35th Annual Estate Planning Retreat - The Tradition of Excellence Continues
REGISTRATION FOR THIS EVENT BY PHONE OR MAIL-IN ONLY - NO ONLINE REGISTRATIONS!
PLEASE NOTE: Registration for Non-Members who are also Non-attorneys will open on May 1, 2015.
Please call (303) 860-0608 to register for this event.
June 2015
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 11, and the Wine Tasting on Friday, June 12.
*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 via UPS.**
**HINT: If you want to save on tuition, but still like to refer to the paper materials during your sessions, choose the "Digital Materials via EMAIL" option, then 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 13. While we love to have your guests join us at the Retreat, we do encourage them to explore the many breakfast options in Santa Fe offering similar, or even lower pricing.
Program Description:
Conservator-created wills, death tax issues, law practice management, litigation, community property, common law marriage, ethics, disclaimers and diversity … this year's Estate Planning Retreat has something for you … all in the unique setting of Santa Fe.
Keynote Presentation-Be Part of the Solution, Not Part of the Problem: Ideas for Estate Planners to Anticipate and Avoid, Prevent and Ameliorate Conflict and Litigation
With Hon. John Leopold (ret.), JAMS, and Hon. C. Jean Stewart (ret.), Holland & Hart LLP
Keynote Presentation-Culturally Effective Estate Planning in the 21st Century: Diversity with a view towards effective practice management of 21st century trust and estate practices.
With Bob Barret, PhD., Professor Emeritus in Counseling at the University of North Carolina, and Paula A. Kohut, Esq., Kohut, PLLC, Fellow and Member of the ACTEC Diversity Task Force
NINE Engaging Breakout Topics to Choose from!
Rethinking, Retooling and Redoing – Estate Planning for Clients with No Expected Colorado or Federal Death Tax Issues with Theodore B. Atlass, Esq.
The Ethical, Legal, Medical and Practical Considerations of Representing Clients Who May Be Suffering from Diminished or Questionable Capacity with David W. Kirch, Esq.
Trouble Brewing: Anticipating and Addressing Common Law Spouse Issues in Estate Planning, Administration and Litigation with Amy K. Rosenberg, Esq.
Premarital and Marital Agreements with Rebecca C. Alexander, Esq.
Conservator-Created Wills with Spencer Crona, Esq., Keith D. Lapuyade, Esq., and Martha L. Ridgway, Esq.
Ethics: Game of Groans— The North Wall of Malpractice with Mark D. Masters, Esq., and David R. Struthers, Esq.
Disclaimers Revisited: Qualified and Non-Qualified Disclaimers Under the Uniform Disclaimer of Property Interests Act with Peggy K. Gardner, Esq.
The Dance of the Associate and Partner! Is It the Tango or the Twist? with Baird Brown, Esq., Jamie Roth, Esq., and Clara Brown Shaffer, Esq.
Community Property Basics for Lawyers in Common Law States with Margaret A. "Peggy" Graham, Esq.
*Space is limited, so register today!
*Make your hotel reservation early!
For more information about the Retreat, please call Colorado Bar Association CLE at (303) 860-0608, or toll free at (888) 860-2531.
Hotel Information:
309 W. San Francisco
Santa Fe, NM 87501
Located just steps from the historic Santa Fe Plaza, the Eldorado Hotel & Spa is walking distance from a host of local gems, including the Georgia O'Keeffe Museum, Canyon Road art galleries, and much more in a city rich in history.
Rooms are being held for guests of the Estate Planning Retreat until May 31, 2015.
Room Rates:
Single/Double Occupancy Rates begin at $209 plus applicable taxes.
Please identify yourself as a member of the "Colorado Bar Association" in order to receive the group discount.
To reserve your room, please contact the hotel directly at 800-955-4455.
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.
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.
Extras:
Your stay at the Eldorado Hotel includes complimentary wireless Internet, complimentary use of the fitness center and rooftop swimming pool, and a 10% discount at the Nidah Spa.
2015 RETREAT SPONSORS:
Special thanks to our 2015 Sponsors confirmed to date:
Gold
Silver
CBA/CLE Books
Bronze
Agenda:
Thursday, June 11, 2015
6:00 – 7:30 pm
Welcome Reception
Friday, June 12, 2015
7:30 am
Registration Open
7:30 – 8:45 am
Buffet Breakfast
8:00 am
Welcome and Introduction
Melissa R. Schwartz. Esq., Program Chair
Steenrod, Schwartz & McMinimee, LLP
Denver, CO
Gary Abrams, Executive Director
Colorado Bar Association CLE
Denver, CO
8:15 am
Keynote Presentation
Be Part of the Solution, Not Part of the Problem:
Ideas for Estate Planners to Anticipate and Avoid, Prevent and Ameliorate Conflict and Litigation
Presented by Hon. John Leopold (ret.), JAMS, Denver, CO, and Hon. C. Jean Stewart (ret.), Holland & Hart LLP, Denver, CO
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 Santa Fe area has to offer!
6:00 – 7:15 pm
Annual Wine Tasting
Saturday, June 13, 2015
7:00 am
Registration Open
7:15 – 8:45 am
Buffet Breakfast
8:15 am
Keynote Presentation
Culturally Effective Estate Planning in the 21st Century:
This presentation will examine diversity with a view towards effective practice management of 21st century trust and estate practices. Given increased diversity of both clients and their familial relationships, this presentation will review substantive and cultural effectiveness and current changes in paradigms and terminology, as well as provide insights and sensitivities which trust and estate counsel can use to more effectively counsel with diverse clientele.
Presented by Bob Barret, PhD., University of North Carolina, Charlotte, NC, and Paula Kohut, Esq., Kohut, PLLC, Wilmington, NC
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!
Registration Fees
| Non Member | $489.00 |
| CBA Member | $429.00 |
| American College of Trust & Estate Counsel | $429.00 |
| New Mexico Bar Association Member | $429.00 |
| CBA Elder Law Section Member | $409.00 |
| CBA Trust & Estate Section Member | $409.00 |
| New Lawyer - CBA Trust & Estate Section Member (in practice 5 yrs or less) | $309.00 |
| CLEACCESSPASS--ELITE Pass Holder | $229.00 |
- General Credits: 9.00
- Ethics Credits: 2.70
- EDI Credits:
To join the CBA or add a Section to your membership click