Sponsored by the Idaho State Bar Taxation, Probate & Trust Law Section
*In-Person Attendance Only*
12.5 CLE credits including 2.0 Ethics credits
Program Times:
Thursday, Sept. 26th – 8:00 a.m. – 5:30 p.m. (MT)
Friday, Sept. 27th – 8:00 a.m. – 3:15 p.m. (MT)
Hosted Social on Thursday, September 26th at 5:00 p.m. (MT)
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 – No Cost
Program Agenda
Thursday, September 26
8:00 a.m. – Hosted Breakfast, Sponsored by Ferguson Wellman Capital Management
8:30 a.m. – National Economic Update
Jason Norris, Ferguson Wellman Capital Management
9:00 a.m. – Common Estate Planning Tools for Addressing Taxable Estates
William J. Whitaker, Ahrens DeAngeli Law Group
10:30 a.m. – Break
11:00 a.m. – Administering Special Needs Trusts
Sean R. Beck, C.K. Quade Law, PLLC
Evan M.E. Barrett, C.K. Quade Law, PLLC
12:00 p.m. – Hosted Lunch, Sponsored by Washington Trust Bank
Presentation: Local Economic Update
Steve Scranton, Washington Trust Bank
1:00 p.m. – Lightening Round: Case Updates and Hot Topics
Kimmer W. Callahan, Callahan & Associates, Chtd.
Auriana L. Clapp-Younggren, Sandra L. Clapp & Associates
Stephen H. Telford, Telford Law & AP Consultants
Kaleena M. Beck, Madsen Beck, PLLC
Kara M. Gleckler, Canyon River Law LLP
3:00 p.m. – Creating Donor Advised Funds to Support Nonprofits, Sponsored by Boise State University Foundation
Kris Kamann, Idaho Community Foundation
Clark Hyvonen, Idaho Community Foundation
4:00 p.m. – Reception & Trivia, Sponsored by the Idaho Community Foundation
Friday, September 27
8:00 a.m. – Hosted Breakfast, Sponsored by Northwest Trustee & Management Services
Presentation: Managing Unique Assets Inside of Estate Plans
Greg Bowman, Northwest Trustee & Management Services
9:00 a.m. – Ethics and the Future of Practicing Law Remotely, Sponsored by the Bank of Idaho
Lora L. Brown, Law Offices of Lora L. Brown – Seattle, WA
10:00 a.m. – Using AI and Technology to Enhance Your Practice and Improve Services
Alexander Paykin, The Law Office of Alexander Paykin, P.C. – New York City, NY
11:30 a.m. – Hosted Lunch, Sponsored by Idaho Trust Bank
Presentation: Enhancing Competence as an Estate Planning Practitioner
David C. Cooper, Idaho Trust Bank
12:30 p.m. – Leading Well, Sponsored by the University of Idaho Foundation
Sarah Draper, Leading Well Strategies
1:30 p.m. – Break
1:45 p.m. – Federal Tax Update, Sponsored by Becker Capital Management
Samuel A. Donaldson, Georgia State University College of Law
3:15 p.m. – Conference Adjourns
Lodging:
Courtyard Boise Downtown by Marriott
222 S. Broadway Ave. – Boise
For online booking options at our discounted rate of $229/night plus taxes for total of $258/night, please click HERE.
There are a limited number of rooms available so book as soon as possible for the best options.
