Rocky Mountain Region Meetings Presentations

2023 Meeting

• Rocky Mountain Region (September 8 – 10)
  • Session I: Prepaid Deaths by Professor Victoria Haneman
  • Session II: What’s Up? Recent Cases in the Rocky Mountain Region by Dennis Collins
  • Session III: Estate Planning Current Developments and Hot Topics by Stephen Akers
  • Session IV: Recurring Issues in Trust and Estate Litigation by Pamela Reiter and Jason Sutton
  • Session V: Estate Planning and Divorce: Considerations for Estate Planners Before the Marriage, In Anticipation of Divorce, and During Divorce by Kimberly Willoughby

2022 Meeting

• Rocky Mountain Region (September 10 – 11)
  • Recent Developments by Stephen R. Akers
  • Wet: Confluence of Water, Estates & Trusts by Jennifer M. Spitz and Madoline Wallace-Gross
  • Statutory Foundations: Let’s Discuss the Fuss, the Nonplus, and the Superfluous by Professor Thomas E. Simmons
  • Important Considerations When Doing Wills for Tribal Members: the Basics of the Federal American Indian Probate Reform Act by Professor Lucy Marsh
  • Living With the UTC in Colorado by Connie Eyster and Randi M. Grassgreen
  • The Secure (“Setting Every Community Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act and Other Recent Developments in Estate Planning for Retirement Assets by Robert K. Kirkland
  • “can We Talk About That?” by The Honorable Judge C. Jean Stewart

2019 Meeting

• Rocky Mountain Region (September 6 – 8)
  • Married, Divorced and Remarried: Planning for Changes in Life by Professor James M. Delaney and Professor Elaine Hightower Gagliardi
  • Estate Planning Recent Developments by Stephen R. Akers and Ronald D. Aucutt
  • Cowboys & Coyotes – a Primer on Trust Situs Considerations Under Wyoming and South Dakota Law by Amy Staehr and Patrick G. Goetzinger
  • Practice Suggestions for Purposeful Planners – Twenty or So Ways to Increase Client Happiness and Your Well-being by Louis S. Harrison
  • Purpose Trusts as a Planning Tool for the 21st Century by Professor Bradley Myers and Associate Professor Tom Simmons

2018 Meeting

• Rocky Mountain Region (September 14-16)
  • Part Sold, Part Given: Obtaining Tax Deductions and Cash From Bargain Sale Conservation Easements by David J. Dietrich
  • Charitable Planning With Closely-held Business Interests by Jeffrey C. Thede
  • Back to Basis: Making Estate Planning Fun for Everyone by Turney P. Berry
  • Planning Under the 2017 Tax Act in an Environment of Huge Estate Exclusions and Other Current Developments by Stephen R. Akers
  • Ethical Questions Raised by the Fifth Edition of the Actec Commentaries on the Model Rules of Professional Conduct and the Sample Engagement Letters by Professor Karen E. Boxx

2017 Meeting

• Rocky Mountain Region (September 8-10)
  • The Uniform Digital Assets Act by Professor Gerry W. Beyer
  • Fathers, Mothers, Sisters, Brothers and Others: Shower the People you Love with Tangential Planning by Rhonda Brink and Michelle Rosenblatt 
  • Community Property for Common-Law Lawyers by Professor Tom Featherston
  • Insuring Your Client’s Good Fortune Doesn’t Become Their Children’s Misfortune by Amy Jucoski and Jill Shipley
  • S Corporations in Your Client’s Estate Plan – Oh My by James R. Walker
  • Recent Developments in Estate Planning by Professor Stanley Johanson

2016 Meeting

• Rocky Mountain Region (September 9-11)
  • Planning for the Unexpected and Retirement by Kurt A. Sommer and Harry W. Wolff, Jr
  • Beneficiary Rights & Trustees Duty to Inform by Kevin D. Millard
  • Native American Probate Issues: Federal Law, Tribal Courts, and Inheritance of Cultural Property by Sarah R. Lawson
  • When Charity Goes Wrong: Charitable Gifts in the Courts by Professor Nancy A. McLaughlin
  • South Dakota Trust Law: Fly Over or Drive By But Leave Your Trusts Here by Dale L. Strasser
  • Privacy, Copyright & Hacking Issues by Lincoln Mead

2015 Meetings

• Rocky Mountain Region (September 12)
  • Succession Planning: Managing the Transition From Start to Finish by Mark Bassingthwaighte
  • Farm and Ranch Estates – Bareback or Saddle Bronc Riding?  How to Last Eight Seconds and Win the Go-round by James R. Walker, Justin D. Cumming and Bradley C. Grossenburg
  • Turning Oil and Gas Valuation “downside Up” and Resulting Opportunities by Alan Harp and Jim Maddox
  • A Comprehensive Model for a Humane Trustscape by Hartley Goldstone
  • Using Mediation and Arbitration to Manage Family Disputes by Prof. Susan N. Gary and Prof. Mary F. Radford

2014 Meeting

• Rocky Mountain Region (September 12-14)
  • Top Tech Traps for Lawyers by Mark Bassingthwaighte
  • Estate Planning with Oil and Gas Investments by James M. Maddox and Larry R. Scott, PE
  • Financial Elder Abuse Issues by Dana G. Fitzsimons Jr, Bruce S. Ross and Vivian L. Thoreen
  • Planning with the Compression of Tax Rates by Cassady V. (“Cass”) Brewer, Ellen Harrisona and Paul S. Lee

2013 Meeting

• Rocky Mountain Region (September 7-8)
  • Domestic Asset Protection Trusts – by Duncan E. Osborne
  • Trusts and Estates and the Attorney Client Privilege – by Gregory W. MacKenzie
  • Community Property Basics for Lawyers in Non-Community Property States – by Nell Graham Sale
  • The Wandry Case – by Steven R. Anderson, James R. Walker
  • Trust Decanting – The Ultimate End Run – by P.Daniel Donohue

2011 Meeting

• Rocky Mountain Region (August 12-14)
  • Recent Cases Dealing with Step Transaction Doctrine and Applying Section 2703 to Disregard Restrictions by Louis A. Mezzullo
  • Drafting Considerations for Buy-Sell Provisions by Nancy Schmidt Roush
  • Update on Recent Developments in Asset Protection by Duncan E. Osborne
  • The Ana Nicole Smith Case by Bruce S. Ross
  • Ethical Challenges in Representing Families in FLP by Professor Mary F. Radford
  • Nonprobate Transfers –Financial Accounts and the Fragmented Estate Gone Wild by James R. Walker
  • Issues to Consider in Drafting Conservation Easements by Professor Nancy McLaughlin