34th Annual Estate Planning Retreat
REGISTRATION FOR THIS EVENT BY PHONE OR MAIL-IN ONLY - NO ONLINE REGISTRATIONS!
Please call (303) 860-0608 to register for this event.
June 2014
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 12, and the Wine Tasting on Friday, June 13.
*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 $25 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 $25 per day for adults, and $15 per day for children under age 13.
Program Description:
NINE Advanced Interactive Topics to Choose from!
1) Navigating with a Broken Moral Compass: Pushing the Ethical and Moral Boundaries in Will and Trust Provisions
Merry H. Balson, Esq., and Herbert E. Tucker, Esq., Wade Ash Woods Hill & Farley, P.C.
2) Life at the End of Life--An Intimate Look
Richard J. Langer, Esq., Michael Best & Friedrich LLP
3) The Due, the Undue and the Ugly: Influence Issues from Questioned Conduct to Proximate Cause
Spencer J. Crona, Esq., Brown & Hulbert, LLC, and Todd E. Kastetter, Esq., Of Counsel, Antonio, Bates & Bernard, P.C.
4) Balancing Flexibility and Constraint in Trust Administration: Not Too Hot , Not Too Cold, But Just Right
Stephen Brainerd, Esq., Davis Graham & Stubbs LLP, and Darla L. Daniel, Esq., Vice President and Trust Officer, Colorado State Bank and Trust
5) 10 T&E Tax Tips
Tax matters that should be considered when drafting estate planning documents even when tax planning is not the primary focus of the estate plan.
Constance Tromble Eyster, Esq., Hutchinson Black and Cook, LLC, and Jennifer M. Spitz, Esq., Stover & Spitz LLC
6) The Appointment and Role of a Guardian-ad-Litem for an Incapacitated Client in an Estate Proceeding
E. David Griffith, Esq., E. David Griffith Law, and the Honorable Magistrate Frances Johnson, El Paso County
7) When Additional Assets are Discovered
How far do you need to go to ferret out the facts from fiction?
M. Carl Glatstein, Esq., Glatstein & O'Brien LLP
8) Ethics: What are the Potential Ethical Pitfalls of Representing a Fiduciary, Acting as a Fiduciary or Representing Multiple Clients on an Estate or Trust Matter?
Christopher R. Brauchli, Esq., Of Counsel, Hutchinson, Black & Cook, LLC, Boulder, CO, and Nancy L. Cohen, Esq., MiletichCohen PC
9) Trust and Estate Practice Development
How do you get new clients? How do you keep the clients you do have? Develop a marketing plan to take with you and implement when you return to the office.
Baird B. Brown, Esq., Jamie Roth, Esq., and Clara Brown Shaffer, Esq.
PLUS -- A Keynote Presentation:
Life at the End of Life--An Intimate Look
Presented by Richard J. Langer, Esq., Michael Best & Friedrich LLP, Madison, WI
*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:
Sheraton Steamboat Resort
2200 Village Inn Court
Steamboat Springs, CO 80477
Rooms are being held for guests of the Estate Planning Retreat until May 30, 2014. After May 30, rooms will be released from the group block and made available to the general public at standard public rates.
Please identify yourself as a member of the "Estate Program" with Colorado Bar Association CLE in order to receive the group discount.
To reserve your room, please contact the hotel directly at (800) 848-8877.
Rates will be available 3 days prior to and 3 days after the Event Dates, subject to availability.
*Room Rates:
Single/Double Occupancy Rate (all rates shown do not include applicable taxes)
Hotel Rooms (King or 2 Queen): $139
Studio King: $179
Mountain Suite Studio: $189
Mountain Suite Studio Slope: $199
One Bedroom Hotel Suite: $209
Deluxe One Bedroom Condominium: $209
Mountain Suite One Bedroom - Slope View: $229
Two Bedroom Hotel Suite: $279
Deluxe Two Bedroom Condominium: $279
Luxury Two Bedroom Condominium: $299
Premium Two Bedroom Condominium: $299
Mountain Suite Two Bedroom: $299
Mountain Suite Two Bedroom Slope View: $319
Two Bedroom Villa: $339
Mountain Suite Three Bedroom: $439
Three Bedroom Villa: $439
Three Bedroom Villa Mountain View: $459
*Your stay at the Sheraton Steamboat Resort includes a $15.00 per room, per night resort fee which includes in-room high-speed Internet, 2 bottles of water per day, self-parking, bike/golf storage, PM shuttle service to downtown, and local and 800 calls.
2014 RETREAT SPONSORS:
Special thanks to our 2014 Sponsors confirmed to date:
GOLD
SILVER
Colorado Bar Association CLE Books
BRONZE
CFPD - Colorado Fund for People with Disabilities
Douglas Dixon CPA, LLC
ElderCounsel
AGENDA:
Thursday, June 12, 2014
6:00 - 7:30 pm
Welcome Reception
******************************************************
Friday, June 13, 2014
7:30 am
Registration Open
7:30 - 8:45 am
Buffet Breakfast
8:00 am
Welcome and Introduction
Elizabeth A. Bryant, Esq., Elizabeth A. Bryant, P.C., Denver, CO
and
Gary Abrams, Executive Director, Colorado Bar Association CLE, Denver, CO
8:15 am
What's Next? The Uncertain Future of Estate Planning
With the passage of the American Taxpayer Relief Act of 2012, less than 1% of clients will have taxable estates. Many of the estate plans drafted when the federal estate tax exemption was much lower may no longer need their complex estate plans. When these clients come in for their periodic legal check-up, how should they be advised? What are the drafting options to address the changing dynamics in the estate tax laws? What aspects of their plans may still be suitable to retain for creditor protection, incapacity, remarriage, and irresponsible beneficiaries? What is your responsibility to contact clients to advise them of the need to review their estate plan? How has the public perception of the need for estate planning changed? What are the economic consequences for trust and estate attorneys in this new planning landscape, and where is the next generation of estate planners being trained?
Presented by David L. Starbuck, Esq., Baker Hostetler Law Firm, Denver, and L. William Schmidt, Esq., Jr., Senior Trust Officer, First Western Trust, Denver
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 Steamboat area has to offer!
1:00 - 3:00 pm
Estate Planning Retreat UNPROGRAM
This year's Retreat brings together some of the top trust and estate professionals in the region. One of the greatest benefits the Retreat offers is a forum for discussion. Friday afternoon will be devoted to the "Unprogram" borrowed from the Elder Law Retreat's successful model. You'll have the opportunity to network and discuss in small groups six additional topics chosen by the attendees.
No CLE credit will be offered for this session.
Facilitated by John DeBruyn, Esq., DeBruyn Law Offices, Denver, CO
6:00 - 7:15 pm
Annual Wine Tasting
Saturday, June 14, 2014
7:00 am
Registration Open
7:15 - 8:45 am
Buffet Breakfast
8:15 am
Keynote Presentation
Life at the End of Life--An Intimate Look
Presented by Richard J. Langer, Esq., Michael Best & Friedrich LLP, Madison, WI
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
Sheraton Steamboat Resort
2200 Village Inn Court
Steamboat Springs, CO
Get directions
2200 Village Inn Court
Steamboat Springs, CO
Registration Fees
| Non Member | $429.00 |
| CBA Member | $399.00 |
| CBA Trust & Estate Section Member | $369.00 |
| New Lawyer - in practice 3 years or less | $339.00 |
| New Lawyer - CBA T&E Sect -in practice 3 years or less | $239.00 |
| CLEACCESSPASS--ELITE Pass Holder | $185.00 |
- General Credits: 9.00
- Ethics Credits: 2.00
- EDI Credits:
To join the CBA or add a Section to your membership click