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LENGTH: 10 hrs. 35 min.

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

This program includes the following topics:

  • Economic Update: Mid-Year Review
  • Business Succession Planning for Estate Planners
  • Special Needs Planning for the Non-Specialist: Tips, Tools & Resources
  • Third-Quarter Investment Outlook for 2017
  • Non-Transfer Tax Uses of LLCs
  • Considerations in Starting & Sustaining Your Estate Planning Practice
  • Attorney Succession Planning
  • Beneficiary Deemed Owner Trusts
  • Hot Topics in Estate Planning for Retirement Benefits
  • Federal Tax Update

Presented as part of the 2017 Annual Estate Planning Conference.

Seminar Information
Seminar Date:
September 22, 2017
Economic Update: Mid-Year Review
Speaker Information
Steve Scranton   [ view bio ]
Business Succession Planning for Estate Planners
Speaker Information
Jonathan R. Bauer
Special Needs Planning for the Non-Specialist: Tips, Tools & Resources
Speaker Information
Dennis S. Voorhees
Third-Quarter Investment Outlook for 2017
Speaker Information
James A. Coates   [ view bio ]
Jason Norris   [ view bio ]
Non-Transfer Tax Uses of LLCs
Speaker Information
Ed Morrow
Considerations in Starting & Sustaining Your Estate Planning Practice
Speaker Information
Natasha N. Hazlett   [ view bio ]
Attorney Succession Planning
Speaker Information
Brad Andrews   [ view bio ]
Beneficiary Deemed Owner Trusts
Speaker Information
Ed Morrow
Hot Topics in Estate Planning for Retirement Benefits
Speaker Information
Kathy Sherby
Federal Tax Update
Speaker Information
Sam Donaldson
Individual topic purchase: Selected
Idaho State Bar
Total MCLE Credits: 10.50
Including Ethics: 1.25
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Price:$375.00