Official Government Website

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. Meetings may be hybrid or via Zoom only. Please check email notices for confirmation of location.

Upcoming Meetings & Material

Next Meeting: Agenda | Materials

There will be no meeting November 12, 2024

Next meeting will be February 11, 2025

Notice from AG’s Office

To receive CLE credit for the Section Meeting’s CLE, click here.

No upcoming events found.

Upcoming Events & Section Sponsored CLEs

No upcoming events found.

Past Meetings

*Materials from Section Meetings will now be available on Tradewing. Please click on the Tradewing ListServe tab above if you need further assistance.

Meeting Minutes
Section Sponsored Issues of The Advocate
Section Sponsored CLE Courses On-Demand

The following courses were sponsored by the Taxation, Probate & Trust Law Section. They are available to watch on-demand (self-study) with 24/7 availability so you can easily view programs whenever and wherever it is convenient. Click on the course title to see the description of the course and the cost.

Tradewing Listserv

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 becoming a Section member, your email address will be added to the listserv. You will need to activate your account; click here for a step-by-step guide to activating your account.
  • To make the transition to our new provider easier, we have archived the emails from the former provider from the past two year.  If you want to search those archives, please click here for an instruction sheet.  This instruction sheet is also accessible under the Resources tab in the new platform.
  • If you do not wish to participate in the listserv, you may click “Opt out of all emails” in your account settings; click here for a guide. You may also contact Colleen Austin with any questions.
Section Publications

The Taxation, Probate & Trust Law Section has published many form books and guides over the years to help attorneys practicing in the area.  They also offer presentation materials from the Annual Estate Planning Conference. Publications are available on USB Thumb Drive (PDF format).

To access ALL available publications that are available from the Idaho State Bar and Idaho Law Foundation click HERE.

To purchase a publication click here.

Below are the publications available for this Section:

  • 12-17 – ID Probate & Estate Admin Forms 2004 – USB (TAX Section Members) – $195
  • 12-19 – ID Probate & Estate Admin Forms 2004 – USB (Non Member- TAX Section) – $240
  • 11-21 – 2011 Handling Your First or Next Probate Case – $10
  • 12-12 – 2012 Annual Advanced Estate Planning – $20
  • 13-10 – 2013 Annual Advanced Estate Planning – $20
  • 14-06 – 2014 Annual Advanced Estate Planning – $20
  • 15-12 – 2015 Annual Estate Planning Conference – $20
  • 16-07 – 2016 Annual Estate Planning Conference – $20
  • 17-10 – 2017 Annual Estate Planning Conference – $20
  • 19-45 – 2019 Annual Estate Planning Conference – $20
Trust & Estate Magazines

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. For a discount subscription, select: T&E Discount Subscription

Newsletters
Legal Resources
Other Resources
Idaho Advance Health Care Planning Directive Forms & Information

New Medical Directive Act

Idaho’s new Medical Directive Act, Idaho Code § 39-4510, takes effect July 1, 2023. There is no longer a mandatory form. Instead there are a limited number of mandatory elements, factual information to be able to register at H&W Registry, and rest is optional. List of suggested optional elements in the statute.

Bob Aldridge has been kind enough to share the form that he has prepared for the new directive along with a lengthy Information For Health Agent form that the client completes. Many of the optional elements are covered in this form and it can be attached to the Directive when registered.

There will be an optional fill in the blank form on the Idaho Department of Health and Welfare’s and work is being done to the have that up soon.

Please keep in mind that these forms are intended to be guidance and not affirmative legal advice for attorneys or their clients.

Forms

Below are links to the two documents in various formats and an explanation document.

Overview & Explanation Document

PDF Versions of Documents

Information for Health Care Agent in PDF

Idaho Advance Care Planning Document “Health Care Directive – Idaho Code § 39-4510″ in PDF

Word Versions of Documents – Documents will automatically download when clicked and will not be visible on the web browser. Please go to your computer’s “downloads” folder to open and view.

Section Membership

If you are interested in joining the Taxation, Probate & Trust Law Section, please register using the Section Registration Form.

Membership Dues are as follows:

Standard Membership Dues – $35

GENERAL INFORMATION

Section Officers

Chairperson

Aaron D. Roepke

At Large Council Members

Kimmer W. Callahan

Sandra L. Clapp

William F. Nichols

Scott R. Learned

Judith K. Ruud

Stephen H. Telford

Jeremy C. Vaughn

Vice Chairperson

Nicholas S. Marshall

Past Chairperson

David C. Cooper

Secretary/Treasurer

Kara M. Gleckler

Disclaimer

The Taxation, Probate & Trust Law Section of the Idaho State Bar presents information on this website 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.

idaho.gov Accessibility Cybersecurity Privacy Legal Notices Security
ver: 4.0.3 | last updated:
Jump back to top of page button