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Taxation, Probate & Trust Law Section

The Taxation, Probate & Trust Law Section of the Idaho State Bar offers education, training and networking opportunities to attorneys who practice in federal, state and location taxation, probate and trust law. The section meets at 12:00 p.m. noon (MT) on the second Tuesday of February, April, June, and November at The Law Center, 525 W. Jefferson Street in Boise. Participation via telephone conference is also available.

Important IRS Announcements

  • Online Ordering of information and employment tax forms
  • The IRS will extend its transcript faxing service beyond the planned Feb 4 end date. The IRS is reviewing options for a new timeframe. We are committed to providing you with advance notice of the new date.  As a reminder, you can now have unmasked Wage and Income Transcripts sent to your e-Services secure mailbox if you follow certain procedures. This should help bring clients into compliance and allow for electronic filing. Please see Fact Sheet 20, Steps for tax professionals to obtain wage and income transcripts needed for tax preparation, for details. Additionally, due to the government shutdown, we are working hard to catch up on processing third-party authorization forms. We may also experience longer than normal wait times on our toll free telephone lines as our employees return to duty and we resume training and other filing season readiness activities. We ask for your patience as we work to resume normal operations. Please be alert to upcoming communications regarding transcript issues.

Other Upcoming Events & CLEs

ListServ

If you are a member of the Taxation, Probate & Trust Law Section, you may elect to participate in our ListServ. We welcome you to this helpful service, by and for our members!

  • Within 30 days of becomming a Section member, your email address will be added to the ListServ.
  • If you do not wish to participate in the ListServ, you may click "Unsubscribe" at the bottom of an email at any time, or you may contact Lindsey Welfley at lwelfley@isb.idaho.gov.

The Taxation, Probate & Trust Law Section meets at 12:00 p.m. noon (MT) on the second Tuesday of February, April, June, and November at The Law Center, 525 W. Jefferson Street in Boise. Participation via telephone conference is also available. Dates for upcoming meetings are listed below.

Next Meeting: Agenda TBD | Materials TBD

To participate in the next scheduled meeting, you may RSVP at least 24-hours in advance via email to Dayna Ferrero - please specify if you will be attending in-person or via telephone conference. A meeting agenda and/or any additional materials (if available) will be provided to all participants via email prior to the meeting and posted online for reference. NOTE: Section meeting dates/location are subject to change.

PAST MEETINGS

June 9, 2015
November 10, 2015 Agenda | CLE Materials
February 9, 2016 Agenda | CLE Materials
April 12, 2016 Agenda | Materials
July 14, 2016 - In conjunction with 2016 ISB Annual Meeting Agenda
November 8, 2016 Agenda | CLE Materials
February 14, 2017 Agenda | CLE Materials
April 11, 2017 - Agenda | Materials
June 13, 2017 - Canceled
June 30, 2017 - Section Member Only CLE, PowerPoint Material
November 14, 2017 - Agenda | Materials #1 | Materials #2
December 4, 2017 - The Modern Trust | PowerPoint | Anatomy of the Perfect Modern Trust | Innovative Trust Designs
February 13, 2018 - Agenda
April 10, 2018 - Agenda | Material
June 12, 2018 - Agenda | Material
November 13, 2018 - Agenda | Material
December 27, 2018 - Agenda

If you are interested in joining the Taxation, Probate & Trust Law Section, please complete the Section Registration Form .PDF and return with payment of $35 to Dayna Ferrero at the Idaho State Bar, PO Box 895, Boise, Idaho 83701.

GENERAL INFORMATION

Taxation, Probate & Trust Law Section By-Laws PDF File - Get Acrobat Reader
Mission Goals and Strategic Plan .PDF
List of Past Section Chairpersons

February 12, 2019
December 27, 2018
November 13, 2018
July 19, 2018
June 12, 2018
April 6, 2018
February 13, 2018
July 13, 2017
June 21, 2017 - Practitioner Liaison Meeting
April 11, 2017
February 14, 2017
November 8, 2016
November 3, 2016 - Practitioner Liaison Meeting
July 14, 2016
April 26, 2016 - Practitioner Liaison Meeting
April 12, 2016
February 9, 2016
November 10, 2015
November 12, 2015 - Practitioner Liaison Meeting
April 29, 2015 - Practitioner Liaison Meeting
February 10, 2015

Taxation, Probate & Trust Law Section Newsletter - Summer 2014
Taxation, Probate & Trust Law Section Newsletter - May 2014

Taxation, Probate & Trust Law Section Newsletter - December 2012
Taxation, Probate & Trust Law Section Newsletter - May 2012
Taxation, Probate & Trust Law Section Welcome Newsletter

2011 Filing Season Letter - Idaho
IRS Updates - August 2011
Idaho Statutory Form Power of Attorney
Ted Spangler's Interview: State Tax Notes
IRS Notice - Automatic Revocation of Exemption List
IRS Operations During A Government Shutdown
Memorandum Decision and Order - March 16, 2011
Other Legal Resources

The Taxation, Probate & Trust Law Section is pleased to announce a new working relationship with Trust & Estates Magazine. T&E has provided the link below for members that are interested in a discount subscription to their journal. Current subscribers will be able to take advantage of the discount rate upon the expiration of their current subscription. T&E will also be a contributing sponsor of the Tax Section's Annual Estate Planning Seminar in Sun Valley on September 9-10, 2011. For a discount subscription, select: T&E Discount Subscription

ABA Section of Dispute Resolution - Conflict Over End-of-Life Care: How Lawyers and Mediators Can Help Physicians and Families
Idaho IRS Telephone Directory for Practitioners 2012
Internal Revenue Service IR-2011-33
Analyzing the 2010 Election Not to Incur the Federal Estate Tax
Form 656 Booklet Offers in Compromise 2011
Form 656-Booklet Offers in Compromise 2011 - Feedback Matrix
2011 Stakeholder Liaison Filing Season Letter
IRS Updates and News Releases
Practitioner Liaison Meeting Minutes - November 4, 2009
Annual Meeting of the National Association of State Bar Tax Sections - 2009 Report
New Developments in Idaho Income Taxation of Trusts and Estates
Practitioner Liaison Meeting Minutes - June 16, 2009
Interview with Rick Poplack

Council Members

C. Edward Cather III
Parsons Behle & Latimer
900 Pier View Drive, Ste. 206
Idaho Falls, ID 83402
Phone: (208) 522-6700
Fax: (208) 522-5111
ecather@parsonsbehle.com

Ty A. Ketlinski
Ketlinski Law Office, PLLC
1910 N. Lakes Place
Meridian, ID 83646
Phone: (208) 288-4444
Fax: (208) 605-7012
tyketlinski208@gmail.com

Paul B. Burris
Creason, Moore, Dokken & Geidl, PLLC
PO Drawer 835
Lewiston, ID 83501
Phone: (208) 743-1516
Fax: (208) 746-2231
pburris@cmd-law.com

Robert J. Green
Kootenai Law Group, PLLC
2100 Northwest Blvd., Ste. 110
Coeur d'Alene, ID 83814
Phone: (208) 765-6555
Fax: (888) 966-0190
robert@kootenailaw.com

Kimmer W. Callahan
Callahan & Associates, Chtd.
PO Box 2226
Coeur d'Alene, ID 83816-2226
Phone: (208) 664-9228
Fax: (208) 664-5369
kwc@idahoestatelaw.com

Natasha Nassar Hazlett
Angstman Johnson
3649 N. Lakeharbor Lane
Boise, ID 83703
Phone: (208) 384-8588
Fax: (208) 353-0117
natasha@angstman.com

Barbara Zanzig Lock
University of Idaho, College of Law
PO Box 83720
Boise, ID 83720-0051
Phone: (208) 364-6187
Fax: (208) 334-2176
block@uidaho.edu

Christopher J. Moore
Creason, Moore, Dokken & Geidl PLLC
PO Drawer 835
Lewiston, ID 83501-0835
Phone: (208) 743-1516
Fax: (208) 746-2231
cmoore@cmd-law.com

Disclaimer

The Taxation, Probate & Trust Law Section of the Idaho State Bar presents information on this web site as a service to our members and others who provide legal services to or are interested in the fields of Taxation, Probate and Trust law. Our goal is to provide information, education and networking in this complex and wide ranging area of the law.

While we strive to be accurate and timely, and therefore hope to be a valuable resource to users of this site, nothing contained herein should be construed as legal advice and we make no warranty or guarantee concerning the accuracy or reliability of the content at this site or the other sites to which we link.