45th Annual Estate Planning Retreat - In-Person

Starts:  Jun 12, 2025 08:00 AM (MT)
Ends:  Jun 14, 2025 07:30 PM (MT)
This year, we're celebrating a milestone-45 years of bringing the trust and estate planning community together. And where better to mark this “sapphire” anniversary than in the Vail mountains. Join colleagues and friends to connect or reconnect. The Retreat is as much about the people as it is the practice!
 
Here are some of the gems you'll unearth:
 
  • A keynote cyber property mine tour with 2015 Estate Planning Hall of Famer Professor Gerry W. Beyer who will explore estate planning with electronic communications, cryptocurrency, NFTs, and the metaverse.
  • Tales from experienced miners, in other words, a panel of probate judicial officers to guide you.
  • Multiple and different veins to follow that will interest the new, seasoned, and somewhere in between planner/litigator/miner.
 
 
HOTEL INFORMATION:
The Hythe Vail, 715 West Lionshead Circle, Vail, CO 81657
 
CBA-CLE has reserved a block of rooms for attendees. Room rates start at $235 plus applicable taxes and fees.  Be mindful that there is a limited number of rooms available, so it is best to reserve your room early.  Based on availability, rooms are being held at the conference rate until May 26, 2025.
 
To receive the group room rate, please indicate that you are a guest of the Estate Planning Retreat when you make your reservation.  Reservations will be accepted by telephone at 877-622-3140 or online using this link.
 
All reservations will require a credit card guarantee, and a deposit equal to one night of lodging with tax is due at the time of booking. The balance is due at check-in. Reservations cancelled after May 26, 2025, will forfeit the deposit equal to one night's room and tax.  Daily resort fees are waived for guests booking inside CBA-CLE's room block, and complimentary wireless internet access will also be provided in guest rooms booked within our block.  
   
   
Cancellation Fee: If you are unable to attend, please notify CBA-CLE by Thursday, May 29, 2025. We will gladly refund your tuition in full or apply your tuition to the home study. Cancellations after Thursday, May 29, 2025, will be refunded less a $150 cancellation fee.
 
 
   
CBA Trust and Estate Section Scholarship to Attend Retreat In-Person
The Trust and Estate Section of the Colorado Bar Association has seven full scholarships to the 45th Annual Estate Planning Retreat, which will be awarded to eligible applicants after CBA-CLE has reviewed the applications.  Check back soon for details and the link to the scholarship application.
 
   
Hosted by the Trust & Estate Section of the Colorado Bar Association
   
THANK YOU TO OUR 2025 SPONSORS!  
   
Platinum
Midwest Trust Company
   
Gold
Holland & Hart LLP
Huntington Private Bank
JAMS
 
Silver
Alpine Bank Wealth Management
Baysore & Christian Fiduciary Services
Bennett Thrasher LLP
Bessemer Trust
BOK Financial Private Wealth
Buchalter
Guardian Real Estate Group - Probate Team
Investment Trust Company
Krause Financial
Members Trust Company
National Care Advisors
Parkside Financial
Rose Community Foundation
   
Conference
Sunflower Bank, N.A.
   
 
   
Home studies will be available 2-3 weeks following the live program.  
   
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact clereception@cobar.org at least 14 business days in advance.  
   
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
 

Location

The Hythe Vail
715 W Lionshead Circle
Vail, CO 81657