32nd Annual Estate Planning Retreat
June 2012
32nd Annual Estate Planning Retreat
Dear Colleague,
This is the event of the year for Colorado's trust and estate practitioners.
Now in its 32nd successful year, the Annual Estate Planning Retreat will be held on June 7-9 at the Beaver Run Resort and Conference Center in Breckenridge, Colorado. Co-sponsored by the Trust and Estate Section of the Colorado Bar Association and CBA-CLE, this event has become a longstanding tradition among Colorado trust and estate practitioners. Attend to discuss the most important issues with some of the most experienced and knowledgeable trust and estate professionals in Colorado.
After the interactive discussion groups in the morning, you'll have the rest of each day to enjoy all the Rocky Mountains have to offer in June ... sunshine, hiking, golfing … and much more!
You'll also hear Keynote Speaker Louis S. Harrison speak on Social Media for Estate Planning Attorneys.
Space is limited, so register today!
We look forward to seeing you in Breckenridge.
Connie Tromble Eyster, Esq.
Hutchinson Black and Cook, LLC
Program Chair
Gary Abrams, Executive Director
Colorado Bar Association CLE
This annual advanced-level program is co-sponsored by the Trust and Estate Section of the Colorado Bar Association and CBA-CLE. The program is unique in that it primarily consists of interactive, small group discussions. Each registrant will participate in four out of eight highly active discussion groups LIMITED TO 20 PARTICIPANTS PER GROUP. Participants are prepared to join in with comments and questions because the course materials are mailed to each individual at least 2 weeks before the conference begins, providing each person with an opportunity to review the materials and actively join in the group discussions as facilitated by each presenter.
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 $20 BY GOING GREEN - Choose to receive digital materials rather than printed book and save $20!
*Register NOW to ensure your space because ATTENDANCE IS LIMITED! Each breakout session is limited to 20 participants. Please indicate on the registration form which breakout sessions you plan to attend or call (303) 860-0608 and speak to Terri. The registration will be available to download soon!*
Make your hotel reservations early!
CANCELLATIONS: If you are unable to attend, please notify CBA-CLE by May 31, 2012 and we will gladly refund your tuition in full. Cancellations after May 31st will be refunded less a $100 cancellation fee, or you may send someone in your place. Your substitute must attend the same breakout sessions that you pre-selected.
Agenda
Thursday, June 7, 2012
6:00 - 7:30 pm
Welcome Reception
Friday, June 8, 2012
7:30 am
Registration Open
7:30 - 8:45 am
Buffet Breakfast
8:00 am
Welcome and Introduction
Connie Tromble Eyster, Esq.
Hutchinson Black and Cook, LLC
Gary Abrams, Executive Director
Colorado Bar Association CLE
8:15 am
Keynote Presentation: Social Media for Estate Planning Attorneys
Presented by Louis S. Harrison, Esq., Harrison & Held, LLP, Chicago, IL
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 the Rocky Mountains have to offer!
2:00 pm
Estate Panning Retreat UNPROGRAM
This year's Estate Planning Retreat brings together some of the top trust and estate professionals in the region, so one of the greatest benefits the Retreat offers is a forum for discussion.
This year, we're devoting Friday afternoon to the “UnProgram” format. 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.
Facilitated by John DeBruyn, Esq., DeBruyn Law Offices, Denver, CO
Planning Committee: John DeBruyn, Esq., DeBruyn Law Offices, Denver, CO, and Baird B. Brown, Esq., Brown & Brown, PC, Grand Junction, CO
6:00 - 7:15 pm
Annual Wine Tasting
Saturday, June 9, 2012
7:00 am
Registration Open
7:15 - 8:45 am
Buffet Breakfast
8:00 am
Case Law and Legislative Update
Presented by Jamie J. Roth, Esq., Brown & Brown, PC, Grand Junction, CO, and Melissa J. Sullivan, Esq., Hutchinson Black and Cook, LLC, Boulder, 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!
*BREAKOUT SESSIONS*
PLEASE INDICATE THE 4 SESSIONS YOU PLAN TO ATTEND ON THE REGISTRATION FORM.
EIGHT Advanced Interactive Topics to Choose From!
- Planning for Retirement Accounts That Outlive Their Owners
- Practical Solutions to Elder Financial Abuse and Fiduciary Theft
- Partnership Tax Basics
- File and Data Storage
- Trust Situs Planning: Opportunities and Considerations
- Duties, Pitfalls and Ethical Concerns of a Lawyer Serving as Fiduciary: What You Need to Know
- How to Attack and Defend Expert Witnesses in Trust and Estate Litigation
- Trust Protectors: Powers, Capacity, and Selection
TOPIC 1
Planning for Retirement Accounts That Outlive Their Owners
Most clients hope that their IRAs and qualified retirement plans will provide them with a comfortable retirement income and perhaps a legacy for their beloved family, friends or charities. What happens when a retirement account owner or plan sponsor dies? What planning choices are available? What are their tax consequences, estate planning ramifications and potential penalties? In this seminar, we will explore how to coordinate IRA and retirement plan beneficiary designations with the account owner's estate plan, what perils and pitfalls to avoid during the estate planning process and post-mortem planning opportunities.
Presented by Nancy R. Crow, Esq., Pendleton, Friedberg, Wilson & Hennessey, PC, Denver, CO
TOPIC 2
Practical Solutions to Elder Financial Abuse and Fiduciary Theft
Financial abuse and fiduciary theft is on the rise. It comes in many different guises. Although the media typically covers some of the more heinous elder abuse cases each year, most abuses are committed by family members and relatively few are ever reported to law enforcement. When a client first meets with you to discuss suspected abuse, or you happen upon a situation that appears questionable, the options available will vary widely with the particular situation. This presentation will focus on practical solutions for practitioners and others to investigate and address possible elder abuse when those situations first appear.
Presented by Thomas A. Rodriguez, Esq., Vincent, Romeo & Rodriguez, LLC, Louisville, CO and Courtney L. Smith, NCG PDMM, Benefit Payee Services Inc., Denver, CO
TOPIC 3
Partnership Tax Basics
Understanding the use of partnerships, LLCs, and S corporations should be a part of every estate planner's “box of tools.” This session will provide an introductory overview of the taxation of partnerships, LLCS and S corporations, differences between the taxation of those entities, and the use of those entities as part of a comprehensive estate plan. Other specific topics discussed include the ability of estates to qualify as S corporation shareholders, the type of trusts that can qualify as S corporation shareholders, the use of discounts relating to LLC and partnership equity interests, the tax consequences of making “754 elections” under the partnership tax rules, distinctions between general and limited partners and control issues, and valuation rules relating to partnership, LLC, and S corporation interests under IRC sections 2701 through 2704.
Presented by Eric J. Zinn, Esq., and Gil B. Rosenthal, Esq., Krendl Krendl Sachnoff & Way, PC, Denver, CO
TOPIC 4
File and Data Storage
A discussion of the technology, risks and rewards of various data storage methods available to an attorney, both in the office and in the cloud. The discussion will deal with both electronic information and “hard copy” files, and when and how to destroy them. The presenters will also discuss the numerous ethics issues that pervade this part of the practice. The group will discuss the various methods being used, and the possible benefits and pitfalls of these suggestions.
Presented by Eugene Zuspann, II, Esq., Zuspann & Zuspann, PA, Denver, CO, and Charles (Chip) Mortimer, Esq., Deputy Regulation Counsel, Colorado Supreme Court Office of Attorney Regulation Counsel, Denver, CO
TOPIC 5
Trust Situs Planning: Opportunities and Considerations
From state income tax minimization, to trust modification, to creditor protection, to decanting, the situs of a trust is a significant concern in trust planning and administration. This presentation will provide an overview of domestic trust situs planning, including drafting considerations and issues and opportunities related to changing the situs of a trust.
Presented by D. Scott Robinson, Esq., Long Reimer Winegar Beppler, LLP, Boulder, CO
TOPIC 6
Duties, Pitfalls and Ethical Concerns of a Lawyer Serving as Fiduciary: What You Need to Know
What does the estate planning attorney need to be aware of before agreeing to serve as Personal Representative or Trustee for a client? Particularly for small estates and trusts, or for larger estates with problematic assets and little liquidity, a corporate fiduciary may not be a viable option. What alternative solutions exist? What ethical and practical issues are raised when the drafting attorney serves as P.R. or Trustee? This will be a discussion covering the basic duties and practical problems of serving as a fiduciary, the ethical issues of the lawyer serving as such, and suggestions for avoiding or mitigating the many liability traps and other practical pitfalls into which an unwary individual fiduciary can step.
Presented by Darla L. Daniel, JD, Vice President and Trust Officer, Colorado State Bank and Trust, Denver, CO, and Daniel Rich, Executive Vice President and Trust Manager, Steele Street Bank & Trust, Denver, CO
TOPIC 7
How to Attack and Defend Expert Witnesses in Trust and Estate Litigation
This program will offer a mock trial setting featuring James R. Wade as an expert in a breach of fiduciary duty case. Through live demonstration, counsel will address the following issues:
-Selection and engagement of experts
-Avoiding conflicts of interest - what the expert should do when contacted
-Consulting expert versus testifying expert
-Disclosure of experts and expert opinions
-Preparing your expert for deposition
-Preparing the expert for cross examination
-Deposing your opponent's expert
-Cross-examining your opponent's expert
-Rehabilitating your expert after cross-examination
-Evidentiary rules regard the qualification of experts
Presented by James R. Wade, Esq., and Herbert E. Tucker, IV, Esq., Wade Ash Woods Hill & Farley, PC, Denver, CO, and Keith D. Lapuyade, Esq., Godfrey & Lapuyade, PC, Englewood, CO
TOPIC 8
Trust Protectors: Powers, Capacity, and Selection
This course will consider the powers that may be granted to a trust protector, the capacity in which those powers should be exercised (as a fiduciary or as a non-fiduciary), and who should serve in the role of trust protector. Protections to be offered to the trust protector will be discussed. Practice pointers will be provided and solicited. Drafting options will be shared and explored.
Presented by Gregory T. Densen, Esq., Sherman & Howard, LLC, Denver, CO
Hotel Information:
Estate Planning Retreat Headquarters and Accommodations:
Beaver Run Resort and Conference Center
620 Village Road
Breckenridge, CO 80424
Rooms are being held for guests of the Estate Planning Retreat until May 31, 2012.
Room rates run from $129 to $213 plus applicable taxes and resort fees.
Standard Hotel Room: $129
Deluxe Studio: $139
One-Bedroom Suite: $159
Colorado Suite: $159
Premium One Bedroom Suite: $180
Two Bedroom Suite: $213
Please identify yourself as a member of the “Estate Planning” group with Colorado Bar Association CLE in order to receive the group discount.
To reserve your room, please contact the Beaver Run Resort and Conference Center at 1-800-525-2253
2012 RETREAT SPONSORS:
PLATINUM
The Private Client Reserve of U.S. Bank
GOLD
Colorado State Bank and Trust
Senior Helpers
SILVER
CoBiz Trust
Fiduciary Trust International
JAM
LexisNexis
Investment Trust Company
BRONZE
Dumb Friends League
Gibraltar Business Appraisals, Inc
Members Trust Company
WealthCounsel
Foundation Source
SPONSORSHIP ARE STILL AVAILABLE!
Please contact Monica Santillanes at [email protected] for additional information.
Location Information
Beaver Run Resort - Breckenridge
620 Village Road
Breckenridge, CO 80424
Get directions
620 Village Road
Breckenridge, CO 80424
Registration Fees
| Non-member (P) | $419.00 |
| Non-member | $399.00 |
| CBA Member (P) | $379.00 |
| T&E Section (P) | $359.00 |
| CBA Member | $359.00 |
| Trust & Estate Sect | $339.00 |
| CLEACCESSPASS | $179.00 |
- General Credits: 9.00
- Ethics Credits: 1.00
- EDI Credits:
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