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Submitted for 9 General CLE Credits, Including 1 Ethics Credit*

*You must attend the session with the ethics component to claim ethics credit

Estate Planning Retreat


The Changing Landscape
Sponsored by the Trust and Estate Section of the Colorado Bar Association

33RD ANNUAL

JUNE 13-15, 2013


IN SNOWMASS, COLORADO AT THE WESTIN SNOWMASS RESORT
It has been a year of change in the practice of trust and estate law.
Nowhere else but the 33rd Annual Estate Planning Retreat will you have the opportunity to discuss the highlights and nuances of these changes with some of the most experienced and knowledgeable trust and estate practitioners. The Retreat will be held on June 13-15 at the newly renovated Westin Resort in Snowmass. Co-sponsored by the Trust and Estate Section of the Colorado Bar Association and CBA-CLE, the Retreat has become a time-honored institution among Colorado trust and estate practitioners.

LIVE ONLY!
After the advanced interactive discussion groups in the morning, youll have the rest of each day to enjoy everything this area of the Rocky Mountains has to offer: hike the Maroon Bells, explore Aspen, play a round of golf the possibilities are limitless! Dont miss the opening plenary session with Tom Stover on Will the Tax Tail Still Wag the Estate Planning Dog? Youll also hear Keynote Speaker Joshua Rubenstein on Estate Planning for Unmarried Couples: Detriment or Opportunity?

We look forward to seeing you in Snowmass!

THE premier event for Colorado trust and estate practitioners!

SPECIAL THANKS TO OUR 2013 SPONSORS!


Confirmed to date:

HIGHLIGHTS
FRIDAY KEYNOTE PRESENTATION:
I Estate Planning for Unmarried Couples: Detriment or Opportunity? Presented by Joshua Rubenstein, Esq., Katten Muchin Rosenman LLP, New York, NY

GOLD SPONSORS: I ANB Bank I Bank of the West I Colorado State Bank and Trust I Wells Fargo SILVER SPONSORS: I Fidelity Charitable I Foundation Source I Investment Trust Company I JAMS I The Denver Foundation BRONZE SPONSORS: I Dumb Friends League I Gibraltar Business Appraisals, Inc I Investors Independent Trust Company I Lawgic, LLC I South Dakota Trust Company LLC I Steele Street Bank & Trust I The Private Client Reserve of U.S. Bank I Vi at Highlands Ranch I WealthCounsel
SPONSORSHIP OPPORTUNITIES:
Sponsorship opportunities are still available! Please contact Barbara Hollingsworth at bhollingsworth@cobar.org for more information.

ADVANCED, INTERACTIVE, DISCUSSION GROUP TOPICS: (select 4 to attend)

1. Can I, Should I, or Must I Pay Your Taxes? - Understanding the Grantor Trust Rules 2. Planning for the New Colorado Resident 3. Who Do You Represent? Ethical Considerations in Multiple Client Representation, 4. 5. 6. 7. 8.
Serving as a Fiduciary, and Disclosure of Your Estate Planning File Colorado's Proclivity for Privity The Ever Changing Landscape of Estate Planning for the LGBT Will or Revocable Living Trust: Considerations in Selecting One or the Other Exculpatory Clauses Revisited Practical Income Tax Issues Arising in Everyday Estate Planning and Administration

CLE CREDITS: Submitted for 9 General CLE Credits, Including 1 Ethics Credit*
*You must attend the session with the ethics component to claim ethics credit

SPACE IS LIMITED, SO REGISTER TODAY!


Retreat tuition includes course materials (printed book or flash drive), admission to the entire Retreat, admission to the Welcome Reception on Thursday, June 13, and the Wine Tasting on Friday, June 14. NEW THIS YEAR: All attendees will receive the course materials digitally via email. If you wish to receive your materials via email ONLY (no printed book and no flash drive), please select this option on the registration form. Your tuition for this option is $30 LOWER than the option to receive the printed book or flash drive via UPS.

MAKE YOUR HOTEL RESERVATION EARLY!


For more information about the Retreat, please call Colorado Bar Association CLE at (303) 8600608, or toll free at (888) 860-2531.

HEADQUARTERS AND LODGING INFORMATION:

JUNE 13-15, 2013


WESTIN SNOWMASS RESORT
100 Elbert Lane, Snowmass Village, CO 81615

Newly Renovated!

Rooms are being held for guests of the Estate Planning Retreat until May 31, 2013.
ROOM RATES: Run of House Room: $169 (includes resort fee), plus applicable state and local taxes. Rate is available 3 days prior and 3 days after Retreat event dates. Please identify yourself as a member of the Estate Program with Colorado Bar Association CLE in order to receive the group discount. To reserve your room, please contact the hotel directly at (800) 525-9402, or call Westin Central Reservations at (800) 937-8461. Attendees can also make reservations online at https://www.starwoodmeeting.com/Book/ESTPLatnd

2013 AGENDA
THURSDAY, JUNE 13, 2013 6:00 - 7:30 pm Welcome Reception

FRIDAY, JUNE 14, 2013 7:30 am 7:30 - 8:45 am 8:00 am Registration Open Buffet Breakfast Welcome and Introduction Spencer Crona, Esq., Program Co-Chair, Brown and Hulbert, LLC, Denver, CO Walter Kelly II, Esq., Program Co-Chair, Miller & Steiert, PC, Littleton, CO Gary Abrams, Executive Director, Colorado Bar Association CLE Plenary Session: Will the Tax Tail Still Wag the Estate Planning Dog? The American Taxpayer Relief Act of 2012 made portability permanent while unifying the estate and gift tax with the same very large exemption amount ($5,250,000 indexed for inflation). The GST Exemption was set at the same level. In many, if not most, cases couples with combined taxable estates as large as ten million dollars will be able to avoid federal estate and gift taxes with minimal planning. Where does that leave the estate planner with his or her arsenal full of formula clauses, bypass trusts and QTIPs? Is estate and gift tax planning the buggy whip of our business or still viable and necessary? Presented by Thomas Stover, Esq., Stover & Spitz, LLC, Longmont, CO Adjourn to Breakout Discussions *SESSION A Networking Break *SESSION B Adjourn Enjoy all the Rocky Mountains have to offer! Estate Planning Retreat UNPROGRAM - No CLE credit will be offered for this session. This years Retreat brings together some of the top trust and estate professionals in the region. 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. Facilitated by John DeBruyn, Esq., DeBruyn Law Offices, Denver, CO Send an email to unprogram@debruyn.com for more information or to offer topic suggestions. 6:00 - 7:15 pm Annual Wine Tasting

8:15 am

9:15 am 9:25 am 10:45 am 11:00 am 12:20 pm

SATURDAY, JUNE 15, 2013 7:00 am 7:15 - 8:45 am 8:15 am Registration Open Buffet Breakfast KEYNOTE PRESENTATION: Estate Planning for Unmarried Couples: Detriment or Opportunity? Many basic estate planning techniques are unavailable to unmarried couples whether opposite sex couples who decline to marry, or same sex couples who are unable to marry or to have their marriage recognized. This session will examine where such couples are discriminated against, how such discrimination can be mitigated, and where special planning opportunities exist. Presented by Joshua Rubenstein, Esq., Katten Muchin Rosenman LLP, New York, NY Adjourn to Breakout Discussions *SESSION C Networking Break *SESSION D Adjourn Thank you for your participation!

9:15 am 9:25 am 10:45 am 11:00 am 12:20 pm

FACULTY
PROGRAM CHAIRS Spencer Crona, Esq. Brown and Hulbert, LLC Denver, CO Walter Kelly II, Esq. Miller & Steiert, PC Littleton, CO KEYNOTE SPEAKER Joshua Rubenstein, Esq. Katten Muchin Rosenman LLP New York, NY FACULTY Theodore Atlass, Esq. Atlass Professional Corporation Denver, CO Stephen Brainerd, Esq. Davis Graham & Stubbs, LLP Denver, CO Elizabeth Bryant, Esq. Elizabeth A. Bryant, PC Denver, CO Kelly Dickson Cooper, Esq. Holland & Hart LLP Denver, CO John DeBruyn, Esq. DeBruyn Law Offices Denver, CO Erica Johnson, Esq. Ambler & Keenan, LLC Denver, CO Shelly D. Merritt, Esq. Shelly Merritt, PC Boulder, CO Dylan Metzner, Esq. Hamilton Faatz and Waller, PC Greenwood Village, CO Kevin Millard, Esq. Chorney & Millard, LLP Denver, CO Ronald Nemirow, Esq. Kennedy Childs, PC Denver, CO Daniela Ronchetti, Esq. BakerHostetler Denver, CO C. Jean Stewart, Esq. Holland & Hart LLP Denver, CO Michael Stiff, Esq. BakerHostetler Denver, CO Thomas Stover, Esq. Stover & Spitz, LLC Longmont, CO Dennis Whitmer, Esq. Hamilton Faatz and Waller, PC Greenwood Village, CO

FACULTY PROFILES
PROGRAM CO-CHAIRS: Spencer Crona, Esq., is Special Counsel with Brown and Hulbert, LLC. He practices principally in the areas of probate, estate and trust litigation, conservatorships and guardianships, probate review of personal injury settlements and estate administration. Spencer is a member of the Colorado Bar Association, the Denver Bar Association, the CBA Elder Law Section, the CBA Trust & Estate Section and he currently serves as the Chair for the CBA Trust & Estate Section Executive Council. He is also a Fellow of the American College of Trust and Estate Counsel. He has participated in the drafting of numerous Colorado probate statutes. Walter Kelly II, Esq., is a shareholder at Miller & Steiert, P.C., where, since 1996, his practice has been limited to estate planning, trust and estate and administration, preparation of federal and state estate tax returns, probate matters and selected estate litigation. He is a fellow of the American College of Trust and Estate Counsel (ACTEC), and is the recent past Chair of the Trust and Estate Section of the Colorado Bar Association (2010-2011). He is a past chairman of the Statutory Revisions Committee of the Trust and Estate Section. His estate planning practice involves simple and tax-planned estates, using either will-based or trust-based planning tools. KEYNOTE SPEAKER: Joshua S. Rubenstein, Esq., is National Head of his firms Trusts and Estates Practice. He handles a wide variety of matters on a local, national and international level, including personal and estate planning, the administration of estates and trusts, and contested Surrogates Court and tax proceedings for high net worth individuals. He is a frequent lecturer and author on these topics. He is incoming chair of the International Committee of the American College of Trusts and Estates Counsel (ACTEC). Mr. Rubenstein is also extremely active in the community. He is often featured or quoted in prominent publications such as The New York Times and the The Wall Street Journal. FACULTY: Theodore Atlass, Esq., is the sole shareholder of the Denver law firm of Atlass Professional Corporation, where his practice is limited to estate planning, probate, and related tax and litigation matters. Ted has served as program chairman of the Advanced Estate Planning Symposium sponsored by the University of Denver or CLE in Colorado for over 25 years, is a fellow, past regent, and past Colorado State Chairman of The American College of Trust and Estate Counsel, past chairman of ACTEC's Audit and Fiduciary Income Tax Committees, and is a fellow of the American College of Tax Counsel. Ted has presented programs on taxation and estate planning topics to attorneys and CPAs in 38 states. Stephen Brainerd, Esq., is a partner in Davis Graham & Stubbs LLPs Tax, Employee Benefits & Estates Group. His practice is limited to estate planning/administration and related transfer tax matters; fiduciary counseling and risk management; and probate litigation and dispute resolution. He has particular experience in problems facing non-U.S. citizens, and title and conveyance issues. Steve has served as an adjunct professor of Trusts and Estates Law at the University of Denver College of Law. He is a Fellow of the American College of Trust and Estate counsel; a past Chair of the Colorado Bar Association Trust and Estate Section Council and a member of its Statutory Revisions Committee; and a faculty lecturer for both national and Colorado CLE programs. Elizabeth Bryant, Esq., has practiced law in the areas of estate planning and probate for over 20 years. Having worked with well over 1,000 clients, she has encountered almost every issue and solution needed to address the needs of traditional and non-traditional families and individuals. She is a Fellow of the American College of Trust and Estate Counsel, and has been a Colorado Supreme Court appointed member of the Unauthorized Practice of Law Committee since 2009. Beth is the Chair-elect of the Colorado Bar Association Trust and Estate Section.

Kelly Dickson Cooper, Esq., is a Partner with Holland & Hart LLP. As a probate and trust specialist, Ms. Cooper understands the unique relationship that fiduciaries have with their beneficiaries. Ms. Cooper concentrates her practice in all areas of trusts and estates litigation and administration, including estate and gift tax, fiduciary-related disputes, litigation, probate, and estate and trust administration. Her practice also includes the representation of corporate fiduciaries, individual fiduciaries, heirs, beneficiaries, and creditors in the resolution of probate and trust-related disputes. John DeBruyn, Esq., of DeBruyn Law Offices, is a transactional lawyer whose practice emphasizes business, tax and estate planning. He is a former trial attorney with the Tax Division of the US Department of Justice and continues to handle tax controversies. John is a Fellow of the American College of Tax Counsel and of the American College of Trust and Estate Counsel. He is listed in Best Lawyers in America and MartindaleHubbell's Bar Register of Pre-Eminent Lawyers under both tax and estate planning. John speaks frequently at national, regional and local continuing education conferences for lawyers and CPAs. Erica Johnson, Esq., emphasizes estate planning, probate, trust administration and second parent adoption. She is a member of the American Academy of Estate Planning Attorneys. Her other professional associations include membership in the Denver Bar Association, the Trust and Estate Section of the Colorado Bar Association, Colorado Womens Bar Association, Womens Estate Planning Council and Society of Financial Service Professionals. She is a frequent speaker on the topic of estate planning for non-traditional families. Shelly D. Merritt, Esq., is a shareholder with S.D. Merritt & Associates, P.C. in Boulder, Colorado. Her practice emphasizes estate planning, probate, and small business law with a focus on complex wealth preservation plans, including multi generational planning, international estate planning and business succession planning. She is also a Certified Public Accountant. Shelly has lectured extensively on various estate planning topics and is active in the Colorado and Boulder Bar Associations. She served as Chair of the Statutory Revisions Committee of the Trusts and Estates Section of the Colorado Bar Association for 2008-2009 and as Co-Chair of the Taxation, Estate Planning & Probate Section of the Boulder County Bar Association for 2001-2002. She is also a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is admitted to practice in Colorado and Texas. Dylan Metzner, Esq., joined Hamilton Faatz and Waller, PC in 2009 and focuses his practice on trust and estate law, wealth transfer planning, and business formation and operation. Mr. Metzners practice includes the preparation of wills, living trusts, irrevocable insurance and gift trusts, and a variety of other tax advantageous business entities. In addition, Mr. Metzner represents fiduciaries, heirs, and beneficiaries in the resolution of probate and trust-related disputes. Mr. Metzner also represents clients in a broad range of business transactions and entity formations. Kevin Millard, Esq., is a Partner in Chorney & Millard LLP practicing estate planning, probate, and trust administration. Mr. Millard has taught Trusts and Estates at the University of Minnesota Law School and the University of Denver College of Law and Estate Planning at the University of Colorado Law School. He has written and lectured extensively on various estate planning and fiduciary administration topics and is the author of Drafting Wills, Trusts, and Other Estate Planning Documents: A Style Manual (Bradford Publishing 2006).

Ronald Nemirow, Esq., emphasizes professional malpractice defense (primarily lawyers), litigation of insurance coverage and bad faith disputes, and complex litigation. Mr. Nemirow has lectured throughout Colorado on legal ethics and legal malpractice avoidance, including a continuing legal education program on Practical Legal Ethics, and a lecture on the subject of permissible ex parte contacts before the Workers' Compensation section of the Colorado Bar Association. Daniela Ronchetti, Esq., practices estate planning, tax and non-profit law. She advises clients on various estate planning matters, including the structuring and drafting of wills and trusts, as well as estate and trust administration matters. Ms. Ronchetti also works with non-profit organizations, assisting them with obtaining tax-exempt status and counseling them on corporate governance and compliance issues. Prior to joining BakerHostetler, Ms. Ronchetti served as a law clerk for Justice Alex J. Martinez of the Colorado Supreme Court. C. Jean Stewart, Esq., is Of Counsel with Holland & Hart LLP. With 16 years of experience as the Presiding Judge of the Denver Probate Court, clients trust Ms. Stewart to help them surmount their tax and estate planning obstacles. Ms. Stewart's judicial experience uniquely suits her for selection as an appointed judge, special master, arbitrator, or mediator. She handles cases involving complex estate and trust administration issues, wealth transfer disputes, will and trust contests, conflicts regarding fiduciary responsibility and liability, and contested protective proceedings. Michael Stiff, Esq., focuses on estate planning, probate, trust administration and business law. He is past president of the Colorado Bar Association Trust & Estate Section, past chair of the Trust & Estate Section Statutory Revisions Committee, and past chair of the Trust & Estate Section Rules and Forms Committee. He is a member of the Rocky Mountain Estate Planning Council and a Fellow of the American College of Trust and Estate Counsel. He has been listed in Best Lawyers in America in the area of Trusts and Estates and has also been named a Colorado Super Lawyer in the area of Trusts and Estates. Thomas L. Stover, Esq., practices law with Stover & Spitz LLC, a Tier 1 Trust and Estates law firm, as recognized by U.S. News Best Law Firms. His practice emphasizes trust and estate planning, probate, taxation, real estate and business law. He is a frequent speaker and author on numerous estate planning and administration topics. Tom is active in the Trust and Estate Section of the Colorado Bar Association, previously serving as Chair for the Section and of its Statutory Revisions Committee. He is also a Fellow and current Colorado State Chair of the American College of Trust and Estate Counsel (ACTEC). Dennis Whitmer, Esq., is Special Counsel with Hamilton Faatz and Waller, PC, where he presently provides advice and counsel to the firms clients in the areas of fiduciary law, trust administration, probate administration and estate planning. Prior to joining the firm, he served as a personal trust officer for more than 30 years until he retired as a Vice President and Trust Officer at Colorado State Bank and Trust, N.A. in February of 2011. During his career as a Personal Trust Officer, Mr. Whitmer acted as the Senior Personal Trust Officer responsible for 200 trust accounts with a market value of $112,000,000.

TOPIC DESCRIPTIONS (Select any 4 to attend)


I TOPIC 1 - Can I, Should I, or Must I Pay Your Taxes? Understanding the Grantor Trust Rules Grantor trusts are a powerful estate planning tool. This program will review the grantor trust rules and explore favorite grantor trust triggers as well as toggling of grantor trust status. Sample grantor trust clauses will be provided and reviewed. Additionally, the program will cover grey areas, common pitfalls, and highlight ways to use grantor trusts effectively to achieve clients estate planning objectives. Presented by Michael Stiff, Esq., and Daniela Ronchetti, Esq., BakerHostetler, Denver, CO I TOPIC 2 - Planning for the New Colorado Resident How should the estate planning attorney approach the representation of a client who has immigrated to Colorado permanently or temporarily from another jurisdiction? ... or who lives in multiple jurisdictions? While there is increasing uniformity among states in the enforceability and interpretation of estate planning documents and the processes that govern the disposition of assets, there are still important issues that should be addressed in planning for such a client. This program will highlight the special concerns of a new Colorado resident, including: Whether and how to establish Colorado as the state of domicile What to look for in reviewing and amending prior documents How to deal with assets remaining in other jurisdictions How to preserve or modify the effects of community property laws on the clients affairs The tax consequences created by the clients relocation and how they can be minimized How to manage the selection of fiduciaries and provide for the administration of multi-jurisdictional estates Presented by Stephen Brainerd, Esq., Davis Graham & Stubbs, LLP, Denver, CO, and Shelly D. Merritt, Esq., Shelly D. Merritt, PC, Boulder, CO I TOPIC 3 - Who Do You Represent? Ethical Considerations 1 Ethics in Multiple Client Representation, Serving as a Fiduciary, Credit and Disclosure of Your Estate Planning File In addition to preparing an estate plan for a single, easily identifiable client, estate planning attorneys are frequently called upon to perform variety of other roles: drafting a plan involving multiple family members or family businesses, serving as a personal representative or trustee, or being called as a witness in a contested matter. This interactive discussion will focus on the ethical considerations raised by these common scenarios, for example, identification of the client, conflicts of interest, confidentiality, and disclosures. Specific discussion topics will include: Representing multiple family members, blended families, and family businesses Serving as a fiduciary Representing a fiduciary Disclosing the drafting attorneys client file Presented by C. Jean Stewart, Esq., and Kelly Dickson Cooper, Esq., Holland & Hart LLP, Denver, CO I TOPIC 4 - Colorado's Proclivity for Privity Colorado is among the minority of states in which, absent fraud or malice, a lawyer preparing a testamentary instrument owes no duty to beneficiaries or potential beneficiaries but only to those in privity with the lawyer. This session will explore what this means in terms of malpractice exposure for trust and estate lawyers. What, if any, are the limits of this doctrine? How did Colorado get here? How long is it likely to stay? Given this privity requirement, what exposure, if any, does a Colorado trust and estates lawyer have to beneficiaries or potential beneficiaries? Is there no end to these rhetorical questions? Presented by Ronald Nemirow, Esq., Kennedy Childs, PC, Denver, CO I TOPIC 5 - The Ever Changing Landscape of Estate Planning for the LGBT Community Hardly a week goes by without a change to the legal landscape regarding the rights of those in the Lesbian, Gay, Bisexual and Transgender (LGBT) community. This program will review the current state of same-sex marriage, civil unions and domestic partnerships. Well review the Federal Defense of Marriage Act (DOMA) and discuss the status of legal challenges to this federal law. The presenters will also cover in depth the status of Colorados own Civil Unions bill and provide drafting pointers when dealing with the LGBT community in your practice. Presented by Elizabeth Bryant, Esq., Elizabeth A. Bryant, PC, Denver, CO, and Erica Johnson, Esq., Ambler & Keenan, LLC, Denver, CO I TOPIC 6 - Will or Revocable Living Trust: Considerations in Selecting One or the Other Many estate planning lawyers have a predilection for using either a will or a revocable living trust as the foundational document in an estate plan. This session will ask to you reexamine the reasons for using one or the other. Specific topics to be addressed include the benefits real or illusory of avoiding probate; whether the standard of capacity to make a will is different from the standard of capacity to create a trust; whether one vehicle or the other is less subject to a contest; trust funding issues and pitfalls; operational issues; matters of interpretation, including whether rules of construction for wills also apply to trusts; and specialized uses of revocable trusts. Presented by Kevin Millard, Esq., Chorney & Millard, LLP, Denver, CO I TOPIC 7 - Exculpatory Clauses Revisited Traditionally, exculpatory or exoneration provisions in a will, trust or other governing instrument of an estate plan have been defined as a clause designed to relieve the fiduciary of liability for specific breaches of duty. Many commentators have addressed the dangers of overreaching in the use of these provisions. Some have suggested that such provisions are at best objectionable and at worse void and unenforceable. Courts routinely view such clauses with suspicion. However, a well conceived and drafted exculpatory or exoneration provision can be an indispensible component of an estate plan that is designed to accomplish the Testator/Settlors unique and specific objectives. A fiduciarys standard of practice and duties, as established by case law and statute, are for the most part one size fits all. This one size fits all standard can constrain flexibility, which may thwart the Testator/Settlors goals. A more productive way of considering such provisions is to understand that when appropriately used they can benefit all of the parties of the estate plan, by either prescribing a response to a foreseen event or by allowing greater flexibility in response to evolving circumstances. Presented by Dennis N. Whitmer, Esq., and Dylan H. Metzner, Esq., Hamilton Faatz and Waller, PC, Greenwood Village, CO I TOPIC 8 - Practical Income Tax Issues Arising in Everyday Estate Planning and Administration Unexpected and adverse income tax issues can arise in common estate planning situations, including adverse income tax consequences to the donor when a gift is made, complex income tax consequences occurring upon the mere making of a loan, and the application of exceptions to general tax rules that may result in related parties being subjected to unusually harsh income tax treatment when engaging in the sale or exchange of assets with each other. This session will present case studies to illustrate when such income tax traps may arise, along with ideas on how to deal with them. Presented by Ted Atlass, Esq., Atlass Professional Corporation, Denver, CO
Please indicate which 4 sessions you have selected on the registration form. If you do not choose, 4 topics will be selected for you.

33RD ANNUAL ESTATE PLANNING RETREAT JUNE 13-15, 2013 SNOWMASS, COLORADO
LIVE SEMINAR ORDER FORM
Retreat tuition includes course materials (printed book or flash drive), admission to the entire Retreat, admission to the Welcome Reception on Thursday, June 13, and the Wine Tasting on Friday, June 14.

EIGHT ADVANCED INTERACTIVE TOPICS TO CHOOSE FROM!


PLEASE SELECT THE SESSIONS YOU WILL ATTEND ...
FRIDAY, JUNE 14 SESSION A - 9:25 - 10:45 AM: (select one) J1 J2 J3 J4 J5 J6 J7

J8

NEW THIS YEAR: All attendees will receive the course materials digitally via email. If you wish to receive your materials via email ONLY (no printed book and no flash drive), please select this option on the registration form. Your tuition for this option is $30 LOWER than the option to receive the printed book or flash drive via UPS.
STEP 1 - REGISTRATION TUITION:

FRIDAY, JUNE 14 SESSION B - 11:00 AM - 12:20 PM: (select one) J1 J2 J3 J4 J5 J6 J7 J8 SATURDAY, JUNE 15 SESSION C - 9:25 - 10:45 AM: (select one) J1 J2 J3 J4 J5 J6 J7 J8 SATURDAY, JUNE 15 SESSION D - 11:00 AM - 12:20 PM: (select one) J1 J2 J3 J4 J5 J6 J7 J8 PLEASE PROVIDE 2 ALTERNATE TOPICS (select one per day)
Breakouts are filled on a first-come, first-served basis and are limited to 25 participants 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.

J Non-member:............................................................................................$429 J CBA Member:............................................................................................$399 J CBA Trust & Estate Section Member: .......................................................$369 J NEW LAWYER CBA Trust & Estate Section Member ...................$299 J CLE Elite Pass Holder: ......................................................................$199
STEP 2 - SELECT DESIRED MATERIALS FORMAT (Please Select One):

FRIDAY, JUNE 14 ALTERNATE TOPIC (select one) J1 J2 J3 J4 J5 J6 SATURDAY, JUNE 15 ALTERNATE TOPIC (select one) J1 J2 J3 J4 J5 J6

J7 J7

J8 J8

J EMAIL THE MATERIALS to me at (provide email address below):


__________________________________________________________ (Deduct $30 from my tuition)

J Materials on Flash Drive (pick up at seminar) J Printed Book (pick up at seminar)


STEP 3 - GUESTS BREAKFAST:
Skip this step if you do not wish to purchase breakfast for your guest) Guests may participate in breakfast on Friday and/or Saturday for $25/adult per day, or $10/child per day. Deadline to purchase breakfast for guests is June 7, 2013.

Register by PHONE... when using VISA, MasterCard or AmEx


In Denver: (303) 860-0608 Toll-Free: (888) 860-2531

Or FAX form to... when using VISA, MasterCard or AmEx


FAX to: (303) 860-0624

Retreat ADULT GUEST BREAKFAST

Or MAIL form to ...


CLE in Colorado 1900 Grant St, Suite 300 Denver, CO 80203

J J Saturday: No. of Guests x $25

Friday: No. of Guests x $25 __________________________ ______________________


Name ____________________________________________________________________________ Attorney Reg. No. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Firm/Organization__________________________________________________________________ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ E-Mail Address _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Street Address _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ City _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ State ____________________________________ Zip _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Phone ________________________________________________ Fax ______________________________________ PAYMENT METHOD: J Enclosed is my check made payable to CBA-CLE

Retreat CHILD GUEST BREAKFAST (under 13 years of age)

J J Saturday: No. of Guests x $10________________________


STEP 4 - RECEPTION GUESTS:

Friday: No. of Guests x $10 __________________________

Reception Guests (receptions on Thursday and Friday are complimentary for guests.

Retreat RECEPTION GUESTS

J Thursday: No. of Adult Guests: ______________________ J Friday: No. of Adult Guests: __________________________
LIVE PROGRAM ORDER FORM TOTAL $
CANCELLATION POLICY: If you are unable to attend, please notify CBA-CLE by MAY 30, 2013 and we will gladly refund your tuition in full. Cancellations after May 30 will be refunded less a $100 cancellation fee OR you may send someone in your place. The breakout sessions that you originally selected will be transferred to your replacement.

J VISA J MasterCard J AmEx


Credit Card # ________________________________________________________ Exp. Date __________________________________________________________ Signature ________________________________________________________________
Required for credit card orders

CLE USE ONLY -

Check #:_____________________ Approval #:______________________

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.

Estate Planning Retreat


The Changing Landscape

33RD ANNUAL

Nonprofit Org. U.S. Postage Paid Permit No. 1638 Denver, CO

1900 Grant Street, Suite 300, Denver, Colorado 80203-4303

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

LIVE ONLY: JUNE 13-15, 2013


IN SNOWMASS, COLORADO AT THE WESTIN SNOWMASS RESORT
THE premier event for Colorado trust and estate practitioners!

Submitted for 9 General CLE Credits, Including 1 Ethics Credit*


*You must attend the session with the ethics component to claim ethics credit

Estate Planning Retreat


The Changing Landscape
Sponsored by the Trust and Estate Section of the Colorado Bar Association

33RD ANNUAL

IN SNOWMASS, COLORADO AT THE WESTIN SNOWMASS RESORT

JUNE 13-15, 2013

LIVE ONLY!

THE premier event for Colorado trust and estate practitioners!