*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
Bundle
You must be logged in to access ISB Bundles.
To continue, you need to log in to FastCLE.com. If you have any questions about your account please contact us at 1-866-702-3278.
Email Address:
Password:
Products
Taxation, Probate & Trust Law Section Member
Price:$300.00
Non-Section Member
Price:$350.00
New Attorney - Admitted in Last 5 Years
Price:$300.00
Law Student
Price:$25.00
Guest - Thursday Reception Only
Price:$15.00