2024 Annual Estate Planning Conference (Boise)

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.