June 2019
39th Annual Estate Planning Retreat - LIVE ONLY!
Co-sponsored by the Colorado Bar Association Trust and Estate Section
REGISTRATION FOR THIS EVENT BY PHONE OR MAIL-IN ONLY - NO ONLINE REGISTRATIONS! SEATING IS LIMITED!! REGISTER TODAY!
Please call (303) 860-0608 to register for this event.
Retreat tuition includes course materials, admission to the entire Retreat, admission to the Welcome Dinner on Thursday, June 6, and the Wine Tasting on Friday, June 7. An additional discount will be offered to attendees who elect to receive their materials via digital download.** Guest fees include both breakfasts and admission to both receptions.
**All attendees will receive the course materials digitally via email. If you wish to receive your materials via email ONLY (no printed book), please select this option on the registration form. Your tuition for this option is $30 LOWER than the option to pick up the printed book.
If you are interested in saving on tuition, select the digital materials, print just the materials for the 4 sessions you plan to attend, and bring them with you to the Retreat!
DBA/CBA YLD Members: Sign up for the "Less-Experienced Lawyer" Tracks and receive discounted tuition!
PLENARY PRESENTATIONS
Estate Planning and Trust Management for a Brave New World:
It’s All in the Family…What’s a Family?
Presented by R. Hugh Magill, Esq.
Our Firm — An Original Readers Theatre Play
Written by Spencer J. Crona, Esq., Brown & Crona, LLC, and David Struthers, Esq., Dill, Dill, Carr, Stonbraker, and Hutchings, P.C.
BREAKOUT SESSIONS
* UPDATE: Many breakout sessions are now full. If you are interested in attending the Retreat, you may still register for Sessions 9A and 9B, along with two additional sessions, choosing between Sessions 4, 6, and 8.*
BREAKOUT SESSION 1
Using Wealth Transfer Trusts to Maximize Income Tax Opportunities for Your Clients
Presented by Randi Grassgreen, Esq., Crestone Capital LLC, and D. Scott Robinson, Esq., Berg Hill Greenleaf & Ruscitti LLP
BREAKOUT SESSION 2
When Failing to Plan Becomes Planning to Fail
Presented by Honorable C. Jean Stewart (ret.), Jean Stewart LLC
BREAKOUT SESSION 3
The Confluence of Trust and Estate and Real Estate Law and Practice
Presented by Heidi J. Gassman, Esq., Wade Ash Woods Hill & Farley PC, and David Kirch, Esq., Kirch Rounds & Bowman PC
BREAKOUT SESSION 4
Farm and Ranch Estates – Bareback or Saddle Bronc Riding?
Presented by Justin D. Cumming, Esq., Lewis Roca Rothgerber Christie LLP, and Michael R. Stiff, Esq., Baker & Hostetler LLP
BREAKOUT SESSION 5
What's the Worst that Could Happen? What's the MOST?
Presented by Thomas G. Castellano, MD, and M. Carl Glatstein, Esq., Glatstein & O’Brien LLP
BREAKOUT SESSION 6
Adventures in Charitable Planning
Presented by Mark D. Masters, Esq., Glatstein & O’Brien LLP
BREAKOUT SESSION 7
Be Afraid. Be Very Afraid. But Do Not Despair:
How DR Attorneys and Your Own Clients May Make You Regret that Prenup You Drafted and How to Best Avoid It
Presented by Daniela Ronchetti, Esq., Tuthill & Hughes LLP, Honorable Elizabeth D. Leith, Denver Probate Court, Denver Probate Court, and Kim Willoughby, Esq., Willoughby & Associates
BREAKOUT SESSION 8
Back to Basics for the Courtroom
Presented by Marco D. Chayet. Esq., Chayet & Danzo, LLC, Honorable Elizabeth D. Leith, Denver Probate Court, and Alison E. Zinn, Esq., Lathrop Gage LLP,
BREAKOUT SESSION 9A (Friday)
LESS-EXPERIENCED LAWYER SESSION
Thoughtful Communications: How Soft Skills Can Help You Grow as a Lawyer, Build Rapport With Clients, and Deal with Difficult People and Situations
Presented by Darla L. Daniel, Esq., Balson & Faix, LLP
BREAKOUT SESSION 9B (Saturday)
LESS-EXPERIENCED LAWYER SESSION
Retention and Execution: From the First Client Meeting to Document Signing for New Lawyers
Presented by David K. Johns, Esq., Anderson & Hughes, P.C., and Molly T. Zwerdlinger, Esq., Miller & Steiert, P.C.
LODGING UPDATE:
The 2019 Estate Planning Retreat will be held at the Eldorado Hotel and Spa, 309 W. San Francisco St, Santa Fe, NM 87501
The Eldorado Hotel and Spa has sold out during the Retreat dates.
Attendees are encouraged to reserve a room at another hotel as soon as possible.
The Inn and Spa at Loretto, 211 Old Santa Fe Trail Santa Fe, NM 87501, is offering attendees of the Retreat rooms at a discounted rate, between 6/5 and 6/9/19, as rooms remain available.
The hotel is located next to the historic Loretto Chapel. Attendees can walk between the Eldorado and the Loretto (7 minute walk).
Room Rate:
$229 plus applicable taxes and resort service charge
The Hilton Santa Fe Historic Plaza, 100 Sandoval St, Santa Fe, NM 87501, currently has availability for individual bookings. There is no group rate or room block.
Attendees can walk between the Eldorado and the Hilton (2 minute walk).
Call (505) 988-2811, or visit their website to book
If you have already booked with the Eldorado Hotel and Spa, the information below is for reference:
Eldorado Hotel & Spa
309 W. San Francisco St.
Santa Fe, NM 87501
Rooms are being held for guests of the Estate Planning Retreat until May 13, 2019, or until the room block is filled. Reserve your room now- rooms will fill quickly!
To Reserve Your Room
-Please call 1-800-955-4455 and mention the “Colorado Bar Association - CLE” or “2019 Estate Planning Retreat” or
Rich culture, ideal year-round climate, and picturesque mountain setting makes Santa Fe a leading destination in the Southwest. Eldorado Hotel & Spa is one of the premier Santa Fe hotels, where award-winning luxury sets the stage for an enchanting visit. The grand hotel is conveniently located near the Historic Santa Fe Plaza, offering the perfect embodiment of the spirit of the city. Guests can experience the resort and spa amenities, including on-site restaurant and bars, a rooftop pool, and breathtaking views of the Sangre de Cristo mountain range.
Room Rates
Single/Double Occupancy Rate: $229 plus applicable taxes
-Rates above will be extended to guests wishing to extend their stay for 3 days before and 3 days after guest room block, based on availability.
- A deposit equal to one night room and tax is due upon booking. The balance is due upon arrival. The deposit is refundable if notice of cancellation is received at least 3 days prior to arrival and cancellation number is obtained.
Resort Service Charge
A resort service charge of $30 per room per night will be assessed. The resort service charge includes daily valet parking in a secured underground garage, complimentary wireless internet, use of the fitness center and rooftop swimming pool, and more!
CANCELLATIONS/SUBSTITUTIONS: If you are unable to attend, please notify CBA-CLE by May 31, 2019, and we will gladly refund your tuition in full, or you may send someone in your place. The breakout sessions you originally selected will be transferred to your replacement. Regretfully, we are not able to make changes to the pre-selected sessions. Cancellations after May 31, 2019, will be refunded less a $100 cancellation fee.
SPECIAL THANKS TO OUR 2019 RETREAT SPONSORS!
PLATINUM
Alpine Bank Wealth Management
BNY Mellon Wealth Management
BOK Financial Private Wealth
Holland & Hart, LLP
PeopleCare Health Services
Wells Fargo Private Bank
GOLD
ANB Financial Services
U.S. Bank Private Wealth Management
CIBC Private Wealth Management
Members Trust Company
Midwest Trust Services
The Northern Trust Company
SILVER
Investment Trust Company
JAMS
Obermeyer Wood Investment Counsel, LLLP
The Denver Foundation
Whittier Trust Company of Nevada, Inc.
BRONZE
1st Trust Company
American Cancer
Society
AMG National Trust Bank
Bank of the West- Wealth Managment Group
Bessemer Trust
Balson & Faix, LLP
Baysore & Christian Fiduciary Services LLC
ElderCounsel
InterActive Legal
Lawgic, LLC
National Care Advisors
Rose Community Foundation
True Link Financial
University of Colorado
Sponsorship opportunities are still available! Please contact Melissa Higham, mhigham@cobar.org for more information.