16th Annual Rocky Mountain Regional Elder Law Retreat - In-Person
Colorado Bar Association Elder Law Section
Start Date - End Date
August 22, 2024 - August 24, 2024
Registration Deadline
Thursday, August 22, 2024
The Rocky Mountain Elder Law Retreat is a must-attend for elder law practitioners and professionals who serve as fiduciaries and guardians. This year's Retreat includes a half-day of presentations on public benefits and special needs trusts by local and national experts. Take Friday afternoon to yourself to enjoy the beautiful Vail Valley, before joining us for a networking reception. Spend Saturday morning examining nationwide changes to protective proceedings, limited guardianships and developments in Colorado case law.
- Advanced Workshop on Special Needs Trusts, led by your Colorado experts
- Supplemental Security Income update by national speaker Ken Brown
- Limited guardianships and UGCOPAA
- Staples you need: EDI credits, Case Law Update and Unprogram discussion opportunities
CBA-CLE will email webinar access information 24-48 hours before the program.
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 14 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.
Cancellation Fee: If you are unable to attend, please notify CBA-CLE by August 7, 2024 and we will gladly refund your tuition in full or apply your tuition to the webinar or home study. Cancellations after August 7, 2024, will be refunded less a $150 cancellation fee.
The Hythe Vail (formerly the Vail Marriot Mountain Resort)
715 W. 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. Make your reservation online, or call the hotel - (970) 476-4444 - and mention that you are part of the CBA-CLE Elder Law Retreat Based on availability, rooms are being held at the conference rate until August 3, 2024.
Follow link or Copy/paste link in browser: https://book.passkey.com/gt/219547030?gtid=ac13db82a8f6048c26840a96aaa650f4
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 August 3, 2024 will forfeit the deposit equal to one night's room and tax. Resort fee waived for guests in our room block, and complimentary internet will be provided in guests rooms. Valet fee is $25/night per vehicle.
Rooms are sold out at The Hythe August 22nd.
Additional Accommodations:
Lion Square Lodge at the Gondola
Follow link or Copy/paste link in browser
10% discount off of the rental rate of the unit of your choosing.
Please call (888) 346-1799 to make a reservation. When making a reservation you must provide group name COVAGRP2180.
Montaneros
Follow link or Copy/paste link in browse
Landmark
Follow link or Copy/paste link in browse
Please call (970) 476-1350 to make a reservation. When making a reservation you must provide group name Colorado Bar Association.
1 Bedroom nightly rate $349
2 Bedroom nightly rate $489
Promo Code: G - COBA
Rates offered on a space available basis.
Rates are Valid 3 days pre and post program dates (August 22-24, 2024) based on availability.
2-night minimum stay required
Should we be offering a special promotion that is greater than the above discounted rates at the time of the booking, we will be happy to honor the lower rate for the guest.
Offers cannot be combined with any membership rates, like World of Hyatt
All rates do not include the 6.5% taxable resort fee or the 10.8% tax. In the event the State of Colorado increases taxes, the Montaneros in Vail reserves the right to adjust the taxes accordingly.
Platinum
Guardian Real Estate Group - Probate Team
Midwest Trust Company
Midwest Trust Company
Gold
Baysore & Christian Fiduciary Services
JAMS
Silver
ANB Financial Services
BOK Financial, Disability and Elder Trust Solutions
BOK Financial, Disability and Elder Trust Solutions
CarePatrol of Denver
Eide Bailly LLP
Friends for Life
Interactive Legal
Krause Financial
Members Trust Company
PIECES Inc.
Smokeball
Smokeball
SRS Capital Advisors
True Link Financial
Tags: Abuse; Capacity; Case Law Update; Elder; Estate Planning; Guardian ad Litem; Long-Term Care; Medicaid; Public Benefits; Social Security; Trust and Estate; Trusts
Registration Fees
| Price Description | Amount |
|---|---|
| Active Military | $295.00 |
| CBA Elder Law Section Member | $479.00 |
| CBA Member | $584.00 |
| CBA Trust & Estate Law Section Member | $479.00 |
| CLE BASIC Pass Holder | $389.00 |
| CO. Guardianship Assoc. Member | $584.00 |
| ELITE Pass Holder | $295.00 |
| NAELA Member | $584.00 |
| New Lawyer Edge Partner | $292.00 |
| 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 Download Digital Course Materials (PDF link sent via email approx. 24-48 hrs prior to the seminar) |
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Donate to MVL 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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Dietary Restriction - Gluten-Free Yes, I require Gluten-Free options |
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Thursday Mentor for the Mentor & New Attendee/New Attorney Meet Up Pick up lunch at Mountain Ration Grab & Go and join experienced practitioners, and those new to the practice, for a welcoming meet and greet. (included with tuition) |
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Thursday New Attendee for the Mentor & New Attendee/New Attorney Meet Up Pick up lunch at Mountain Ration Grab & Go and join experienced practitioners, and those new to the practice, for a welcoming meet and greet. (included with tuition) |
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A - Fiduciaries Are Not Magic, Or Are They? Common Pitfalls, Tips, and Tricks from a Fiduciary’s Perspective for the Successful Implementation of Settlement Agreements and Nonjudicial Settlement Agreements under the Colorado Uniform Trust Code Oftentimes, it feels like a case is over once a settlement agreement is reached. Yet, how the terms of this agreement are drafted can have a significant impact on the ability of the fiduciary to properly interpret and practically implement the settlement language to reach an effective and successful conclusion in the matter. Practitioners will discuss settlement agreements, both in the context of protective proceedings and probate litigation matters, as well as within the context of trust matters, and learn about the common pitfalls, tips, and tricks from fellow practitioners and fiduciaries so that they can draft more successful and practical settlement agreements in the future. Presented by Rikke M. Liska, Esq., and Kate E. Smith, Esq., Liska & Smith, PC |
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B - Unprogram: Dynamic Dialogues for Optimizing You Individually and Your Law Practice Engage in insightful discussions with your colleagues, delving into the complexities of law firm management and overcoming the hurdles of legal practice. From handling challenging clients to making strategic decisions such as issuing CYA letters, explore diverse perspectives and practical strategies. Discover effective approaches for addressing emerging issues, uncover essential reading materials to foster professional growth, and glean invaluable insights for shaping career trajectories. Embrace the unscripted nature of these discussions, which offer unparalleled value and authenticity. Presented by Emily Bowman, Esq., Kirch Rounds & Bowman PC, and Angela M. Rockwood, Esq., Preeo Silverman Green & Egle, P.C. Not submitted for CLE Credit |
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Thursday Welcome Reception Yes, I plan to attend the Welcome reception on Thursday (included with tuition) |
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Thursday Welcome Reception - GUEST Yes, I plan to bring a guest to the Thursday Welcome Reception (included with tuition) |
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Friday Breakfast |
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C - Special Needs Trusts: The Basics This beginner’s level class will provide a basic overview of Special Needs Trusts including what they are, why they are different from most other trusts, who they can be used for, and how to determine whether they are right for your client. The presentation will briefly discuss the history and purpose of these trusts, the fundamental distinction of “First Party” and “Third Party” Special Needs Trusts, and will conclude with a tutorial on how to find essential federal and state regulations to familiarize yourself with before drafting your first trust. Presented by Joe Hartwig, Esq., Sigler & Nelson LLC |
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D - Special Needs Trust: Advanced Workshop (Part 1) This two-hour workshop will examine hypothetical scenarios regarding special needs trust eligibility and functionality. Sit at a table with one of our Colorado experts, where you will troubleshoot problematic trust language and analyze the applicability of an individual’s public benefits. Attend for the full two hours – or attend Special Needs Trust Basics first and join the Advanced Workshop for the second hour! Facilitators: Megan Brand, Executive Director, Colorado Fund for People with Disabilities Christopher Brock, Esq., Colorado Cross-Disability Coalition Shauna Clemmer, Esq., The Law Office of Brown & Brown, P.C. Virginia Frazer-Abel, Esq., Frazer-Abel Law, LLC Bradley J. Frigon, Esq., LLM, CELA, The Law Offices of Bradley J. Frigon N. Susie Germany, Esq., The Germany Law Firm, P.C. Byron Hammond, Esq., Law Office of Byron Hammond Dawn Hewitt, Esq., Chayet & Danzo LLC Eric Kelly, Esq., Frazer-Abel Law, LLC Lance E. McKinley, Esq., Solem Woodward & McKinley, P.C. R. Eric Solem, Esq., Solem Woodward & McKinley, P.C. Only available for in-person attendees |
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E - Watching Out for the Baby Boomers The Baby Boom generation is getting older and there are a lot of us. Learn about what type of scams and other crimes are facing our elderly and disabled population and what we are doing about it. Learn how you can be safe and make sure that your parents and older relatives are safe. Presented by Beth McCann, Esq., Denver District Attorney, and Heidi McCollum, Esq., District Attorney, 5th Judicial District |
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F - Special Needs Trust: Advanced Workshop (Part 2) This two-hour workshop will examine hypothetical scenarios regarding special needs trust eligibility and functionality. Sit at a table with one of our Colorado experts, where you will troubleshoot problematic Trust language and analyze the applicability of an individual’s public benefits. Attend for the full two hours – or attend Special Needs Trust Basics first and join the Advanced Workshop for the second hour! Facilitators: Megan Brand, Executive Director, Colorado Fund for People with Disabilities Christopher Brock, Esq., Colorado Cross-Disability Coalition Shauna Clemmer, Esq., The Law Office of Brown & Brown, P.C. Virginia Frazer-Abel, Esq., Frazer-Abel Law, LLC Bradley J. Frigon, Esq., LLM, CELA, The Law Offices of Bradley J. Frigon N. Susie Germany, Esq., The Germany Law Firm, P.C. Byron Hammond, Esq., Law Office of Byron Hammond Dawn Hewitt, Esq., Chayet & Danzo LLC Eric Kelly, Esq., Frazer-Abel Law, LLC Lance E. McKinley, Esq., Solem Woodward & McKinley, P.C. R. Eric Solem, Esq., Solem Woodward & McKinley, P.C. Only available for in-person attendees |
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Friday Wine Reception Yes, I plan to attend the Wine Reception (included with tuition) |
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Friday Wine Reception - GUEST Yes, I plan to bring a guest to the Friday Wine Reception(included with tuition) |
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Saturday Breakfast Yes, I will attend the breakfast on Saturday (included with tuition) |
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G - Case Law Update The Case Law Update will explain and discuss recent case law in the past year (2023) that affects the practice of attorneys in elder law, trusts and estates. Presented by Scott Challinor, Esq., Conover Law, LLC |
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H - Fiduciary Unprogram Are you a professional fiduciary who serves as an agent, guardian, conservator, personal representative, or trustee??This unprogram is intended for you!?Connect with your fiduciary colleagues on tips and tricks for serving as a professional fiduciary, including managing demanding clients or beneficiaries, dealing with complex assets, and when to hire counsel.?Attorneys need not attend! Facilitated by Cheryl Hampton, MA, CRC, CCM, NCG, Human Network Systems, Inc, and Katrina S. Jones, Esq., Katrina S. Jones PC Not submitted for CLE Credit Only available for in-person attendees |
Speakers
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