com/gt/219547030?gtid=ac13db82a8f6048c26840a96aaa650f4
All reservations will require a credit card guarantee, and a deposit equal to one night of lodging is due at time of booking. The balance is due at check-in. Reservations cancelled after August 3, 2024 will forfeit the deposit equal to one night's room and tax. Resort fee waived for guests in our room block, and complimentary internet will be provided in guests rooms. Valet fee is $25/night per vehicle.
Rooms are sold out at The Hythe August 22nd.
Additional Accommodations:
Lion Square Lodge at the Gondola
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10% discount off of the rental rate of the unit of your choosing.
Please call (888) 346-1799 to make a reservation. When making a reservation you must provide group name COVAGRP2180.
Montaneros
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Landmark
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Please call (970) 476-1350 to make a reservation. When making a reservation you must provide group name Colorado Bar Association.
1 Bedroom nightly rate $349
2 Bedroom nightly rate $489
Promo Code: G - COBA
Rates offered on a space available basis.
Rates are Valid 3 days pre and post program dates (August 22-24, 2024) based on availability.
2-night minimum stay required
Should we be offering a special promotion that is greater than the above discounted rates at the time of the booking, we will be happy to honor the lower rate for the guest.
Offers cannot be combined with any membership rates, like World of Hyatt
All rates do not include the 6.5% taxable resort fee or the 10.8% tax. In the event the State of Colorado increases taxes, the Montaneros in Vail reserves the right to adjust the taxes accordingly.
Platinum
Guardian Real Estate Group - Probate Team
Midwest Trust Company
Midwest Trust Company
Gold
Baysore & Christian Fiduciary Services
JAMS
Silver
ANB Financial Services
BOK Financial, Disability and Elder Trust Solutions
BOK Financial, Disability and Elder Trust Solutions
CarePatrol of Denver
Eide Bailly LLP
Friends for Life
Interactive Legal
Krause Financial
Members Trust Company
PIECES Inc.
Smokeball
Smokeball
SRS Capital Advisors
True Link Financial
Thursday, August 22, 2024
11:30 am
Registration
12:00 – 1:00 pm
Optional Elder Law Mentor and New Attendee/New Attorney Meet Up
Pick up lunch at Mountain Ration Grab & Go and join experienced practitioners, and those new to the practice, for a welcoming meet and greet.
1:00 – 1:10 pm
Welcome and Opening Remarks
Extended by Kayla Nelson, Esq., Sigler & Nelson LLC, and Chelsea Ziegler, Esq., Golden Fiduciary Services, LLC, Program Chairs, and Susie McNulty, Esq., Program Attorney, CBA-CLE
1:10 – 3:10 pm
Effective Communication for Deaf, Hard of Hearing, and DeafBlind
Learn effective communication techniques for interacting with deaf, hard of hearing, and deafblind individuals. The Colorado Commission for the Deaf, Hard of Hearing, and DeafBlind will offer valuable insights into available tools and strategies to facilitate inclusive interactions.
Presented by Katie Cue, and JoAnne Hirsch, Colorado Commission for the Deaf, Hard of Hearing, and DeafBlind
Submitted for 2.4 EDI Credits
3:10 – 3:30 pm
Networking Break
3:30 – 4:30 pm
BREAKOUT SESSIONS
Session A
Fiduciaries Are Not Magic, Or Are They?
Common Pitfalls, Tips, and Tricks from a Fiduciary’s Perspective for the Successful Implementation of Settlement Agreements and Nonjudicial Settlement Agreements under the Colorado Uniform Trust Code
Oftentimes, it feels like a case is over once a settlement agreement is reached. Yet, how the terms of this agreement are drafted can have a significant impact on the ability of the fiduciary to properly interpret and practically implement the settlement language to reach an effective and successful conclusion in the matter. Practitioners will discuss settlement agreements, both in the context of protective proceedings and probate litigation matters, as well as within the context of trust matters, and learn about the common pitfalls, tips, and tricks from fellow practitioners and fiduciaries so that they can draft more successful and practical settlement agreements in the future.
Presented by Rikke M. Liska, Esq., and Kate E. Smith, Esq., Liska & Smith, PC
Session B
Unprogram: Dynamic Dialogues for Optimizing You Individually and Your Law Practice
Engage in insightful discussions with your colleagues, delving into the complexities of law firm management and overcoming the hurdles of legal practice. From handling challenging clients to making strategic decisions such as issuing CYA letters, explore diverse perspectives and practical strategies. Discover effective approaches for addressing emerging issues, uncover essential reading materials to foster professional growth, and glean invaluable insights for shaping career trajectories. Embrace the unscripted nature of these discussions, which offer unparalleled value and authenticity.
Presented by Emily Bowman, Esq., Kirch Rounds & Bowman PC, and Angela M. Rockwood, Esq., Preeo Silverman Green & Egle, P.C.
Not submitted for CLE Credit
Only available for in-person attendees
4:30 - 4:35 pm
Break - Return to Main Classroom
4:35 – 5:35 pm
Judicial Panel
Presented by The Honorable Todd Vriesman, 1st Judicial District, and The Honorable Christopher Seldin, 9th Judicial District
5:35 – 7:00 pm
Welcome Reception
Sponsored by Guardian Real Estate Group – Probate Team
Friday, August 23, 2024
7:30 – 8:20 am
Breakfast
8:20 – 8:30 am
Welcome Back Remarks
Extended by Kayla Nelson, Esq., Sigler & Nelson LLC, and Chelsea Ziegler, Esq., Golden Fiduciary Services, LLC, Program Chairs, and Susie McNulty, Esq., Program Attorney, CBA-CLE
8:30 – 9:30 am
2024 Supplemental Security Income (SSI) Program Update
This session will cover the latest trends in the Social Security Administration's review of Special Needs and Pooled trusts; what issues are they looking for? We will also cover the latest SSI policy changes, including the most significant changes to in-kind support and maintenance (ISM) policy in 40 years.
Presented by Ken Brown, Esq., Social Security Administration (Ret.)
9:30 - 9:35 am
Break - Transition to Breakout Sessions
9:35 – 10:35 am
BREAKOUT SESSIONS
Session C
Special Needs Trusts: The Basics
This beginner’s level class will provide a basic overview of Special Needs Trusts including what they are, why they are different from most other trusts, who they can be used for, and how to determine whether they are right for your client. The presentation will briefly discuss the history and purpose of these trusts, the fundamental distinction of “First Party” and “Third Party” Special Needs Trusts, and will conclude with a tutorial on how to find essential federal and state regulations to familiarize yourself with before drafting your first trust.
Presented by Joe Hartwig, Esq., Sigler & Nelson LLC
Session D
Special Needs Trust: Advanced Workshop (Part 1)
This two-hour workshop will examine hypothetical scenarios regarding special needs trust eligibility and functionality. Sit at a table with one of our Colorado experts, where you will troubleshoot problematic trust language and analyze the applicability of an individual’s public benefits. Attend for the full two hours – or attend Special Needs Trust Basics first and join the Advanced Workshop for the second hour!
Facilitators:
- Megan Brand, Executive Director, Colorado Fund for People with Disabilities
- Christopher Brock, Esq., Colorado Cross-Disability Coalition
- Shauna Clemmer, Esq., The Law Office of Brown & Brown, P.C.
- Claire E. Dineen, Esq., Law Office of Claire E. Dineen
- Virginia Frazer-Abel, Esq., Frazer-Abel Law, LLC
- Bradley J. Frigon, Esq., LLM, CELA, The Law Offices of Bradley J. Frigon
- N. Susie Germany, Esq., The Germany Law Firm, P.C.
- Dawn Hewitt, Esq., Chayet & Danzo LLC
- Eric Kelly, Esq., Frazer-Abel Law, LLC
- Lance E. McKinley, Esq., Solem Woodward & McKinley, P.C.
- R. Eric Solem, Esq., Solem Woodward & McKinley, P.C.
Only available for in-person attendees
10:35 – 10:55 am
Networking Break
10:55 – 11:55 am
Session E
Watching Out for the Baby Boomers
The Baby Boom generation is getting older and there are a lot of us. Learn about what type of scams and other crimes are facing our elderly and disabled population and what we are doing about it. Learn how you can be safe and make sure that your parents and older relatives are safe.
Presented by Beth McCann, Esq., Denver District Attorney, and Heidi McCollum, Esq., District Attorney, 5th Judicial District
Session F
Special Needs Trust: Advanced Workshop (Part 2)
This two-hour workshop will examine hypothetical scenarios regarding special needs trust eligibility and functionality. Sit at a table with one of our Colorado experts, where you will troubleshoot problematic Trust language and analyze the applicability of an individual’s public benefits. Attend for the full two hours – or attend Special Needs Trust Basics first and join the Advanced Workshop for the second hour!
Facilitators:
- Megan Brand, Executive Director, Colorado Fund for People with Disabilities
- Christopher Brock, Esq., Colorado Cross-Disability Coalition
- Shauna Clemmer, Esq., The Law Office of Brown & Brown, P.C.
- Claire E. Dineen, Esq., Law Office of Claire E. Dineen
- Virginia Frazer-Abel, Esq., Frazer-Abel Law, LLC
- Bradley J. Frigon, Esq., LLM, CELA, The Law Offices of Bradley J. Frigon
- N. Susie Germany, Esq., The Germany Law Firm, P.C.
- Dawn Hewitt, Esq., Chayet & Danzo LLC
- Eric Kelly, Esq., Frazer-Abel Law, LLC
- Lance E. McKinley, Esq., Solem Woodward & McKinley, P.C.
- R. Eric Solem, Esq., Solem Woodward & McKinley, P.C.
Only available for in-person attendees
11:55 am - 12:00 pm
Break - Return to Main Classroom
12:00 – 1:00 pm
Consideration of Trusts in Determining Medical Assistance Eligibility
Medicaid regulations require that if an individual or the individual’s spouse has transferred assets into a trust or is a beneficiary of a trust, the trust document must be submitted to HCPF (Department of Health Care Policy & Financing) to determine the effect of the trust on Medicaid eligibility. For those members receiving medical assistance with an approved trust, the trust also has certain ongoing compliance requirements. This presentation will provide an overview of the types of trusts and what is required to be submitted, HCPF’s approach to reviewing trusts, what HCPF requires ongoing for trusts, and what is required for compliance with federal and state law, specifically Medicaid regulations.
Presented by Laura L. Locke, Esq., Trusts and Estates Recovery Specialist, and Tiffany Walker, Esq., Trust Policy & Recoveries Section Manager, Colorado Department of Health Care Policy & Financing
1:00 pm
Adjourn
OPTIONAL AFTERNOON ACTIVITIES
Golf Outing
Time: Tee times start at 1:12 pm
Where: Vail Golf Club, 1775 Sunburst Dr., Vail, CO 81657
Cost: $184 per person
Fee Includes: Green fee, cart, range ball, bag handling fees, and box lunch.
First come, first served. Tee times fill up quickly!
Deadline to Signup: Friday, August 16, 2024
Betty Ford Alpine Gardens: Betty Ford Alpine Gardens is an internationally acclaimed botanic gardens known for its alpine horticulture, education and conservation. The highest elevation botanical garden in North America, Betty Ford Alpine Gardens are situated at 8,200’. Located just east of Vail Village, the in-town bus will easily take you to the Ford Park bus stop. Take a free walking tour. Open from dawn to dusk.
copy/paste: https://tinyurl.com/yc8hr3fj
Epic Discovery Mountaintop Adventure Center: Just a short walk from The Hythe, take the Eagle Bahn Gondola in Lionshead to the mountaintop for a mountain of fun. You’ll find a mountain coaster, climbing wall, bungee trampoline, tubing hill, zipline and more.
copy/past: https://tinyurl.com/3dwh7vds
Walking Mountains Science Center: This non-profit offers several daily hikes/nature walks that you can sign up for in advance and join.
copy/past: https://tinyurl.com/3yzht28c
5:00 – 6:30 pm
Annual Wine Reception
Sponsored by Midwest Trust Company
Saturday, August 24, 2024
7:30 – 8:15 am
Breakfast
8:15 – 8:30 am
Welcome Back Remarks and Presentation of the John J. Campbell Award for Outstanding Contribution to The Practice of Elder Law in Colorado
8:30 – 9:30 am
UGCOPAA: What it is, isn’t, and key Colorado Reforms
Join Elizabeth Moran and Andrew Rogers for an overview of The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act (UGCOPAA). Participants will learn key provisions of UGCOPAA, how it differs from current Colorado law, and suggestions for how to successfully incorporate UGCOPAA into their current practice.
Presented by Elizabeth Moran, Esq., The Arc of Colorado, and Andrew Rogers, Esq., Evans Case LLP
9:30 – 9:45 am
Networking Break
9:45 – 10:45 am
BREAKOUT SESSIONS
Session G
Case Law Update
The Case Law Update will explain and discuss recent case law in the past year (2023) that affects the practice of attorneys in elder law, trusts and estates.
Presented by Scott Challinor, Esq., Conover Law, LLC
Session H
Fiduciary Unprogram
Are you a professional fiduciary who serves as an agent, guardian, conservator, personal representative, or trustee? This unprogram is intended for you! Connect with your fiduciary colleagues on tips and tricks for serving as a professional fiduciary, including managing demanding clients or beneficiaries, dealing with complex assets, and when to hire counsel. Attorneys need not attend!
Facilitated by Cheryl Hampton, MA, CRC, CCM, NCG, Human Network Systems, Inc, and Katrina S. Jones, Esq., Katrina S. Jones PC
Not submitted for CLE Credit
Only available for in-person attendees
10:45 - 10:50 am
Break - Return to Main Classroom
10:50 – 11:50 am
Limited Guardianships: Closing the Gap Between Theory and Practice
This presentation will explore the concept of "Limited Guardianship" and the current use of Limited Guardianships in Colorado. We will consider client profiles and scenarios that may be appropriate for a limited guardianship and what types of limitations could provide the least restrictive intervention. We will discuss what professional guardians in Colorado have encountered and best practices for guardians, as well as considerations for conservators and attorneys.
Presented by Sophia M. Alvarez, Esq., M.S., NCG, Colorado Office of Public Guardianship, Roseanne Collison, MA, CMC, NCG, Kinsman Care Management, LLC, and Naomi Richards, LCSW, NCG, ELDEResources LLC
11:50 am
Closing Remarks & Adjourn
Registration Fees
Non Member | $587.00 |
NAELA Member | $438.00 |
CO. Guardianship Assoc. Member | $438.00 |
CBA Member | $438.00 |
CBA Trust & Estate Law Section Member | $359.00 |
CBA Elder Law Section Member | $359.00 |
Paralegal/Support Staff | $295.00 |
CLE BASIC Pass Holder | $292.00 |
ELITE Pass Holder | $219.00 |
Public Service/Government | $219.00 |
Active Military | $219.00 |
New Lawyer Edge Partner | $179.50 |
Student Currently Enrolled in Law School | $0.00 |
- General Credits: 13.00
- Ethics Credits:
- EDI Credits: 2.40
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