2023 Estate Planning Conference (McCall) –
Sponsored by the Idaho State Bar Taxation, Probate & Trust Law Section
Wednesday, September 27, 2023 – 6:00 p.m. – Welcome Reception
Thursday, September 28, 2023 – 8:00 a.m. – 8:00 p.m. and
Friday, September 29, 2023 – 7:30 a.m. – 11:00 a.m.
The Shore Lodge
501 W. Lake Street – McCall
10.75 CLE credits
*In Person Attendance Only
WE HAVE REACHED THE MAXIMUM CAPACITY FOR THIS VENUE AND THE CONFERENCE IS SOLD OUT. HOWEVER, THE CLE IS BEING RECORDED AND WILL BE AVAILABLE FOR VIEWING ON-DEMAND AFTER THE CONFERENCE.
Registration:
Taxation, Probate & Trust Law Section Member & New Attorney Admitted in Past 5 Years
Non-Section Member
Law Students
$300.00
$350.00
$ 25.00
Join the Taxation, Probate & Trust Law Section on the lake in McCall for their Annual Estate Planning Conference featuring the latest updates in the area including electronic wills, planning for the “middle rich” and the federal tax update.
Conference Agenda
Wednesday, September 27
6:00 p.m. Welcome Reception –Sponsored by Northwest Trustee and Management Services
Welcome – Steve Trefts, Northwest Trustee and Management Services
Thursday, September 28
8:00 a.m. – 9:00 a.m. Hosted Breakfast – Sponsored by Ferguson Wellman Capital Management
National Economic Update
Jason Norris, Ferguson Wellman Capital Management
9:00 a.m. – 10:30 a.m. Estate Planning for the “Middle Rich” with Potentially Taxable Estates
Sponsored by the Idaho Community Foundation
Introduction – Rich Ballou, Idaho Community Foundation
Robert K. Kirkland, Kirkland Woods & Martinsen LLP – Liberty, MO
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – 11:45 p.m. Electronic Wills – Sponsored by Holland & Hart LLP
Nicholas S. Marshall, Holland & Hart LLP & David C. Cooper, Idaho Trust Bank
11:45 p.m. – 12:45 p.m. Hosted Lunch – Sponsored by Idaho Trust Bank
Fiduciary Update
David C. Cooper, Idaho Trust Bank
12:45 p.m. – 1:45 p.m. Estate Planning for Blended Families
Shaila D. Buckley, Shaila Buckley Law
1:45 p.m. – 2:45 p.m. Trust Administration
Mary W. Cusack, Cusack Law Firm, PLLC & Stephen L. Pruss, Ahrens DeAngeli Law Group LLP
2:45 p.m. – 3:00 p.m. Break
3:00 p.m. – 4:00 p.m. When Medicaid Planning Is Called For
David J. Wilson, Ahrens DeAngeli Law Group LLP
5:00 p.m. – 6:00 p.m. Reception
6:00 p.m. – 8:00 p.m. Keynote Dinner – Sponsored by Ferguson Wellman Capital Management
Hon. Christopher Bieter, Senior 4th District Magistrate
Friday, September 29
7:30 a.m. – 8:30 a.m. Hosted Breakfast – Sponsored by Washington Trust Bank
Local Economic Update
Steve Scranton, Washington Trust Bank
8:30 a.m. – 9:30 a.m. What To Do with the Family Cabin – Sponsored by Bank of Idaho
Wendy S. Goffe, Stoel Rives, LLP – Seattle, WA
9:30 a.m. – 11:00 a.m. Federal Tax Update
Samuel A. Donaldson, Georgia State University College of Law
11:00 a.m. Conference Adjourns
Lodging:
The Shore Lodge
501 W. Lake Street – McCall
All rooms are sold out.
Lodging at the Shore Lodge: For online booking options at our discounted rates, please click HERE. For the rate for a standard room, please call the hotel (800) 657-6464 and mention “Idaho State Bar – Estate Planning Conference.”
There are a limited number of rooms available so book as soon as possible for the best options.
All reservations require a Credit Card deposit of one night’s stay at time of booking.
Reservations must be cancelled 30 days prior to arrival to avoid a penalty of one room night.