Mark the 42nd annual Estate Planning Retreat on your calendar! This summer, the “can’t miss” event for Colorado estate planners returns to Beaver Creek; or join online. Friday’s in-person plenary presentations will be simulcast to virtual attendees, and register for the in-person program to engage in Saturday’s interactive breakout sessions! The annual event offers the best opportunity to receive practice updates, explore and analyze challenges and issues, and connect with your colleagues and helpful sponsors.
• Learning opportunities for every attorney: everything from a foundations track to advanced workshop sessions
• Addressing the state of practice today: Navigating Stress & Vicarious Trauma Exposure – Resiliency Strategies for 2022 and Beyond, and How I Learned to Stop Worrying and Embrace COVID
• Welcome dinner, wine tasting, and plenty of time to enjoy Beaver Creek
Hotel Information:
Hyatt Beaver Creek – 136 E Thomas Pl. Beaver Creek, CO 81620
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $239 plus applicable taxes and fees.
Reserve your room online, or call the hotel (970-949-1234) and mention that you are part of the CBA-CLE Estate Planning Retreat. Based on availability, rooms are being held at the conference rate until May 16, 2022.
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 cancelled after May 16, 2022 will forfeit the deposit equal to one night’s room and tax. The daily resort fee is discounted to $10 per guest room for rooms in our block. The valet fee is $15/night per vehicle.
Cancellation Fee: If you are unable to attend, please notify CBA-CLE by June 7, 2022, and we will gladly refund your tuition in full or apply your tuition to the webinar or home study. Cancellations after June 7, 2022, will be refunded less a $150 cancellation fee.
Thank you to our 2022 Sponsors!
Platinum
Alpine Bank Wealth Management
BMO Wealth Management
First Western Trust
Holland & Hart, LLP
Midwest Trust
Wells Fargo Private Bank
Gold
BOK Financial Private Wealth
Intrinsic
Members Trust Company
Northern Trust
Trustee Services Group
Silver
Bessemer Trust
CBA-CLE Books
CIBC Private Wealth Management
Investment Trust Company
JAMS
Judicial Arbiter Group, Inc.
Bronze
American Cancer Society
Baysore & Christian Fiduciary Services LLC
Bridge to Better Living
Estate Inventory Services
Friends for Life, Inc.
Gibraltar Business Valuations
Home studies will be available approximately 2-3 weeks following the live program.
For your own safety, the safety of others, and in an effort to provide everyone with the most rewarding in-person meeting and event experiences possible, we request that you attend a CBA, DBA, or CLE meeting or event only if you have been fully vaccinated. Mask wearing is up to personal preference and comfort level. Masks may be required in some clinic settings. Please be cognizant and understanding of others’ preferences and courteous to all attendees.
Depending on CDC and/or state or local health guidelines, a rise in COVID-19 cases, or other circumstances that may threaten the well-being of our attendees, CBA-CLE reserves the right to convert to a fully virtual event.
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.