Colorado West Estate Planning Council Spring Meeting

Date: Wednesday, May 29, 2024
Time: 4:30pm - 5:45pm
Location: Bookcliff Country Club - 2730 G Rd. Grand Junction, CO 81506
Speaker: Round Table Discussion of a Case Study!!

We will have Rob Bleiberg – Executive Director speak about the Colorado West Land Trust. Whose mission is to protect and enhance agricultural land, wildlife habitat and scenic lands in western Colorado to benefit the community at large, enrich lives, provide opportunities for outdoor recreation, and ensure our connection to land for generations to come.

For this meeting we will also be working through a case study! With the amazing professionals we have in our membership, we will have a round table discussion centered on a small investor retiree case study. This will be an excellent opportunity for our different professions to share insights and ideas on how to address issues surrounding many of our clients who are at or near retirement.

Please find the case study attached and come ready to share your ideas!!


Rob Bleiberg - Rob joined Mesa Land Trust in 1996 and has led the organization through a significant period of growth and transformation. He has been involved in hundreds of conservation transactions and has established strategic partnerships with local governments, the Nature Conservancy, American Farmland Trust, and other private and public entities. Rob is a community volunteer, serving on the boards of local and statewide nonprofits. When not in the office, he can be found hiking or biking on the trails of western Colorado and southeast Utah, preferably with his wife, Sheri, daughter, and two dogs. In 2009, he was awarded a Loeb Fellowship at Harvard University’s Graduate School of Design. Rob has an M.S. in Natural Resource Policy from the University of Michigan and a B.A. in American Studies from Wesleyan University.

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