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, 2012
IN BRECKENRIDGE, COLORADO • AT THE BEAVER RUN RESORT AND CONFERENCE CENTER
THE premier event for Colorado trust and estate practitioners • The BEST place to see old colleagues and make new connections • Don’t 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 the COLORADO Rocky Mountains have to offer

DEAR COLLEAGUE,
This is the event of the year for Colorado's trust and estate practitioners.
ow 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 event has 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, you’ll have the rest of each day to enjoy all the Rocky Mountains have to offer in June ... sunshine, hiking, golfing … and much more! You’ll also hear Keynote Speaker Lou Harrison speak on Social Media for Estate Planning Attorneys. We look forward to seeing you in Breckenridge.

HIGHLIGHTS
FRIDAY KEYNOTE PRESENTATION:
I Social Media for Estate Planning Attorneys Presented by Louis S. Harrison, Esq., Harrison & Held, LLP, Chicago, IL

N

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

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

Planning for Retirement Accounts That Outlive Their Owners Practical Solutions to Elder Financial Abuse and Fiduciary Theft Partnership Tax Basics File and Data Storage Trust Situs Planning: Opportunities and Considerations Duties, Pitfalls and Ethical Concerns of a Lawyer Serving as Fiduciary: What You Need to Know How to Attack and Defend Expert Witnesses in Trust and Estate Litigation Trust Protectors: Powers, Capacity, and Selection

CLE CREDITS:
Submitted for 9 General CLE Credits, Including 1 Ethics Credit*
*You must attend the sessions with the ethics components to claim ethics credits

Connie Tromble Eyster
Connie Tromble Eyster, Esq., Hutchinson Black and Cook, LLC, Program Chair Gary Abrams, Executive Director, Colorado Bar Association CLE

Estate Panning Retreat “UNPROGRAM”

NEW!

This year’s 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 Retreat’s successful model. You’ll have the opportunity to network and discuss in small groups six additional topics chosen by the attendees.

HEADQUARTERS AND LODGING INFORMATION:

JUNE 7-9, 2012
BEAVER RUN RESORT AND CONFERENCE CENTER
620 Village Road, Breckenridge, CO 80424

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!

Rooms are being held for guests of the Estate Planning Retreat until May 31, 2012
Room rates run from $129 to $213 plus applicable taxes and resort fees. • Standard Hotel Room: $129 • One-Bedroom Suite: $159 • Premium One Bedroom Suite: $180 • Deluxe Studio: $139 • Colorado Suite: $159 • Two Bedroom Suite: $213

Please identify yourself as a member of the “Estate Planning” group with Colorado Bar Association CLE in order to receive the group discount. To reserve your room, please contact the Beaver Run Resort and Conference Center at 1-800-525-2253

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.

2012 AGENDA
THURSDAY, JUNE 7, 2012 6:00 - 7:30 pm Welcome Reception FRIDAY, JUNE 8, 2012 7:30 am 7:30 - 8:45 am 8:00 am Registration Open Buffet Breakfast Welcome and Introduction Connie Tromble Eyster, Esq., Hutchinson Black and Cook, LLC Gary Abrams, Executive Director, Colorado Bar Association CLE KEYNOTE PRESENTATION: Social Media for Estate Planning Attorneys Presented by Louis S. Harrison, Esq., Harrison & Held, LLP Adjourn to Breakout Discussions SESSION A * Networking Break SESSION B * Adjourn – Enjoy all the Rocky Mountains have to offer! Estate Panning Retreat UNPROGRAM This year’s 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 Retreat’s successful model. You’ll 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, and Baird B. Brown, Esq., Brown & Brown, PC Annual Wine Tasting SATURDAY, JUNE 9, 2012 7:00 am 7:15 - 8:45 am 8:00 am Registration Open Buffet Breakfast Case Law and Legislative Update Presented by Jamie J. Roth, Esq., Brown & Brown, PC, and Melissa J. Sullivan, Esq., Hutchinson Black and Cook, LLC Adjourn to Breakout Discussions SESSION C * Networking Break SESSION D * Adjourn – Thank you for your participation!

SPECIAL THANKS TO OUR 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, Inc I Members Trust Company I Waddell & Reed I WealthCounsel

8:15 am

9:15 am 9:25 am 10:45 am 11:00 am 12:20 pm 2:00 pm

6:00 - 7:15 pm

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

SPONSORSHIP OPPORTUNITIES:
Sponsorship opportunities are still available! Please contact Monica Santillanes at msantillanes@cobar.org for more information.

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

FACULTY
PROGRAM CHAIR Connie Tromble Eyster, Esq.
Hutchinson Black and Cook, LLC Boulder, CO

John DeBruyn, Esq.
DeBruyn Law Offices Denver, CO

Daniel Rich
Executive Vice President and Trust Manager Steele Street Bank & Trust Denver, CO

Melissa J. Sullivan, Esq.
Hutchinson Black and Cook, LLC Boulder, CO

Gregory T. Densen, Esq. KEYNOTE SPEAKER Louis S. Harrison, Esq.
Harrison & Held, LLP Chicago, IL Sherman & Howard, LLC Denver, CO

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

D. Scott Robinson, Esq.
Long Reimer Winegar Beppler, LLP Boulder, CO

Keith D. Lapuyade, Esq.
Godfrey & Lapuyade, PC Englewood, CO

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

FACULTY Nancy R. Crow, Esq.
Pendleton, Friedberg, Wilson & Hennessey, PC Denver, CO

Thomas A. Rodriguez, Esq.
Vincent, Romeo & Rodriguez, LLC Louisville, CO

Charles (Chip) Mortimer, Esq.
Deputy Regulation Counsel Colorado Supreme Court Office of Attorney Regulation Counsel Denver, CO

Eric J. Zinn, Esq.
Krendl, Krendl, Sachnoff & Way, PC Denver, CO

Darla L. Daniel, JD
Vice President and Trust Officer Colorado State Bank and Trust Denver, CO

Gil B. Rosenthal, Esq. Krendl, Krendl, Sachnoff & Way, PC Denver, CO Jamie J. Roth, Esq.
Brown & Brown, PC Grand Junction, CO

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

FACULTY PROFILES
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 nonprofit 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. visions and values. Ms. Crow is a frequent lecturer and writer on topics related to her areas of practice. She wrote and has updated chapters on estate planning, estate administration, will drafting and execution, and trusts for Colorado Methods of Practice, Thomson West Publishing. Ms. Crow has served on countless committees for both the Taxation and Trust and Estate Sections of the Colorado Bar Association, and has served as chair of the Taxation Section. She is a member of the American Bar Association, the Colorado Women's Bar Association, the Women's Estate Planning Council, the Denver Tax Association and the State Bar of California. Ms. Crow is a Colorado SuperLawyer, a Fellow of the American College of Trust and Estate Counsel and is listed in Best Lawyers in America.

KEYNOTE SPEAKER: Louis S. Harrison, Esq.
Louis S. Harrison, Esq., is with Harrison & Held, LLP, and
emphasizes 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 groups nationwide. 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.

Darla L. Daniel, JD, is a Vice President and Trust Officer at Colorado State Bank and Trust, N.A. She has been working in the trust and estate field in various capacities since 1988. Prior to joining the bank, she practiced law for 7 years with the firm of Zisman, Ingraham and Daniel, PC, where she focused on estate planning, tax planning, and estate administration. In addition to her work as a lawyer and trust officer, she taught Estate Planning for several years as an Adjunct Professor at the University of Colorado School of Law (2009-2011), authored two chapters in the Colorado Estate Planning Handbook, has been a frequent presenter of continuing legal education programs for the Trust and Estate section of the Colorado Bar Association, recently served as President of the Women’s Estate Planning Council, and serves as a member of the Planned Giving Committee for the Children’s Hospital Foundation. 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 Martindale-Hubbell'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. He is a former member of the American Bar Association's Technology Council and serves as moderator for several legal and tax discussion groups on the Internet that are affiliated with the ABA. These discussion groups are open to lawyers, CPAs, professors and students. He is also

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

active in the development of online educational programs, interactive resource materials and other Internet and Web-based resources for this same audience.

subcommittee on preventing power of attorney abuse, particularly in the context of elder exploitation. He is a member of the Boulder County Estate Planning Council.

Gregory T. Densen, Esq., joined Sherman & Howard in 1998, and is a Member in
Sherman & Howard’s Estate Planning and Administration Group. Greg has taught numerous courses for the Colorado Society of CPAs and presented at a variety of estate 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 Trusts and Estates Statutory Revisions Committee. At the 2012 Retreat, Greg looks forward to celebrating his completion of a two-year stint as the co-chair and chair of the CBA Trusts and Estates Statutory Revisions Committee.

Gil B. Rosenthal, Esq., of Krendl, Krendl, Sachnoff & Way, PC, has a broad domestic and international corporate practice, focused primarily on mergers and acquisitions, asset purchases, business succession, private equity investments and loan transactions. Mr. Rosenthal works extensively with the structuring and formation of limited liability companies and other alternative entities for use in joint ventures and other complex business arrangements. In addition to his corporate practice, Mr. Rosenthal also 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 practice in the areas of estate planning and administration, and contested estate litigation. Jamie graduated from CU School of Law in 1997 after graduating from CSU in 1994. She earned an LL.M. in tax from NYU in 2011. Jamie has practiced on the western slope of Colorado since 2000. Brown & Brown, P.C. has offices in Grand Junction and Glenwood Springs, Colorado. Melissa J. Sullivan, Esq., is an associate at Hutchinson Black and Cook, LLC. She graduated from the University of Denver Sturm College of Law and joined HBC in 2007. Her practice focuses primarily in the areas of estate planning and probate and trust administration. Melissa is a co-author of the Annual Survey for trust and estate law. She has prepared the Colorado statutory updates and the rules and forms updates for the trust and estate section of this publication since 2009. Melissa was selected for 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 & Farley,
PC, where he specializes in the area of estate and trust administration with an emphasis in probate and trust litigation. Mr. Tucker is a member of the Colorado, Douglas County and American Bar Associations. He is actively involved in the Probate and Trust Section of the Colorado Bar Association and has been actively involved in many subcommittees. He has lectured both locally and nationally for Continuing Legal Education programs. He has written numerous articles on probate and trust litigation that appear in the Colorado Lawyer, Council Notes, and other legal publications. He has been named in Best Lawyers in America and Colorado Super Lawyer since 2005.

Keith D. Lapuyade, Esq., is a partner with Godfrey & Lapuyade, PC, and has more
than 25 years of trial experience in both state and federal court. He frequently serves as arbitrator and mediator. As an arbitrator, he is sought by parties to resolve disputes that conventional arbitrators find impossible to resolve due to the specialized relationships 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 and attorneys for purposes of establishing their rights with respect to their insurance coverage. Additional experience includes estate and fiduciary litigation, medical malpractice, product liability, bad faith, personal injury, premises liability and alternative dispute resolution.

Charles E. (Chip) Mortimer, Esq., is Deputy Regulation Counsel with the Colorado
Supreme Court Office of Attorney Regulation Counsel. He was licensed to practice law in Colorado in 1986, and spent fifteen years in private practice, focusing on family, commercial 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 First Judicial District Board of Trustees and Governor Owens' Commission on Civil Justice Reform. Prior to coming to the Office of Attorney Regulation Counsel, Chip chaired the Colorado Lawyer's Fidelity Fund and served as a Trustee on the Colorado Lawyer's Fund for Client Protection.

Daniel Rich, Executive Vice President and Trust Manager, brings over 31 years of trust and investment administration experience to customers at Steele Street Bank & Trust. He offers a client-focused approach to all his banking relationships and lends expertise in 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
serves as the firm’s managing attorney. He concentrates his practice in wealth transfer and preservation planning, private trust companies, trusts and estates, estate and trust administration 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 and then his M.B.A. in 2003. He obtained a master of laws in taxation (LL.M.) from the University of Denver in 2009. Mr. Robinson is a member of the American Bar Association, Colorado Bar Association, Wyoming Bar Association, Boulder County Estate Planning Council and Society of Trust and Estate Practitioners (STEP), the leading worldwide professional body for practitioners in the fields of trusts, estates and related matters.

James R. Wade, Esq., is a member of Wade Ash Woods Hill & Farley, PC, where he maintains a practice in estate planning and administration. He is a member of the Denver, Colorado, and American (Commission on Legal Problems of the Elderly 19961999) Bar Associations; Commission on National Probate Court Standards; American Law Institute (Advisor to Reporter, Restatement of Trusts 3rd): National College of Probate Judges; American College of Trust and Estate Counsel; International Academy of Estate and Trust Law; Joint Editorial Board for Uniform Probate and Trust Codes; and the Colorado Bar Foundation (trustee Emeritus). He has been listed in Best Lawyers in America for over 20 years. He is the author of The Colorado Probate System and Colorado Law of Wills, Trusts, and Fiduciary Administration. Eric J. Zinn, Esq., is Tax Counsel at Krendl, Krendl, Sachnoff & Way, PC. He represents clients in matters involving corporate, individual, and partnership taxation, state and local taxation, and corporate mergers, acquisitions and finance. Mr. Zinn is active in the Tax Section of the Colorado Bar Association and is a frequent lecturer on topics including the proper choice of legal entity for the operation of a business enterprise, drafting operating agreements for limited liability companies, international taxation, partnership taxation, and like-kind exchanges. Mr. Zinn is also the author of Colorado Limited Liability Company Forms and Practice Manual (Data Trace Publishing). Eugene Zuspann, II, Esq., practices in Denver, Colorado, and Goodland, Kansas, in
the areas of tax and estate planning and estate administration. In addition to being an attorney, he has a graduate degree in Taxation from the University of Denver, and is admitted to the bars of Kansas and Colorado. Gene is a Fellow of the American College of Trust and Estate Counsel, a member of the American Bar Association Real Property, Probate and Trust Law Section, and the Trust and Estate Section and Tax Section of the Colorado Bar Association.

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 emphasizes probate litigation, including, but not limited to, contested guardianships and conservatorships, will and trust contests, fiduciary representation, and fiduciary surcharge litigation. Mr. Rodriguez has lectured before the Colorado Bar Association, Boulder County Bar Association and at other programs on topics such as probate litigation, power of attorney and ethics. He is a member of the Executive Council of The Colorado Bar Association’s Elder Law Section, serving as Co-Chair from 2010 through 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’

TOPIC DESCRIPTIONS - Choose any 4 of these 8 topics
TOPIC 1 - Planning for Retirement Accounts That Outlive
Their 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 by Nancy R. Crow, Esq., Pendleton, Friedberg, Wilson & Hennessey, PC

TOPIC 5 - Trust Situs Planning: Opportunities and
Considerations
From state income tax minimization, to trust modification, to creditor protection, to decanting, the situs of a trust is a significant concern in trust planning and administration. This presentation will provide an overview of domestic trust situs planning, including drafting considerations and issues and opportunities related to changing the situs of a trust. Presented by D. Scott Robinson, Esq., Long Reimer Winegar Beppler, LLP

TOPIC 6 - Duties, Pitfalls and Ethical Concerns
of a Lawyer Serving as Fiduciary: What You Need to Know

.5 Ethics Credit

TOPIC 2 - Practical Solutions to Elder Financial Abuse
and 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 by Thomas A. Rodriguez, Esq., Vincent, Romeo & Rodriguez, LLC

What does the estate planning attorney need to be aware of before agreeing to serve as Personal Representative or Trustee for a client? Particularly for small estates and trusts, or for larger estates with problematic assets and little liquidity, a corporate fiduciary may not be a viable option. What alternative solutions exist? What ethical and practical issues are raised when the drafting attorney serves as P.R. or Trustee? This will be a discussion covering the basic duties and practical problems of serving as a fiduciary, the ethical issues of the lawyer serving as such, and suggestions for avoiding or mitigating the many liability traps and other practical pitfalls into which an unwary individual fiduciary can step. Presented by Darla L. Daniel, JD, Vice President and Trust Officer, Colorado State Bank and Trust, and Daniel Rich, Executive Vice President and Trust Manager, Steele Street Bank & Trust

TOPIC 7 - How to Attack and Defend Expert Witnesses in Trust and Estate Litigation
This program will offer a mock trial setting featuring James R. Wade as an expert in a breach of fiduciary duty case. Through live demonstration, counsel will 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 opponent’s expert • Cross-examining your opponent’s expert • Rehabilitating your expert after cross-examination • Evidentiary rules regarding the qualification of experts Presented by James R. Wade, Esq., and Herbert E. Tucker, IV, Esq., Wade Ash Woods Hill & Farley, PC, and Keith D. Lapuyade, Esq., Godfrey & Lapuyade, PC

TOPIC 3 - Partnership Tax Basics
Understanding the use of partnerships, LLCs, and S corporations should be a part of every estate planner’s “box of tools.” This session will provide an introductory 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 by Eric J. Zinn, Esq., and Gil B. Rosenthal, Esq., Krendl, Krendl, Sachnoff & Way, PC

TOPIC 4 - File and Data Storage

.5 Ethics Credit

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 by Eugene Zuspann, II, Esq., Zuspann & Zuspann, PA, and Charles (Chip) Mortimer, Esq., Deputy Regulation Counsel, Colorado Supreme Court Office of Attorney Regulation Counsel

TOPIC 8 - Trust Protectors: Powers, Capacity, and Selection
This course will consider the powers that may be granted to a trust protector, the capacity in which those powers should be exercised (as a fiduciary or as a non-fiduciary), and who should serve in the role of trust protector. Protections to be offered to the trust protector will be discussed. Practice pointers will be provided and solicited. Drafting options will be shared and explored. Presented by Gregory T. Densen, Esq., Sherman & Howard, LLC
Please indicate which 4 sessions you select on the registration form.

32ND ANNUAL ESTATE PLANNING RETREAT • JUNE 7-9, 2012 • BRECKENRIDGE, CO
LIVE SEMINAR ORDER FORM
Retreat tuition includes digital course materials (mailed to you in advance), admission to 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 them with 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

IMPORTANT - SELECT THE SESSIONS YOU WANT TO ATTEND
FRIDAY - JUNE 8, 2012 (select one for each session): • SESSION A: J 1 J 2 J 3 J 4 J 5 J 6 • SESSION B: J 1 J 2 J 3 J 4 J 5 J 6

J7 J8 J7 J8 J8 J8

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

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:

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

J Please upgrade me to the PAPER MATERIALS for an additional $20
TUITION SUBTOTAL $ RETREAT GUESTS:

..........$20

FRIDAY - JUNE 8 - ALTERNATE TOPIC (select one) J1 J2 J3 J4 J5 J6 J7 SATURDAY - JUNE 9 - ALTERNATE TOPIC (select one) J1 J2 J3 J4 J5 J6 J7

J8 J8

Guest Receptions: Receptions are compliments of the conference and we invite guests 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 your guest(s) to join us for breakfast on Friday and Saturday.

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

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): ______________________________________________________________ ______________________________________________________________ ______________________________________________________________

Or MAIL form to ...
CLE in Colorado • 1900 Grant St, Suite 300 • Denver, CO 80203

Name ____________________________________________________________________________ Attorney Reg. No. ___________________________________________________________ ___________________________________________________________ __________________________________________________________ Firm/Organization__________________________________________________________________ E-Mail Address _______________________________________________________________________________ _______________________________________________________________________________ ______________________________________________________________________________ Street Address _____________________________________________________ _____________________________________________________ City / State / Zip __________________________________________________________________ Phone ________________________________________________ Fax ______________________________________ PAYMENT METHOD:

J

Retreat Children’s 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

CHILDREN’S PARTY: Friday from 6:00 – 7:00 pm* – $15 per child While you attend the Friday wine tasting, your children are invited to attend a party just for kids! Lots of fun, games, crafts, and a “kid-style” buffet! The party is recommended for children ages 5-10.
No. of Children (required): ___________ Children’s Names and Ages (required): Name: ________________________________________ Name: ________________________________________ Name: ________________________________________ Name: ________________________________________ Age: ________ Age: ________ Age: ________ Age: ________

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

*PLEASE NOTE: The children’s party will end approximately 15 minutes before the conclusion of the Wine Tasting.

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.
CANCELLATION POLICY: If you are unable to attend, please notify CBA-CLE by MAY 31, 2012 and we will gladly refund your tuition in full. Cancellations after MAY 31, 2012 will be refunded less a $100 cancellation fee, or you may send someone in your place. Your substitute must attend the same breakout sessions that you pre-selected. CLE USE ONLY Check #:___________________ Approval #:____________________

CHILDREN’S PARTY SUBTOTAL $ TOTAL AMOUNT ENCLOSED $
please add the tuition, guest and children’s party subtotals and enter here

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 7-9, 2012
BEAVER RUN RESORT AND CONFERENCE CENTER BRECKENRIDGE, COLORADO

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

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

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

LIVE ONLY: JUNE 7-9, 2012
IN 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