LIVE EVENT 2019 Estate Planning Conference (Boise)


Event Details


Thursday, September 19 –  8:00 a.m. – 5:00 p.m. (MT) and 

Friday, September 20, 2019 – 8:00 a.m. – 12:30 p.m. (MT)

The Grove Hotel
245 s. Capitol Blvd. – Boise
10.5 CLE credits

*In Person Attendance Only

Registration begins at 7:30  a.m.

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

Program Agenda

Thursday, September 19

8:00 a.m. – 9:00 a.m.     Hosted Breakfast / Program – Top Three Fiduciary Mistakes and How to Help Clients Avoid Them – Corey Smith, JD, MSAT, Idaho Trust Bank

9:00 a.m. – 10:30 a.m.   Using Tools in Our Daily Toolbox for Asset Protection Objectives – Robert K. Kirkland, Kirkland Woods & Martinsen  LLP

10:30 a.m. – 10:45 a.m. Break

10:45 a.m. – 12:15 p.m. Who Knew? Time-Saving, Practicing-Saving Hacks in the Uniform – Probate Code – Moderator: Dennis S. Voorhees, Canyon River Law LLP  and Panelists TBD

12:15 p.m. – 1:15 p.m.  Hosted Lunch / Program – Macro Economics Update – Jim Coats and Jason Norris, Ferguson Wellman Capital Management

1:15 p.m. – 3:00 p.m.    Planning with Life Insurance – Christopher Cline, Riverview Trust Company

3:00 p.m. – 3:30 p.m.    Break

3:30 p.m. – 5:00 p.m.    Trust Litigation Issues: Three Case Studies – David C. Cooper and Steve Trefts,  Northwest Trustee & Management Services, LLC

5:00 p.m.                      Reception – Sponsored by Columbia Trust Company

Friday, September 20

8:00 a.m. – 9:15 a.m.    Hosted Breakfast / Program – Trust Administration Challenges: A Corporate Trustees’ Perspective – Rob Blume, Washington Trust Bank

9:15 a.m. – 10:45 a.m.   Estate Planning for Family Farms – Stephen L. Pruss, Ahrens DeAngeli Law Group LLP

10:45 a.m. – 11:00 a.m. Break

11:00 a.m. – 12:30 p.m. Federal Tax Update – Professor Sam A. Donaldson, Georgia State University College of Law

12:30 p.m.                    Conference Adjourns

For the Full Conference Mailer and the Fillable Registration Form to Mail or Fax click HERE.