Professional Documents
Culture Documents
3 RD ANNUAL
PLEASE JOIN US FOR THIS INTERACTIVE, ADVANCED-LEVEL RETREAT, LIVE IN VAIL, COLORADO!
REGISTER FOR THE ELDER LAW RETREAT ONLINE AT www.elderlawretreat.com
AND
VIDEO REPLAY: August 19, 2011 Denver, Colorado Springs, and Grand Junction
n January 1, 2011, the first member of the largest generation in America, the baby boomers, turned 65, marking a significant shift in the countrys demographics. In other words, if youre an elder law lawyer, youll have the opportunity to help more clients than ever before. If you've just embarked on an elder law practice, or if you're thinking about expanding your expertise to include this growing practice area, there is no better place to start than with this program, which taps Colorados top elder law practitioners to help you lay the foundation for a successful practice.
Live program will be held at the CBA-CLE Large Classroom 1900 Grant Street, Ste. 300, Denver, CO
3 RD ANNUAL
PLATINUM I JAMS I LexisNexis I Total Community Options GOLD I The American National Bank & Colorado Fund for People with Disabilities Private Trust Group I Benefit Payee Services I Colorado State Bank & Trust I Krause Financial Services I Senior Helpers SILVER I Douglas Dixon CPA I Kerr Forensic Accounting
Sponsorship opportunities are still available! Please contact Nicoll Stapleton at nstapleton@cobar.org for more information.
9:05 - 10:20 am BREAKOUT SESSION A* 10:20 - 10:35 am Networking and Refreshment Break 10:35 - 11:50 am BREAKOUT SESSION B* 12:00 - 1:00 pm OPTIONAL LUNCH SESSIONS I UnProgram I So you want to be a CELA? 1:00 pm Adjourn Enjoy Vail! 6:00 - 7:30 pm Wine Tasting Reception DAY 3, SATURDAY, AUGUST 27, 2011 7:30 am Registration and Buffet Breakfast 8:00 - 8:10 am Introduction Marco Chayet, Esq., Program Co-Chair, Chayet & Danzo LLC, Denver, CO 8:10 - 9:00 am Forever Young Baby Boomers: How to Reach PLENARY Clients Who Dont Want to be Elderly SESSION Baird Brown, Esq., Brown & Brown, Grand Junction, CO Clara Shaffer Brown, Esq., Brown & Brown, Grand Junction, CO 9:00 - 9:05 am Adjourn to Breakout Sessions 9:05 - 10:20 am BREAKOUT SESSION C* 10:20 - 10:35 am Networking and Refreshment Break 10:35 - 11:50 am BREAKOUT SESSION D* 11:50 am Adjourn *Select one please indicate your selection on the registration page.
Registration Open SPECIAL NEEDS TRUSTS I PART ONE: Overview When do you need/use special needs trusts? Basic terminology Federal and state frameworks Compare and contrast different trusts I PART TWO: Drafting Tips I PART THREE: Administration Funding Tax implications Reforming I PART FOUR: Case Scenarios Presented by: Eric Solem, Esq., Solem Mack & Steinhoff PC, Englewood, CO Megan Brand, Colorado Fund for People with Disabilities, Denver, CO Nell Graham Sale, Esq., Pregenzer, Baysinger, Wideman & Sale PC, Albuquerque, NM Welcome Reception for Registrants and Guests
6:00 - 7:30 pm
DAY 2, FRIDAY, AUGUST 26, 2011 7:30 am 8:00 - 8:10 am Registration and Buffet Breakfast Welcome and Introduction Susie Germany, Esq., Program Co-Chair, The Germany Law Firm PC, Denver, CO Financial Abuse of the Elderly: A Detectives Case Files of Exploitation Crimes Detective Joe Roubicek, Fort Lauderdale, FL Adjourn to Breakout Sessions
Brian Vicente, Esq., Sensible Colorado, Denver, CO Dr. Alan Shackelford, Amarimed of Colorado, Denver, CO
Detective Jessica Beren, Westminster Police Department, Westminster, CO Sean Clifford, Esq., Deputy District Attorney, Elder Abuse Prosecution Unit, Jefferson County District Attorney's Office, Golden, CO Detective Joe Roubicek, Fort Lauderdale, FL Tom Rodriguez, Esq., Vincent Romeo & Rodriguez LLC, Louisville, CO
TOPIC #2: Contested Litigation Basics for the Elder Law Practitioner
Any legal matter where there are two or more parties can become contested litigation and elder law matters are no exception. This session will cover tips and basics to get your elder case started, including claims and remedies, standing, venue and service, along with motion practice, discovery and evidence. The session will end with your chance to play stump the presenter, so come prepared!
Barbara Cashman Hahn, Esq., Law Office of Barbara Cashman Hahn, LLC, Denver, CO Michael Kirtland, Esq., Kirtland & Seal, L.L.C., Colorado Springs, CO
Elizabeth D. Mitchell, Esq., Ambler & Keenan, LLC, Denver, CO Erica Johnson, Esq., Ambler & Keenan, LLC, Denver, CO Nancy Grimes, LGBT Program Specialist, Boulder County Aging Services Division, Boulder, CO
Richard B. Vincent, Esq., Vincent Romeo & Rodriguez LLC, Englewood, CO Valerie L. Peterson, J.D., Executive Director, ElderCounsel, Sisters, OR
The Honorable C. Jean Stewart (formerly the Presiding Judge of Denver Probate Court), Denver, CO Marcie R. McMinimee, Esq., Steenrod, Schwartz & McMinimee, LLP, Denver, CO Marc Darling, Esq., Wade Ash Woods Hill & Farley, PC, Denver, CO
SOCIAL ACTIVITIES:
(Included with your Retreat tuition)
Bart Cox, LCSW, NCG, CAC-II, Denver, CO Dave Bernhart, Esq., Assistant City Attorney, Adult Protection Unit, Human Services Legal Section, City and County of Denver, CO M. Carl Glatstein, Esq., Glatstein & OBrien LLP, Denver, CO
Megan Brand
Colorado Fund for People with Disabilities Denver, CO
Nancy Grimes
Boulder County Aging Services Division Boulder, CO
ELDER LAW RETREAT HEADQUARTERS: Vail Marriott Mountain Resort 715 West Lionshead Circle Vail, Colorado 81657 970-476-4444
Please identify yourself as a member of the CLE in Colorado group in order to receive the group discount.
Reserve your room by calling 800-266-9432.
ELDER LAW BASICS AND THE 3RD ANNUAL ELDER LAW RETREAT - 4 EASY WAYS TO REGISTER ...
Register by PHONE...
when using VISA, MC or Amex
Or Register ONLINE...
when using VISA, MC or Amex
For ELDER LAW BASICS go to www.cobar.org/cle For the ELDER LAW RETREAT go to www.elderlawretreat.com
ELDER LAW RETREAT - LIVE SEMINAR / ACTIVITY REGISTRATION FORM Your Retreat tuition includes course materials*, admission to the Welcome Reception on Thursday, August 25th, the Wine Tasting on Friday, August 26th, and Retreat programming on August 25, 26 and 27.
*Course materials are mailed to attendees approximately 2 weeks before the Retreat begins, providing you with an opportunity to review the materials and actively join in your breakout session discussions as facilitated by each presenter.
ELDER LAW BASICS LIVE PROGRAM ORDER FORM TUITION ENCLOSED J Non-member: ............................................................................ $299 J CBA Member: ............................................................................ $249 J CBA Elder Law Section Member: .............................................. $229 J New Lawyer (in practice 3 years or less): .................................. $209 J CBA Associate Member: ............................................................ $209 LIVE: JULY 21, 2011 (Select live program or live webcast) J LIVE PROGRAM - Denver: CBA-CLE, 1900 Grant St., Suite 300 (EL072112L) J LIVE WEBCAST - Direct to your desktop (EL072112W) VIDEO REPLAY: AUGUST 19, 2011 J Denver: CBA-CLE Classroom, 1900 Grant Street, Suite 300 (EL072112V) J Colorado Springs: 421 S. Tejon Street, Suite 100 (EL072112VCS) J Grand Junction: 1250 E. Sherwood Drive (EL072112VGJ) ELDER LAW BASICS LIVE PROGRAM ORDER FORM TOTAL $ ELDER LAW BASIC SKILLS HOMESTUDY ORDER FORM
To receive full CLE credit, you must purchase both the course materials AND the recorded seminar. Paper course materials & CD will be mailed to you approximately 2 weeks after live program.
3RD ANNUAL ELDER LAW RETREAT - LIVE ONLY - AUGUST 25-27, 2011 - VAIL, CO Program Registration (EL082512L) Materials on Flash Drive Paper Materials CBA Elder Law/ Trust & Estate Law Section Member ........ J $339 ................ J $369 CBA Members ............................................................ J $359 ................ J $389 Non-Member .............................................................. J $399 ................ J $429 New Attorneys (in practice 3 years or less): ................ J $199 ................ J $229 Government, 501(c)(3) organizations, full-time judges:.... J $199 ................ J $229 BREAKOUT SESSIONS - Please indicate breakout choices (1 for each time slot) Friday, August 26 SESSION A - 9:05 - 10:20 am: J 1 J2 SESSION B - 10:35 - 11:50 am: J 1 J2 Saturday, August 27 SESSION C - 9:05 - 10:20 am: SESSION D - 10:35 - 11:50 am:
J J
5 5
J J
6 6
J3 J4 J3 J4 J7 J8 J7 J8
Breakouts are filled on a first-come, first-served basis and are limited to 30 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.
PLEASE PROVIDE 2 ALTERNATE TOPICS Please indicate alternate topic choices (1 per day) Friday, August 26: J 1 J 2 J3 J4 Saturday, August 27: J 5 J 6 J7 J8
*Sessions 1-4 will be held on Friday, August 26th. You may choose to attend 2 out of the 4 sessions. *Sessions 5-8 will be held on Saturday, August 27th. You may choose to attend 2 out of the 4 sessions.
J Paper course materials and CD (EL072112D) J Download course materials and Video-On-Demand (EL072112J) J Download course materials and MP3 (EL072112J)
NOTE: Shipping & handling only applies to orders you receive via mail.
Price Shipping & Handling Subtotal Applicable Sales Tax (7.72% Denver, 4.1% RUD and 2.9% rest of Colo.)
FRIDAY OPTIONAL LUNCH SESSIONS: August 26, from 12:00 - 1:00 pm Please select ONE program you would like to attend. Box lunch is included. JYES, I would like to attend the UnProgram ............................................................ $15 JYES, I would like to attend the CELA Program ...................................................... $15 JNO, I do not plan to participate in either of the optional lunch sessions ELDER LAW RETREAT LIVE SEMINAR / ACTIVITY SUBTOTAL $ ELDER LAW RETREAT GUEST ORDER FORM Guests of Elder Law Retreat Attendees may purchase a Retreat Pass
which allows admission to breakfast on Friday & Saturday, the Thursday Reception, and the Friday Wine Tasting. Childrens passes for children ages 10-17 are also available. Guest Passes will be available for pick-up at the Retreat registration desk.
$ $ $ $
10.00
Please add all the subtotals from the Retreat AND the Basics program and enter here
J Retreat Guest Pass: $75 per guest x no. of guests: __________ J Retreat Guest Pass (CHILDREN ages 10-17): $40 per child x no. of children: __________
ELDER LAW RETREAT GUEST ORDER FORM SUBTOTAL $ Name ____________________________________________________________ ____________________________________________________________ Attorney Reg. No. ______________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Firm/Organization___________________________________________________________________________________ ___________________________________________________________________________________ E-Mail Address _____________________________________________________________________________________ _____________________________________________________________________________________ Street Address__________________________________________________________ __________________________________________________________ City / State / Zip ______________________________________________________________________ Phone ________________________________ Fax ____________________________________________ ________________________________
CANCELLATIONS: If you are unable to attend the Retreat, please notify CBA-CLE by August 19, 2011, and we will gladly refund your tuition in full. Cancellations after August 19 will be refunded less a $100 cancellation fee. CLE USE ONLY - Check #:___________ Approval #:___________
PAYMENT METHOD:
3 RD ANNUAL
AND
Elder Law Basic Skills Submitted for 8 General CLE Credits, Including 1 Ethics Credit Elder Law Retreat Submitted for 13 General CLE Credits, Including 1.5 Ethics Credits*
*You must attend the session with the ethics component to claim ethics credits.
3 RD ANNUAL