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.
Upcoming Meetings & Material
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.
Other Upcoming Events & CLEs
Free Lunch and CLE for Section Members in partnership with Boise Estate Planning Council (Must Register by 12/2 to receive lunch).
Putting Life Back Into Stale Irrevocable Trusts Through Trust-to-Trust Transfers (Boise/Live Webcast) on December 16, 2019 12:00 pm
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 becoming 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 Courtnie Hovley.
If you are interested in joining the Taxation, Probate & Trust Law Section, please complete the Section Registration Form and return with payment of $35 to Dayna Ferrero at the Idaho State Bar, PO Box 895, Boise, Idaho 83701.
Section Sponsored CLE Courses On – Demand
The following courses that were sponsored by the Taxation, Probate & Trust Law Section. They are available to watch on-demand (self-study) with 24/7 availability so you can easily view programs whenever and wherever it is convenient. Click on the course title to see the description of the course and the cost.
- 2015 Annual Estate Planning Conference – Total MCLE Credits: 10.50 including Ethics: 0.50
- Introduction to Revocable Trusts – Total MCLE Credits: 3.50 including Ethics: 0.50
- Basics of the Probate Process – Total MCLE Credits: 3.25 including NAC: 3.25 Ethics:0.50
- 2017 Annual Estate Planning Conference Main Sessions – Total MCLE Credits: 10.50 including Ethics: 1.25
- 4th Annual Estate Planning Basics – Total MCLE Credits: 3.50 including Ethics: 0.50
- 2018 Annual Estate Planning Conference Main Sessions – Total MCLE Credits: 10.50
- 5th Annual Estate Planning Basics: An Overview of VA Benefits and Medicaid Planning – Total MCLE Credits: 3.0
February 11, 2020
Agenda | Material
November 12, 2019
Agenda | Material
June 11, 2019 – Agenda | Material
April 10, 2018 – Agenda | Material
February 13, 2018 – Agenda
December 4, 2017 – The Modern Trust | PowerPoint | Anatomy of the Perfect Modern Trust | Innovative Trust Designs
November 14, 2017 – Agenda | Materials #1 | Materials #2
June 30, 2017 – Section Member Only CLE, PowerPoint Material
June 13, 2017– Canceled
April 11, 2017 – Agenda | Materials
February 14, 2017 – Agenda | CLE Materials
November 8, 2016 – Agenda | CLE Materials
July 14, 2016 – In conjunction with 2016 ISB Annual Meeting – Agenda
April 12, 2016 – Agenda | Materials
February 9, 2016 – Agenda | CLE Materials
November 12, 2019
June 11, 2019
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
Section Sponsored Issues of The Advocate
Trust & Estates Magazines
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. For a discount subscription, select: T&E Discount Subscription
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
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 ReleasesPractitioner 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
At Large Council Members
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.