44th Annual Estate Planning Retreat - In-Person
Co-sponsored by the Colorado Bar Association Trust and Estate Section
Start Date - End Date
June 13, 2024 - June 15, 2024
Registration Deadline
Thursday, June 13, 2024
Experience the pinnacle event of the summer as the 44th Annual Estate Planning Retreat returns to the awe-inspiring Rocky Mountains. This retreat is a must-attend for trust and estate practitioners, those contemplating broadening their practice to encompass estate planning and administration, and professionals engaged in ancillary practices and professions.
Building upon the impactful discussions of last year's event, this year's Estate Planning Retreat continues the dialogue initiated by Terrence Franklin, who challenged us to consider our contributions to improving the lives of those around us and future generations. Delve into these vital questions with this year's keynote address focusing on fostering equal partnership within Colorado's legal community, complemented by breakout sessions designed to cultivate a more inclusive approach to estate planning and litigation practice.
For in-person attendees, choose from 12 different breakout sessions, designed specifically for planners, litigators, and newcomers alike, including:
- ChatGPT, Please Tell Me My Ethical Duties: The Shifting Paradigms of Professional Judgment With Generative AI and Outsourced Estate Planning
- Six Months into the CTA: A Collaborative Discussion of Lessons Learned, Best Practices, Shared Experiences and Unanswered Questions for Trusts and Estates
- Trier of Fact: Exploring Unanswered Questions of Law Through Colorado's New Pattern Civil Jury Instructions on Wills
Popular breakout sessions fill up fast. Secure your spot today for these immersive, interactive, in-person sessions!
A limited agenda is available for webinar participants.
For all, the virtual recordings will be available after the conference in your CLE dashboard.
HOTEL INFORMATION:
The Hythe Vail (formerly the Vail Marriott Mountain Resort), 715 West Lionshead Circle, Vail, CO 81657
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $225 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 27, 2024.
To receive the group room rate, please indicate that you are a guest of the Estate Planning Retreat when you make your reservation.
Based on availability, rooms are being held at the conference rate until May 27, 2024.
Reservations will be accepted by telephone at 877-622-3140 or online using this URL address: https://book.passkey.com/go/EstatePlanning2024
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 27, 2024, 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 as well as complimentary wireless internet access in guest rooms.
CBA TRUST AND ESTATE SECTION SCHOLARSHIP TO ATTEND
The Trust and Estate Section of the Colorado Bar Association has seven full scholarships to the 44th Annual Estate Planning Retreat, which will be awarded to eligible applicants after CBA-CLE has reviewed applications. If you are interested and qualify, please submit your completed application no later than April 30, 2024. If selected, the Trust and Estate Section will cover the complete cost of registration and will reimburse your hotel accommodation up to $600.00.
CANCELLATION FEE: If you are unable to attend, please notify CBA-CLE by May 29, 2024, and we will gladly refund your tuition in full or apply your tuition to the webinar or home study. Cancellations after May 29, 2024, will be refunded less a $150 cancellation fee.
CHILDCARE AT EPR
Sponsored by The Bryn Mawr Trust Company of Delaware
This year we are happy to provide trusted childcare during all events at the Estate Planning Retreat! See FAQs or sign up at: https://callemmy.com/2024-estate-planning-retreat/
THANK YOU TO OUR GENEROUS SPONSORS!
Platinum
-FORVIS
-Holland & Hart LLP
-Midwest Trust Company
-Parkside Financial Bank & Trust
-Wells Fargo Wealth and Investment Management
Gold
-BOK Financial Private Wealth
-Huntington Private Bank
-JAMS
-Members Trust Company
Silver
-Alpine Bank Wealth Management
-Baysore & Christian Fiduciary Services
-Bessemer Trust
-Bennett Thrasher LLP
-CIBC
-Gibraltar Business Valuations
-Investment Trust Company
-Judicial Arbiter Group
-Krause Financial
-National Care Advisors
-Trustee Services Group
Conference
-The Bryn Mawr Trust Company of Delaware
-Winston Art Group
Conference
-The Bryn Mawr Trust Company of Delaware
-Winston Art Group
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 21 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.
Tags: Access to Justice; Artificial Intelligence; Diversity and Inclusivity; Elder; Estate Administration/Probate; Estate Planning; Medicaid; Power of Attorney; Public Benefits; Trust and Estate; Trust and Estate Litigation; Trusts; Wills
Registration Fees
| Price Description | Amount |
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| Active Military | $295.00 |
| CBA Elder Law Section Member | $479.00 |
| CBA Member | $584.00 |
| CBA Trust & Estate Section Member | $479.00 |
| CLE Basic Pass Holder | $389.00 |
| CLE ELITE Pass Holder | $295.00 |
| New Lawyer Edge Member | $295.00 |
| Non Member | $779.00 |
| Paralegal/Support Staff | $295.00 |
| Public Service/Government | $295.00 |
| Student Currently Enrolled in Law School | $149.00 |
Available Functions
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Digital Materials PDF sent via email approx. 24-48 hrs. prior to the seminar. |
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Printed Book Because we are now a Certifiably Green Denver business, CBA-CLE will only print course books for those who request them, for a $50 fee. |
$50.00 | |
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Donate to MVL ($25) Please consider making a donation to DBA’s Metro Volunteer Lawyers to help bridge the gap in access to justice by providing direct legal services to those in need. Every dollar counts! Thank you! |
$25.00 | |
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GLUTEN FREE dietary consideration |
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VEGETARIAN dietary consideration |
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Ambassador Interest I am attending the Ambassador and New Attendee Meet-Up on Thursday, 6/13, and would like to be paired with a CBA T&E Section Ambassador for the length of the retreat. (We will do our best to pair you with a Section Ambassador and you will connect at the Ambassador and New Attendee Meet-Up.) |
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Ambassador/New Attendee Meet-Up Yes, I am planning to attend the Ambassador and New Attendee Meet-Up on Thursday, June 13th, at 4:15 pm. |
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THURSDAY WELCOME RECEPTION YES, I am planning to attend the THURSDAY WELCOME RECEPTION |
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THURSDAY WELCOME RECEPTION GUEST I am planning to bring a guest to the Thursday Welcome Reception |
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FRIDAY BREAKFAST YES I am planning to attend the FRIDAY BREAKFAST |
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FRIDAY WINE TASTING YES, I am planning to attend the FRIDAY WINE TASTING |
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FRIDAY WINE TASTING GUEST I will be bringing a guest to the FRIDAY WINE TASTING |
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SATURDAY BREAKFAST YES I am planning to attend the SATURDAY BREAKFAST |
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SATURDAY GOLF OUTING Where: Vail Golf Club, 1775 Sunburst Dr., Vail, CO 81657 Cost: $184 per person Fee Includes: Green fee, cart, range ball, bag handling fees, and box lunch. First come, first served. Tee times fill up quickly! Deadline to signup Friday, June 7, 2024 |
$184.00 | |
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BREAKOUT ROUND A - Session 1 Session 1 Topic - Business Appraisal Fundamentals for Estate and Gift Tax Purposes |
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BREAKOUT ROUND A - Session 2 Session 2 Topic - Rabin: An All-Access Pass 1.4 Ethics credits |
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BREAKOUT ROUND B - Session 3 Session 3 Topic - Bringing Your Firm into the Modern World and Overcoming the Generational Divide 0.6 Ethics credits |
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BREAKOUT ROUND B - Session 5 Session 5 Topic - Best Practices for Estate Planners in Preventing a Will or Trust Contest and the Role of an Estate Planning Attorney if a Contest is Filed. 0.6 Ethics credits |
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BREAKOUT ROUND B - Session 6 Session 6 Topic - Six Months into the CTA: A Collaborative Discussion of Lessons Learned, Best Practices, Shared Experiences, and Unanswered Questions for Trusts and Estates |
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BREAKOUT ROUND C - Session 7 Session 7 Topic - Planning for a Loved One with Special Needs 0.4 EDI |
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BREAKOUT ROUND C - Session 8 Session 8 Topic - What Happens AFTER the Estate Planning Documents Are Signed? The Missing Link to the Traditional Estate Planning Process Explained |
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BREAKOUT ROUND C - Session 10 Session 10 Topic - Trier of Fact: Exploring Unanswered Questions of Law Through Colorado’s New Pattern Civil Jury Instructions on Wills 0.9 EDI credits |
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BREAKOUT ROUND D - Session 10 Session 10 Topic - Trier of Fact: Exploring Unanswered Questions of Law Through Colorado’s New Pattern Civil Jury Instructions on Wills 0.9 EDI |
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BREAKOUT ROUND D - Session 11 Session 11 Topic - Spousal LIfetime Access Trusts 0.2 Ethics credits |
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BREAKOUT ROUND D - Session 12 Session 12 Topic - I Wish I Knew Then What I Know Now.: Practical Advice From 23 years in the Trenches. |
Speakers
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