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.
Kimmer W. Callahan
Eric Lynn Olsen
Chelsea Elaine Kidney
Natasha Nassar Hazlett
At Large Council Members
Barbara Zanzig Lock
Christopher J. Moore
William Arthur von Tagen
If you are interested in joining the Taxation, Probate & Trust Law Section, please complete the Section Registration Form and return with payment of $35 to Dayna Ferrero at the Idaho State Bar, PO Box 895, Boise, Idaho 83701.
If you are a member of the Taxation, Probate & Trust Law Section, you may elect to participate in our ListServ. We welcome you to this helpful service, by and for our members!
- Within 30 days of becomming a Section member, your email address will be added to the ListServ.
- If you do not wish to participate in the ListServ, you may click "Unsubscribe" at the bottom of an email at any time, or you may contact Lindsey Egner at email@example.com.
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.
November 10, 2015
February 2, 2016
April 12, 2016
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.
2015 Annual Estate Planning Conference (SUN VALLEY)
September 18-19, 2015
The Sun Valley Resort
1 Sun Valley Road - Sun Valley, ID
10.5 CLE credits available of which 0.5 is Ethics
Join the vast selection of speakers in beautiful Sun Valley for this year's Annual Estate Planning Conference (previously the Annual Advanced Estate Planning Seminar). Session titles include: An Economic Update presented by Steve Scranton, Washington Trust Bank; The 2% Floor - What Every Estate Planner Needs to Know About IRS Section 67(e) presented by Domingo P. Such III, Perkins Coie LLP; It's All About Trust: A Trustee Panel Discussion with panel members Joseph Jones, Attorney for Idaho Department of Finance, A. Wesley Seideman, TRESCO of Idaho, Deb Moretto, US Bank, Doug Lamm, CPA Nichols Accounting Group PC, and moderator John McGown, Hawley Troxell; Keep Calm and Carry On presented by James A. Coates, Ferguson Wellman Executive V.P. and Ralph Cole, Ferguson Wellman CFA / Executive V.P. of Research; What Every Estate Planner Needs to Know About Selling a Business presented by Lee B. Dillion, University of Idaho College of Law; Complex Problems, Creative Solutions: Wealth Planning in Today's Environment presented by Thomas P. Pauloski, Bernstein Global Management; Idaho Probate 101: What You Need to Know presented by Sandra L. Clapp, Sandra L. Clapp & Associates; Technical Aspects of Long-Term Care Insurance presented by Grant R. Markuson, Markuson Law Group; and Federal Tax Update presented by Mike Blackburn, Blackburn & Stoll.
For registration options, click HERE.
Taxation, Probate & Trust Law Section Newsletter - Summer 2014
Taxation, Probate & Trust Law Section Newsletter - May 2014
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
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
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.