*Registration of multiple viewers or attendees with one registration entry is not allowed. If you are registering multiple people for a program please create an account and register each person separately.

LIVE EVENT 2019 Estate Planning Conference - Boise

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  Panelists TBD

12:15 p.m. - 1:15 p.m. Hosted Lunch / Program - Macro Economics Update - Jim Coats, Ferguson Wellman Capital Management 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, Northwest Trustee & Management Services, LLC  and  Steve Trefts, Northwest Trustee & Management Services, LLC

5:00 p.m. Reception - Sponsored by Columbia Trust Bank

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

If Registering Online:

Please Indicate Your Preferences for Meals and Materials on a Survey That Will be Sent to You Email by September 10th.  Please include additional payment for guests at the time of registration.

Seminar Information
Seminar Date:
September 19, 2019
LIVE EVENT: 2019 Estate Planning Conference
Individual topic purchase: Selected
Idaho State Bar
Total MCLE Credits: 10.50
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Taxation, Probate & Trust Law Section Member
Non-Section Member
New Attorney - Admitted in Last 5 Years
Law Student
Guest - Thursday Reception Only