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7:30 a.m. Friday - 12:15 p.m. Saturday
Sun Valley Resort, 1 Sun Valley Road - Sun Valley, ID
Registration begins 7:00 a.m.
Sponsored by the Taxation, Probate & Trust Law Section

This seminar includes the following topics:

  • Long Term Care: Solutions to Transfer the Risk
  • Estate Planning After the Fall of DOMA
  • Estate Planning with Retirement Plans/IRAs
  • Capital Market Outlook
  • Addition by Subtraction: Build Wealth for Tomorrow by Deferring Taxes Today
  • Business Succession Planning
  • What is the True Health of the US Economy?
  • Selected Tax Issues Affecting the Post Fiscal Cliff Trust and Estate Practice
  • Trust and Estate Litigation
  • A Judicial View of Probate Litigation and Professionalism

Presented as part of the 2014 Annual Advanced Estate Planning Seminar in Sun Valley, Idaho.  If you attended this CLE, you will NOT be eligible to receive additional credit.

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Seminar Information
Seminar Date:
September 12, 2014
Long Term Care: Solutions to Transfer the Risk

Sponsored by New York Life Insurance Company

Speaker Information
Allison S. Gillis, ChFC & CLU   [ view bio ]
Lorraine A. Lyons, LuTCF, CLTC   [ view bio ]
Estate Planning After the Fall of DOMA
Speaker Information
Wendy S. Goffe   [ view bio ]
Estate Planning with Retirement Plans/IRAs
Speaker Information
Gair B. Petrie   [ view bio ]
Capital Market Outlook

Sponsored by The Anderson Groves Group at UBS Financial Services

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Speaker Information
Sean Minor   [ view bio ]
Addition by Subtraction: Build Wealth for Tomorrow by Deferring Taxes Today
Speaker Information
Tom Pauloski, JD   [ view bio ]
Business Succession Planning
Speaker Information
Donald K. "Kit" Querna   [ view bio ]
What is the True Health of the US Economy?

Sponsored by Washington Trust Bank

Speaker Information
Steve Scranton, CFA   [ view bio ]
Selected Tax Issues Affecting the Post Fiscal Cliff Trust and Estate practice
Speaker Information
Darin DeAngeli   [ view bio ]
Nicholas S. Marshall   [ view bio ]
Trust and Estate Litigation
Speaker Information
Jeff D. Brunson   [ view bio ]
A Judicial View of Probate Litigation and Professionalism
Speaker Information
Hon. Christopher M. Beiter
Individual topic purchase: Selected
Idaho State Bar
Total MCLE Credits: 10.50
Including Ethics: 1.00
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Attend In-Person (TAX Section Member)
Price:$250.00
Attend In-Person (Non-Section Member)
Price:$300.00