45th Annual Estate Planning Retreat - In-Person
This year, we're celebrating a milestone-45 years of bringing the trust and estate planning community together. And where better to mark this “sapphire” anniversary than in the Vail mountains. Join colleagues and friends to connect or reconnect. The Retreat is as much about the people as it is the practice!
Here are some of the gems you'll unearth:
- A keynote cyber property mine tour with 2015 Estate Planning Hall of Famer Professor Gerry W. Beyer who will explore estate planning with electronic communications, cryptocurrency, NFTs, and the metaverse.
- Tales from experienced miners, in other words, a panel of probate judicial officers to guide you.
- Multiple and different veins to follow that will interest the new, seasoned, and somewhere in between planner/litigator/miner.
HOTEL INFORMATION:
The Hythe Vail, 715 West Lionshead Circle, Vail, CO 81657
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $235 plus applicable taxes and fees. Be mindful that there is a limited number of rooms available, so it is best to reserve your room early. Based on availability, rooms are being held at the conference rate until May 26, 2025.
To receive the group room rate, please indicate that you are a guest of the Estate Planning Retreat when you make your reservation. Reservations will be accepted by telephone at 877-622-3140 or online using this link.
All reservations will require a credit card guarantee, and a deposit equal to one night of lodging with tax is due at the time of booking. The balance is due at check-in. Reservations cancelled after May 26, 2025, will forfeit the deposit equal to one night's room and tax. Daily resort fees are waived for guests booking inside CBA-CLE's room block, and complimentary wireless internet access will also be provided in guest rooms booked within our block.
Cancellation Fee: If you are unable to attend, please notify CBA-CLE by Thursday, May 29, 2025. We will gladly refund your tuition in full or apply your tuition to the home study. Cancellations after Thursday, May 29, 2025, will be refunded less a $150 cancellation fee.
CBA Trust and Estate Section Scholarship to Attend Retreat In-Person
The Trust and Estate Section of the Colorado Bar Association has seven full scholarships to the 45th Annual Estate Planning Retreat, which will be awarded to eligible applicants after CBA-CLE has reviewed the applications. Check back soon for details and the link to the scholarship application.
Hosted by the Trust & Estate Section of the Colorado Bar Association
THANK YOU TO OUR 2025 SPONSORS!
Platinum
Midwest Trust Company
Gold
Holland & Hart LLP
Huntington Private Bank
JAMS
Silver
Alpine Bank Wealth Management
Baysore & Christian Fiduciary Services
Bennett Thrasher LLP
Bessemer Trust
BOK Financial Private Wealth
Buchalter
Guardian Real Estate Group - Probate Team
Investment Trust Company
Krause Financial
Members Trust Company
National Care Advisors
Parkside Financial
Rose Community Foundation
Seigneur Gustafson CPAs and Advisors
Conference
Sunflower Bank, N.A.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
Income Tax Considerations: state income tax planning (forum selection and ability to use states like NV and WY to avoid state income tax), use of charitable vehicles for income tax mitigation, and QSBS eligibility and stacking. Estate Tax Considerations: transfers to family members or trusts, timing of transfers, valuations, formula clauses, and transferring or retaining control of the business.
How should your client pick the right fiduciary, and what are the questions that they should ask? Once your client has picked a fiduciary, how do you successfully nominate them in the documents? When it's time for the bank or trust company to serve, how does the Trust Officer onboard the account? How do Trust Officers review discretionary distribution requests, and what is the process for these to be approved? Top Tips for Working with Banks and Trust Companies
Probate matters (both pre-suit and during litigation or arbitration) often involve complex family dynamics such as perceived inequalities, unresolved conflicts, and differing expectations about fiduciary selections, the division of estates, and trust distributions. Mediation provides a flexible, private, participant-controlled process to understand and address each family member's interests. In this presentation, we will discuss identifying and addressing family dynamics while preparing parties, counsel, and the mediator for mediation, and then navigating those dynamics during mediation. We will also offer pointers about pre-mediation discovery, including seeking information about real estate ownership and valuation, criminal histories, civil judgments, tax liens, and health care records. We will discuss important opportunities and traps under the Colorado Dispute Resolution Act (CDRA) and case law, such as courts' power to compel mediation and limitations on that power, confidentiality, creating binding mediation settlement agreements, who may be bound by a mediation settlement agreement, obtaining continuances of hearings and trials to focus on settlement negotiations, and lawyers' ethical obligations in mediation.
Registration Fees
| Non Member | $839.00 |
| CBA Member | $629.00 |
| CBA Trust & Estate Section Member | $509.00 |
| CBA Elder Law Section Member | $509.00 |
| Active Military | $379.00 |
| Public Service/Government/Non-Profit | $379.00 |
| LLP/Paralegal/Support Staff | $379.00 |
| CLE ELITE Pass Holder | $319.00 |
| New Lawyer Edge Member | $314.50 |
| Student Currently Enrolled in Law School | $199.00 |
- General Credits: 9.00
- Ethics Credits: 0.60
- EDI Credits: 1.00
To join the CBA or add a Section to your membership click