2022 Estate Planning Conference (Boise)

2022 Estate Planning Conference (Boise)                                                             

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

Thursday, September 22, 2022 – 8:00 a.m. – 5:30 p.m. (MT) and

Friday, September 23, 2022 – 8:00 a.m. – 12:15 p.m.

The Grove Hotel
 245 S. Capitol Blvd. – Boise

10.0 CLE credits of which 1.5 is Ethics

*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                                                             $25.00

Take advantage of section membership benefits and join the Tax, Probate, and Trust section for $35!

 

Program Agenda

Thursday, September 22

8:00 a.m. – 9:00 a.m.             Hosted Breakfast – Sponsored by Northwest Trustee and Management Services

                                                Fiduciary Update

                                                David Cooper and Steve Trefts

                                                Northwest Trustee and Management Services

                                               

9:00 a.m. – 10:30 a.m.          Risk Management Considerations for Estate Planners

                                            Kobi L. Gibbs, ALPS Legal Malpractice Insurance

10:30 a.m. – 10:45 a.m.         Break

10:45 a.m. – 11:45 p.m.         Engaging Women in Estate Planning

                                                Liza Hanks, GCA Law Partners LLP

11:45 a.m. – 1:15 p.m.           Hosted Lunch – Sponsored by Washington Trust Bank

                                                Local Economic Update

                                                      Steve Scranton, Washington Trust Bank

1:00 p.m. – 1:45 p.m.             Gun Trusts

                                                      Alexandria C. Kincaid – Alex Kincaid Law

1:45 p.m. – 2:30 p.m.             Economic Update

                                                      Shawn Narancich, Ferguson Wellman Capital Management

2:30 p.m. – 2:45 p.m.             Break

2:45 p.m. – 4:30 p.m.             Planning for the Idaho Transplant

                                                      Moderator: David J. Wilson, Ahrens DeAngeli Law Group LLP

                                                      Panelists: Liza Hanks, GCA Law Partners LLP

                                                      Jill M. Eshman, J Eshman Law, PC

                                                      William F. Nichols, White, Peterson, Gigray & Nichols, PA

                                                      Stephen L. Pruss, Ahrens DeAngeli Law Group LLP

4:30 p.m. – 6:00 p.m.             Hosted Reception

 

Friday, September 23

8:00 a.m. – 8:45 a.m.             Hosted Breakfast – Sponsored by Idaho Trust Bank

                                                     Practical Drafting Insights

                                                     Kendall Prohaska and Desiree Prohaska, Idaho Trust Bank

9:00 a.m. – 10:30 a.m.            Planning for Unique and Regulated Assets

                                                      Wendy S. Goffe, Stoel Rives, LLP

10:30 a.m. – 10:45 a.m.         Break

10:45 a.m. – 12:15 p.m.         Federal Tax Update

                                                      Samuel A. Donaldson, Georgia State University College of Law

12:15 p.m.                               Conference Adjourns

 

Lodging: The Grove Hotel has been sold out for this event.