Day 1 – Thursday, January 29, 2026

8:15 - 8:45 am
Registration and Coffee

8:45 – 8:50 am
Welcoming Remarks
Extended by Mark D. Masters, Esq., Program Chair, Glatstein & O’Brien, LLP.

8:50 – 9:20 am 
Information Gathering and the Initial Client Interview
- Using questionnaires to obtain essential personal and financial information
- Educating your client regarding the estate planning process and proposed instruments
- Exploring sensitive matters such as blended families and problem children
- Counseling clients who need what they don’t want or want what they don’t need
Presented by Kerri L. Klein, Esq., Poskus & Klein, P.C., and Clara Brown Shaffer, Esq., The Law Office of Brown and Brown, P.C.

9:20 – 10:15 am
The Planning and Drafting Process
- Designing a practical plan to carry out the client's wishes, while minimizing administrative costs and considering income taxes
- Nuts and Bolts I: statutory requirements and elements of a good dispositive document
- Nuts and Bolts II: disposing provisions, selecting fiduciaries, etc.
- Coordinating will provisions with other estate planning documents and non-probate assets
- Common drafting problems and errors
Presented by Kerri L. Klein, Esq., Poskus & Klein, P.C., and Clara Brown Shaffer, Esq., The Law Office of Brown and Brown, P.C.

10:15 – 10:25 am 
Morning Break

10:25 – 10:50 am 
Execution of Documents and Follow-up Issues
- Ensuring proper execution
- Asset balancing
- Changing beneficiary designations and retitling assets
Presented by Kerri L. Klein, Esq., Poskus & Klein, P.C., and Clara Brown Shaffer, Esq., The Law Office of Brown and Brown, P.C.

10:50 – 11:50 am
Introduction to Transfer Taxes
- Elements of the gross estate
- Transfer tax savings through wise use of deductions and credits
- Overview of gift taxation
- Selected income and generation-skipping tax issues
Presented by Mark D. Masters, Esq., Glatstein & O’Brien, LLP.

11:50 am -12:20 pm
Moderated Discussion of Morning’s Topics and Panel 
Presentation by Morning Faculty.
Panel Moderator: Mark D. Masters, Esq., Glatstein & O’Brien, LLP.

12:20 – 1:30 pm
Pick up Box Lunches (Included in Your Tuition)
CBA-CLE can provide vegetarian, vegan, and gluten-free options if attendees note their dietary needs during registration.

1:30 – 2:10 pm
Planning for Disability
- Advance medical directives: medical power of attorney, living will, CPR directive
- Proxy decision maker
- Financial powers of attorney
- Parental delegation of guardianship
- Medical Order for Scope of Treatment (MOST)
Presented by M. Carl Glatstein, Esq., Glatstein & O’Brien, LLP.

2:10 – 2:50 pm
Planning for Single Clients and Smaller Estates
- Widows and widowers
- Divorced clients
- Unmarried couples
- Using contingent trusts for children or grandchildren
- Considerations when planning the smaller estate
- Elderly clients
Presented by Erica Johnson, Esq., Ambler | Keenan | Mitchell | Johnson

2:50 – 3:00 pm
Afternoon Break

3:00 – 3:45 pm
Planning for Married Clients and Larger Estates
- Yours, mine and ours: second marriages and blended families
- Using contingent trusts for children or grandchildren
- Planning for problem adult children
- Non-tax considerations when planning the larger estate, such as distributions of business interests, etc.
- Which tax apportionment clause is appropriate
- Married with children
Presented by Michelle Mieras, J.D., LL.M., CTFA, BOK Financial Private Wealth

3:45 – 4:15 pm
Moderated Discussion of Afternoon’s Topics and Panel 
Presentation by Afternoon Faculty
Panel Moderator: Mark D. Masters, Esq., Glatstein & O’Brien, LLP.

4:15 pm
Adjourn

Day 2 – Friday, January 30, 2026

8:30 – 8:40 am
Welcome Back Remarks
Extended by Mark D. Masters, Esq., Program Chair, Glatstein & O’Brien, LLP.

8:40 – 9:15 am
Revocable Living Trusts
- Using a funded revocable trust as the disposing document
- Using an unfunded standby trust
- The need for a pour-over will
Presented by Hayley M. Lambourn, Esq., Wade Ash LLC

9:15 – 10:05 am
The Colorado Uniform Trust Code, and Planning and Drafting Under the CUTC
- Mandatory and default trust terms under the CUTC
- Understanding the difference between types of beneficiaries and their rights
- Navigating notice and accounting obligations of the trustee
Presented by Constance T. Eyster, Esq., Hutchinson Black and Cook, LLC

10:05 – 10:20 am
Morning Break
 

10:20 – 11:20 am
Introduction to the Marital Deduction
- Why the marital deduction is important with or without a taxable estate
- How the marital deduction is relevant to step-up in basis
- Requirements to qualify for the marital deduction
- Types of marital trusts, including QTIP trusts
- Marital deduction plans, including disclaimer plans and formula plans (the A/B trust plan)
- Portability
Presented by Marianne H. Luu-Chen, Esq., Hutchinson Black and Cook, LLC.

11:20 am – 12:10 pm
Uses of Life Insurance in Estate Planning
- Types of life insurance policies
- Life insurance to provide estate liquidity and pay debts
- Paying estate taxes cheaply—an introduction to the irrevocable life insurance trust
Presented by Rikke M. Liska, Esq., Liska Law, LLC

12:10 pm – 12:30 pm
Pick up Box Lunches (Included in Your Tuition)
CBA-CLE can provide vegetarian, vegan, dairy-free, and gluten-free options if attendees note their dietary needs during registration.

12:30 pm – 1:10 pm 
Moderated Discussion of Morning’s Topics and Panel 
Presentation by Morning Faculty.
Panel Moderator: Mark D. Masters, Esq., Glatstein & O’Brien, LLP.

1:10 – 1:20 pm
Post Lunch Break

1:20 – 2:10 pm
Introduction to Ethics in Estate Planning
- Representing multiple clients: navigating through confidentiality and potential conflicts of interest
- Representing clients with disabilities or questionable capacity
- Who is my client? Identifying troublesome situations
- Engagement/disengagement letters
Presented by Kelianne Chamberlain, Esq., Hoskin Farina & Kampf, PC
Submitted for 1 Ethics Credit

2:10 – 3:00 pm
Traps to Avoid: The 10 Most Common Problems and Pitfalls as Seen Through the Eyes of the Bench, Including Malpractice 
Presented by Probate Judicial Officers

3:00 – 3:10 pm
Afternoon Break

3:10 – 4:30 pm
Moderated Discussion of Hypothetical Fact Patterns in Estate Planning Basics
Moderated by Mark D. Masters, Esq., Glatstein & O’Brien, LLP.

4:30 pm
Adjourn