2023 Estate Planning Conference (McCall) – Sold Out

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: 

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 4^th 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.