Taxation, Probate & Trust Law Section

The Taxation, Probate & Trust Law Section of the Idaho State Bar offers education, training and networking opportunities to attorneys who practice in federal, state and location taxation, probate and trust law. The section meets at 12:00 p.m. noon (MT) on the second Tuesday of February, April, June, and November at The Law Center, 525 W. Jefferson Street in Boise. Participation via telephone conference is also available.

Council Members | Section Membership | Meetings & Events | Meeting Minutes
Newsletters | Legal Resources | Disclaimer

Council Members

Chairperson

Natasha Nassar Hazlett
Angstman Johnson
3649 N. Lakeharbor Lane
Boise, ID 83703
Phone: (208) 384-8588
Fax: (208) 353-0117
natasha@angstman.com

Vice Chairperson

Kimmer W. Callahan
Callahan & Associates, Chtd.
PO Box 2226
Coeur d'Alene, ID 83816-2226
Phone: (208) 664-9228
Fax: (208) 664-5369
kwc@idahoestatelaw.com

Secretary/Treasurer

Eric Lynn Olsen
Racine, Olson, Nye, Budge & Bailey, Chtd.
PO Box 1391
Pocatello, ID 83204-1391
Phone: (208) 232-6101
Fax: (208) 232-6109
elo@racinelaw.net

Past Chairperson

Christopher J. Moore
Creason, Moore & Dokken, PLLC
PO Drawer 835
Lewiston, ID 83501-0835
Phone: (208) 743-1516
Fax: (208) 746-2231
cmoore@cmd-law.com

At Large Council Members

Barbara Zanzig Lock
University of Idaho, College of Law
322 E. Front Street, Ste. 590
Boise, ID 83702
Phone: (208) 364-6187
Fax: (208) 334-2176
block@uidaho.edu

Judith Kish Ruud
2501 College Street
Cedar Falls, IA 50613
Phone: (319) 277-2820
judy.ruud@uni.edu

William Arthur von Tagen
Office of the Attorney General
PO Box 83720
Boise, ID 83720-0010
Phone: (208) 334-7539
Fax: (208) 334-7844
bill.vontagen@tax.idaho.gov



Section Membership

If you are interested in joining the Taxation, Probate & Trust Law Section, please complete the Section Registration Form .PDF and return with payment of $25 to Dayna Ferrero at the Idaho State Bar, PO Box 895, Boise, Idaho 83701.

GENERAL INFORMATION

Taxation, Probate & Trust Law Section 2014 Budget PDF File - Get Acrobat Reader
Taxation, Probate & Trust Law Section By-Laws PDF File - Get Acrobat Reader
Mission Goals and Strategic Plan .PDF

For ListServ information or to be added/deleted/edited, please email Josh Dages.

Meetings & Events

SECTION MEETINGS

The Taxation, Probate & Trust Law Section meets at 12:00 p.m. noon (MT) on the second Tuesday of February, April, June, and November at The Law Center, 525 W. Jefferson Street in Boise. Participation via telephone conference is also available. Dates for upcoming meetings are listed below.

July 17, 2014
November 11, 2014
February 10, 2015

To participate in the next scheduled meeting, you may RSVP at least 24-hours in advance via email to Dayna Ferrero - please specify if you will be attending in-person or via telephone conference. A meeting agenda and/or any additional materials (if available) will be provided to all participants via email prior to the meeting and posted online for reference. NOTE: Section meeting dates/location are subject to change.

EVENTS

None at this time.

Meeting Minutes PDF File - Get Acrobat Reader

May 22, 2014 – Practitioner Liaison Meeting
February 11, 2014
November 27, 2013 - Practitioner Liaison Meeting
November 12, 2013
February 12, 2013
April 10, 2012
February 14, 2012
November 16, 2011 - Practitioner Liaison Meeting
November 8, 2011
June 14, 2011
April 12, 2011
February 8, 2011
November 9, 2010

September 10, 2010
June 8, 2010
April 13, 2010
February 9, 2010

December 8, 2009

November 4, 2009 - Practitioner Liaison Meeting
October 13, 2009
September 11, 2009
June 16, 2009 - Practitioner Liaison Meeting
June 9, 2009
April 14, 2009
February 10, 2009


Newsletters .PDF

Taxation, Probate & Trust Law Section Newsletter - May 2014

Taxation, Probate & Trust Law Section Newsletter - December 2012
Taxation, Probate & Trust Law Section Newsletter - May 2012
Taxation, Probate & Trust Law Section Welcome Newsletter

Legal Resources .PDF

2011 Filing Season Letter - Idaho
IRS Updates - August 2011
Idaho Statutory Form Power of Attorney
Ted Spangler's Interview: State Tax Notes
IRS Notice - Automatic Revocation of Exemption List
IRS Operations During A Government Shutdown
Memorandum Decision and Order - March 16, 2011
Other Legal Resources

TRUST & ESTATES MAGAZINE

The Taxation, Probate & Trust Law Section is pleased to announce a new working relationship with Trust & Estates Magazine. T&E has provided the link below for members that are interested in a discount subscription to their journal. Current subscribers will be able to take advantage of the discount rate upon the expiration of their current subscription. T&E will also be a contributing sponsor of the Tax Section's Annual Estate Planning Seminar in Sun Valley on September 9-10, 2011. For a discount subscription, select: T&E Discount Subscription

OTHER RESOURCES .PDF

Idaho IRS Telephone Directory for Practitioners 2012
Internal Revenue Service IR-2011-33
Analyzing the 2010 Election Not to Incur the Federal Estate Tax
Form 656 Booklet Offers in Compromise 2011
Form 656-Booklet Offers in Compromise 2011 - Feedback Matrix
2011 Stakeholder Liaison Filing Season Letter
IRS Updates and News Releases
Practitioner Liaison Meeting Minutes - November 4, 2009
Annual Meeting of the National Association of State Bar Tax Sections - 2009 Report
New Developments in Idaho Income Taxation of Trusts and Estates
Practitioner Liaison Meeting Minutes - June 16, 2009
Interview with Rick Poplack

Disclaimer

The Taxation, Probate & Trust Law Section of the Idaho State Bar presents information on this web site as a service to our members and others who provide legal services to or are interested in the fields of Taxation, Probate and Trust law. Our goal is to provide information, education and networking in this complex and wide ranging area of the law.

While we strive to be accurate and timely, and therefore hope to be a valuable resource to users of this site, nothing contained herein should be construed as legal advice and we make no warranty or guarantee concerning the accuracy or reliability of the content at this site or the other sites to which we link.

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