Stay Tuned for Information about the 2014 Event!

Information about the 2013 Conference:

33rd Annual Estate Planning Retreat: The Changing Landscape

June 13-15, 2013
In Snowmass, Co – At the Westin Snowmass Resort


This is the event of the year for Colorado’s trust and estate practitioners. Now in its 33nd successful year, the Annual Estate Planning Retreat is June 13-15 at the Westin Snowmass Resort in Snowmass Village CO  (Newly Renovated!)

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 advanced interactive discussion groups in the morning, you’ll 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!

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

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


See the Agenda for details!

We look forward to seeing you in Snowmass!