2025 Estate Planning Conference (Sun Valley) – SOLD OUT

*The conference is SOLD OUT.  If you wish to be put on the waitlist please contact Dayna Ferrero

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 – Sun Valley Inn – Continental Room

5:00 – 7:00 p.m.         Welcome Get-Together – Sponsored by Becker Capital Management, Inc.

Thursday, October 2 – Carol’s Dollar Mountain Lodge

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

                                       Phoebe A. Stone, WealthCounsel, LLC – Los Angeles

                                       Sponsored by University of Idaho Foundation

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

                                       Blaine Dickason, 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

                                       Sponsored by HomeVestors of America, Inc.

2:45 p.m.                    Break

3:00 p.m.                    Undue Influence                                                                                           

                                       Michaelina B. Murphy, Murphy Law Offices, PLLC

                                       Sponsored by Boise State University Foundation

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.                     Estate Plans That Don’t Work: Clauses, Considerations, and Things to Avoid

                                       Greg Bowman, Northwest Trustee & Management Services

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

                                       Rachel 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

                                       James K. Walker, Law Office of Lloyd R. Jones – Woods Cross, UT

                                       Sponsored by River’s Edge Mediation

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

                                       Fiduciary Update

                                       David C. Cooper, Idaho Trust Company

 1:45 p.m.                    The Life-Changing Magic of Grantor Trusts

                                       Samuel A. Donaldson, Georgia State University College of Law

                                       Sponsored by Legacy Wealth Management

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.