45th Annual Estate Planning Retreat - In-Person
Hosted by the Trust and Estate Section of the Colorado Bar Association
Start Date - End Date
June 12, 2025 - June 14, 2025
Registration Deadline
Thursday, June 12, 2025
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
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $235 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 26, 2025.
To receive the group room rate, please indicate that you are a guest of the Estate Planning Retreat when you make your reservation. Reservations will be accepted by telephone at 877-622-3140 or online using this link.
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 26, 2025, 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, and complimentary wireless internet access will also be provided in guest rooms booked within our block.
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: Blockchain; Cryptocurrency; CUTC; Trust and Estate; Document Drafting; Estate Administration/Probate; Estate Planning; Judges Panel; Mediation; Settlement; Tax; Trust and Estate; Trust and Estate Litigation; Trustee; Trusts
Registration Fees
| Price Description | Amount |
|---|---|
| Active Military | $379.00 |
| CBA Elder Law Section Member | $509.00 |
| CBA Member | $629.00 |
| CBA Trust & Estate Section Member | $509.00 |
| CLE ELITE Pass Holder | $319.00 |
| LLP/Paralegal/Support Staff | $379.00 |
| New Lawyer Edge Member | $314.50 |
| Non Member | $839.00 |
| Public Service/Government/Non-Profit | $379.00 |
| Student Currently Enrolled in Law School | $199.00 |
Available Functions
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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 during registration, 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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Ambassador/New Attendee Meet-Up Yes, I am planning to attend the Ambassador and New Attendee Meet-Up on Thursday, June 12th, at 4:30 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 *for registered attendees ONLY* |
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THURSDAY GOLF OUTING Where: Vail Golf Club, 1775 Sunburst Dr., Vail, CO 81657 Cost: $184 per person Fee Includes: Green fee, cart, and range balls Deadline to signup Friday, June 6, 2025 |
$184.00 | |
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FRIDAY WINE RECEPTION YES, I am planning to attend the FRIDAY WINE RECEPTION |
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FRIDAY WINE RECEPTION GUEST I will be bringing a guest to the FRIDAY WINE RECEPTION |
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SATURDAY BREAKFAST YES, I am planning to attend the SATURDAY BREAKFAST *for registered attendees ONLY* |
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BREAKOUT ROUND A - Session 1 Session #1 Business Succession Planning; Focus on Pre-Liquidity Considerations |
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BREAKOUT ROUND A - Session 2 Session #2 Burning Questions About the Boiler(plate): Why is That There? |
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BREAKOUT ROUND B - Session 3 Session #3 Death of a Narcissist – Unfunded Trusts and Trustee Releases |
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BREAKOUT ROUND B - Session 4 Session #4 Banks and Trust Companies as Fiduciaries: Practical Advice on How We Work |
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BREAKOUT ROUND C - Session 5 Session #5 Mediating Probate Disputes: Navigating Family Dynamics, and Opportunities and Pitfalls under the Colorado Dispute Resolution Act (CDRA) and Case Law |
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BREAKOUT ROUND C - Session 6 Session #6 ‘Til Death (or Divorce) Do We Part: The Intersection of Marriage and Modern Estate Planning |
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BREAKOUT ROUND D - Session 7 Session #7 Marital Deduction & Formula Funding Clauses |
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BREAKOUT ROUND D - Session 8 Session #8 Fundamentals of Drafting Irrevocable Trusts. |
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BREAKOUT ROUND E - Session 9 Session #9 Claims Against an Estate – Types, Timeliness and When and If to Pay Them 0.60 Ethics Credits |
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BREAKOUT ROUND E - Session 10 Session #10 Trust Modification for Trust & Estate Practitioners |
Speakers
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