2022 Estate Planning Conference (Boise)
Sponsored by the Idaho State Bar Taxation, Probate & Trust Law Section
Thursday, September 22, 2022 – 8:00 a.m. – 5:30 p.m. (MT) and
Friday, September 23, 2022 – 8:00 a.m. – 12:15 p.m.
The Grove Hotel
245 S. Capitol Blvd. – Boise
10.0 CLE credits of which 1.5 is Ethics
*In Person Attendance Only
Registration:
Taxation, Probate & Trust Law Section Member $300.00
Non-Section Member $350.00
New Attorney – Admitted in Past 5 Years $300.00
Law Students $25.00
Take advantage of section membership benefits and join the Tax, Probate, and Trust section for $35!
Program Agenda
Thursday, September 22
8:00 a.m. – 9:00 a.m. Hosted Breakfast – Sponsored by Northwest Trustee and Management Services
Fiduciary Update
David Cooper and Steve Trefts
Northwest Trustee and Management Services
9:00 a.m. – 10:30 a.m. Risk Management Considerations for Estate Planners
Kobi L. Gibbs, ALPS Legal Malpractice Insurance
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – 11:45 p.m. Engaging Women in Estate Planning
Liza Hanks, GCA Law Partners LLP
11:45 a.m. – 1:15 p.m. Hosted Lunch – Sponsored by Washington Trust Bank
Local Economic Update
Steve Scranton, Washington Trust Bank
1:00 p.m. – 1:45 p.m. Gun Trusts
Alexandria C. Kincaid – Alex Kincaid Law
1:45 p.m. – 2:30 p.m. Economic Update
Shawn Narancich, Ferguson Wellman Capital Management
2:30 p.m. – 2:45 p.m. Break
2:45 p.m. – 4:30 p.m. Planning for the Idaho Transplant
Moderator: David J. Wilson, Ahrens DeAngeli Law Group LLP
Panelists: Liza Hanks, GCA Law Partners LLP
Jill M. Eshman, J Eshman Law, PC
William F. Nichols, White, Peterson, Gigray & Nichols, PA
Stephen L. Pruss, Ahrens DeAngeli Law Group LLP
4:30 p.m. – 6:00 p.m. Hosted Reception
Friday, September 23
8:00 a.m. – 8:45 a.m. Hosted Breakfast – Sponsored by Idaho Trust Bank
Practical Drafting Insights
Kendall Prohaska and Desiree Prohaska, Idaho Trust Bank
9:00 a.m. – 10:30 a.m. Planning for Unique and Regulated Assets
Wendy S. Goffe, Stoel Rives, LLP
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – 12:15 p.m. Federal Tax Update
Samuel A. Donaldson, Georgia State University College of Law
12:15 p.m. Conference Adjourns
Lodging: The Grove Hotel has been sold out for this event.