44th Annual Estate Planning Retreat - In-Person

Starts:  Jun 13, 2024 08:15 AM (MT)
Ends:  Jun 15, 2024 07:30 PM (MT)
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 
 
In-Person Attendance is limited to 250 attendees. 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. 
 
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. 
 
CHILDCARE AT EPR  
Sponsored by The Bryn Mawr Trust Company of Delaware 
 
Childcare will be available this year at the Estate Planning Retreat! Sign-up is not available yet, but will be shortly. 
 
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.   
 
CANCELLATION POLICY:
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.
 
 
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 
 
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 clereception@cobar.org 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.     

Location

The Hythe Vail
715 W Lionshead Circle
Vail, CO 81657