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.