October 2020
40th Annual Estate Planning Retreat - Virtual Conference
Co-sponsored by the Colorado Bar Association Trust and Estate Section
REGISTER TODAY!
Join us on our dynmaic virtual platform to gather with your colleagues, learn, and connect on October 15-17th. We are trading wine receptions for online connections, but your dedicated speakers and planner know that they virtual platform will still provide a stage for high-caliber interaction, learning, well-being and networking.
Online and at a lower price, you don't want to miss the 2020 Retreat. Not just another Zoom meeting, our dynamic online conference will showcase practical sessions taught by experienced attorneys, professionals, scholars, and judicial officers. Check out our exhibitor hall, network with colleagues, and earn prizes, all from the comfort of your desk, couch or porch.
The first 150 registrants will receive mailed goodie boxes before the conference begins. Don't delay, register today!
The 40th Annual Estate Planning Retreat has something for everyone!
- Estate Planning Paralysis: Getting Your Clients to Act
- Improving Mediation in the Profession
- Planning for Incapacity
- Holding Closely-Held Assets in Trusts
- What Should We Do with This Old Trust?
- Privilege, Confidentiality and Duties of Document Production: Avoiding the Fiduciary's Nightmare
- Practical Ethical Issues in Trust and Estate Practice
- Dealing with the Death of the Majority Shareholder or Partner
- Claims in Probate and Protective Proceedings
- The Basics of Planning with Retirement Assets
- Leaving Retirement Assets to Trusts
- "Can We Talk About This Please?"
PLENARY PRESENTATIONS
Estate Planning Paralysis: Getting Your Clients to Act
Presented by Justin T. Miller, J.D., LL.M., TEP, AEP, CFP, National Wealth Strategist, BNY Mellon Wealth Management
Mediation: A Better Way, Here to Stay
Moderator: Honorable Jean Stewart (ret.), Jean Stewart LLC
Panelists:
- Honorable Robbie Barr (ret.), BarrADR
- Honorable C. Scott Crabtree (ret.), JAMS
- Honorable Patrick Murphy (ret.), JAG
- Kathy L. Seidel, Esq., JAMS
FINANCIAL ASSISTANCE
Sponsors (Investment Trust Company, American Cancer Society, Balson Faix & McVey LLP, Bessemer Trust, and Interactive Legal) have donated a total of 5 full tuition scholarships for the retreat.
Apply or call Customer Service for more information.
Decisions are based on financial need and other pertinent considerations
SPECIAL THANKS TO OUR 2020 RETREAT SPONSORS
PLATINUM
Alpine Bank Wealth Management
Holland & Hart LLP
Midwest Trust
The Denver Foundation
Wells Fargo Private Bank
GOLD
BNY Mellon Wealth Management
The Northern Trust Company
Krause Financial Services
SILVER
BOK Financial Private Wealth
CBA-CLE Books
CBA-CLE Pass
CIBC Private Wealth Management
Investment Trust Company
JAMS
BRONZE
ABA Retirement Funds Program
Adams Capital
American Cancer Society
AMG National Trust Bank
Balson Faix & McVey LLP
Baysore & Christian Fiduciary Services, LLC
Bessemer Trust
Friends for Life, Inc.
Gibraltar Business Valuations
Hindman Auctions & Appraisals
InterActive Legal
Lawgic, LLC
Life Insurance Settlements, Inc.
University of Colorado
Sponsorship opportunities are still available! Please contact Melissa Higham at mhigham@cobar.org for more information.