2026 Estate Planning Conference (Boise)
Sponsored by the Idaho State Bar Taxation, Probate & Trust Law Section
Thursday, October 1, 2026 – 8:00 am to 6:00 pm
Friday, October 2, 2026 – 8:00 am to 3:15 pm
The Grove Hotel
245 S. Capitol Blvd. – Boise
11 CLE credits including 0.5 Ethics credits
*In Person Attendance Only
Registration:
Taxation, Probate & Trust Law Section Member $350.00
Non-Section Member $400.00
New Attorney – Admitted in Past 5 Years $300.00
Law Students No Cost
*Book Rooms by Monday, August 31st
Program Agenda
Thursday, October 1
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. Estate Planning Considerations for Clients with Assets in Washington, Oregon, and California
Joshua C.P. Reams, Ahrens DeAngeli Law Group LLP
Joshua D. McKarcher, McKarcher Law
Michelle Z. Kendall, Ahrens DeAngeli Law Group LLP
10:30 a.m. Break
10:45 a.m. Domestic Asset Trusts
Abigail E. O’Connor, Peak Trust Company
11:45 a.m. Ethical Considerations in Estate Planning
Kimmer W. Callahan, Callahan & Associates, Chtd.
12:15 p.m. Hosted Lunch – Sponsored by Ferguson Wellman Capital Management
Planned Giving Updates and Trends
Steven Bell, Ferguson Wellman Capital Management
1:15 p.m. Irrevocable Grantor Trusts in Long Term Care Planning
David J. Wilson, Ahrens DeAngeli Law Group LLP
2:45 p.m. Break
3:00 p.m. Estate Planning Updates
Scott R. Learned, Learned Lawyer, PLLC
4:00 p.m. Drafting with a Professional Trustee in Mind
Greg Bowman, Northwest Trustee & Management Services
4:30 p.m. Reception & Trivia – The Terrace
Sponsored by Northwest Trustee & Management Services
Friday, October 2
8:00 a.m. Hosted Breakfast – Sponsored by Idaho Trust Bank
8:30 a.m. Fiduciary Update
David C. Cooper, Idaho Trust Bank
9:00 a.m. Update to the Guardian and Conservatorship Statute
Kaleena M. Beck, Madsen Beck, PLLC
10:00 a.m. Estate Tax Planning for Barely Taxable Estates
Richard K. Gardner, U.S. Bank
11:00 a.m. Break
11:30 a.m. Tax Update
Samuel A. Donaldson, Georgia State University College of Law
1:00 p.m. Conference Adjourns
Lodging
The Grove Hotel – Boise
Reservations:
Individuals can make their reservations in the conference room block for $209/night by using the online link below or by calling The Grove Hotel at 208-489-2222 and mention the Idaho State Bar. Rooms must be booked by Monday, August 31st.
Cancellations must be made 24 hours prior to 4pm on the date of arrival to avoid a penalty of one night’s room and tax.
Reserve Your Hotel Online Here
