43rd Annual Estate Planning Retreat - In-Person

Starts:  Jun 8, 2023 08:10 AM (MT)
Ends:  Jun 10, 2023 12:00 AM (MT)
Returning to Santa Fe, this year's retreat promises to be comprehensive, educational, entertaining, and compelling. On Friday, hear from Terrence Franklin, a T&E litigator who will share the story of his fourth great-grandmother Lucy Sutton, and a will contest that challenged the will emancipating Lucy, her children, and grandchildren from slavery. Saturday, back by popular demand, you'll be first to see a new reader's theatre play - “Shakespeare in Santa Fe: The Bard, James Thurber, and The Music Man at the El Dorado!” In-person attendees will spend the rest of their mornings in self-selected small interactive workshops, and plenary lectures. There's something for everyone from new attorneys to those new to the practice area, and for those with decades of experience. You don't want to miss this year's retreat!
  • Keynote address: Welcome Terrence Franklin, “Bending the Arc of History Towards Justice”
  • Choose your curriculum - select 4 breakout sessions (from 11 options). Register early. Attendance will be capped.
  • Unique Social Activities and Ways to Explore Santa Fe
Hotel Information:
Eldorado Hotel & Spa
309 W. San Francisco St.
Santa Fe, NM 87501
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $239 plus applicable taxes and fees.
To receive the group room rate, please indicate that you are a guest of the CBA-CLE Estate Planning Retreat when you make your reservation.
Based on availability, rooms are being held at the conference rate until May 22, 2023. Reserve your room early. Historically, the room block has sold out.
Reservations will be accepted online - https://be.synxis.com/?adult=1&arrive=2023-06-08&chain=17123&child=0&currency=USD&depart=2023-06-10&group=2306COLO&hotel=63150&level=hotel&locale=en-US&rooms=1
All reservations will require a credit card guarantee, and a deposit equal to one night of lodging is due at time of booking. The balance is due at check-in. Reservations can be cancelled without a fee up to three days before the date of the program. Otherwise, the first night's deposit may be forfeited.
Cancellation Fee: If you are unable to attend, please notify CBA-CLE by May 29, 2023, and we will gladly refund your tuition in full or apply your tuition to the webinar or home study. Cancellations after May 29, 2023, will be refunded less a $150 cancellation fee.
Thank You To Our Sponsors!
Holland & Hart
Midwest Trust
Wells Fargo Wealth & Investment Management
Alpine Bank Wealth Management
Bessemer Trust
BOK Financial
Krause Financial Services
Members Trust Company
Northern Trust    
Investment Trust Company
Judicial Arbiter Group, Inc.
White Glove    
American Cancer Society
American Heart Association
Baysore & Christian Fiduciary Services LLC
Gibraltar Business Valuations
IT1 Services, LLC
Julie Abels, Coldwell Banker Realty
National Care Advisors
Rose Community Foundation
Sunflower Bank Wealth Management
Trustee Services Group/Estate Services Group
Winston Art Group
CBA-CLE will email webinar access information to registrants 24-48 hours before the program. Please note that the webinar program only includes select sessions. The full agenda, including all the interactive breakout sessions, is only available in person.  
Home studies will be available approximately 2-3 weeks following the live program.  
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. 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.


Eldorado Hotel
309 W. San Francisco Street
Santa Fe, NM 87501