38th Annual Estate Planning Retreat
June 2018
38th Annual Estate Planning Retreat
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 7, and the Wine Tasting on Friday, June 8. 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!
PLENARY PRESENTATIONS
The Tax Cuts & Jobs Act of 2017 and How It Will Affect Estate Planning
Theodore Atlass, Esq.
Colorado Trust Code Review
Stephen Brainerd, Esq., Darla Daniel, Esq., Marc Darling, Esq., Constance Eyster, Esq., and Carl Stevens, Esq.
BREAKOUT SESSIONS
TOPIC 1:
New Frontiers of Trust Planning from Three Perspectives: Planners, Litigators, and Trustees
Presented by David Hackl, Senior Fiduciary Officer for Wealth Management, Northern Trust, Elizabeth Meck, Esq., Trust Advisor, Northern Trust, Kevin D. Millard, Esq., Wade Ash Woods Hill & Farley, P.C., Herbert Tucker, IV, Esq.,Wade Ash Woods Hill & Farley, P.C., and Susan Merritt, Esq., Senior Fiduciary Officer for Wealth Management, Northern Trust
TOPIC 2:
When Your Friends are Close and Your Enemies Closer: The Ethics of Multi-Generational/Multi-Client Representation
Presented by Nicole Economy Brown, Esq., Spencer Crona, Esq., Brown & Crona, LLC, and David Struthers, Esq., Dill Dill Carr Stonbraker and Hutchings, PC
TOPIC 3:
Mental Disability: How to Recognize, Work with, and Represent Individuals Whose Abilities are Deteriorating
Presented by Max Wachtel, Ph.D., Forensic Psychologist, and Neuropsychologist, and Martha Ridgway, Esq., Martha L. Ridgway, P.C.
TOPIC 4:
Planning for International Clients with Real Property in Colorado
Presented by Dylan Metzner, Esq., Ryley Carlock & Applewhite, A Professional Corporation, and Christopher L. Silversmith, Esq., Silversmith Legal, LLC
TOPIC 5:
In the Interest of Joanne Black, Protected Person
Presented by Rebecca Schroer, Esq., Senior Vice President, Personal Trust Officer, The Private Bank, Colorado State Bank and Trust, and Morgan Wiener, Esq., Holland & Hart LLP
TOPIC 6:
Tracking Assets, Including Walking Assets: How Fiduciaries Investigate, Locate and Secure Assets
Presented by Stephanie Brennan, Esq., Hurth, Sisk & Blakemore LLP, and Susie Germany, Esq., The Germany Law Firm P.C.
TOPIC 7:
Adventures in Family Entity Planning after The Tax Cuts and Jobs Act of 2017
Presented by David Starbuck, Esq., and Michael Stiff, Esq., Baker & Hostetler LLP
TOPIC 8:
Ethics and Efficiency: Supervision of Paralegals, Associates and Investigators in Estate Administration Cases
Presented by Nancy Cohen, Esq., Lewis Brisbois Bisgaard & Smith LLP
TOPIC 9A:
Top Ten Tips, Traps, Taxes, and Trouble in Estate Administration (Friday)
Presented by Kelly Dickson Cooper, Esq., Kelly Dickson Cooper, P.C., and Josie M. Faix, Esq., Balson & Faix, LLP
TOPIC 9B:
Introduction to Planning with Retirement Assets (Saturday)
Presented by Jennifer M. Spitz, Esq., Stover & Spitz LLC
LODGING UPDATE:
The Park Hyatt Beaver Creek has sold out of our block of rooms at the conference group rate (there may be additional rooms available at a higher rate).
Beaver Creek Lodge:
We have an additional block of rooms available until May 21 at the:
Beaver Creek Lodge - 26 Avondale Lane, Beaver Creek, CO 81620
(just a few minutes’ walk from the Park Hyatt)
Hotel website: https://www.kesslercollection.com/beaver-creek-lodge/
Rates: Queen or King Suite: $209 plus tax
Double Queen Suite $299 plus tax
The check-in date is: June 7 and check out date is June 9.
Reservations: The cutoff date for room reservations is 5/21/2018.
To receive the group rate, guests must identify the group name: Colorado Bar Association, when making reservations by calling 1-800-525-7280.
A credit card is required and the total balance is due 3 days prior to arrival. Additional nights, and rates, are subject to availability. Cancellations must be made 3 days prior to arrival. No-shows will be charged one night’s room & tax.
Parking: Valet parking discounted to $10/night
Please note: The hotel is smoke-free and will post a $250 cleaning fee to the incidental account of any guest who smokes in a hotel room, or a $500 cleaning fee for smoking in a hotel suite.
Make your hotel reservations now!
PLEASE NOTE - THE GOLF OUTING IS FULL. YOU MAY JOIN A WAIT LIST AS ADDITIONAL TEE TIMES MAY BE ADDED. YOU WILL BE NOTIFIED BY JUNE 1 IF THERE ARE OPENINGS.
Special thanks to our 2018 Sponsors confirmed to date:
Platinum
BNY Mellon Wealth Management
Colorado State Bank and Trust
PeopleCare Health Services
Gold
ANB Financial Services
Whittier Trust
Silver
CBA-CLE Books
CBA-CLE Pass
Community First Foundation
Holland & Hart
Investment Trust Company
JAMS
Midwest Trust
Members Trust Company
Obermeyer Wood Investment Counsel, LLLP
The Denver Foundation
Bronze
1st Trust Company
Adams Capital, Inc.
American Cancer Society
American Cancer Society
AMG National Trust Bank
Bank of the West Wealth Management
Bessemer Trust
Bank of the West Wealth Management
Bessemer Trust
Denver Estate Planning Council
ElderCounsel
FindLaw
Gibraltar Business Valuations
InterActive Legal
Integrity Marketing Solutions
Krause Financial Services
Lawgic, LLC
Two Rivers Trust Co.
University of Colorado
ElderCounsel
FindLaw
Gibraltar Business Valuations
InterActive Legal
Integrity Marketing Solutions
Krause Financial Services
Lawgic, LLC
Two Rivers Trust Co.
University of Colorado
Thursday Night Welcome Dinner Station Sponsors
CIBC Atlantic Trust Private Wealth Management
MidFirst Trust Services
U.S. Bank Private Wealth Management
Northern Trust
Sponsorship opportunities are still available! Please contact Melissa Higham, [email protected] for more information.
Thursday, June 7, 2018
6:00 - 8:00 PM
NEW! Welcome Dinner
Sponsored by: Platinum Sponsor: BNY Mellon Wealth Management Dinner Station Sponsors: CIBC Atlantic Trust Private Wealth Management, MidFirst Trust Services, and U.S. Bank Private Wealth Management
Friday, June 8, 2018
7:30 AM
Registration Open
7:30 - 8:45 AM
Buffet Breakfast
Sponsored by PeopleCare Health Services
8:00 AM
Welcome and Introduction
Leia Ursery, Esq., Lathrop Gage LLP, Estate Planning Retreat Chair, and Heidi A. Ray, Esq., Assistant Executive Director, Colorado Bar Association CLE
8:15 AM
The Tax Cuts & Jobs Act of 2017 and How It Will Affect Estate Planning
The recently increased estate tax exemption necessitates the review of existing estate plans for moderately wealthy clients and opens up additional planning opportunities for our wealthiest clients. Saving income taxes rather than estate taxes, is now the tax planning objective for most people. This session will focus on the tax planning strategies and techniques that are available for drafting new estate plans as well as the modification of existing estate plans.
Presented by Theodore Atlass, Esq., Atlass Professional Corporation
9:15 AM
Adjourn to Breakout Discussions
9:25 AM
BREAKOUT SESSION A
10:45 AM
Networking Break
11:00 AM
BREAKOUT SESSION B
12:20 PM
Adjourn – Enjoy all that the Beaver Creek area has to offer!
OPTIONAL ACTIVITIES
- Golf Outing at the Beaver Creek Golf Club
- Bicycle Ride Beginning at 2:00 pm
Be sure to be back in time for the …
6:00 - 7:15 PM
Annual Wine Tasting
Sponsored by Colorado State Bank and Trust
Saturday, June 9, 2018
7:00 AM
Registration Open
7:15 - 8:45 AM
Buffet Breakfast
8:00 AM
Announcements
Heidi Ray, Esq., and Richard Gast, Esq., Gast Johnson & Muffly, PC, and Colorado Bar Association President
8:15 AM
Colorado Uniform Trust Code Review
A panel of speakers will review the terms of the Colorado Trust Code as drafted, and potentially enacted, and discuss its interplay with existing law as well as identify any portions of the statute that will be new in Colorado.
Presented by Stephen Brainerd, Esq., Davis Graham & Stubbs LLP, Darla Daniel, Esq., Balson & Faix, LLP, Marc Darling, Esq., Constance Eyster, Esq., Hutchinson Black and Cook, LLC, and Carl Stevens, Esq., Davis Schilken, PC
9:15 AM
Adjourn to Breakout Discussions
9:25 AM
BREAKOUT SESSION C
10:45 AM
Networking Break
11:00 PM
BREAKOUT SESSION D
12:20 PM
Adjourn – Thank you for your participation!
Location Information
Park Hyatt Beaver Creek Resort & Spa
136 East Thomas Place
Beaver Creek, CO 81620-1595
Get directions
136 East Thomas Place
Beaver Creek, CO 81620-1595
Registration Fees
| Non Member (Printed Book) | $519.00 |
| Non Member (Digital Download) | $489.00 |
| 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 |
| 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: 2.00
- EDI Credits:
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