42nd Annual Estate Planning Retreat - In-Person - SOLD OUT
Mark the 42nd annual Estate Planning Retreat on your calendar! This summer, the “can’t miss” event for Colorado estate planners returns to Beaver Creek; or join online. Friday’s in-person plenary presentations will be simulcast to virtual attendees, and register for the in-person program to engage in Saturday’s interactive breakout sessions! The annual event offers the best opportunity to receive practice updates, explore and analyze challenges and issues, and connect with your colleagues and helpful sponsors.
• Learning opportunities for every attorney: everything from a foundations track to advanced workshop sessions
• Addressing the state of practice today: Navigating Stress & Vicarious Trauma Exposure – Resiliency Strategies for 2022 and Beyond, and How I Learned to Stop Worrying and Embrace COVID
• Welcome dinner, wine tasting, and plenty of time to enjoy Beaver Creek
Hotel Information:
Hyatt Beaver Creek – 136 E Thomas Pl. Beaver Creek, CO 81620
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $239 plus applicable taxes and fees.
Reserve your room online, or call the hotel (970-949-1234) and mention that you are part of the CBA-CLE Estate Planning Retreat. Based on availability, rooms are being held at the conference rate until May 16, 2022.
All reservations will require a credit card guarantee, and a deposit equal to one night of lodging is due at time of booking. The balance is due at check-in. Reservations cancelled after May 16, 2022 will forfeit the deposit equal to one night’s room and tax. The daily resort fee is discounted to $10 per guest room for rooms in our block. The valet fee is $15/night per vehicle.
Cancellation Fee: If you are unable to attend, please notify CBA-CLE by June 7, 2022, and we will gladly refund your tuition in full or apply your tuition to the webinar or home study. Cancellations after June 7, 2022, will be refunded less a $150 cancellation fee.
Thank you to our 2022 Sponsors!
Platinum
Alpine Bank Wealth Management
BMO Wealth Management
First Western Trust
Holland & Hart, LLP
Midwest Trust
Wells Fargo Private Bank
Gold
BOK Financial Private Wealth
Intrinsic
Members Trust Company
Northern Trust
Trustee Services Group
Silver
Bessemer Trust
CBA-CLE Books
CIBC Private Wealth Management
Investment Trust Company
JAMS
Judicial Arbiter Group, Inc.
Bronze
American Cancer Society
Baysore & Christian Fiduciary Services LLC
Bridge to Better Living
Estate Inventory Services
Friends for Life, Inc.
Gibraltar Business Valuations
Home studies will be available approximately 2-3 weeks following the live program.
For your own safety, the safety of others, and in an effort to provide everyone with the most rewarding in-person meeting and event experiences possible, we request that you attend a CBA, DBA, or CLE meeting or event only if you have been fully vaccinated. Mask wearing is up to personal preference and comfort level. Masks may be required in some clinic settings. Please be cognizant and understanding of others’ preferences and courteous to all attendees.
Depending on CDC and/or state or local health guidelines, a rise in COVID-19 cases, or other circumstances that may threaten the well-being of our attendees, CBA-CLE reserves the right to convert to a fully virtual event.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Thursday, June 16th
4:00 – 4:45 pm
Trust and Estate Ambassador and New Attendee Meetup
4:45 – 6:00 pm
Welcome Dinner
Sponsored by BOK Financial Private Wealth, Intrinsic, Members Trust Company and Northern Trust
Friday, June 17th
7:30 – 8:00 am
Registration and Continental Breakfast
Sponsored by Alpine Bank Wealth Management
8:10 - 8:30 am
Welcoming Remarks
Extended by Molly Zwerdlinger, Esq., Miller & Steiert, P.C., Program Chair, and Bridgett Moore, Esq., Program Director, CBA-CLE
Remarks from CBA/DBA/CBA-CLE Leadership
8:30 – 9:30 am
Irrevocable Life Insurance Trusts: Survey of a Popular Planning Technique
This presentation will survey Irrevocable Life Insurance Trusts, a popular estate planning technique. Your speaker will begin with a general explanation of the technique, proceed to a technical discussion of the law involved in applying it, and conclude with a discussion of when to use the ILIT and pitfalls to avoid in its application. Whether ILITs are new to you or you have used the technique successfully for years, there will be something in this presentation for every practitioner.
Presented by W. Douglas Hoak, Esq., Illumine Legal LLC
9:35 – 10:35 am
COLAP Presents: Navigating Stress & Vicarious Trauma Exposure – Resiliency Strategies for 2022 and Beyond
The practice of law is stressful under “normal” circumstances. However, the changing and uncertain circumstances of the pandemic have increased stress levels as we, and our clients, attempt to adapt to exhaustive transitions and the nervous system remains on high alert. This presentation will cover tips for how to support your own resiliency and help you understand the neurobiology and neurophysiology of stress, how stress is contagious, and how prevent compassion fatigue or burnout. In addition, practical ways to mitigate the physical, emotional, and cognitive ramifications of prolonged stress and vicarious trauma exposure will be provided.
Presented by Amy Phillips, MBA, LCSW, LAC, Assistant Director, Colorado Lawyer Assistance Program (COLAP)
Submitted for 1.2 Ethics Credits
10:35 – 10:40 am
A Message from DBA Metro Volunteer Lawyers
10:40 – 11:00 am
Networking Break
11:00 am – 12:00 pm
Real Estate Issues in Estate Planning
An in-depth discussion of the trust and estate related real estate practitioner forms published in The Green Book. Attendees will receive an overview of the forms, pointing out how and when they can be helpful, and issues to be mindful of when using them.
Presented by Charles E. Rounds, Esq., Kirch Rounds Bowman & Deffenbaugh PC
12:00 – 1:30 pm
Lunch on your own
1:30 – 2:30 pm
Using Charitable Trusts in Estate Planning
This session will present the technical requirements for creating charitable remainder trusts and charitable lead trusts. Drafting alternatives will be explored. Actual client cases demonstrating the tax and estate planning benefits of the alternative trust structures will be presented and discussed. Your speakers are authors of the Charitable Trusts publication!
Presented by Jessica R. Diaz, Esq., Sherman & Howard L.L.C., and Elizabeth T. Meck, Esq., Vice President, The Northern Trust Company
Thank you to L. William Schmidt, Jr., Esq. for his support and contribution to the presentation and course materials.
2:30 – 3:30 pm
Fiduciary Duties in Estate Planning, Administration, and Litigation
In this session, we will explore fiduciary duties at three stages of a trust and estate practice: planning, administration, and litigation.
Topics will include:
- An overview of fiduciary duties
- Considerations for estate planning, including mandatory vs. default duties
- Selecting a fiduciary
- Fiduciary duties in administration, including common duties and best practices
- Avoiding breach claims and litigation
- Fiduciary duties in litigation, including defending against a breach claim
Presented by Jessica Creevy, Esq., and Morgan Wiener, Esq., Williams Weese Pepple & Ferguson
3:30 – 3:45 pm
Stretch Break
3:45 – 4:45 pm
The Current Landscape for Trustees
This presentation will cover:
- Trustee Duties and Responsibilities
- Trustee Risks
- Handling Unique Assets (Closely-held business interests, life insurance, real estate)
- Impact of Evolving Family Structures
- Differing Standards for Corporate Trustees and Individual Trustees
- Risk Mitigation Options Including Trustee Insurance and Directed Trusts
- Evolving Class Action Liability Issues
Presented by Paul Chmielewski, J.D., LL.M., The Corundum Group, and Heidi Gassman, Esq., Moye White LLP
4:45 pm
Adjourn Day 1/Virtual Estate Planning Retreat
5:45 – 7:00 pm
Annual Wine Tasting
Sponsored by Midwest Trust
Saturday, June 18th
7:30 – 8:00 am
Continental Breakfast
Sponsored by First Western Trust
8:10– 8:20 am
Welcome Back Remarks and Announcements
Extended by Molly Zwerdlinger, Esq., Miller & Steiert, P.C.
8:20 – 9:20 am
Breakout Round A
Choose from Breakout Session #1, 2, 3, or 4 during registration
9:20 – 9:30 am
Stretch Break
9:30 – 10:30 am
Breakout Round B
Choose from Breakout Session #1, 2, 3, or 4 during registration
10:30 – 10:50 am
Networking Break
10:50 am – 12:10 pm
Breakout Round C
Choose from Breakout Session #5, 6, or 7 during registration
12:10 – 12:30 pm
Networking Break and Pick up Box Lunch
Sponsored by Wells Fargo Private Bank
12:30 – 1:50 pm
Breakout Round D
Choose from Breakout Session #5, 6, or 7 during registration
1:50 pm
Adjourn
2:30 pm
Optional Golf Outing at Beaver Creek Golf Club (closed for registration)
BREAKOUT SESSIONS
Breakout Session #1
(New/Young Lawyer Session)
Practical Considerations for the New Trust & Estate Lawyer
This session will cover various topics that lawyers new to the practice area will find helpful. Tim Bounds of Evans Case LLP focuses his practice on estate planning and trust & estate litigation and administration. Tim’s presentation will include a discussion about common mistakes in estate planning, red flags to avoid as both a litigator and a planner, and best practices for efficient litigation. Presented by Tim Bounds, Esq., Evans Case LLP
Breakout Session #2
Planning for a “Good” Death – AKA Why to involve End-of-Life Doulas
Dying is more than assets and taxes. End-of-Life doulas help people come to dying feeling empowered. Doulas encourage and facilitate important and often difficult conversations that address the practical, emotional, and spiritual aspects of dying including options like decreasing pain through breath work, planning a celebration of life, holding space for grief, demystifying the uncertainties, and guiding reverent bodycare. Doulas do not give legal or medical advice. A doula’s offering is catered to the unique concerns and needs of the person approaching their death, while supporting those who are giving care. Learn about End-of-Life doulas and the support they can bring to dying individuals and their families.
Presented by Vanessa Johnston, Denver EOL Doula, LLC, Nicole Matarazzo, CMT, End of Life Pathways, and Stephanie Schacht, Esq., Stephanie Schacht Law
Breakout Session #3
Select Ethical Issues in Estate Administration and Planning
- Analyzing the CBA Ethics Committee’s recently released, Practice Area Ethics Advisory-Trusts and Estates
- Confidentiality and privilege issues affecting attorneys and the files of deceased clients
- Necessary disclosures when the attorney drafts documents naming the attorney as personal representative or trustee
- The scope of an attorney’s privity with clients and their heirs and devisees
- Planning alternatives when representing couples with children by prior marriages
- Obtaining doctor’s letters regarding client’s capacity
Presented by David Kirch, Esq., Kirch Rounds Bowman & Deffenbaugh PC
Aurora, CO
Submitted for 1.2 Ethics Credits
Breakout Session #4
The Hardest Client of All – Does My Client Have Diminished Capacity?
This discussion will explore the intricacies of determining whether your client has diminished capacity and if so, how do you appropriately represent this client in accordance with the Colorado Probate Code and the Colorado Rules of Professional Conduct. In addition, we will dive into how you might analyze whether your client has the ability to direct counsel and what to do if they don’t.
Presented by Marcie McMinimee, Esq., Steenrod, Schwartz & McMinimee, LLP, and Allison Zinn, Esq., Lathrop GPM LLP
Submitted for .6 Ethics Credits
Breakout Session #5
(New/Young Lawyer Session)
Building a Law Practice You Love: Effective Solo-Small Firm Practice Management Tools and Workflow Techniques
Running a firm requires more than your law degree: from sourcing and evaluating drafting and practice management software, finding services and administrative help to support your practice, and creating efficient workflow processes. Determining good investments of your time and money will keep you practicing law instead of focusing on business minutia. During this interactive discussion, we will explore strategies for operating an independent law practice effectively and economically, managing workflows, purchasing decisions, time management considerations, and more. Participant input and conversation welcome!
Presented by Kristin Dittus, Esq., LLM, Life & Legacy Planning, Ltd, and Margrit Parker, Esq., Lent Parker Law LLC
Breakout Session #6
Attorney Strangelove or: How I Learned to Stop Worrying and Embrace the Pandemic
The COVID pandemic is over, or maybe not. Regardless, the last two years have brought big changes to how society conducts business and to peoples’ attitudes. These changes have affected our law practices, too. Let’s talk about it!
What are the changes you can’t wait to be done with? What changes are you happy to keep? What changes will you be forced to keep? Does it make a difference if you have an urban or a rural practice?
Learn from your colleagues. In the participatory tradition of the Estate Planning Retreat, join an engaging discussion lead by Mark Masters of how COVID has changed us, our procedures and documents, our offices, our employees, our clients … and how we’re going to deal with things over the next few years. The course materials include a bibliography and selected Rules of Professional Conduct.
Presented by Mark D. Masters, Esq., Glatstein & O’Brien, LLP
Submitted for .4 Ethics Credits
Breakout Session #7
IRAs and Beneficiary Designations – What’s New
The Treasury Department has recently issued Proposed Regulations, effective January 1, 2022, implementing the rules for IRA beneficiary designation under the SECURE Act. During this session, we will discuss the SECURE Act rules and how they are explained, expanded, and restricted under the Proposed Regulations. We will also discuss what changes, if any, you may want to propose be made to clients’ Estate Protection™ documents, including their estate tax, income tax, and asset protection plans.
Presented by Allen Rozansky, Esq., MBA, Rozansky Law LLC
Location Information
Park Hyatt Beaver Creek Resort & Spa
50 West Thomas Place
Avon, CO 81620-1595
Get directions
50 West Thomas Place
Avon, CO 81620-1595
Registration Fees
| Non Member | $779.00 |
| CBA Member | $584.00 |
| CBA Trust & Estate Section Member | $479.00 |
| CBA Elder Law Section Member | $479.00 |
| CLE Basic Pass Holder | $389.00 |
| Active Military | $292.00 |
| Public Service/Government | $292.00 |
| New Lawyer Edge Member | $292.00 |
| CLE ELITE Pass Holder | $292.00 |
| Student Currently Enrolled in Law School | $99.00 |
- General Credits: 13.00
- Ethics Credits: 3.40
- EDI Credits:
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