8th Annual Elder Law Retreat Out of Stock
Co-Sponsored by the CBA Elder Law Section and the CO Chapter of National Academy of Elder Law Attys
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August 2016
8th Annual Elder Law Retreat
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:
8 PLENARY SESSIONS!
- Legal and Practical Considerations in Drafting and Administering a Special Needs Trust: Providing for a Special Needs Beneficiary for the Next 70 Years
Presented by Stephen W. Dale, Esq., The Dale Law Firm, PC, Pacheco, CA
- Ethical Considerations Involved When Drafting Rules and Producing Pro Se and Practitioner-Friendly Forms from Perspective of the Colorado Supreme Court Probate Rules Committee
- Extreme Cleaning: Handling a Hoarding Dilemma
- Nationwide Legislation and Trends Affecting Elder Law
- Lightning Rounds
- Trends in Guardianship Reform
- Unbundling Legal Services
- A Review of Legislation Affecting the Bar and the Practice of Law During the 2016 Session
10 BREAK-OUT SESSIONS TO CHOOSE FROM!
- Creating a Tax-wise Portfolio for a 3rd Party Special Needs Trust
- Post Adjudication Right to Counsel in Protective Proceedings
- Medicaid: Planning With and Valuation of Unique Assets
- Undoing What Was Wrongfully Done for Real Estate and Financial Transactions
- Mental Health Issues in Guardianships and Conservatorships
- Keeping Self-Determination a Focus in Guardianships and Conservatorships
- Grey Divorce: Special Considerations for Elders Involved in the Dissolution of Marriage Process
- Legal and Practical Aspects of Difficult Placements
- Criminal Issues in Elder Law – In Search of Good Solutions: Prosecution and Defense Perspectives
- Don’t Leave Home Without Them: The Top 30 Cases Every Elder Law Attorney Should Know
Program Description:
8th Annual Elder Law Retreat
When:
Thursday, August 25 – Saturday, August 27, 2016
Where:
Vail Mountain Marriott Resort & Spa
715 West Lionshead Circle
Vail, CO 81657
Credits:
Submitted for 13 General CLE Credits, Including 3 Ethics Credits
Please join us for this interactive, advanced-level retreat, LIVE in VAIL, COLORADO!
Hotel / Lodging Info:
Dates August 25-27, 2016
Elder Law Retreat Headquarters:
Vail Marriott Mountain Resort & Spa
715 West Lionshead Circle
Vail, Colorado 81657
Make Your Reservation HERE:
https://resweb.passkey.com/go/COBarElderLaw2016
Reservations or cancellations must be made by August 3, 2016
Room rates:
Single/Double Rate: 169/night plus applicable taxes
Deluxe and Studio King: $189/night plus applicable taxes
Jr. Timberline Suite: $239/ night plus applicable taxes
Timberline Suite: $289/ night plus applicable taxes
A daily resort fee of $35 will be offered as an optional charge for those who wish to receive the amenities. Amenities include: wireless/wired internet in guest rooms, a welcome amenity including 2 aluminum bottles with hotel logo, 2 complimentary drink tickets, and various discounts at hotel outlets.
Please identify yourself as a member of the “CLE in Colorado Elder Law Retreat” group in order to receive the group discount.
CANCELLATIONS: If you are unable to attend, please notify CBA-CLE by AUGUST 18, 2016 and we will gladly refund your tuition in full. Cancellations after August 18th will be refunded less a $100 cancellation fee OR you may send someone in your place.
THANK YOU to our 2016 Sponsors confirmed to date:
Platinum
Silver
Lotus Fiduciary Group
Sponsorship opportunities are still available! Please contact Melissa Higham at [email protected] for more information.
Agenda:
THURSDAY, AUGUST 25
12:30pm
Registration Open
1:15 - 1:30pm
Welcome and Opening Remarks
1:30 – 2:30pm
Legal And Practical Considerations in Drafting And Administering A Special Needs Trust: Providing for a Special Needs Trust Beneficiary for the Next 70 years
Presented by Stephen W. Dale, Esq., The Dale Law Firm, PC, Pacheco, CA
2:30 – 2:45pm
Networking Break – Please Visit Our Sponsors!
BREAKOUT SESSIONS BEGIN
2:45 – 3:45pm
Session A
Creating a Tax-wise Portfolio for a 3rd Party Special Needs Trust
Presented by Stephen W. Dale, Esq., The Dale Law Firm, PC, Pacheco, CA
2:45 – 3:45pm
Session B
Best Practices: Post-Adjudication Right to Counsel and Representing a Client who has a Guardian and/or Conservator
Presented by Marco Chayet, Esq., Chayet & Danzo LLC, Denver, CO, and Letitia (Letty) Maxfield, Esq., Trust & Estate Advocates LLP, Denver, CO
3:45 – 4:00pm
Networking Break – Please Visit Our Sponsors!
4:00 – 5:00pm
Session A
Medicaid Planning With and Valuation of Unique Assets
Presented by Clara Brown Shaffer, Esq., and Paul M. Smith, Esq., Brown & Brown PC, Grand Junction, CO
4:00 – 5:00pm
Session B
Undoing What Was Wrongfully Done For Real Estate and Financial Transactions
Presented by Virginia A. Frazer-Abel, Esq., Frazer-Abel Law, LLC, Lakewood, CO, and Marcia R. McMinimee, Esq., Steenrod Schwartz & McMinimee LLP, Denver, CO
5:30 – 7:00pm
Welcome Reception
FRIDAY, AUGUST 26
8:15 - 8:30am
Welcome and Morning Remarks
8:30 – 9:20am (1 Ethics Credit)
Ethical Considerations Involved When Drafting Rules and Producing Pro Se and Practitioner-Friendly Forms from the Perspective of the Colorado Supreme Court Probate Rules Committee
Presented by the Honorable Diana L. Terry, Colorado Court of Appeals, Denver, CO, and Casey L. Williams, Esq., Tolison & Williams Attorneys at Law LLC, Brighton, CO
9:20 – 10:10am (No CLE credit applied for)
Extreme Cleaning: Handling a Hoarding Dilemma
Presented by Matt Paxton, Television Host, Hoarders, New York, NY
BREAKOUT SESSIONS BEGIN
10:15 – 11:05am
Session A
Mental Health Issues in Guardianships and Conservatorships
Presented by Stuart L. Kutz, Jr., PhD, JD, Denver, CO
10:15 – 11:05am
Session B
Keeping Self-Determination a Focus in Guardianships/ Conservatorships
Presented by M. Carl Glatstein, Esq., Glatstein & O'Brien LLP, Denver, CO, and Megan Brand, Colorado Fund for People with Disabilities, Denver, CO
11:05 – 11:20am
Networking Break – Please Visit Our Sponsors!
11:20am – 12:10pm
Session A
Grey Divorce: Special Considerations for Elders Involved in the Dissolution of Marriage Process
Presented by Kimberly Willoughby, Esq., and Melinda S. (Mindy) Moses, Esq., Willoughby & Associates, Denver, CO
11:20am – 12:10pm
Session B
Practical and Legal Issues When the Transition to a Residential and Senior Living Environment is Complex
Presented by Brandon Fields, Esq., Brandon Fields PC, Boulder, CO, and Megan Carnarius, RN, MT, NHA, Balfour Cherrywood Village, Louisville, CO
12:10 – 1:30pm (submitted for 30 CLE minutes)
Optional Lunch Session (Please sign up on the registration form):
Nationwide Legislation and Trends Affecting Elder Law
Presented by Catherine Anne Seal, Esq., LL.M., CELA, President, National Academy of Elder Law Attorneys, Inc., Kirtland & Seal LLC, Colorado Springs, CO
1:30 – 1:45pm
Post-lunch Break
1:45 – 2:35pm
A Review of Legislation Affecting the Bar and the Practice of Law During the 2016 Session
Presented by Jeremy Schupbach, Director of Legislative Relations, Colorado Bar Association, Denver, CO
6:00 – 7:30pm
Wine Tasting Reception
SATURDAY, AUGUST 27
8:10 - 8:20am
Morning Remarks
8:20 – 9:20am (submitted for 30 CLE minutes - .5 General CLE Credits)
Lightning Round Hot Topics (and Drawings)
Using Current Life Insurance to Pay for Senior Care
Presented by Don Poole, Co-Founder, Life Care Funding, Rye, NY
Why You Should Care About Elder Care
Presented by Paula Dahl, Vice President of Care Management, InnovAge, Denver, CO
10 Tips to Win for Clients & Inform Judges; Practical Wisdom for Professional Fiduciaries
Presented by Pamela Wilson, MS, BS/BA, CG CS, The Care Navigator, Lakewood, CO
The Power of Two – The Bench and Bar Working Together
Presented by the Honorable John Leopold (ret.), JAMS, Denver, CO
65 and Older and the Pooled Trust Update
Presented by Tammy Conover, Esq., Conover Law LLC, Greenwood Village, CO, Scott Challinor, Esq., Conover Law LLC, Greenwood Village, CO, and Shari Caton, Esq., Poskus Caton & Klein PC, Denver, CO
The Downsizing Maze: Issues and Options for Fiduciaries
Presented by Diane Howe, Relationship Manager, Everything But The House, Denver, CO
9:20 – 10:10am
Trends in Guardianship Reform
Presented by A. Kimberley Dayton, Esq., Mitchell Hamline School of Law, Saint Paul, MN
10:10 – 10:25am
Networking Break – Last Chance to Visit Sponsors!
10:25 – 11:25am
Unbundling Legal Services (1 Ethics Credit)
Presented by Angela R. Arkin, District Court Judge (Retired), The Harris Law Firm, Castle Rock, CO, and Amy Goscha, Esq., Goscha Law, Edwards, CO
BREAKOUT SESSIONS BEGIN
11:30am – 12:20pm
Session A
Criminal Issues in Elder Law – In Search of Good Solutions: Prosecution and Defense Perspectives
Presented by Candace K. Werth, Esq., Werth Law LLC, Brighton, CO, and Kris A. Zumalt, Esq., Glatstein & O'Brien LLP, Denver, CO
11:30am – 12:20pm
Session B
Don’t Leave Home Without Them: The Top 30 Cases Every Elder Law Attorney Should Know
Presented by Spencer J. Crona, Esq., Brown Law Firm LLC, Denver, CO
12:20pm
Adjourn
THANK YOU FOR ATTENDING THE 8TH ANNUAL ELDER LAW RETREAT!
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $649.00 USD
- Member Price $539.00 USD
- General Credits 18.00
- Ethics Credits 3.00
- EDI Credits