2025 Estate Planning Conference (Sun Valley)          

Sponsored by the Idaho State Bar Taxation, Probate & Trust Law Section

Thursday, October 2, 2025 – 8:00 am to 5:30 pm

Friday, October 3, 2025 – 8:00 am to 3:15 pm

Sun Valley Inn

Kitzbuhler Strasse – Sun Valley

12.25 CLE credits including 1.5 Ethics credits

*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                                                                 No Cost

Program Agenda

Wednesday, October 1

6:00 p.m.                    Welcome Get-Together – Sponsored by Becker Capital Management

                                    No Host – Duchin Lounge at Sun Valley Lounge

Thursday, October 2

8:00 a.m.                     Hosted Breakfast – Sponsored by Washington Trust Bank

8:30 a.m.                     Local Economic Update

                                    Steve Scranton, Washington Trust Bank

9:00 a.m.                    Charitable Planning 101 – Sponsored by University of Idaho Foundation

                                    Phoebe A. Stone, WealthCounsel, LLC – Los Angeles

10:30 a.m.                   Break

10:45 a.m.                   AI and Estate Planning

                                    Mary E. Vandenack, Duggan Bertsch – Chicago

12:00 p.m.                   Hosted Lunch – Sponsored by Ferguson Wellman Capital Management National Economic

                                    Update

                                    Jason Norris, Ferguson Wellman Capital Management

1:15 p.m.                     A Non-Medicaid Planner’s Approach to Estate Planning within the Context of Long-Term

                                    Care

                                    Joshua C.P. Reams, Ahrens DeAngeli Law Group LLP

2:45 p.m.                     Break

3:00 p.m.                     Undue Influence – Sponsored by Boise State University Foundation                                   

                                    Michaelina B. Murphy, Murphy Law Offices, PLLC

4:00 p.m.                     Reception & Trivia – Sponsored by the Idaho Community Foundation

Friday, October 3

8:00 a.m.                     Hosted Breakfast – Sponsored by Northwest Trustee & Management Services

8:30 a.m.                     TBD

                                    Greg Bowman, Northwest Trustee & Management Services

9:00 a.m.                     Estate Planning Strategies for Unmarried Individuals

                                    Rachel A. Murphy, Shaila Buckley Law

10:00 a.m.                   Drafting Software and Practice Considerations for Its Use

                                    Shaila D. Buckley, Shaila Buckley Law

                                    David J. Wilson, Ahrens DeAngeli Law Group LLP

                                    Kara M. Gleckler, Canyon River Law LLP

11:15 a.m.                   Break

11:30 a.m.                   Significant Planning Issues for Ranchers and Farmers – Sponsored by River’s Edge

                                    Mediation

                                    James R. Walker, Womble, Bond, Dickinson – Denver

12:45 p.m.                   Hosted Lunch – Sponsored by Idaho Trust Bank

                                    TBD

                                    David Cooper, Idaho Trust Bank

1:45 p.m.                    The Life-Changing Magic of Grantor Trusts – Sponsored by Legacy Wealth Management

                                    Samuel A. Donaldson, Georgia State University College of Law

3:15 p.m.                     Conference Adjourns

Lodging:

Sun Valley Inn

222 S. Broadway Ave. – Sun Valley

Call the Sun Valley Resort at (800) 786-8259 or email reservations@sunvalley.com by Monday, September 1^st to take advantage of the negotiated lodging rates of $285 and $300/night plus 6% resort fee and 12% tax on Wednesday and Thursday nights. Be sure to mention “ISB 2025 Annual Estate Planning Conference.”  Group rates will be honored three days prior and three days following the conference based upon availability. Lodging Deadline Monday, September 1st.

There are a limited number of rooms available so book as soon as possible for the best options.