9th Annual Elder Law Retreat Out of Stock
Overcoming Obstacles, Changing Stereotypes, Sharing Life Experiences
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August 2017
9th Annual Elder Law Retreat
Ovecoming Obstacles, Changing Stereotypes, Sharing Life Experiences
Co-Sponsored by the Elder Law Section of the Colorado Bar Association and the Colorado Chapter of National Academy of Elder Law Attorneys
Program Highlights:
- Overcoming Obstacles, Breaking Down Stereotypes, and Changing Perspectives Using My Life Experiences Tailored to Special Needs Law and Elder Law Practitioners
- Overview of the Achieving a Better Life Experience Act of 2014 (ABLE Act)
- Current Medicaid Issues: Health Care Reform, Special Needs Trusts, and Estate Recovery
- ETHICS! Traps for the Wary? The Projected Transitions into the Real World as Scenarios Arise Implicating New Statutes on Post-adjudication Right to Counsel
- Lightning Round
- ETHICS: Panel on End of Life Options; Proposition 106 and the Ethics of Counseling a Client on End of Life
- Colorado’s New Strategic Action Planning Group on Aging
- ETHICS: Addressing Domestic Violence in the Elder Community
- “What is Working Well” Roundtable Discussion with Judicial Officers, Court Staff and Practitioners
- Mock Trial of a Guardianship Case, Including Interactive Commentary
Program Description:
9th Annual Elder Law Retreat
When:
Thursday, August 24 – Saturday, August 26, 2017
Where:
Beaver Run Resort & Conference Center
620 Village Rd
Breckenridge, CO, 80424
Credits:
Submitted for 17 General CLE Credits, Including up to 3 Ethics Credits
(You must attend all 3 ethics sessions to claim 3 ethics credits.)
Please join us for this interactive, advanced-level retreat, LIVE in BRECKENRIDGE, COLORADO!
Hotel / Lodging Info:
Dates August 24-26, 2017
Elder Law Retreat Headquarters:
Beaver Run Resort & Conference Center
620 Village Road
Breckenridge, CO 80424
To reserve your room online, please go to:
The group code is: 50R5EF
Reservations or cancellations must be made by July 31, 2017
Room rates:
Hotel Room - $139 + taxes/night (2 queen beds, sitting area, mini fridge, microwave)
Studio - $149 + taxes/night (Queen bed, sleeper sofa, efficiency kitchen, living/dining area)
Breckenridge Studio - $159 + taxes/night (Queen bed, sleeper sofa, upgraded efficiency kitchen, living/dining area, remodeled bath)
Summit Suite - $169 + taxes/night (Queen bed, sleeper sofa, upgraded efficiency kitchen, living/dining area, remodeled bath, fireplace, private balcony):
One Bedroom Suite - $179 + taxes/night (Queen bed, sleeper sofa, full kitchen, living/dining area, fireplace, private balcony)
Please identify yourself as a member of the “Elder Law Retreat” in order to receive the group discount. A one-night deposit per reservation is required within two days of booking the reservation. The balance is due upon arrival. Parking is complimentary.
CANCELLATIONS: If you are unable to attend, please notify CBA-CLE by AUGUST 17, 2017 and we will gladly refund your tuition in full. Cancellations after August 17th will be refunded less a $100 cancellation fee OR you may send someone in your place.
THANK YOU to our 2017 Sponsors confirmed to date:
Platinum
Silver
Sponsorship opportunities are still available! Please contact Melissa Higham at [email protected] for more information.
Agenda:
DAY ONE
SPECIAL NEEDS PLANNING
Thursday, August 24, 2017
12:30pm
Registration Open
1:00 – 1:15pm
Welcome and Opening Remarks
Arlene S. Barringer, Esq., Glatstein & O'Brien LLP, and Susie Germany, Esq., The Germany Law Firm P.C.
1:15 – 2:15pm
Overcoming Obstacles, Breaking Down Stereotypes, and Changing Perspectives Using My Life Experiences Tailored to Special Needs Law and Elder Law Practitioners
Presented by the Honorable Justice Richard H. Bernstein, Michigan Supreme Court
Justice Bernstein is a Michigan Supreme Court Justice who is legally blind since birth. In addition to championing for the rights of the disabled, he has run over 20 marathons and an Iron Man Triathlon.
2:15 – 2:30pm
Networking Break – Please Visit Our Sponsors!
2:30 – 3:30pm
Overview of the Achieving a Better Life Experience Act of 2014 (ABLE Act)
Presented by Megan Brand, Executive Director, CFPD, Bradley J. Frigon, Esq., Law Offices of Bradley J. Frigon, LLC, and Susie Germany, Esq., The Germany Law Firm P.C., Retreat Co-Chair
3:30 – 5:00pm
Current Medicaid Issues: Health Care Reform, Special Needs Trusts, and Estate Recovery
The panel members will present on best practices, practice tips and suggestions to address current Medicaid issues. The informative discussion will include:
- The latest in health care policy/reform and Medicaid financing and its impact on your elder law practice
- Submitting disability and third party trusts to CDHCPF – what information should accompany the trust including proof of beneficiary’s disability
- The conflict between the Social Security Administration and CDHCPF regarding provisions in disability trusts for early termination and priority for reimbursement to CDHCPF causing trust beneficiaries who are SSI recipients to choose between SSI benefits and Colorado’s long-term care Medicaid benefits
- Trust administration issues, including submitting disability and third party trust accountings to CDHCPF
- Estate and trust recovery
Presented by:
Eric Solem, Esq., Solem, Mack & Steinhoff, P.C.,Virginia Frazer-Abel, Esq., Frazer-Abel Law, LLC, Peter J Wall, National Oversight Manager, Disability & Elder Trust Solutions, BOK Financial, Vice President, Trust Officer, Colorado State Bank and Trust, and Mary Catherine Rabbitt, Esq.
Moderated by Claire E. Dineen, Esq., Law Office of Claire E. Dineen
5:00pm
Adjourn
5:15 – 6:45pm
Welcome Reception
Special Welcome to First-Time Attendees and New Elder Law Practitioners
DAY TWO
END OF LIFE, DOMESTIC VIOLENCE, PROBATE PROCEEDINGS
Friday, August 25, 2017
7:45 – 8:15am
Continental Breakfast
8:15 – 8:30am
Welcome and Morning Remarks
8:30– 9:30am
ETHICS: Law Meets World: Application of the New Statutes on Respondent's Right to Counsel in Guardianship and Protective Proceedings
Recognizing the need to fill a specific void in the aftermath of Milstein, the bar and then the General Assembly produced these new enactments effective August 10, 2016. This presentation will explore, to the extent conceivable, the occasions triggering, and the practical application (or non-application) of, these important new guides for affording representation to respondents amid guardianship and protective proceedings.
Presented by Spencer J. Crona, Esq., Brown & Crona, LLC, Letitia Maxfield, Esq., Trust and Estate Advocates, LLP, and April M. McMurrey, Deputy Regulation Counsel, Colorado Supreme Court Office of Attorney Regulation Counsel,
9:30 – 10:30am
Lightning Round with Sponsors
10 Tips to Win for Clients and Inform Judges: Practical Wisdom for Professional Fiduciaries (Part Deux)
Presented by Pamela D. Wilson, The Care Navigator
Difficulties Facing Trustees in SNTs for Minors
Presented by Peter J. Wall, National Oversight Manager, Disability & Elder Trust Solutions, BOK Financial, Vice President, Trust Officer, Colorado State Bank and Trust, and Megan Brand, Executive Director, CFPD
Homecare ... What, Why, When?
Presented by Phil Gibson, Director of Business Development, PeopleCare Health Services
Watch What You File! Tips for Your Filings with the Court
Presented by Honorable C. Scott Crabtree, JAMS
10:30 – 10:45am
Networking Break – Please Visit Our Sponsors!
10:45am – 12:00pm
ETHICS: Panel on End of Life Options; Proposition 106 and the Ethics of Counseling a Client on End of Life
Presented by:
Jennifer Moore Ballentine, MA, President, The Iris Project, ichael A. Kirtland, Esq., Kirtland & Seal LLC, and Jean Abbott, MD, MH, Professor Emerita, Center for Bioethics and Humanities, University of Colorado Anschutz Medical Campus
12:00 – 12:15pm
Pre-lunch Presentation Break
12:15 – 1:15pm
Luncheon Presentation: Colorado’s New Strategic Action Planning Group on Aging
Colorado Strategic Action Planning Group on Aging is charged with examining the impact of the aging demographic shift in Colorado and developing a long-term strategic plan, with recommendations for specific actions and bills by the General Assembly. An important mission of the Planning Group is to ensure adequate and sustainable funding and spending strategies for Medicaid and other state and local programs while also creating a public education campaign to improve individual and family preparedness. In November 2016, the Strategic Action Planning Group issued its first series of recommendations to the Colorado General Assembly and Governor’s Office. Learn about these recommendations and the important work of the Planning Group.
Presented by James Riesberg, Chair, Colorado Strategic Action Planning Group on Aging
1:15 – 1:30pm
Post-lunch Break
1:30 – 2:45pm
ETHICS: Addressing Domestic Violence in the Elder Community
Rule 1.14 and 1.6; Attorney/Client Privilege; Case Study, providing resources, procedures and information for practitioners along with addressing the ethical implications such as confidentiality and representing a client with diminished capacity.
Presented by:
John Gleason, Esq., Burns, Figa & Will, Allison Rocker, Esq., Denver Deputy District Attorney, Denver District Attorney’s Office
Moderator: Michelle Adams, Esq., Law Office of Michelle Adams, LLC
2:45 – 4:45 pm “
What is Working Well” Roundtable Discussion with Judicial Officers, Court Staff and Practitioners
Informal roundtable discussion with judicial officers, court staff, elder law/probate practitioners and fiduciaries to discuss what is working well with probate proceedings, share our experiences, and learn from each other
Presented by:
2nd Judicial District - Denver Probate Court
- Judge Elizabeth Leith
- Magistrate Ruben Hernandez
- Melissa Barnes, Specialist
- Karen McKey, Protective Proceedings Monitor
- Stephanie Kunkel, Protective Proceedings Monitor
17th Judicial District - Adams County District Court
- Joy Zabroski, Supervisor and Probate Registrar
- Patricia Rankin, Probate Law Clerk
18th Judicial District
- Magistrate H. Clay Hurst, Arapahoe County District Court
- Tina Surber, Protective Proceedings Monitor
Court Programs, State Court Administrator's Office
- Connie Lind, Statewide Probate Programs Coordinator
Moderated by Alene S. Barringer, Esq., Glatstein & O'Brien LLP
4:45pm
Adjourn
5:00 – 6:30pm
Wine Tasting Reception
DAY THREE
Saturday August 26, 2017
Mock Contested Guardianship Proceedings Case
7:45 – 8:20am
Continental Breakfast
8:20am
Morning Remarks
8:30 – 8:45am
Remarks: CBA President Richard Gast, Esq., and/or CBA Executive Director Patrick Flaherty, Esq.
8:45am – Noon (With a 15-minute Networking Break from 10:15 – 10:30am)
Trial of a Guardianship Case
Including Interactive Commentary
Presented by:
Catherine Seal, Esq., Kirtland & Seal LLC, David L. McGuffey, Esq., Elder Law Practice of David L. McGuffey, and Honorable Ruben Hernandez, Magistrate, Denver Probate Court
12:00 Noon
Adjourn
THANK YOU FOR ATTENDING THE 9TH ANNUAL ELDER LAW RETREAT!
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $439.00 USD
- Member Price $399.00 USD
- General Credits 17.00
- Ethics Credits 2.00
- EDI Credits