44th Annual Estate Planning Retreat - Webinar
Co-sponsored by the Colorado Bar Association Trust and Estate Section
Start Date - End Date
June 14, 2024 - June 15, 2024
Registration Deadline
Friday, June 14, 2024
Experience the pinnacle event of the summer as the 44th Annual Estate Planning Retreat returns to the awe-inspiring Rocky Mountains. This retreat is a must-attend for trust and estate practitioners, those contemplating broadening their practice to encompass estate planning and administration, and professionals engaged in ancillary practices and professions.
Building upon the impactful discussions of last year's event, this year's Estate Planning Retreat continues the dialogue initiated by Terrence Franklin, who challenged us to consider our contributions to improving the lives of those around us and future generations. Delve into these vital questions with this year's keynote address focusing on fostering equal partnership within Colorado's legal community, complemented by breakout sessions designed to cultivate a more inclusive approach to estate planning and litigation practice.
For in-person attendees, choose from 12 different breakout sessions, designed specifically for planners, litigators, and newcomers alike, including:
- ChatGPT, Please Tell Me My Ethical Duties: The Shifting Paradigms of Professional Judgment With Generative AI and Outsourced Estate Planning
- Six Months into the CTA: A Collaborative Discussion of Lessons Learned, Best Practices, Shared Experiences and Unanswered Questions for Trusts and Estates
- Trier of Fact: Exploring Unanswered Questions of Law Through Colorado's New Pattern Civil Jury Instructions on Wills
Popular breakout sessions fill up fast. Secure your spot today for these immersive, interactive, in-person sessions!
A limited agenda is available for webinar participants.
For all, the virtual recordings will be available after the conference in your CLE dashboard.
CBA TRUST AND ESTATE SECTION SCHOLARSHIP TO ATTEND
The Trust and Estate Section of the Colorado Bar Association has seven full scholarships to the 44th Annual Estate Planning Retreat, which will be awarded to eligible applicants after CBA-CLE has reviewed applications. If you are interested and qualify, please submit your completed application no later than April 30, 2024. If selected, the Trust and Estate Section will cover the complete cost of registration and will reimburse your hotel accommodation up to $600.00.
THANK YOU TO OUR GENEROUS SPONSORS!
Platinum
-FORVIS
-Holland & Hart LLP
-Midwest Trust Company
-Parkside Financial Bank & Trust
-Wells Fargo Wealth and Investment Management
Gold
-BOK Financial Private Wealth
-Huntington Private Bank
-JAMS
-Members Trust Company
Silver
-Alpine Bank Wealth Management
-Baysore & Christian Fiduciary Services
-Bessemer Trust
-Bennett Thrasher LLP
-CIBC
-Gibraltar Business Valuations
-Investment Trust Company
-Judicial Arbiter Group
-Krause Financial
-National Care Advisors
-Trustee Services Group
Conference
-The Bryn Mawr Trust Company of Delaware
-Winston Art Group
Conference
-The Bryn Mawr Trust Company of Delaware
-Winston Art Group
CBA-CLE will email webinar access information 24-48 hours before the program.
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 [email protected] at least 21 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.
Tags: Access to Justice; Artificial Intelligence; Diversity and Inclusivity; Wills; Trust and Estate; Trust and Estate Litigation; Trusts; Medicaid; Power of Attorney; Public Benefits; Elder; Estate Administration/Probate; Estate Planning
Registration Fees
| Price Description | Amount |
|---|---|
| Active Military | $195.00 |
| CBA Elder Law Section Member | $319.00 |
| CBA Member | $399.00 |
| CBA Trust & Estate Section Member | $319.00 |
| CLE Basic Pass Holder | $265.00 |
| CLE ELITE Pass Holder | $195.00 |
| New Lawyer Edge Member | $199.00 |
| Non Member | $529.00 |
| Paralegal/Support Staff | $195.00 |
| Public Service/Government | $195.00 |
| Student Currently Enrolled in Law School | $49.00 |
Available Functions
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Donate to MVL ($25) Please consider making a donation to DBA’s Metro Volunteer Lawyers to help bridge the gap in access to justice by providing direct legal services to those in need. Every dollar counts! Thank you! |
$25.00 |
Speakers
| Name | Organization | Speaking At |
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