32nd annual estate planning retreat

8/2/2019 32nd Annual Estate Planning Retreat

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Submitted for 9 General CLE Credits,

Including 1 Ethics Credit**You must attend the sessions with the ethics components to claim ethics credits

Sponsored by the Trust and Estate Section of the Colorado Bar Association

LIVE ONLY: JUNE 7-9, 2012IN BRECKENRIDGE, COLORADO AT THE BEAVER RUN RESORT AND CONFERENCE CENTERTHE premier event for Colorado trust and estate practitioners The

BEST place to see old colleagues and make new connections Dont miss

TRUST situs planning: opportunities and considerations Learn About Trust Protectors: Powers, Capacity

AND Selection Get the most up-to-date information on

ESTATE planning Benefit from the unique

PROGRAM format featuring 8 interactive discussions Now

IN its 32nd year Enjoy all theCOLORADO Rocky Mountains have to offer


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HIGHLIGHTS

FRIDAY KEYNOTE PRESENTATION:

I Social Media for Estate Planning Attorneys

Presented byLouis S. Harrison, Esq., Harrison & Held, LLP, Chicag

ADVANCED, INTERACTIVE, DISCUSSION GROUP TOP(You can select 4 to attend):

1. Planning for Retirement Accounts That Outlive Their Own2. Practical Solutions to Elder Financial Abuse and Fiduciary T3. Partnership Tax Basics4. File and Data Storage5. Trust Situs Planning: Opportunities and Considerations6. Duties, Pitfalls and Ethical Concerns of a Lawyer Serving

Fiduciary: What You Need to Know

7. How to Attack and Defend Expert Witnesses inTrust and Estate Litigation

8. Trust Protectors: Powers, Capacity, and Selection

CLE CREDITS:

Submitted for 9 General CLE Credits, Including 1 Ethics Cre

*You must attend the sessions with the ethics components to claim ethics cr

JUNE 7-9, 2012BEAVER RUN RESORT AND CONFERENCE CENTER

620 Village Road, Breckenridge, CO 80424

Rooms are being held for guests of the Estate Plannin

Retreat until May 31, 2012

Room rates run from $129 to $213 plus applicable taxes and resort

Standard Hotel Room: $129 Deluxe Studio: $139

One-Bedroom Suite: $159 Colorado Suite: $159

Premium One Bedroom Suite: $180 Two Bedroom Suite: $

Please identify yourself as a member of the Estate Planning group

Colorado Bar Association CLE in order to receive the group discou

To reserve your room, please contact the Beaver RunResort and Conference Center at 1-800-525-2253

HEADQUARTERS AND LODGING INFORMATION:

DEAR COLLEAGUE,This is the event of the year for Colorado's

trust and estate practitioners.

Now in its 32nd successful year, the Annual Estate

Planning Retreat will be held on June 7-9 at the

Beaver Run Resort and Conference Center in

Breckenridge, Colorado. Co-sponsored by the Trust and Estate

Section of the Colorado Bar Association and CBA-CLE, this eventhas become a longstanding tradition among Colorado trust and

estate practitioners. Attend to discuss the most important issues

with some of the most experienced and knowledgeable trust and

estate professionals in Colorado.

After the interactive discussion groups in the morning, youll have

the rest of each day to enjoy all the Rocky Mountains have to offer

in June ... sunshine, hiking, golfing and much more!

Youll also hear Keynote Speaker Lou Harrison speak on Social

Media for Estate Planning Attorneys.

We look forward to seeing you in Breckenridge.

Connie Tromble Eyster, Esq.,

Hutchinson Black and Cook, LLC, Program Chair

ConnieTrombleEyster

Gary Abrams, Executive Director, Colorado Bar Association CLE

SPACE IS LIMITED, SO REGISTER TODAY!Retreat tuition includes course materials, admission to the entire

Retreat, admission to the Welcome Reception on Thursday, June 7

and the Wine Tasting on Friday, June 8.

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! Or, bring your laptop and the

flash drive to your session and view the materials electronically!

MAKE YOUR HOTEL RESERVATION EARLY!For more information about the Retreat, please call Colorado Bar

Association CLE at (303) 860-0608, or toll free at (888) 860-2531.

Estate Panning Retreat UNPROGRAM

This years Retreat brings together some of the top trust

and estate professionals in the region, so one of the greatest

benefits the Retreat offers is a forum for discussion.

Friday afternoon will be devoted to the Unprogram borrowed from

the Elder Law Retreats successful model. Youll have the opportunity

to network and discuss in small groups six additional topics chosen by

the attendees.

NEW!


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2012 AGENDA SPECIAL THANKS TOOUR 2012 SPONSORS

Confirmed to date:

PLATINUM SPONSORS:

I The Private Client Reserve of

U.S. Bank

GOLD SPONSORS:

I Colorado State Bank and Trust

I Senior Helpers

SILVER SPONSORS:

I CoBiz Trust

I Investors Independent

Trust Company

I Investment Trust Company

I JAMS

I LexisNexis

BRONZE SPONSORS:

I ANB Bank

I Denver Dumb Friends League

I Foundation Source

I Gibraltar Business Appraisals, I

I Members Trust Company

I Waddell & Reed

I WealthCounsel

THURSDAY, JUNE 7, 2012

6:00 - 7:30 pm Welcome Reception

FRIDAY, JUNE 8, 2012

7:30 am Registration Open

7:30 - 8:45 am Buffet Breakfast

8:00 am Welcome and Introduction

Connie Tromble Eyster, Esq., Hutchinson Black and Cook, LLC

Gary Abrams, Executive Director, Colorado Bar Association CLE

8:15 am KEYNOTE PRESENTATION:

Social Media for Estate Planning Attorneys

Presented byLouis S. Harrison, Esq., Harrison & Held, LLP

9:15 am Adjourn to Breakout Discussions

9:25 am SESSION A *

10:45 am Networking Break

11:00 am SESSION B *

12:20 pm Adjourn Enjoy all the Rocky Mountains have to offer!

2:00 pm Estate Panning Retreat UNPROGRAM

This years Retreat brings together some of the top trust and

estate professionals in the region, so one of the greatest benefits

the Retreat offers is a forum for discussion. Friday afternoon will

be devoted to the Unprogram borrowed from the Elder Law

Retreats successful model. Youll have the opportunity to

network and discuss in small groups six additional topics chosen

by the attendees.Program Coordinator:John DeBruyn, Esq., DeBruyn Law Offices

Planning Committee:John DeBruyn, Esq., DeBruyn Law Offices,

andBaird B. Brown, Esq., Brown & Brown, PC

6:00 - 7:15 pm Annual Wine Tasting

SATURDAY, JUNE 9, 2012

7:00 am Registration Open

7:15 - 8:45 am Buffet Breakfast

8:00 am Case Law and Legislative Update

Presented byJamie J. Roth, Esq., Brown & Brown, PC, andMelissa J. Sullivan, Esq., Hutchinson Black and Cook, LLC

9:15 am Adjourn to Breakout Discussions

9:25 am SESSION C *

10:45 am Networking Break

11:00 am SESSION D *

12:20 pm Adjourn Thank you for your participation!

*Please indicate which 4 sessions you plan to attend on the registration form.

SPONSORSHIP OPPORTUNITIES:Sponsorship opportunities are still

available! Please contact Monica

Santillanes at [email protected]

for more information.


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PROGRAM CHAIRConnie Tromble Eyster, Esq.Hutchinson Black and Cook, LLCBoulder, CO

KEYNOTE SPEAKERLouis S. Harrison, Esq.

Harrison & Held, LLPChicago, IL

FACULTYNancy R. Crow, Esq.Pendleton, Friedberg, Wilson

& Hennessey, PCDenver, CO

Darla L. Daniel, JDVice President and Trust OfficerColorado State Bank and Trust

Denver, CO

John DeBruyn, Esq.DeBruyn Law OfficesDenver, CO

Gregory T. Densen, Esq.Sherman & Howard, LLC

Denver, CO

Keith D. Lapuyade, Esq.Godfrey & Lapuyade, PCEnglewood, CO

Charles (Chip) Mortimer, Esq.Deputy Regulation CounselColorado Supreme Court Office of

Attorney Regulation CounselDenver, CO

Daniel RichExecutive Vice President andTrust ManagerSteele Street Bank & Trust

Denver, CO

D. Scott Robinson, Esq.Long Reimer Winegar Beppler, LLPBoulder, CO

Thomas A. Rodriguez, Esq.Vincent, Romeo & Rodriguez, LLCLouisville, CO

Gil B. Rosenthal, Esq.Krendl, Krendl, Sachnoff & Way, PCDenver, CO

Jamie J. Roth, Esq.Brown & Brown, PC

Grand Junction, CO

Melissa J. Sullivan, Esq.Hutchinson Black and Cook, LLCBoulder, CO

Herbert E. Tucker, IV, Esq.Wade Ash Woods Hill & Farley, PC

Denver, CO,

James R. Wade, Esq.Wade Ash Woods Hill & Farley, PCDenver, CO

Eric J. Zinn, Esq.Krendl, Krendl, Sachnoff & Way, PCDenver, CO

Eugene P. Zuspann, II, Esq.Zuspann & Zuspann, PA

Denver, CO

FACULTY

PROGRAM CHAIR: Connie Tromble Eyster, Esq.Connie Tromble Eyster, Esq., has been with Hutchinson Black

and Cook since 2001. Her practice focuses on estate planning,

probate and trust administration, as well as the formation of non-

profit entities. She has represented a wide variety of individuals

with their gifting, charitable contributions, marital agreements,

wills, trusts, and other estate planning concerns. She also assists families with the

administration of guardianships, conservatorships, and decedent's estates. Connie

has taught the Wills and Trusts course at the University of Colorado School of Law as

an adjunct professor and has spoken on estate planning topics throughout Colorado.

KEYNOTE SPEAKER: Louis S. Harrison, Esq.Louis S. Harrison, Esq., is with Harrison & Held, LLP, andemphasizes the estate-planning aspects of partnerships and

privately owned businesses, charitable dispositions, and gifting

strategies. Lou uses his extensive experience to formulate estate

plans that maximize and protect wealth, draft complex trusts and

wills that minimize federal estate taxes, litigate contested estates, probate and

administer estates, advise closely held businesses, and counsel clients regarding

business, individual, fiduciary and post-mortem tax planning. A frequent speaker and

writer on tax and estate planning, Lou has spoken before numerous groupsnationwide. Lou has authored more than 100 published articles on a broad range of

tax and estate-planning subjects in legal, accounting, tax and estate journals and

periodicals, and is co-author of the books, "Sorting Out Life's Complexities: What You

Really Need to Know About Taxes, Wills, Trusts, Powers of Attorneys and Health Care

Decisions" and "Illinois Estate Planning Forms and Commentary." Lou is the Illinois

State Chair of the American College of Trusts and Estate Counsel and has been an

adjunct professor at Northwestern University School of Law, DePaul University

College of Law and Chicago-Kent College of Law.

FACULTY:Nancy R. Crow, Esq., is a shareholder with Pendleton, Friedberg, Wilson &

Hennessey, P.C., where she practices tax planning, estate planning, estate and trust

administration and employee benefits law, helping people protect and preserve their

visions and values. Ms. Crow is a frequent lecturer and writer on topics related to

areas of practice. She wrote and has updated chapters on estate planning, esta

administration, will drafting and execution, and trusts for Colorado Methods

Practice, Thomson West Publishing. Ms. Crow has served on countless committees

both the Taxation and Trust and Estate Sections of the Colorado Bar Association, a

has served as chair of the Taxation Section. She is a member of the American

Association, the Colorado Women's Bar Association, the Women's Estate Plann

Council, the Denver Tax Association and the State Bar of California. Ms. Crow is

Colorado SuperLawyer, a Fellow of the American College of Trust and Estate Coun

and is listed in Best Lawyers in America.

Darla L. Daniel, JD, is a Vice President and Trust Officer at Colorado State Bank a

Trust, N.A. She has been working in the trust and estate field in various capacities sin

1988. Prior to joining the bank, she practiced law for 7 years with the firm of Zism

Ingraham and Daniel, PC, where she focused on estate planning, tax planning, a

estate administration. In addition to her work as a lawyer and trust officer, she tau

Estate Planning for several years as an Adjunct Professor at the University of Colora

School of Law (2009-2011), authored two chapters in the Colorado Estate Plann

Handbook, has been a frequent presenter of continuing legal education programs

the Trust and Estate section of the Colorado Bar Association, recently served

President of the Womens Estate Planning Council, and serves as a member of tPlanned Giving Committee for the Childrens Hospital Foundation.

John DeBruyn, Esq., of DeBruyn Law Offices, is a transactional lawyer who

practice emphasizes business, tax and estate planning. He is a former trial attorn

with the Tax Division of the US Department of Justice and continues to handle t

controversies. John is a Fellow of the American College of Tax Counsel and of t

American College of Trust and Estate Counsel. He is listed in Best Lawyers in Amer

and Martindale-Hubbell's Bar Register of Pre-Eminent Lawyers under both tax a

estate planning. John speaks frequently at national, regional and local continu

education conferences for lawyers and CPAs. He is a former member of the Americ

Bar Association's Technology Council and serves as moderator for several legal a

tax discussion groups on the Internet that are affiliated with the ABA. Th

discussion groups are open to lawyers, CPAs, professors and students. He is a

FACULTY PROFILES


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ctive in the development of online educational programs, interactive resource

materials and other Internet and Web-based resources for this same audience.

Gregory T. Densen, Esq.,joined Sherman & Howard in 1998, and is a Member in

herman & Howards Estate Planning and Administration Group. Greg has taught

umerous courses for the Colorado Society of CPAs and presented at a variety of

state planning seminars, including the 2010 Estate Planning Retreat. Recently,

Greg has led efforts to bring a decanting statute to Colorado, co-authoring

Decanting in Colorado: Nothing to Wine About, CBA Trust and Estate Member

Newsletter, June 15, 2009, and chairing the Decanting Subcommittee of the CBA

rusts and Estates Statutory Revisions Committee. At the 2012 Retreat, Greg looks

orward to celebrating his completion of a two-year stint as the co-chair and chair

of the CBA Trusts and Estates Statutory Revisions Committee.

Keith D. Lapuyade, Esq., is a partner with Godfrey & Lapuyade, PC, and has more

han 25 years of trial experience in both state and federal court. He frequently serves

s arbitrator and mediator. As an arbitrator, he is sought by parties to resolve disputes

hat conventional arbitrators find impossible to resolve due to the specialized

elationships between the parties or complexity of insurance issues. Mr. Lapuyade

brings his unique knowledge of insurance law and bad faith with his extensive

medical understanding to be of particular value in medical malpractice litigation, and

often brings this special skill set to bear in the personal representation of physicians

nd attorneys for purposes of establishing their rights with respect to their insurance

overage. Additional experience includes estate and fiduciary litigation, medical

malpractice, product liability, bad faith, personal injury, premises liability and

lternative dispute resolution.

Charles E. (Chip) Mortimer, Esq., is Deputy Regulation Counsel with the Colorado

upreme Court Office of Attorney Regulation Counsel. He was licensed to practice law

n Colorado in 1986, and spent fifteen years in private practice, focusing on family,

ommercial and real estate litigation, before joining the Office of Attorney Regulation

Counsel. He has served on the Thursday Night Bar Association Board of Directors, The

irst Judicial District Board of Trustees and Governor Owens' Commission on Civil

ustice Reform. Prior to coming to the Office of Attorney Regulation Counsel, Chip

haired the Colorado Lawyer's Fidelity Fund and served as a Trustee on the Colorado

awyer's Fund for Client Protection.

Daniel Rich, Executive Vice President and Trust Manager, brings over 31 years of trustnd investment administration experience to customers at Steele Street Bank & Trust.

He offers a client-focused approach to all his banking relationships and lends expertise

n all aspects of wealth management, as well as trust planning and administration.

D. Scott Robinson, Esq., is senior counsel at Long Reimer Winegar Beppler, LLP, and

erves as the firms managing attorney. He concentrates his practice in wealth transfer

nd preservation planning, private trust companies, trusts and estates, estate and trust

dministration and closely-held businesses. Mr. Robinson received a B.S. in

Accounting, magna cum laude, from Southern Utah University in 1998, his J.D. in 2002

nd then his M.B.A. in 2003. He obtained a master of laws in taxation (LL.M.) from

he University of Denver in 2009. Mr. Robinson is a member of the American Bar

Association, Colorado Bar Association, Wyoming Bar Association, Boulder County

state Planning Council and Society of Trust and Estate Practitioners (STEP), theeading worldwide professional body for practitioners in the fields of trusts, estates

nd related matters.

Thomas A. Rodriguez, Esq., is a partner in the law firm of Vincent, Romeo &

Rodriguez, LLC, which has offices in Englewood and Louisville. His practice

mphasizes probate litigation, including, but not limited to, contested guardianships

nd conservatorships, will and trust contests, fiduciary representation, and fiduciary

urcharge litigation. Mr. Rodriguez has lectured before the Colorado Bar Association,

Boulder County Bar Association and at other programs on topics such as probate

tigation, power of attorney and ethics. He is a member of the Executive Council of

he Colorado Bar Associations Elder Law Section, serving as Co-Chair from 2010

hrough 2012, and he also is a member of the Boulder County Bar Association. Mr.

Rodriguez also co-chairs the joint Elder Law and Trust and Estates Sections

subcommittee on preventing power of attorney abuse, particularly in the context

elder exploitation. He is a member of the Boulder County Estate Planning Council

Gil B. Rosenthal, Esq., of Krendl, Krendl, Sachnoff & Way, PC, has a broad dome

and international corporate practice, focused primarily on mergers and acquisitio

asset purchases, business succession, private equity investments and loan transactio

Mr. Rosenthal works extensively with the structuring and formation of limited liabi

companies and other alternative entities for use in joint ventures and other comp

business arrangements. In addition to his corporate practice, Mr. Rosenthal a

represents individuals in the full range of estate planning, tax and probate matters

Jamie J. Roth, Esq.,joined Brown & Brown, P.C. in 2011. She focuses her practicthe areas of estate planning and administration, and contested estate litigation. Jam

graduated from CU School of Law in 1997 after graduating from CSU in 1994.

earned an LL.M. in tax from NYU in 2011. Jamie has practiced on the western slope

Colorado since 2000. Brown & Brown, P.C. has offices in Grand Junction and Glenwo

Springs, Colorado.

Melissa J. Sullivan, Esq., is an associate at Hutchinson Black and Cook, LLC. S

graduated from the University of Denver Sturm College of Law and joined HBC in 20

Her practice focuses primarily in the areas of estate planning and probate and tr

administration. Melissa is a co-author of the Annual Survey for trust and estate law.

has prepared the Colorado statutory updates and the rules and forms updates for

trust and estate section of this publication since 2009. Melissa was selected

inclusion in 2010 Colorado Rising Stars by the publishers of Colorado Super Lawyers

Herbert E. Tucker, IV, Esq., is a shareholder with the Wade Ash Woods Hill & Far

PC, where he specializes in the area of estate and trust administration with

emphasis in probate and trust litigation. Mr. Tucker is a member of the Colora

Douglas County and American Bar Associations. He is actively involved in the Prob

and Trust Section of the Colorado Bar Association and has been actively involved

many subcommittees. He has lectured both locally and nationally for Continuing Le

Education programs. He has written numerous articles on probate and trust litigat

that appear in the Colorado Lawyer, Council Notes, and other legal publications.

has been named in Best Lawyers in America and Colorado Super Lawyer since 20

James R. Wade, Esq., is a member of Wade Ash Woods Hill & Farley, PC, where

maintains a practice in estate planning and administration. He is a member of Denver, Colorado, and American (Commission on Legal Problems of the Elderly 19

1999) Bar Associations; Commission on National Probate Court Standards; Americ

Law Institute (Advisor to Reporter, Restatement of Trusts 3rd): National College

Probate Judges; American College of Trust and Estate Counsel; International Acade

of Estate and Trust Law; Joint Editorial Board for Uniform Probate and Trust Codes; a

the Colorado Bar Foundation (trustee Emeritus). He has been listed in Best Lawyers

America for over 20 years. He is the author of The Colorado Probate System a

Colorado Law of Wills, Trusts, and Fiduciary Administration.

Eric J. Zinn, Esq., is Tax Counsel at Krendl, Krendl, Sachnoff & Way, PC. He represe

clients in matters involving corporate, individual, and partnership taxation, state a

local taxation, and corporate mergers, acquisitions and finance. Mr. Zinn is active

the Tax Section of the Colorado Bar Association and is a frequent lecturer on topincluding the proper choice of legal entity for the operation of a business enterpri

drafting operating agreements for limited liability companies, international taxati

partnership taxation, and like-kind exchanges. Mr. Zinn is also the author of Colora

Limited Liability Company Forms and Practice Manual (Data Trace Publishing).

Eugene Zuspann, II, Esq., practices in Denver, Colorado, and Goodland, Kansas

the areas of tax and estate planning and estate administration. In addition to be

an attorney, he has a graduate degree in Taxation from the University of Denver, a

is admitted to the bars of Kansas and Colorado. Gene is a Fellow of the Americ

College of Trust and Estate Counsel, a member of the American Bar Association R

Property, Probate and Trust Law Section, and the Trust and Estate Section and T

Section of the Colorado Bar Association.


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TOPIC 1 - Planning for Retirement Accounts That OutliveTheir Owners

Most clients hope that their IRAs and qualified retirement plans will provide

them with a comfortable retirement income and perhaps a legacy for their

beloved family, friends or charities. What happens when a retirement account

owner or plan sponsor dies? What planning choices are available? What are

their tax consequences, estate planning ramifications and potential penalties?

In this seminar, we will explore how to coordinate IRA and retirement plan

beneficiary designations with the account owner's estate plan, what perils

and pitfalls to avoid during the estate planning process and post-mortem

planning opportunities.

Presented byNancy R. Crow, Esq., Pendleton, Friedberg, Wilson &

Hennessey, PC

TOPIC 2 - Practical Solutions to Elder Financial Abuseand Fiduciary Theft

Financial abuse and fiduciary theft is on the rise. It comes in many different

guises. Although the media typically cover some of the more heinous elder

abuse cases each year, most abuses are committed by family members and

relatively few are ever reported to law enforcement. When a client first meets

with you to discuss suspected abuse, or you happen upon a situation that

appears questionable, the options available will vary widely with the particular

situation. This presentation will focus on practical solutions for practitioners

and others to investigate and address possible elder abuse when those

situations first appear.

Presented byThomas A. Rodriguez, Esq., Vincent, Romeo & Rodriguez, LLC

TOPIC 3 - Partnership Tax Basics

Understanding the use of partnerships, LLCs, and S corporations should be a

part of every estate planners box of tools. This session will provide anintroductory overview of the taxation of partnerships, LLCs and S corporations,

differences between the taxation of those entities, and the use of those entities

as part of a comprehensive estate plan. Other specific topics discussed include

the ability of estates to qualify as S corporation shareholders, the type of trusts

that can qualify as S corporation shareholders, the use of discounts relating to

LLC and partnership equity interests, the tax consequences of making 754

elections under the partnership tax rules, distinctions between general and

limited partners and control issues, and valuation rules relating to partnership,

LLC, and S corporation interests under IRC sections 2701 through 2704.

Presented byEric J. Zinn, Esq., andGil B. Rosenthal, Esq., Krendl, Krendl,

Sachnoff & Way, PC

TOPIC 4 - File and Data Storage

A discussion of the technology, risks and rewards of various data storage

methods available to an attorney, both in the office and in the cloud. The

discussion will deal with both electronic information and hard copy files,

and when and how to destroy them. The presenters will also discuss the

numerous ethics issues that pervade this part of the practice. The group will

discuss the various methods being used, and the possible benefits and pitfalls

of these suggestions.

Presented byEugene Zuspann, II, Esq., Zuspann & Zuspann, PA, and

Charles (Chip) Mortimer, Esq., Deputy Regulation Counsel, Colorado

Supreme Court Office of Attorney Regulation Counsel

TOPIC 5 - Trust Situs Planning: Opportunities andConsiderations

From state income tax minimization, to trust modification, to creditor prote

to decanting, the situs of a trust is a significant concern in trust planning

administration. This presentation will provide an overview of domestic trust

planning, including drafting considerations and issues and opportunities re

to changing the situs of a trust.

Presented byD. Scott Robinson, Esq., Long Reimer Winegar Beppler, LL

TOPIC 6 - Duties, Pitfalls and Ethical Concernsof a Lawyer Serving as Fiduciary: What You

Need to Know

What does the estate planning attorney need to be aware of before agreei

serve as Personal Representative or Trustee for a client? Particularly for

estates and trusts, or for larger estates with problematic assets and little liqu

a corporate fiduciary may not be a viable option. What alternative solutions

What ethical and practical issues are raised when the drafting attorney serv

P.R. or Trustee? This will be a discussion covering the basic duties and pra

problems of serving as a fiduciary, the ethical issues of the lawyer serving asand suggestions for avoiding or mitigating the many liability traps and

practical pitfalls into which an unwary individual fiduciary can step.

Presented byDarla L. Daniel, JD, Vice President and Trust Officer, Colora

State Bank and Trust, andDaniel Rich, Executive Vice President and Trus

Manager, Steele Street Bank & Trust

TOPIC 7 - How to Attack and Defend Expert Witnessein Trust and Estate Litigation

This program will offer a mock trial setting featuring James R. Wade as an e

in a breach of fiduciary duty case. Through live demonstration, counse

address the following issues: Selection and engagement of experts

Avoiding conflicts of interest - what the expert should do when contacted

Consulting expert versus testifying expert

Disclosure of experts and expert opinions

Preparing your expert for deposition

Preparing the expert for cross examination

Deposing your opponents expert

Cross-examining your opponents expert

Rehabilitating your expert after cross-examination

Evidentiary rules regarding the qualification of experts

Presented byJames R. Wade, Esq., andHerbert E. Tucker, IV, Esq.,

Wade Ash Woods Hill & Farley, PC, andKeith D. Lapuyade, Esq., God& Lapuyade, PC

TOPIC 8 - Trust Protectors: Powers, Capacity, and Select

This course will consider the powers that may be granted to a trust prote

the capacity in which those powers should be exercised (as a fiduciary o

non-fiduciary), and who should serve in the role of trust protector. Protec

to be offered to the trust protector will be discussed. Practice pointers w

provided and solicited. Drafting options will be shared and explored.

Presented byGregory T. Densen, Esq., Sherman & Howard, LLC

TOPIC DESCRIPTIONS - Choose any 4 of these 8 topics

Please indicate which 4 sessions you select on the registration for

.5 EthicsCredit

.5 EthCred


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Name ________________________________________________________________________

Attorney Reg. No. ___________________________________________________________________________________________________________________________________________________________________

Firm/Organization______________________________________________________________

E-Mai l Address _____________________________________________________________________________________________________________________________________________________________________________________________________________________________

Street Address ___________________________________________________________________________________________________

City / State / Zip ______________________________________________________________

Phone ________________________________________________ Fax _________________________________

PAYMENT METHOD:

J Enclosed is my check made payable to CBA-CLE

J VISA J MasterCard J Amex

Credit Card # _____________________________________________________

Exp. Date _______________________________________________________

Signature ____________________________________________________________Required for credit card orders

CANCELLATION POLICY: If you are unable to attend, please notify CBA-CLE by MAY 31, 2012 a

we will gladly refund your tuition in full. Cancellations after MAY 31, 2012 will be refunded less

$100 cancellation fee, or you may send someone in your place. Your substitute must attend th

same breakout sessions that you pre-selected.

All registrations and purchases must include a check or charge card information.

Mail to CLE 1900 Grant St., Suite 300, Denver, Colorado 80203-4303. You may register or

purchase by phone or fax when using Visa, MasterCard or AmEx.

LIVE SEMINAR ORDER FORM IMPORTANT - SELECT THE SESSIONS YOU WANT TO ATTEN

FRIDAY - JUNE 8, 2012 (select one for each session):

SESSION A:J 1 J 2 J 3 J 4 J 5 J 6 J 7 J 8

SESSION B:J 1 J 2 J 3 J 4 J 5 J 6 J 7 J 8

SATURDAY - JUNE 9, 2012 (select one for each session):

SESSION C:J 1 J 2 J 3 J 4 J 5 J 6 J 7 J 8

SESSION D:J 1 J 2 J 3 J 4 J 5 J 6 J 7 J 8

PLEASE PROVIDE 2 ALTERNATE TOPICS (select one per day):Breakouts are filled on a first-come, first-served basis and are limited to 20participants per session. If a session is full the registrant will be placed in a pre-selected alternate topic. If no alternate topic is selected, one will be assigned.

FRIDAY - JUNE 8 - ALTERNATE TOPIC (select one)

J 1 J 2 J 3 J 4 J 5 J 6 J 7 J 8

SATURDAY - JUNE 9 - ALTERNATE TOPIC (select one)

J 1 J 2 J 3 J 4 J 5 J 6 J 7 J 8

CLE USE ONLY - Check #:___________________ Approval #:__________________

Retreat tuition includes digital course materials (mailed to you in advance), admissionto the entire Retreat, admission to the Welcome Reception on Thursday, June 7, and

the Wine Tasting on Friday, June 8.

HINT: Print just the materials for the 4 sessions you plan to attend, and bring themwith you to the Retreat! Or, bring your laptop and the flash drive to your session

and view the materials electronically!OR

You can upgrade to paper materials for an additional $20

TUITION ENCLOSED: (PR060712L)J Non-member ..................................................................................................$399

J CBA Member ..................................................................................................$359

J CBA Trust & Estate Section Member ..............................................................$339

J NEW! CLE Elite Season Pass ..........................................................................$179

Paper Materials:

J Please upgrade me to the PAPER MATERIALS for an additional $20 ..........$20

TUITION SUBTOTAL $

RETREAT GUESTS:Guest Receptions: Receptions are compliments of the conference and we inviteguests to join us!Please tell us how many guests will be joining us at the:

J Thursday Reception No. of Guests (required): __________J Friday Wine Tasting No. of Guests (required): __________

Guest Breakfasts: You may purchase a Guest Breakfast Pass, which will allow yourguest(s) to join us for breakfast on Friday and Saturday.

J Retreat Guest Breakfast Pass: $50 per guest

No. of Guests (required): ___________Please provide the names of your guest(s) so that we can prepare a name badge(s)for them (required):

______________________________________________________________

______________________________________________________________

______________________________________________________________

J Retreat Childrens Breakfast Pass (ages 10-17): $40 per child

No. of Children (required): ___________Please provide the names of your guest(s) so that we can prepare a name badge(s)

for them (required):

______________________________________________________________

______________________________________________________________

______________________________________________________________

(Passes will be available for pick-up at the Retreat registration desk)

GUEST SUBTOTAL $

J CHILDRENS PARTY: Friday from 6:00 7:00 pm* $15 per childWhile you attend the Friday wine tasting, your children are invited to attend a partyjust for kids! Lots of fun, games, crafts, and a kid-style buffet! The party isrecommended for children ages 5-10.

No. of Children (required): ___________Childrens Names and Ages (required):

Name: ________________________________________ Age: ________

Name: ________________________________________ Age: ________

Name: ________________________________________ Age: ________

Name: ________________________________________ Age: ________

*PLEASE NOTE: The childrens party will end approximately 15 minutes before theconclusion of the Wine Tasting.

CHILDRENS PARTY SUBTOTAL $

TOTAL AMOUNT ENCLOSED $

please add the tuition, guest and childrens party subtotals and enter here

32NDANNUAL ESTATE PLANNING RETREAT JUNE 7-9, 2012 BRECKENRIDGE, CO

Register by PHONE... when using VISA, MasterCard or AmIn Denver: (303) 860-0608 Toll-Free: (888) 860-2531

Or FAX form to... when using VISA, MasterCard or AmexFAX to: (303) 860-0624

Or MAIL form to ...CLE in Colorado 1900 Grant St, Suite 300 Denver, CO 8020


8/8

Nonprofit Org.

U.S. Postage Pa

Permit No. 1638

Denver, CO1900 Grant Street, Suite 300, Denver, Colorado 80203-4303

Submitted for 9 General CLE Credits,

Including 1 Ethics Credit*

Sponsored by the Trust and Estate Section

of the Colorado Bar Association

Sponsored by the Trust and Estate Section of the Colorado Bar Association

LIVE ONLY: JUNE 7-9, 2012IN BRECKENRIDGE, COLORADO AT THE BEAVER RUN RESORT AND CONFERENCE CENTER

This is the event of the year for Colorado's trust and estate practitioners!*You must attend the sessions with the ethics components to claim ethics credits

The event of the year for Colorado'strust and estate practitioners!

LIVE ONLY: JUNE 7-9, 2012BEAVER RUN RESORT AND CONFERENCE CENTER

BRECKENRIDGE, COLORADO

32nd annual estate planning retreat

Documents