6 TH ANNUAL. Co-Sponsored by the Elder Law Section of the Colorado Bar Association and the Colorado Chapter of National Academy of Elder Law Attorneys

Transcription

1 LIVE ONLY IN VAIL,CO! 6 TH ANNUAL ELDER LAW RETREAT Co-Sponsored by the Elder Law Section of the Colorado Bar Association and the Colorado Chapter of National Academy of Elder Law Attorneys AUGUST 21-23, 2014 PLEASE JOIN US F THIS INTERACTIVE, ADVANCED-LEVEL RETREAT! At The Vail Marriott Mountain Resort 715 West Lionshead Circle, Vail, CO F ME INFMATION GO TO Submitted for 13 General CLE Credits*, Including 2.2 Ethics Credits** *The optional lunch presentation has been submitted for 1 CLE credit. You must attend this presentation to claim this credit **You must attend the sessions offering ethics credit in order to claim ethics)

2 6 TH ANNUAL ELDER LAW RETREAT When: Thursday, August 21 Saturday, August 23, 2014 Where: Vail Marriott Mountain Resort 715 West Lionshead Circle Vail, Colorado Credits: Submitted for 13 General CLE Credits*, Including 2.2 Ethics Credit** *1 Credit has been submitted for the optional lunch presentation You must attend this presentation to claim this credit **You must attend the sessions offering ethics credit in order to claim ethics) Come for the Location There s no place like Vail. Summer brings sun, cycling, hiking, fishing and golf to this mountain playland, and Vail Marriott, with the luxury, charm and elegance of a European Chateau, is the perfect place to enjoy everything Vail has to offer. Come to be a Part of the Fastest-Growing Elder Law Program in Colorado! F ME INFMATION GO TO The CBA Elder Law Section will hold its monthly meeting at the Marriot in Vail starting promptly at 11:30 a.m. Participants may order off the Marriott dining menu DAY 1 AGENDA THURSDAY AUGUST 21, :00 PM Welcoming Remarks & Opening Announcements Extended by Arlene Barringer, Esq., Glatstein & O'Brien LLP, and Nancy Peterson, Esq., The Peterson Law Firm LLC, Program Co-Chairs SESSION 1 1:10-2:00 PM Topic A. Discovery, Evidence and Procedure: The Rules You Need to Know Because of the focus on speedy administration of probate matters and equitable relief under the Probate Code, there is a myth that attorneys representing clients in contested matters under the Code do not need to know the "civil rules." This session debunks the myth. Participants should expect practice tips for discovery under C.R.C.P. Rules using new Rule of Probate Procedure, Rule 37; a discussion of evidentiary short cuts found in the Colorado Rules of Evidence; and a refresher course in motion practice under the Colorado Rules of Civil Procedure. Presented by Christine Law, Esq., Christine J Law Attorney LLC Topic B. Guardian ad Litem vs. Court-Appointed Counsel in Probate Matters: A Distinction WITH a Difference Many elder law attorneys confuse the difference between a Guardian ad Litem and a court-appointed attorney in probate matters. The two roles and the associated responsibilities - are quite distinct. Learn about the different standards applied to each role, what is expected of an attorney appointed to serve in either position and how both a GAL and counsel can assist the parties and the court in difficult probate matters. Presented by Martha L. Ridgway, Esq., Martha L Ridgway PC 2:00-2:10 PM SESSION 2 2:10-3:00 PM Topic A. Mandatory Reporting and Law Enforcement's Role in a Probate Case Involving Elder Exploitation Senate Bill is the new mandatory reporting of elder abuse and exploitation law effective July 1st, Who are the mandatory reporters and how does this affect you? Learn what constitutes elder abuse and how to file a report with Law Enforcement. This session will outline what is needed for a Law Enforcement Investigation and what requirements are placed on the Law Enforcement agency upon taking the report. Presented by Detective Jessica Beren, Westminster Police Department Topic B. Is the War Really Over if Skirmishes Continue? Mediation Solves Family Conflicts that Can Reignite the Fight Legal action may impose a solution to end the war; however, the family

3 may keep fighting anyway. Learn how facilitative mediation can be an effective tool to help families identify their interests and work out details to reduce animosities. Our presentation includes case scenarios that depict how mediation positively impacts family relations. And, we share various barriers/obstacles to be overcome. Presented by Spencer Crona, Esq., Brown & Hulbert LLC, and Debbie Reinberg, MAcc, NCG, ELDEResolutions 3:00-3:10 PM SESSION 3 3:10-4:00 PM Topic A. Annuities and Seniors - There's More Than the Deficit Reduction Act (DRA) Discuss elder care planning products that are appropriate for seniors, as well as those that are inappropriate. Also, provide helpful hints on purchasing products to best fit the needs of the client, and how to remedy bad products without harming the client. Presented by Dale M. Krause, J.D., LL.M., Krause Financial Services, Inc. Topic B. Aging in Place: Attorneys and Fiduciaries Using the "411" to Avoid the "911" Later Elder Law attorneys and fiduciaries are in the unique positions of being able to assist their clients with realistic independent living planning. This course discusses the "aging in place" movement, recognition of the need for professional intervention, appropriate assistive technology, and community and financial resources. Presented by Michele M. Lawonn, Esq., P.T., C.A.P.S., Medical- Legal Advocates LLC, and Chris Reifenrath, PT, MA, CMC, Humans Network Systems, Inc. 4:00-4:10 PM SESSION 4 4:10-5:00 PM Topic A. Annuities and Seniors - There's More Than the Deficit Reduction Act (DRA) Discuss elder care planning products that are appropriate for seniors, as well as those that are inappropriate. Also, provide helpful hints on purchasing products to best fit the needs of the client, and how to remedy bad products without harming the client. Presented by Dale M. Krause, J.D., LL.M., Krause Financial Services, Inc. Topic B. Sorting out the Legal/Social Challenges for Caregivers: Creative Practices for Attorneys Working with Family Caregivers Elder law attorneys have a unique practice. We not only provide legal services, of course, but also guide caregivers towards the myriad of resources within our community. This presentation is designed to provide elder law attorneys with a best practices model for guiding family caregivers through difficult decisions and towards a holistic understanding of what it means to be a family caregiver. Presented by Rose Mary Zapor, Esq., The Zapor Law Office, PC; Debera Powers, LCSW NCG,CSW-G, Care Management Advocates, LLC, and John Powers, LCSW, ASW-G, Care Management Advocates, LLC 5:00-7:00 PM Welcome Reception With SURPRISE ENTERTAINMENT! Not to be missed! DAY 2 AGENDA FRIDAY AUGUST 22, :30 AM Registration Open / Continental Breakfast / Visit with Sponsors 8:00 AM Opening Remarks/Housekeeping Announcements 8:15-9:15 AM LIGHTNING ROUND HOT TOPICS (and drawings) What About Mom and Dad? Are They Facing a Retirement Time Bomb? Presented by Duane Hahn, Reverse Mortgage Consultant, Approval Reverse Mortgage Sex, Drugs & Rock n Roll - Unusual Beneficiary Requests in Special Needs Trusts Presented by Megan Brand, Executive Director, Colorado Fund for People with Disabilities, and Peter Wall, Vice President and Trust Officer, Colorado State Bank and Trust The Caregiving Trap: Avoiding Pitfalls that Prevent Care and Damage Family Relationships Presented by Pamela Wilson, MS, BS/BA, CG, CS, The Care Navigator Diminished Capacity A Bar to Mediation? Presented by Collie Norman, Esq., Mediator and Arbitrator, JAMS 9:15-10:15 AM Coping with Death and Incapacity: How the Uniform Fiduciary Access to Digital Assets Act Will Help Presented by Suzanne Walsh, Esq., Chair of the Uniform Law Drafting Committee for Fiduciary Access to Digital Assets and a Uniform Law Commissioner 10:15-10:25 AM SESSION 5 10:25-11:15 AM Topic A. Working with Clients with Diminished 1 ETHICS Capacity: An Ethical Perspective CREDIT Presented by Katrin Miller Rothgery, Esq., Colorado Supreme Court Office of Attorney Regulation Counsel Topic B. Divorce of Elders/Incapacitated Persons Presented by Virginia Frazer-Abel, Esq., Pelegrin Radeff & Frazer-Abel PC, and Andrew Hart, Esq., Pelegrin Radeff & Frazer-Abel PC continued on next page >

4 DAY 2 AGENDA FRIDAY AUGUST 22, 2014 continued 11:15-11:25 AM SESSION 6 11:25 AM - 12:15 PM Topic A. Special Needs Trusts Tax Issues: IRA/SNT Issues and Income Tax Issues Related to SNTS Presented by Bradley J. Frigon, Esq., Law Office of Bradley J. Frigon Topic B. Competency Evaluations: Hitting the Bull's Eye, Not Just the Target Presented by M. Carl Glatstein, Esq., Glatstein & O'Brien LLP, and Richard Spiegle, Psy.D., Center for Forensic & Clinical Psychology 12:15 PM Adjourn 12:30-1:30 PM (CLE credit applied for) Public Guardianship and Its Pilot Project* Presented by the Honorable Elizabeth D. Leith OPTIONAL BUFFET LUNCH SESSION - Participants may purchase the Marriott Hotel Buffet Lunch and bill to your Marriott Hotel Room or pay with credit card/cash at the presentation. *At this session, participants will join the Honorable Elizabeth D. Leith, of the Denver Probate Court, in the Vail Marriott Hotel restaurant for an optional lunch session. Seating is limited and participants must sign up in advance. 1:45-3:00 PM (CLE credit NOT applied for) Elder Law Retreat UNPROGRAM - Back by Popular Demand! Moderators: M. Carl Glatstein, Esq., Christine Law, Esq., John Campbell, Esq., CELA, MSCC, Arlene Barringer, Esq., and N. Susie Germany, Esq. This year's Retreat brings together some of the top elder law professionals in the region. One of the greatest benefits the Retreat offers is a forum for interactive discussion. Friday afternoon will be devoted to the "UNPROGRAM." You'll have the opportunity to network, discuss additional topics chosen by the attendees, and ask your burning questions. FRIDAY - 5:30-7:00 PM Annual Wine Tasting Don t miss this opportunity to experience world-class wines and visit with colleagues in an informal setting with tasty appetizers, and great conversation. DAY 3 AGENDA SATURDAY AUGUST 23, :30 AM Registration Open / Continental Breakfast / Visit with Sponsors 8:30-8:45 AM Opening Remarks, Acknowledgements and Presentation 8:45-9:45 AM Ethics: How to Manage Conflict and Increase Civility: The Skills Not Taught Presented by the Honorable Russell Carparelli, Former Judge of the Colorado Court of Appeals and Executive Director of the American Judicature Society 9:45-10:00 AM SESSION 7 10:00-10:50 AM Topic A. Options for an Incapacitated Client in Civil Litigation Presented by N. Susie Germany, Esq., The Germany Law Firm PC, and Tammy Conover, Esq., Conover Law LLC Topic B. Practical Tips for Fiduciaries and Their Counsel Presented by Melissa R. Schwartz, Esq., Steenrod Schwartz & McMinimee LLP 10:50-11:00 AM SESSION 8 11:00-11:50 AM Topic A. Practical Tips for Fiduciaries and Their Counsel Presented by Melissa R. Schwartz, Esq., Steenrod Schwartz & McMinimee LLP Topic B. Medicaid Update Hear updated information on Medicaid planning and eligibility for This will include tips on advanced planning techniques, the Medicaid application process and more. Presented by John J. Campbell, Esq., CELA, MSCC, Law Offices of John J. Campbell PC 11:50 AM Adjourn 1.2 ETHICS CREDITS THANK YOU F ATTENDING THE 2014 ELDER LAW RETREAT!

5 6 TH ANNUAL ELDER LAW RETREAT FACULTY PROGRAM CO-CHAIRS: Arlene S. Barringer, Esq. Attorney At Law Glatstein & O Brien LLP Nancy L. Peterson, Esq. The Peterson Law Firm LLC PROGRAM FACULTY: Detective Jessica Beren Westminster Police Department Westminster, CO Megan Brand Executive Director Colorado Fund for People with Disabilities John J. Campbell, Esq., CELA, MSCC Law Offices of John J. Campbell, PC Honorable Russell Carparelli Former Judge of the Colorado Court of Appeals Executive Director of the American Judicature Society Nashville, TN Tammy D. Conover, Esq. Conover Law LLC Spencer Crona, Esq. Brown & Hulbert LLC Virginia Frazer-Abel, Esq. Pelegrin Radeff & Frazer-Abel PC Lakewood, CO Bradley J. Frigon, Esq. Law Office of Bradley J. Frigon Englewood, CO N. Susie Germany, Esq. The Germany Law Firm PC Erie, CO M. Carl Glatstein, Esq. Glatstein & O Brien LLP Duane Hahn Reverse Mortgage Consultant Approval Reverse Mortgage Longmont, CO Andrew Hart, Esq. Pelegrin Radeff & Frazer-Abel PC Lakewood, CO Dale M. Krause, J.D., LL.M. Krause Financial Services, Inc. De Pere, WI Christine J. Law, Esq. Christine J. Law,Attorney LLC Michele M. Lawonn, Esq., P.T., C.A.P.S. Medical-Legal Advocates LLC Honorable Elizabeth D. Leith Presiding Judge Denver Probate Court Collie Norman, Esq. Mediator and Arbitrator JAMS Debera Powers, LCSW NCG,CSW-G Care Management Advocates, LLC John Powers, LCSW, ASW-G Care Management Advocates, LLC Chris Reifenrath, PT, MA, CMC Humans Network Systems, Inc. Debbie Reinberg, MAcc, NCG ELDEResolutions Martha L. Ridgway, Esq. Martha L Ridgway PC Louisville, CO Katrin Miller Rothgery, Esq. Colorado Supreme Court Office of Attorney Regulation Counsel Melissa R. Schwartz, Esq. Steenrod Schwartz & McMinimee LLP Richard Spiegle, Psy.D. Center for Forensic & Clinical Psychology Peter Wall Vice President and Trust Officer Colorado State Bank and Trust Suzanne Walsh, Esq. Chair of the Uniform Law Drafting Committee for Fiduciary Access to Digital Assets and a Uniform Law Commissioner West Hartford, CT Pamela Wilson, MS, BS/BA, CG, CS The Care Navigator Lakewood, CO Rose Mary Zapor, Esq. The Zapor Law Office, PC Lakewood, CO There s no place like Vail. Summer brings sun, cycling, hiking, and golf to this mountain playland!

6 6 TH ANNUAL ELDER LAW RETREAT SPONSS Special Thanks to Our 2014 Elder Law Retreat Sponsors! PLATINUM SPONSS: GOLD SPONSS: SILVER SPONSS: Sponsorship opportunities are still available! For more information, please contact Barbara Hollingsworth at ELDER LAW RETREAT HEADQUARTERS: Dates: August 21-23, 2014 Reservations or cancellations must be made by August 6, Vail Marriott Mountain Resort 715 West Lionshead Circle, Vail, Colorado Phone: Room rates at the Vail Marriott Mountain Resort: Standard: 149/night Deluxe and King Studio: 164/night Jr. Timberline Suite: 219/night Timberline Suite: 269/night Please identify yourself as a member of the CLE in Colorado group in order to receive the group discount. Reserve your room

7 6 TH ANNUAL ELDER LAW RETREAT REGISTRATION FM LIVE RETREAT DER FM Retreat tuition includes course materials*(printed book or flash drive**), admission to the entire Retreat, admission to the Welcome Reception on Thursday, August 21st, and the Wine Tasting on Friday, August 22nd. * All attendees will receive the course materials digitally via approximately 3 business days before the Retreat. If you wish to receive your materials via ONLY (no printed book and no flash drive picked up at the Retreat), please select this option on the registration form. Your tuition for this option is 25 LOWER than the option to receive the printed book or flash drive. **Unless you select the ed course materials, your printed book or flash drive will be available for pick up at the Retreat. STEP 1 - REGISTRATION CATEGIES Elder Law Retreat Program Tuition: (EL082114L) Non-member CBA Member CBA Elder Law/ Trust & Estate Law Section Member NAELA Member Colorado Guardianship New Lawyer CBA Elder Law or T&E Section Member (in practice < 3 yrs.) Government Employee Rate CLE Elite Pass Holder STEP 2 - MATERIALS FMAT the materials (Deduct 25 from my tuition) to the following address: I would like the materials on FLASH DRIVE I would like the PRINTED BOOK STEP 3 - GUEST BREAKFAST (Please 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 August 14, Retreat ADULT GUEST BREAKFAST Friday: # of Guests x 25: Saturday: # of Guests x 25: Retreat CHILD GUEST BREAKFAST (under 13 years of age) Friday: # of Guests x 10: Saturday: # of Guests x 10: STEP 4 - RECEPTION GUESTS Receptions on Thursday and Friday are complimentary for guests. (Please skip this step if you are not bringing any guests). Retreat RECEPTION GUESTS Thursday: # of Adult Guests: Friday: # of Adult Guests: RETREAT REGISTRATION TOTAL HOMESTUDY DER FM To receive CLE Credit you must purchase both the course materials AND the recorded seminar. STEP 1 - SELECT DESIRED PRODUCT FMAT: MP3 Audio Download (EL082114J) Paper course materials and recorded homestudy on CD-Rom (EL082114D) STEP 2 - SELECT PAYMENT CATEGY: Non-member: CBA Member: Basic Elite CLE Pass Holder (MP3 ONLY):...FREE Price Shipping & Handling Subtotal Applicable Sales Tax (7.62% Denver, 4% RTD and 2.9% rest of Colo.) NOTE: Shipping & handling only applies to orders you receive via mail. Materials will be mailed to you approximately 2 weeks after live program. HOMESTUDY TOTAL CANCELLATIONS:If you are unable to attend, please notify CBA-CLE by AUGUST 14, 2014 and we will gladly refund your tuition in full. Cancellations after August 14 will be refunded less a 100 cancellation fee you may send someone in your place. The breakout sessions that you originally selected will be transferred to your replacement BREAKOUT SESSION TOPIC SELECTION Please indicate breakout choices (1 for each time slot - Please refer to the agenda for topic descriptions) THURSDAY, AUGUST 21st: SESSION 1 (1:10-2:00 pm) Topic A - - Topic B SESSION 2 (2:10-3:00 pm) Topic A - - Topic B SESSION 3 (3:10-4:00 pm) Topic A - - Topic B SESSION 4 (4:10-5:00 pm) Topic A - - Topic B FRIDAY, AUGUST 22nd: SESSION 5 (10:25-11:15 am) Topic A - - Topic B SESSION 6 (11:25 am - 12:15 pm) Topic A - - Topic B SATURDAY, AUGUST 23rd: SESSION 7 (10:00-10:50 am) Topic A - - Topic B SESSION 8 (11:00-11:50 am) Topic A - - Topic B ELDER LAW RETREAT OPTIONAL SESSIONS FRIDAY, AUGUST 22nd: 12:30-1:30 pm OPTIONAL LUNCH SESSION with the Honorable Elizabeth Leith Participants will be able to order and purchase directly from the Marriott hotel s buffet lunch menu. Please indicate if you plan to attend so that we can provide an accurate count to the Marriott: YES, I will attend NO, I will not attend: FRIDAY, AUGUST 22nd: 1:45-3:00 pm Elder Law Retreat UNPROGRAM No CLE credit offered for this session. YES, I will participate NO, I will not participate Register by PHONE... when using VISA, MasterCard, Amex In Denver: (303) Toll-Free: (888) Or FAX form to... when using VISA, MasterCard, Amex FAX to: (303) Or MAIL form to... CLE in Colorado 1900 Grant St, Suite Name Atty. Reg. # Firm/Organization Address Street Address City/State/Zip Telephone ( ) Enclosed is my check made payable to CBA-CLE VISA MasterCard AmEx Credit Card # Exp. Date Signature Required for credit card orders CLE USE ONLY - Check #: Approval #:

8 6 TH ANNUAL ELDER LAW RETREAT August 21-23, 2014 IN VAIL, COLADO Co-Sponsored by the Elder Law Section of the Colorado Bar Association and the Colorado Chapter of National Academy of Elder Law Attorneys 1900 Grant Street, Suite 300, Denver, Colorado Nonprofit Org. U.S. Postage Paid Permit No LIVE ONLY IN VAIL! PLEASE JOIN US F THIS INTERACTIVE, ADVANCED-LEVEL RETREAT! F ME INFMATION GO TO Co-Sponsored by the Elder Law Section of the Colorado Bar Association and the Colorado Chapter of National Academy of Elder Law Attorneys 6 TH ANNUAL ELDER LAW RETREAT August 21-23, 2014 LIVE ONLY IN VAIL! AT THE VAIL MARRIOTT MOUNTAIN REST 715 West Lionshead Circle, Vail, CO F ME INFMATION GO TO