41st Annual Estate Planning Retreat - Virtual

Starts:  Jun 10, 2021 8:00 AM (MT)
Ends:  Jun 12, 2021 12:00 AM (MT)
Join us on our dynamic virtual platform where our faculty of experienced attorneys, professionals and judicial officers will speak about latest updates, key legislation, and best practices so you can best serve your estate planning clients.
 
Not just another endless series of Zoom screens, our online conference is refreshingly engaging with online discussions, real-time speaker interface, and interactive networking events — all from the comfort and convenience from your home or office.
 
 
Topics Include:
• E-Wills
• Appealing Orders of the Probate Court: The Finality Conundrum, CRCP 54, and Orders Issued by Magistrates
• UTC Part 5
• Directed Trusts
• Foundations: How to Prepare for a Deposition
• Medicaid for Estate Planning Attorneys
• Fiduciary Ethics – Considerations for Practitioners Serving in Fiduciary Capacities
• Charitable Planning
• Foundations: Introducing Evidence
• UFIPA in Colorado: Overview and Examples
 
Featuring two keynote speakers
• Natalie B. Choate, Esq., and Author: Planning for Retirement Benefits: SECURE! And Other Recent Developments - LIVE ONLY
• Nita Mosby Tyler, Ph.D., The Equity Project: Navigating the Complexities of DE&I in the Workplace
 
 
• Two keynote presentations
• 10 breakout sessions including both advanced and foundational tracks
• Spend quality time catching up with old friends and meeting new practitioners in our virtual space
 
* Should CDC recommendations and state public health regulations allow for a limited and optional live component to be added to the virtual experience, we will notify attendees. Our goal is to continue bringing a first-class and safe program to all attendees, faculty, and sponsors.
 
If disability accommodations or special assistance are needed, please contact us at clereception@cobar.org. Requests must be made at least two weeks prior to the scheduled program.
 
The program will be submitted for CLE accreditation in Colorado and Wyoming (The Wyoming State Bar has approved this course for 7.5 General Credits including 1.75 Ethics Credits). If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
 
**Please note that Natalie Choate’s keynote presentation will only be available to view live during the webinar
 
 

SPECIAL THANKS TO OUR 2021 RETREAT SPONSORS


PLATINUM

Alpine Bank Wealth Management

Holland & Hart LLP

Midwest Trust

The Denver Foundation

Wells Fargo Private Bank


GOLD

BOK Financial Private Wealth

CIBC Private Wealth Management

The Northern Trust Company

Sherman & Howard L.L.C.


SILVER
CBA-CLE Books

CBA-CLE Pass

Investment Trust Company

JAMS


BRONZE

American Cancer Society

ARAG

Baysore & Christian Fiduciary Services, LLC

Bessemer Trust

Gibraltar Business Valuations

InterActive Legal

Krause Financial Services

LawSafe Systems, LLC

National Care Advisors

University of Colorado

Western States Cancer Research NCORP


Sponsorship opportunities are still available! Please contact Melissa Higham at mhigham@cobar.org for more information.

Location

CBA-CLE Virtual Conference
Denver, CO