This year, we're celebrating a milestone-45 years of bringing the trust and estate planning community together. And where better to mark this “sapphire” anniversary than in the Vail mountains. Join colleagues and friends to connect or reconnect. The Retreat is as much about the people as it is the practice!

Here are some of the gems you'll unearth:

• A keynote cyber property mine tour with 2015 Estate Planning Hall of Famer Professor Gerry W. Beyer who will explore estate planning with electronic communications, cryptocurrency, NFTs, and the metaverse.

• Tales from experienced miners, in other words, a panel of probate judicial officers to guide you.

• Multiple and different veins to follow that will interest the new, seasoned, and somewhere in between planner/litigator/miner.

HOTEL INFORMATION:

The Hythe Vail, 715 West Lionshead Circle, Vail, CO 81657

The CBA-CLE room block for attendees at The Hythe Vail is no longer available.  

OVERFLOW HOTEL INFORMATION:

Lion Square Lodge at the Gondola 

Guests can call 1-888-346-1799 to reach the Lion Square Lodge reservations team to book their accommodation. Please instruct all guests to identify themselves as guests of the Kirkland & Ellis group (Group ID: COVAGRP2219) when calling to ensure that they receive the percentage-off discounted rates.

• 10% discount off of rental rate on stays of 2 nights or longer

Alternatively guests may book directly on https://www.vacasa.com/usa/Lion-Square-Lodge-Vail-CO/. Once booked, guests will send an email to [email protected] with the Subject Line: COVAGRP2219/ Lion Square Lodge/ Dates of Event/ Confirmation #. Once the email is received, the group code and discount will be applied and an email confirmation will be issued. For bookings made on vacasa.com, within 30 days of arrival, full payment will be processed and the difference will be reimbursed at the time of the rate adjustment.

Antlers at Vail

Guests can call 1-970-476-2471 to reach the Antlers at Vail reservations team to book their accommodation. Please instruct all guests to identify themselves as guests of the CBA-CLE Estate Planning Retreat when calling to ensure that they receive the percentage-off discounted rates.

• Gold & Platinum Studio & 1BRs at $235 per night
• Diamond Studio & 1BRs at $255 per night
• Gold & Platinum 1 BR with Bunks $260 per night
• Diamond 1 BR with Bunks $260 per night

The prices above does not include tax. In addition, Antlers at Vail offers one complimentary parking per unit and does not charge a resort fee.

Alternatively, guests may book directly at https://reservations.travelclick.com/99843?groupID=4798551

Arrabelle at Vail Square/Ritz Residences or The Lodge at Vail

Guests can call (855) 332-1601, select #1 to reach the Colorado resorts, and then option #4 for Vail lodging options. All Group attendees must identify themselves as part of the Group by referencing the following group code: SVLCBA25 OR refer to the: Colorado Bar Association Overflow

• 20% discount off room rate 

Montaneros Vail or Landmark Vail

Guests can call (855) 228-2596 or (970)476-1350 and ask for Colorado Bar Association - Estate Planning Retreat Space Available Rate to ensure discounted rate.

• 10% discount off Best Flexible Rates

Alternatively guests may book directly at https://www.coraltreeresidencecollection.com/colorado/vail using promo code COBAR0625

Program Registration Cancellations: If you are unable to attend, please notify CBA-CLE by Thursday, May 29, 2025. We will gladly refund your tuition in full or apply your tuition to the home study. Cancellations after Thursday, May 29, 2025, will be refunded less a $150 cancellation fee.

CBA TRUST AND ESTATE SECTION SCHOLARSHIP TO ATTEND

The Trust and Estate Section of the Colorado Bar Association has seven scholarships available for the 45th Annual Estate Planning Retreat. These scholarships will be awarded to eligible applicants after the applications have been reviewed. If you are interested and qualify, please submit your completed application no later than May 5, 2025. The Trust and Estate Section will cover the cost of live registration and reimburse up to $600.00 for hotel and parking accommodation. Here's the link to the application.  Reach out to Jody Davis with your questions.
 

Hosted by the Trust & Estate Section of the Colorado Bar Association

THANK YOU TO OUR 2025 SPONSORS!  

Platinum

Midwest Trust Company

Gold

Holland & Hart LLP

Huntington Private Bank

JAMS

Silver

Alpine Bank Wealth Management

Baysore & Christian Fiduciary Services

Bennett Thrasher LLP

Bessemer Trust

BOK Financial Private Wealth

Buchalter

Guardian Real Estate Group - Probate Team

Investment Trust Company

Krause Financial

Members Trust Company

National Care Advisors

Parkside Financial

Rose Community Foundation

Seigneur Gustafson CPAs and Advisors

Conference

Sunflower Bank, N.A.

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.

Tags: Tax; Trust and Estate; Mediation; Estate Administration/Probate; Estate Planning; Trusts; Trustee; Trust and Estate Litigation; Settlement; Trust and Estate; Document Drafting; CUTC; Blockchain; Cryptocurrency; Judges Panel