37th Annual Estate Planning Retreat - Your Colorado Trust and Estate Community’s Premier Event
REGISTRATION FOR THIS EVENT BY PHONE OR MAIL-IN ONLY - NO ONLINE REGISTRATIONS!
Please call (303) 860-0608 to register for this event.
June 2017
37th Annual Estate Planning Retreat - Your Colorado Trust and Estate Community’s Premier Event
LIVE ONLY!!
Co-sponsored by the Trust and Estate Section of the Colorado Bar Association
Retreat tuition includes course materials, admission to the entire Retreat, admission to the Welcome Reception on Thursday, June 8, and the Wine Tasting on Friday, June 9.
*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 receive the printed book. PLEASE NOTE: Materials are NOT being mailed this year. The printed book will be available for pick up at the Retreat registration desk.).
*HINT: If you want to save on tuition, but still want to refer to the paper materials during your sessions, choose the "Digital Materials via EMAIL" option, print just the materials for the 4 sessions you plan to attend, and bring them with you to the Retreat!
Receptions are complimentary to all Retreat attendees and their guests.
Guest may participate in the breakfasts for $30 per day for adults, and $20 per day for children under age 14. While we love to have your guests join us at the Retreat, we do encourage them to explore the breakfast options in Vail offering similar, or even lower pricing.
CANCELLATIONS/SUBSTITUTIONS: CANCELLATIONS/SUBSTITUTIONS: If you are unable to attend, please notify CBA-CLE by June 1, 2017 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 June 1, 2017 will be refunded less a $100 cancellation fee.
For more information about the Retreat, please call Colorado CLE at (303) 860-0608, or toll free at (888) 860-2531.
SEATING IS LIMITED!! REGISTER TODAY!
Program Description:
- EIGHT Advanced Interactive Break-out Discussions
- TWO TIMELY Featured Presentations!
- INVALUABLE Time with Your Trust and Estate Colleagues and Friends
At the 37th Annual Estate Planning Retreat in Vail!
Featured Presentation!
Ethical Considerations in Serving as or Representing Executors, Trustees, and Other Fiduciaries
The roles of beneficiary and fiduciary inherently involve conflict potential. The fiduciary holds what the beneficiary wants. This conflict potential has been exacerbated in recent years by increasing expectations of beneficiaries, flowing in part from the confrontational nature of contemporary society, and expanded theories of fiduciary liability arising largely out of trust law changes tilting toward enhancing beneficiaries' rights. This presentation will examine a number of recent cases in such "hot potato" areas such as trust investments, trust distributions, exculpatory clauses, duties of counsel to the fiduciary and how beneficiaries may, intentionally or not, forfeit their rights to challenge fiduciary acts or omissions.
Presented by Mary F. Radford, Marjorie Fine Knowles Professor of Law, Georgia State University College of Law, Atlanta, GA
BREAK-OUT SESSIONS:
Topic 1: Recognizing and Representing Clients Whose Capacity is Diminishing
Presented by Mary F. Radford, Marjorie Fine Knowles Professor of Law, Georgia State University College of Law, Atlanta, GA, and C. Jean Stewart, Esq., Jean Stewart LLC, Denver,
Topic 2: Fiduciary Neutrality and Trust Modification
Presented by James R. Wade, Esq., and Jonathan F. Haskell, Esq., Wade Ash Woods Hill & Farley, P.C., Denver, CO
Topic 3: Intellectual Property Issues in Estate Planning and Administration
Presented by Louisa M. Ritsick, Bryant & Ritsick LLC, Denver, CO
Topic 4: Practical Tips for Keeping Your Clients’ Private Information Private
Presented by Phil J. Shuey, Esq., Law Offices of Phil J. Shuey, P.C., Greenwood Village, CO
Topic 5: The ABLE Act: The Newest Tool in Your Toolbox to Plan for Individuals with Disabilities
Presented by Megan Brand, Executive Director, CFPD, Denver, CO, and Bradley J. Frigon, Esq., Law Offices of Bradley J. Frigon, LLC, Englewood, CO
Topic 6: Obtaining Business Information in Probate Litigation: Discovery, Evaluation and Effective Use at Mediation and Trial
Presented by Todd E. Kastetter, Esq., and John Lubitz, Esq., Lewis Brisbois Bisgaard & Smith LLP, Denver, CO
Topic 7: Planning for the Family Business
Presented by David Crandall, Esq., Holland & Hart LLP, Denver, CO, and Margot Edwards, Esq., Holland & Hart LLP, Boulder, CO
Topic 8: Ethical Considerations in Practicing Before the IRS: Circular 230 Considerations
Presented by Professor Lori A. McMillan, Washburn University School of Law, Topeka, KS
Hotel Information:
Make your hotel reservation early!
Vail Marriott Mountain Resort
715 West Lionshead Circle
Vail, CO 81657
(970) 476-4444
No matter the season, there is no place on earth like Vail. The Vail Valley provides the perfect backdrop to whatever activity you have in mind. Whether it’s hiking, golfing, bicycling, shopping, or eating at a world-class restaurant, the Vail Marriott is your headquarters for planning a perfect mountain getaway.
Rooms are being held for guests of the Estate Planning Retreat until May 31, 2017.
Room Rates:
Single/Double Occupancy Rates begin at $169 plus applicable taxes.
Rates will be available 3 days prior to and 3 days after the Event Dates, subject to availability.
Parking:
Valet parking is available to Hotel Guests at $15 per 24-hour period. The parking rate for attendees not staying at the hotel is $12/day and is subject to availability.
Special thanks to our 2017 Sponsors confirmed to date:
Platinum
Silver
Bronze
ABA Retirement Funds Program
Adams Capital, Inc
Baysore & Christian Fiduciary Services LLC
ElderCounsel
Gibraltar Business Valuations
Investors Independent Trust Company
Krause Financial Services
Lawgic, LLC
MediaSmack
University of Colorado, Gift Planning and Leadership Giving
WSFA Wealth-Christiana Trust
Sponsorship opportunities are still available! Please contact Melissa Higham, [email protected] for more information.
Thursday, June 8, 2017
6:00 – 7:30 pm
Welcome Reception Sponsored by BNY Mellon Wealth Management
Friday, June 9, 2017
7:30 am
Registration Open
7:30 – 8:45 am
Buffet Breakfast
8:00 am
Welcome and Introduction
Kelly Dickson Cooper, Esq.
Holland & Hart LLP
Denver, CO
Estate Planning Retreat Chair
Vincent J. O’Brien, Esq.
Executive Director
Colorado Bar Association CLE
Denver, CO
8:15 am
Ethical Considerations in Serving as or Representing Executors, Trustees, and Other Fiduciaries
Do you regularly or even just periodically serve as a fiduciary for your clients’ estates and trusts? How often do you serve as counsel for a fiduciary? These are roles that many estate planning attorneys undertake without giving extensive thought to the ethical and practical challenges of such roles. This presentation will discuss these challenges, with topics ranging from naming oneself to serve as fiduciary to ascertaining appropriate legal and fiduciary fees to determining what to do when your fiduciary client engages in questionable activities.
Presented by Mary F. Radford, Marjorie Fine Knowles Professor of Law, Georgia State University College of Law, Atlanta, GA
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 the Vail area has to offer!
6:00 – 7:15 pm
Annual Wine Tasting Sponsored by Colorado State Bank and Trust
Saturday, June 10, 2017
7:00 am
Registration Open
7:15 – 8:45 am
Buffet Breakfast
8:15 am
Case Law and Legislative Update
Presented by Jamie Roth, Esq., Law Office of Jamie J. Roth, PLLC, Glenwood Springs, CO, and Paul M. Smith, Esq., Kerst & Strautman PC, Glenwood Springs, 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!
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 (Printed Book) | $499.00 |
| CBA Member (Printed Book) | $469.00 |
| Non Member (Digital Download) | $469.00 |
| American College of Trust & Estate Counsel (Printed Book) | $469.00 |
| CBA Member (Digital Download) | $439.00 |
| American College of Trust & Estate Counsel (Digital Download) | $439.00 |
| CBA Trust & Estate Section Member (Printed Book) | $419.00 |
| CBA Elder Law Section Member (Printed Book) | $419.00 |
| CBA Trust & Estate Section Member (Digital Download) | $389.00 |
| CBA Elder Law Section Member (Digital Download) | $389.00 |
| New Lawyer Edge Member (Printed Book) | $249.50 |
| CLE ELITE Pass Holder (Printed Book) | $239.00 |
| New Lawyer Edge Member (Digital Download) | $219.50 |
| CLE ELITE Pass Holder (Digital Download) | $209.00 |
- General Credits: 9.00
- Ethics Credits: 3.20
- EDI Credits:
To join the CBA or add a Section to your membership click
Sponsor Information
- EIGHT Power-Packed, Advanced, Interactive Break-out Sessions to Choose From
- Featured Presentations: Ethical Considerations in Serving as or Representing Executors, Trustees, and Other Fiduciaries, presented by Mary F. Radford, Marjorie Fine Georgia State University College of Law, and Case Law and Legislative Update, presented by Jamie Roth, Esq., Law Office of Jamie J. Roth, PLLC, and Paul Smith, Esq.
- INVALUABLE Time with Your Trust and Estate Colleagues and Friends!