2019 Estate Planning Conference - Boise
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2019 Estate Planning Conference - Boise

LENGTH: 10 hrs. 30 min.

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

Program Agenda

Top Three Fiduciary Mistakes and How to Help Clients Avoid Them - Tom Prohaska, JD, Idaho Trust Bank

Using Tools in Our Daily Toolbox for Asset Protection Objectives - Robert K. Kirkland, Kirkland Woods & Martinsen LLP

Who Knew? Time-Saving, Practicing-Saving Hacks in the Uniform Probate Code - Moderator: Dennis S. Voorhees, Canyon River Law LLP  Panelists TBD

Macro Economics Update - Jim Coats, Ferguson Wellman Capital Management and Jason Norris, Ferguson Wellman Capital Management

Planning with Life Insurance - Christopher Cline, Riverview Trust Company

Trust Litigation Issues: Three Case Studies - David C. Cooper, Northwest Trustee & Management Services, LLC  and  Steve Trefts, Northwest Trustee & Management Services, LLC

Trust Administration Challenges: A Corporate Trustees’ Perspective - Rob Blume, Washington Trust Bank

Estate Planning for Family Farms - Stephen L. Pruss, Ahrens DeAngeli Law Group LLP

Federal Tax Update - Professor Samuel A. Donaldson, Georgia State University College of Law

 

Seminar Information
Seminar Date:
September 19, 2019
Top Three Fiduciary Mistakes and How to Help Clients Avoid Them
Speaker Information
Tom Prohaska   [ view bio ]
Using Tools in Our Daily Toolbox for Asset Protection Objectives
Speaker Information
Robert Kirkland   [ view bio ]
Who Knew? Time-Saving, Practicing-Saving Hacks in the Uniform Probate Code
Speaker Information
Paul B. Burris   [ view bio ]
Nathan R. Palmer   [ view bio ]
Dennis S. Voorhees   [ view bio ]
Macro Economics Update
Speaker Information
Jim Coats   [ view bio ]
Planning with Life Insurance
Speaker Information
Christopher Cline   [ view bio ]
Trust Litigation Issues: Three Case Studies
Speaker Information
David C. Cooper   [ view bio ]
Steve Trefts   [ view bio ]
Trust Administration Challenges: A Corporate Trustees’ Perspective
Speaker Information
Rob Blume   [ view bio ]
Estate Planning for Family Farms
Speaker Information
Stephen L. Pruss   [ view bio ]
Federal Tax Update
Speaker Information
Samuel A. Donaldson   [ view bio ]
Individual topic purchase: Selected
Idaho State Bar
Total MCLE Credits: 10.50
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On-Demand
Price:$350.00