39th Annual Estate Planning Retreat - LIVE ONLY!
June 2019
39th Annual Estate Planning Retreat - LIVE ONLY!
Co-sponsored by the Colorado Bar Association Trust and Estate Section
REGISTRATION FOR THIS EVENT BY PHONE OR MAIL-IN ONLY - NO ONLINE REGISTRATIONS! SEATING IS LIMITED!! REGISTER TODAY!
Please call (303) 860-0608 to register for this event.
Retreat tuition includes course materials, admission to the entire Retreat, admission to the Welcome Dinner on Thursday, June 6, and the Wine Tasting on Friday, June 7. An additional discount will be offered to attendees who elect to receive their materials via digital download.** Guest fees include both breakfasts and admission to both receptions.
**All attendees will receive the course materials digitally via email. If you wish to receive your materials via email ONLY (no printed book), please select this option on the registration form. Your tuition for this option is $30 LOWER than the option to pick up the printed book.
If you are interested in saving on tuition, select the digital materials, print just the materials for the 4 sessions you plan to attend, and bring them with you to the Retreat!
DBA/CBA YLD Members: Sign up for the "Less-Experienced Lawyer" Tracks and receive discounted tuition!
PLENARY PRESENTATIONS
Estate Planning and Trust Management for a Brave New World:
It’s All in the Family…What’s a Family?
Presented by R. Hugh Magill, Esq.
Our Firm — An Original Readers Theatre Play
Written by Spencer J. Crona, Esq., Brown & Crona, LLC, and David Struthers, Esq., Dill, Dill, Carr, Stonbraker, and Hutchings, P.C.
BREAKOUT SESSIONS
* UPDATE: Many breakout sessions are now full. If you are interested in attending the Retreat, you may still register for Sessions 9A and 9B, along with two additional sessions, choosing between Sessions 4, 6, and 8.*
BREAKOUT SESSION 1
Using Wealth Transfer Trusts to Maximize Income Tax Opportunities for Your Clients
Presented by Randi Grassgreen, Esq., Crestone Capital LLC, and D. Scott Robinson, Esq., Berg Hill Greenleaf & Ruscitti LLP
BREAKOUT SESSION 2
When Failing to Plan Becomes Planning to Fail
Presented by Honorable C. Jean Stewart (ret.), Jean Stewart LLC
BREAKOUT SESSION 3
The Confluence of Trust and Estate and Real Estate Law and Practice
Presented by Heidi J. Gassman, Esq., Wade Ash Woods Hill & Farley PC, and David Kirch, Esq., Kirch Rounds & Bowman PC
BREAKOUT SESSION 4
Farm and Ranch Estates – Bareback or Saddle Bronc Riding?
Presented by Justin D. Cumming, Esq., Lewis Roca Rothgerber Christie LLP, and Michael R. Stiff, Esq., Baker & Hostetler LLP
BREAKOUT SESSION 5
What's the Worst that Could Happen? What's the MOST?
Presented by Thomas G. Castellano, MD, and M. Carl Glatstein, Esq., Glatstein & O’Brien LLP
BREAKOUT SESSION 6
Adventures in Charitable Planning
Presented by Mark D. Masters, Esq., Glatstein & O’Brien LLP
BREAKOUT SESSION 7
Be Afraid. Be Very Afraid. But Do Not Despair:
How DR Attorneys and Your Own Clients May Make You Regret that Prenup You Drafted and How to Best Avoid It
Presented by Daniela Ronchetti, Esq., Tuthill & Hughes LLP, Honorable Elizabeth D. Leith, Denver Probate Court, Denver Probate Court, and Kim Willoughby, Esq., Willoughby & Associates
BREAKOUT SESSION 8
Back to Basics for the Courtroom
Presented by Marco D. Chayet. Esq., Chayet & Danzo, LLC, Honorable Elizabeth D. Leith, Denver Probate Court, and Alison E. Zinn, Esq., Lathrop Gage LLP,
BREAKOUT SESSION 9A (Friday)
LESS-EXPERIENCED LAWYER SESSION
Thoughtful Communications: How Soft Skills Can Help You Grow as a Lawyer, Build Rapport With Clients, and Deal with Difficult People and Situations
Presented by Darla L. Daniel, Esq., Balson & Faix, LLP
BREAKOUT SESSION 9B (Saturday)
LESS-EXPERIENCED LAWYER SESSION
Retention and Execution: From the First Client Meeting to Document Signing for New Lawyers
Presented by David K. Johns, Esq., Anderson & Hughes, P.C., and Molly T. Zwerdlinger, Esq., Miller & Steiert, P.C.
LODGING UPDATE:
The 2019 Estate Planning Retreat will be held at the Eldorado Hotel and Spa, 309 W. San Francisco St, Santa Fe, NM 87501
The Eldorado Hotel and Spa has sold out during the Retreat dates.
Attendees are encouraged to reserve a room at another hotel as soon as possible.
The Inn and Spa at Loretto, 211 Old Santa Fe Trail Santa Fe, NM 87501, is offering attendees of the Retreat rooms at a discounted rate, between 6/5 and 6/9/19, as rooms remain available.
The hotel is located next to the historic Loretto Chapel. Attendees can walk between the Eldorado and the Loretto (7 minute walk).
Room Rate:
$229 plus applicable taxes and resort service charge
The Hilton Santa Fe Historic Plaza, 100 Sandoval St, Santa Fe, NM 87501, currently has availability for individual bookings. There is no group rate or room block.
Attendees can walk between the Eldorado and the Hilton (2 minute walk).
Call (505) 988-2811, or visit their website to book
If you have already booked with the Eldorado Hotel and Spa, the information below is for reference:
Eldorado Hotel & Spa
309 W. San Francisco St.
Santa Fe, NM 87501
Rooms are being held for guests of the Estate Planning Retreat until May 13, 2019, or until the room block is filled. Reserve your room now- rooms will fill quickly!
To Reserve Your Room
-Please call 1-800-955-4455 and mention the “Colorado Bar Association - CLE” or “2019 Estate Planning Retreat” or
Rich culture, ideal year-round climate, and picturesque mountain setting makes Santa Fe a leading destination in the Southwest. Eldorado Hotel & Spa is one of the premier Santa Fe hotels, where award-winning luxury sets the stage for an enchanting visit. The grand hotel is conveniently located near the Historic Santa Fe Plaza, offering the perfect embodiment of the spirit of the city. Guests can experience the resort and spa amenities, including on-site restaurant and bars, a rooftop pool, and breathtaking views of the Sangre de Cristo mountain range.
Room Rates
Single/Double Occupancy Rate: $229 plus applicable taxes
-Rates above will be extended to guests wishing to extend their stay for 3 days before and 3 days after guest room block, based on availability.
- A deposit equal to one night room and tax is due upon booking. The balance is due upon arrival. The deposit is refundable if notice of cancellation is received at least 3 days prior to arrival and cancellation number is obtained.
Resort Service Charge
A resort service charge of $30 per room per night will be assessed. The resort service charge includes daily valet parking in a secured underground garage, complimentary wireless internet, use of the fitness center and rooftop swimming pool, and more!
CANCELLATIONS/SUBSTITUTIONS: If you are unable to attend, please notify CBA-CLE by May 31, 2019, and we will gladly refund your tuition in full, or you may send someone in your place. The breakout sessions you originally selected will be transferred to your replacement. Regretfully, we are not able to make changes to the pre-selected sessions. Cancellations after May 31, 2019, will be refunded less a $100 cancellation fee.
SPECIAL THANKS TO OUR 2019 RETREAT SPONSORS!
PLATINUM
Alpine Bank Wealth Management
BNY Mellon Wealth Management
BOK Financial Private Wealth
Holland & Hart, LLP
PeopleCare Health Services
Wells Fargo Private Bank
GOLD
ANB Financial Services
U.S. Bank Private Wealth Management
CIBC Private Wealth Management
Members Trust Company
Midwest Trust Services
The Northern Trust Company
SILVER
Investment Trust Company
JAMS
Obermeyer Wood Investment Counsel, LLLP
The Denver Foundation
Whittier Trust Company of Nevada, Inc.
BRONZE
1st Trust Company
American Cancer Society
AMG National Trust Bank
Bank of the West- Wealth Managment Group
Bessemer Trust
Balson & Faix, LLP
Baysore & Christian Fiduciary Services LLC
ElderCounsel
InterActive Legal
Lawgic, LLC
National Care Advisors
Rose Community Foundation
True Link Financial
University of Colorado
Sponsorship opportunities are still available! Please contact Melissa Higham, [email protected] for more information.
AGENDA
Thursday, June 6, 2019
5:00 – 6:00 PM
Mentorship Meet Up
Is this your first time attending the Estate Planning Retreat? Are you a new lawyer? Are you new to estate planning practice? Sign up for a Mini-Mentorship during the Retreat!
Experienced estate planning practitioners are also encouraged to sign up as mentors for the Retreat. Retreat Mentors will meet their Mentees at a Mentor-Mentee Happy Hour to kick off the Retreat weekend. Mentors are encouraged to meet with their Mentees over breakfast, at the Annual Wine Tasting, and throughout the retreat to answer questions, and introduce Mentees to friends, colleagues, and members of the Trust & Estate Section. This is a great way to engage with the trust and estate community and make the most of your Retreat experience!
6:00 – 8:00 PM
Welcome Dinner and Silent Auction
Back by popular demand! Enjoy your first night in Santa Fe with drinks and dinner stations on the Eldorado’s rooftop patio. Meet new Retreat attendees, welcome old friends, and purchase exclusive silent auction items and experiences that you won’t find anywhere else!
Open bar sponsored by BNY Mellon Wealth Management Dinner stations sponsored by CIBC Private Wealth Management, The Northern Trust Company, U.S. Bank Private Wealth Management and
Members Trust Co.
Silent Auction benefiting the Senior Law Handbook and the Tribal Wills
Project at the University of Denver Sturm College of Law
Friday, June 7, 2019
7:30 AM
Registration
7:30 – 8:45 AM
Buffet Breakfast
Sponsored by PeopleCare Health Services
7:45 AM
Breakfast Sponsor Remarks
7:50 AM
Welcome and Introduction
Josie M. Faix, Esq., Balson & Faix LLP, Estate Planning Retreat Chair and Bridgett Shephard, Esq., Program Attorney, Colorado Bar Association CLE
8:00 AM
Estate Planning and Trust Management for a Brave New World:
It’s All in the Family…What’s a Family?
Estate planning strategies are often based on a traditional definition of a family - a husband and wife who
married at an early age, bought a home, had children and worked toward financial security. Today, that “traditional family” represents only one third of American households. With the rise of same-sex couples, cohabiting couples, blended families, adoption and surrogacy, it is clear that there is no one “traditional American family.” U.S. law, however, has not kept pace with the evolution of the American family. In this presentation, we will review generational attributes and how these attributes are reshaping the American family, and explore contemporary practices in wealth management, estate planning and trust design, and family collaboration, decision making, and governance.
Presented by R. Hugh Magill, Esq., Vice Chairman, Northern Trust Corporation
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 Santa Fe has to offer!
Optional Activities –
- Golf Outing at Santa Fe Country Club
- Brews & Bites Bicycle Tour
- Walking Tour
- Nidah Spa
6:00 – 7:30 PM
Annual Wine Tasting
Watch a breathtaking Santa Fe sunset and enjoy tasting a wide variety of wines!
Sponsored by BOK Financial Private Wealth
Saturday, June 8, 2019
7:00 AM
Registration
7:15 – 8:45 AM
Buffet Breakfast
Sponsored by Wells Fargo Private Bank
7:50 AM
Breakfast Sponsor Remarks
7:55 AM
Announcements and Remarks from the Colorado Bar Association
Bridgett Shephard, Esq., and Patrick Flaherty, Executive Director, Colorado Bar Association
8:15 AM 1.2 Ethics Credit
Our Firm — An Original Readers Theatre Play
Written by Spencer J. Crona, Esq., Brown & Crona, LLC, and David Struthers, Esq., Dill, Dill, Carr, Stonbraker, and Hutchings, P.C.
This premier production original play is a tangible experience of the law we practice in Trusts and Estates, presented in three acts of metatheater by an august assembly of a dozen mighty art players from within our own ranks. Join our “company” as we explore the dilemmas, dramas, discord and accord of the work we do, mindful always of the ethical choices and escarpments we encounter, the solutions we craft, and the documents we draft. That which we so often take for granted and routine is also that which our clients may never experience again. What is second nature to us is a daunting new world for our clients, as they travail in strife and grief, which we only observe or apprehend yet try in advocacy to vindicate. To us, as we discharge our duty, “[t]hese indeed seem, for they are actions that a man might play, But I have that within which passes show, These but the trappings and the suits of woe.”
- Hamlet, in Shakespeare’s Hamlet, Act I, Scene 2.
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!
Optional Activities
On Friday Afternoon (June 7), join your friends, colleagues, and guests for one of many fun activities! Explore Santa Fe on foot or by bike, enjoy a round of golf, or relax at the spa.
Join us at the Santa Fe Country Club for the Annual Golf Outing!
Santa Fe Country Club is a semi-private golf facility that lies on acres of scenic country in Santa Fe, New Mexico. The course gives you an experience as unique as the City itself. The championship golf course invites players of all skill levels to enjoy the fabulous New Mexico climate and the legendary southwestern hospitality. The Santa Fe Country Club stretches 7100+ yards, offering a friendly golfing experience in a parkland setting. Multiple sets of tees and generously wide fairways enable golfers of all skill levels to enjoy the course. The cost is $55 per person.
Calling All Bike and Brewery Enthusiasts!
Join Routes Bicycle Tours for a unique bicycle experience that combines the renowned scenery of Santa Fe with professionally-guided beer sampling, local culture, delectable pub fare, and VIP back-room brewery/cidery tours. You will visit at least three distinct craft breweries/cideries, known for award-winning pizza/pub-far and a selection of highly-rated local microbrews. All tour locations will have non-alcoholic beverage options. Minors must be accompanied by a guardian. Riders of all levels are welcome! The tour will depart from the Eldorado Hotel and run from 1:30 – 5:00 PM. The cost is $83 per person.
Walk and Learn – Participate in a Walking Tour of Downtown Santa Fe!
Peter Sinclaire, an expert tour guide who has been walking the streets of Santa Fe for 27 years, will lead the group. Peter teaches history and leads field trips for Santa Fe Community College. He also has been a volunteer docent at the New Mexico History Museum for over 25 years! Walk through downtown Santa Fe and learn about the art, history, culture, and architecture in this historic city. The tour will also cover topics that interest the participants – from Native American history, to tales about ghosts, spies, and the Wild West. This walking tour will have something for everyone! The tour will depart from the Eldorado Hotel and run from 2:00 – 4:00 PM. The cost is $20 per person.
Relax at the Nidah Spa!
We encourage you to take advantage of the 10% discount at the Nidah Spa at any time during your stay.
Relax and rejuvenate with treatments only found in Santa Fe. The unique blend of modern and ancient healing techniques at Nidah Spa, using gold, turquoise, chile and honey, make this spa a destination. The spa offers a variety of massage treatments, body wraps and alternative therapies, as well as full salon services.
To make a reservation, call 505-995-453 and mention that you are with the CBA-CLE Estate Planning Retreat.
Registration Fees
| Non Member (Printed Book) | $579.00 |
| Non Member (Digital Download) | $549.00 |
| CBA Member (Printed Book) | $479.00 |
| American College of Trust & Estate Counsel (Printed Book) | $479.00 |
| CBA Member (Digital Download) | $449.00 |
| American College of Trust & Estate Counsel (Digital Download) | $449.00 |
| CBA Trust & Estate Section Member (Printed Book) | $439.00 |
| CBA Elder Law Section Member (Printed Book) | $439.00 |
| CBA Trust & Estate Section Member (Digital Download) | $409.00 |
| CBA Elder Law Section Member (Digital Download) | $409.00 |
| CBA/DBA Young Lawyers Division Member | $320.00 |
| CLE ELITE Pass Holder (Printed Book) | $259.00 |
| New Lawyer Edge Member (Printed Book) | $239.50 |
| CLE ELITE Pass Holder (Digital Download) | $229.00 |
| New Lawyer Edge Member (Digital Download) | $224.50 |
- General Credits: 9.00
- Ethics Credits: 1.20
- EDI Credits:
To join the CBA or add a Section to your membership click