2021 Estate Planning Conference (Ketchum)

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

Opening Reception: Wednesday, September 22 –  6:00 p.m. (MT) 

Conference: Thursday, September 23, 2021 – 8:00 a.m. – 6:30 p.m. (MT)

and Friday, September 24, 2021 – 8:30 a.m. – 1:15 p.m.

The Limelight Hotel
151 W. Main St. South - Ketchum

9.25 CLE credits of which 0.5 is Ethics (pending)

*In Person Attendance Only

Registration: 

Taxation, Probate & Trust Law Section Member                $300.00

Non-Section Member                                                            $350.00

New Attorney – Admitted in Past 5 Years                           $300.00

Law Students                                                                         $25.00

Course Materials -  All attendees will be given option for either a hard copy or a USB drive with the course materials.  If you would like BOTH a hard copy and a USB copy, for $20, please add that option to your basket for checkout. 

Keynote Speaker – Natalie B. Choate

Estate Planning for Retirement Benefits in a Post-SECURE World

Natalie B. Choate is an attorney in Wellesley, Massachusetts. Her law practice is limited to consultations on estate planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits is a leading resource for professionals. Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel, former chair of its Employee Benefits Committee, and an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America and has the “Distinguished Accredited Estate Planner” designation. Her articles have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. Miss Choate has lectured at major tax institutes and other venues across the country. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, and Forbes.

Agenda

Wednesday, September 23

6:00 – 7:00 p.m.                               Opening Reception

Thursday, September 23

8:00 a.m. – 9:00 a.m.                    Hosted Breakfast 

9:00 a.m. – 10:30 a.m.                  What's New in Estate Planning for Retirement Assets – Natalie B. Choate, Author of Life and Death Planning for Retirement Benefits and The QPRT Manual, Boston, Massachusetts

10:30 a.m. – 10:45 a.m.                  Break

10:45 a.m. – 12:15 p.m.                 Asset Protection Planning – Jay Adkisson, Adkisson Pitet LLP

12:15 p.m. – 1:15 p.m.                   Hosted Lunch – Sponsored by Washington Trust Bank

1:15 p.m. – 1:45 p.m.                     The Road to Recovery – A Regional and Local Perspective – Steve Scranton, Washington Trust Bank

1:45 p.m. – 2:45 p.m.                     Hot Topics in Medicaid Eligibility and Estate Recovery – David J. Wilson, Ahrens DeAngeli Law Group LLP

2:45 p.m. – 3:00 p.m.                     Break

3:00 p.m. – 4:30 p.m.                     Tax Aspects of Decanting and Other Substantial Trust Modifications – Edwin Morrow III, Huntington National Bank, Springboro, Ohio

Friday, September 24

8:00 a.m. – 8:45 a.m.                   Hosted Breakfast 

8:45 a.m. – 9:30 a.m.                   Macro-Economic Update – James A. Coats, Ferguson Wellman Capital Management

9:30 a.m. – 10:00 a.m.                 Ethics and Estate Planning – Kimmer W. Callahan, Callahan &Associates, Chtd.

10:00 a.m. – 10:30 a.m.               How to Thrive in Five (Simple Practices to Increase Attorney Well-Being) – Julie Stomper, Idaho Trust Bank

10:30 a.m. – 10:45 a.m.               Break

10:45 a.m. – 12:15 p.m.               Advance Care Planning – John McGown, Jr., Hawley Troxell

12:15 p.m.                                  Hosted Lunch – Sponsored by Idaho Trust Bank

1:15 p.m.                                    Conference Adjourns

Lodging:

Limelight Hotel
151 W. Main St. S. – Ketchum, ID

Rooms at the Limelight Hotel are now available to book by calling 888.218.3282 (between 7:30 am and 7:00 pm MT) or by emailing ketchumreservations@limelighthotels.com.

The Run of the House Rate of $195/night will be available for the first 40 rooms booked.  There is a two-night minimum stay.  We encourage you to book your room early as Ketchum is a popular tourist destination.  There are also 20 upgraded rooms available for $249/night.

Rooms must be booked no later than Friday, August 20^th but there is a limited number and are first come, first serve.

Extend your stay in Ketchum! The $195 and $249 per night rates apply for an extended stay three days before or after the conference based upon availability.

**Please note that rates are quoted per night.  Resort Fee and Tax: An 8% resort fee and 11% lodging tax will be added to the quoted guestroom rate.   A 50% deposit will be taken at time of reservation.  The remainder of the deposit will be charged thirty (30) days prior to arrival.  Any amendments or cancellations made within thirty (30) days prior to arrival will forfeit 100% of the reservation; amendments/cancellations made outside of the thirty (30) days will be refunded.  

If you have booked your room at the Limelight Hotel for 2020, they should have contacted you to transfer your stay until 2021 or to give you other options.  If you did book a room and you haven’t been contacted, please call them at 888.218.3282 (between 7:30am and 7:00pm MT).

An Afternoon with Judge Ryan D. Nelson of the 9th Circuit Court of Appeals 

Sponsored by the Seventh District Bar Association and the Eagle Rock Chapter of the  American Inns of Court

Length:  Approx. 1 hr.

1.0 CLE Credit 

FREE and Open to ALL Members of the Idaho State Bar

This is the first of a two-part free CLE series offered by the Seventh District Bar featuring prominent members of the judiciary. 

The Honorable Ryan D. Nelson, United States Circuit Judge of the United States Court of Appeals for the Ninth Circuit, was appointed and confirmed as a member of the Ninth Circuit in October 2018.  He dicussess his time on the Court and notable cases he has heard along with insights for practice for attorneys in the Circuit.

Sponsored by Idaho Law Foundation, Inc.

2.0 CLE credits of which 2.0 are NAC credits 

Length:  Approx. 2 hours

The popularity of social media and other digital media in society has resulted in an increase in issues involving the admissibility of their content in court.  This experienced panel including the Hon. Jennifer L.K. Haemmerle, 5th District Magistrate Judge, Michael Bartlett of Nevin, Benjamin, McKay & Bartlett, LLP, and Justin Whatcott, Assistant U.S. Attorney, District of Idaho will examine the challenges associated with the admission of digital evidence under current evidentiary rules, how some courts have tried to address those challenges, and practice tips for admitting or contesting the admission of digital evidence.

Emerging Issues in the Trademark Law and Unfair Competition - Annual Meeting CLE Session 2 - Breakout 1
Sponsored by the Idaho State Bar and the University of Idaho College of Law

Thursday, July 22, 2021

Length: Approx. 1.5 Hours

1.5 CLE credits

Registration Fee:  $50

Professor John Miscione, visiting professor in the 2020-2021 academic year at the University of Idaho College of Law, will discuss the caselaw, recent updates and trends emerging in the area of trademark and unfair competition laws.

Sponsored by Idaho Law Foundation, Inc. 

Registration Fee:  $50.00

1.5 CLE credits of which 1.5 are Ethics credits 

Length: Approx. 1.5 hours

With cyber-attacks on the rise in the past several months, Todd Sexton, Identillect Technologies and Bradley G. Andrews, Idaho State Bar Counsel, discuss the ethical considerations relating to cybersecurity.  They also provide strategies to minimize the risks of a cyberattack and lawyers’ ethical obligations following an electronic data breach or cyberattack.

Handling Your First Appeal - Annual Meeting CLE Session 3 - Breakout Session 1
Sponsored by the Idaho State Bar and the Idaho State Bar Appellate Practice Section

Thursday, July 22. 2021

Length: Approx. 1.5 Hours

1.5 CLE credits - NAC

Registration Fee:  $50

Stephen Adams, Gjording Fouser, PLLC and Benjamin McGreevy, Idaho State Appellate Public Defender's Office, will introduce participates to the state appellate rules and discuss the state appellate process from both the the civil and criminal point of view and provide pointers that the presenters have identified in their appellate practices.

Handling Your First or Next Criminal Domestic Violence Case (Live Webcast)

Sponsored by the Idaho Law Foundation and Law Pay Credit Card Processing

Length: Approx. 2 hours

2.0 CLE credits – NAC Approved 

Registration Fee:

Standard Registration                                           $75.00

Law Student/General Public                                  $20.00

Please join the Idaho Law Foundation for Handling Your First or Next Criminal Domestic Violence Case, featuring Ms. Tessie Buttram of the Ada County Prosecutor’s Office and Ms. Teri Jones of the Ada County Public Defender’s Office for a discussion that will be beneficial to the criminal defense bar and the criminal prosecution bar. Topics of discussion will include but is not limited to:

Overview of the most important provisions of the statutes;

How to prosecute or defend the domestic violence case;

Key evidentiary issues and pitfalls to watch for;

The process from guilty pleas through the collateral consequences of a plea or conviction;

Sentencing options available; and

The latest developments in domestic violence court.

Handling Your First or Next Matter Involving the Sale or Acquisition of a Small Business

Sponsored by the Idaho Law Foundation and LawPay 

2.0 CLE Credits

Length: Approx. 1 hour

Registration Fee:

Standard Registration - $70.00

The acquisition or sale of a small business often involves the complex interplay of legal, financial, tax, and business considerations.  Matthew T. Christensen, Angstman Johnson and L. Victoria Meier, Eberle Berlin will provide the attorney in general practice with a good overview of the issues that are critically important in handling their first – or next – business formation or sale.

Sponsored by the Idaho Law Foundation, Inc.

** Streaming Only

Length:  Approx. 2 hrs

2.0 CLE credits - NAC approved
 

Whether you are contemplating taking your first motor vehicle accident case or you are a seasoned practitioner wanting up-to-date information in the motor vehicle accident arena, this program will provide essential information on the typical and not so typical issues that arise including but not limited to: understanding of an auto insurance policy; pitfalls of uninsurance/underinsurance; negotiation factors to consider; settlement considerations; and do’s and dont’s in trial prep. Join Michael P. Stefanic, Anderson, Julian & Hull, LLP and Scott Lundgreen, Johnson & Lundgreen, PC, as they lead this discussion.

Sponsored by Idaho Law Foundation, Inc. and LawPay

Length:  Approx. 2 Hours

Join experienced practitioners and former Real Property Section Chairpersons, T. Hethe Clark (Spink Butler, LLP) and Hilary S. Vaughn (Holland & Hart, LLP), as they cover several topics including but not limited to: security documents, foreclosures, zoning, legal descriptions, easements, second mortgages, deeds of trust, underlying encumbrances, instruments of conveyance, proration of rents and damage deposits. Their presentation will also address property taxes, fire & casualty insurance, title insurance, environmental provisions, due on sale clauses and warranty deeds.

Sponsored by the Idaho Law Foundation, Inc. with Official Corporate Sponsor LawPay Credit Card Processing

2.0 CLE credits of which 2.0 is NAC Approved

Join the Idaho Law Foundation and experienced practitioner Jason Monteleone (Johnson & Monteleone, LLP) as he covers several topics on wrongful death cases, including: Who CAN Make Claims and Who SHOULD Make Claims; Damages to be Claimed; How to Prove Damages at Trial; Representing Minors or Disabled Beneficiaries and/or Multiple Claimants; Conflicts and Ethical Considerations; and Dealing with the Cap on Non-Economic Damages.

Length:  Approx. 2 Hours

Hindsight in 2020:  IP Law Lessons Not to Learn the Hard Way (2020 Mobile Monday Series Session #3)

Sponsored by the Idaho Law Foundation, Inc.

1.0 CLE credit

Length: Approx. 1 hour

Registration Cost: $35.00

Elizabeth H. Schierman, TraskBritt, PC and Kammie Cuneo, Thomas P. Howard, LLC. will share practical insights involving intellectual property law that every attorney should be aware of when serving clients in all practice areas.   Tips will include how to avoid costly pitfalls in various areas of patent, trademark, copyright, trade secret, and international intellectual property, to which it is all too easy to fall prey. 

Hog-Tight Fences and Dirk-Knives: Decoding Statutes from Idaho's Infancy - Annual Meeting CLE Session 2 - Breakout Session 2
Sponsored by the Idaho State Bar and Idaho State Bar Appellate Practice Section

Thursday, July 22. 2021

Length: Approx. 1.5 Hours

1.5 CLE credits - NAC

Registration Fee:  $50

Bryan A. Nickels, Scanlan Griffith Aldridge & Nickels will discuss how practioners should approach interpretation of Idaho statutes that are rooted in the earliest days of Idaho's statehood, and even earlier.  Topics will include key canons of construction, the uses and limitation of corpus linguistics, and other interpretive tools. 

Internet Defamation - Annual Meeting CLE Session 5 - Breakout Session 1

Sponsored by the Idaho State Bar and the Idaho Law Foundation

Friday, July 23, 2021

Length: Approx. 1.5 Hours

1.5 CLE credits

Registration Fee:  $50

This semniar covers the basics of defamation law and the complexities of defamation cases on the Internet.  Judge Peter Barton, Fourth Judicial District, and Joseph L. Meadows, Bean, Kinney & Korman, PC, a national expert, will present on issues of fact-versus-opinion statements in the social media context, which law governs, unmasking anonymous defamers in John Doe cases, removing negative reviews, Section 230 website immunity, and other relevant cyber laws in defamation cases.

Internet Defamation - Annual Meeting CLE Session 5 - Breakout Session 1

Sponsored by the Idaho State Bar and the Idaho Law Foundation

Friday, July 23, 2021

Length: Approx. 1.5 Hours

1.5 CLE credits

Registration Fee:  $50

This semniar covers the basics of defamation law and the complexities of defamation cases on the Internet.  Judge Peter Barton, Fourth Judicial District, and Joseph L. Meadows, Bean, Kinney & Korman, PC, a national expert, will present on issues of fact-versus-opinion statements in the social media context, which law governs, unmasking anonymous defamers in John Doe cases, removing negative reviews, Section 230 website immunity, and other relevant cyber laws in defamation cases.

Lessons from the Masters - Annual Meeting CLE Session 4
Sponsored by the Idaho State Bar and the Idaho Law Foundation

Thursday, July 22. 2021

Length: Approx. 1.5 Hours

1.5 CLE credits of which .5 is Ethics - NAC

Registration Fee:  $50

Join Wendy Olson, Stoel Rives, LLP, Tim Gresback, Tim Gresback Law Office and Trudy Fouser, Gjording Fouser, PLLC as this distinguished panel of Idaho lawyers showcase their exalted legal careers and commitment to serving their clients and the legal profession along with best practices and tips for practitioners mixed in with memorable stories.

Idaho Family Law Fall Conference 2021

Sponsored by the Idaho State Bar Family Law Section

Friday, October 22^nd

9:00 am – 6:00 pm

and

Saturday, October 23^rd

9:00 am – 11:15 am

*In-Person Attendance Only

Limelight Hotel
151 W. Main St.  – Ketchum, 

8 CLE credits of which 1.0 is Ethics

Registration:

Family Law Section Members: $250

Standard Registration: $300

*All Attendees Will Receive a Copy of the Newly Available 2021 Family Law Form Book.

*All attendees are encourage to be fully vaccinated for COVID-19 prior to the conference. We will be following all state, local, and host facility rules, regulations and safety procedures and guidelines that are in effect at the time of the conference.

Agenda

Friday, October 22, 2021

9:00 am           The Memory Switch and How It Can Improve Your Practice - Matthew Goerke, Hackettstown, New Jersey

10:00 am         Divorce Lending - Tara Lloyd, Gateway Mortgage Group, LLC

11:00 am         Break

11:15 am         Ethics in Family Law - Thomas D. Smith, Spinner, Wood & Smith

12:15 pm         Hosted Lunch

1:30 pm           The Idaho Lawyers Assistance Program - Jamie Shropshire, Idaho Lawyers Assistance Program

2:30 pm           Break

2:45 pm           Amendments to the Idaho Rules of Family Law Procedure - Hon. Diane Walker and Hon. Laurie Fortier, 4^th Justicial District Magistrate

3:45 pm           Break

4:00 pm           Family Law Case Update - Mackenzie Whatcott, Cosho Humphrey, LLP

5:00 pm           Networking Reception and Family Law Award of Distinction Presentation

6:00 pm           Conference Day 1 Concludes

Saturday, October 23, 2021

9:00 am           Evidentiary Issues in Family Law  - Professor John Rumel, University of Idaho College of Law

10:00 am         Break

10:15 am         Motion Practice in Family Law  - Hon. Laurie Fortier, 4^th Judicial District Magistrate 

11:15 am         Conference Day 2 Concludes

Lodging: 

Limelight Hotel
151 W. Main St.  – Ketchum, ID

Rooms at the Limelight Hotel are now available to book by calling 888.218.3282 (between 7:30 am and 7:00 pm MT) or by emailing: ketchumreservations@limelighthotels.com.

The Run of the House Rate of $169/night will be available for the first 40 rooms booked.  There is a two-night minimum stay.  We encourage you to book your room early as Ketchum is a popular tourist destination.  Rooms must be booked by Wednesday, September 22nd. 

Extend your stay in Ketchum! The $169/night rate applies for an extended stay three days before or after the conference based upon availability.

**Please note that rates are quoted per night.  Resort Fee and Tax: An 8% resort fee and 11% lodging tax will be added to the quoted guestroom rate.   A 50% deposit will be taken at time of reservation.  The remainder of the deposit will be charged thirty (30) days prior to arrival.  Any amendments or cancellations made within thirty (30) days prior to arrival will forfeit 100% of the reservation; amendments/cancellations made outside of the thirty (30) days will be refunded.     

Local Rules Update and Practice Pointers - Annual Meeting CLE Session 3 - Breakout Session 2
Sponsored by the Idaho State Bar and the Idaho State Bar Litigation Section

Thursday, July 22. 2021

Length: Approx. 1.5 Hours

1.5 CLE credits

Registration Fee:  $50

Join Cathy Silak, a former Idaho Supreme Court Justice and former Dean of Concordia University School of Law and now in private practice at Hawley Troxell, for an update on local rules, as well as to practice pointers that will be helpful for any attorney throughout Idaho.  Alyson Foster, Dempsey Foster, and Andrea Rosholt, Hawley Troxell, will then join Ms. Silak for a panel discussion on current issues involving litigation.

Recalibrating Your Law Practice for the Evolving Cybersecurity Threats  - Annual Meeting CLE Session 6 - Breakout Session 1

Sponsored by the Idaho State Bar and the Idaho Law Foundation

Friday, July 23. 2021

Length: Approx. 1.5 Hours

1.5 CLE credits of which 1.5 is Ethics, NAC Approved

Registration Fee:  $50

The changes in the world significant, modifications in your practice notable, evolving communication dynamics are paramount to understanding how to keep you and your clients safe.  Learn how the changes in the world most notably have affected your practice and how you can thwart a cyber-attack keeping your business and clients safe.  Explore the latest threats and the simplest ways to protect your firm.

Serving the Needs of our Military Service Member Clients (2020 Mobile Monday Series Session #2) FREE CLE

Sponsored by the Idaho Law Foundation, Inc. and the Fourth District Bar Association

1.0 CLE credit

Length:  Approx. 1 hour

In honor of Veteran’s Day, Maj. Stephen A. Stokes, Staff Judge Advocate for the Idaho National Guard, shares his insight into the unique needs of Idaho's Military Population and the ways in which Idaho's attorneys can best serve that population.  The program focuses on issues such as the barriers to legal services, legal needs of the veteran population, legal issues that arise in military family law cases, and federal statutes that impact servicemembers' rights such as the Servicemembers Civil Relief Act and the Uniformed Services Employment and Reemployment Rights Act.

Thank you for the Fourth District Bar Association for sponsoring this session of Mobile Monday so that it is offered FREE of charge to all members of the bar.
 

So, You're Going to the United States Supreme Court - Now What?  - Annual Meeting CLE Session 5 - Breakout Session 2

Sponsored by the Idaho State Bar and the Idaho State Bar Appellate Practice Section

Friday, July 23, 2021

Length: Approx. 1.5 Hours

1.5 CLE credits

Registration Fee:  $50

Leslie G. M. Hayes and Megan A. Larrondo, both with the Office of the Idaho Attorney General, will discuss the strange nuances of the United States Supreme Court from admissions, to petitions for cert and responses, specialty fonts, binding requirements, applications to stay, motions for extensions of time, amicus briefs, both soliciting and joining, and more.

The Ethics of Self-Care (2020 Mobile Monday Series Session #1)

Sponsored by the Idaho Law Foundation, Inc.

1.0 Ethics credit - NAC approved 

Length: Approx. 1 hour

Registration: $35

Benjamin Seymour, CADC, CIP of Southworth Associates addresses attorneys, judges and other legal professionals, who are at an increased risk for burnout, Secondary Traumatic Syndrome (STS) and other risk factors; as they relate to the practice of law, and the Idaho Rules of Professional Conduct.  This presentation will review early identification, screening tools, interventions, best practices, techniques, and resources for addressing these issues
 

2021 Annual Meeting Plenary Session and Keynote Address:  The Human Rights Era of Federal Indian Law 

Sponsored by the Idaho State Bar

Thursday, July 22. 2021

Length: Approx. 1.5 Hours

1.0 CLE credits

Registration Fee:  FREE

Idaho State Bar President Donald F. Carey begin the plenary session of the 2021 Annual Meeting with an update on the Bar, followed by Idaho Supreme Court Chief Justice G. Richard Bevan who gives us the State of the Courts.  There is an introduction to the new dean from the University of Idaho College of Law, Dean Johanna Kalb.

The CLE session is an address from our keynote speaker, Walter R. Echo-Hawk.  Mr. Echo-Hawk is an attorney author, former Tribal Judge and President of the Pawnee Business Council for the Pawnee Nation of Oklahoma.  He will explore the impact of the United Nations Declaration on the Rights of Indigenous Peoples (UNDRIP) on the future of Federal Indian law. The Declaration prescribes “human rights” for Indigenous Peoples worldwide. As a result, Native American law and policy stand at the confluence of international and domestic law. From that vista, a brand new legal framework can be seen. How will UNDRIP’s human rights principles affect Federal Indian law in the twenty-first century?

The Show Must Go On: Resuming Jury Selection Post-Pandemic (2020 Mobile Monday Series Session #4)

Sponsored by the Idaho Law Foundation, Inc.

1.0 CLE credit

Length: Approx. 1 hour 

Keith Pounds, Ph.D. a senior consultant with Litigation Insights, will share insights as to how jury selection can be organized in the COVID-19 courtroom whether it is via Zoom or in-person.  His presentation will also touch on the ever changing attitudes of jurors post-pandemic and what you will need to know during voir dire.

Sponsored by Idaho Law Foundation, Inc. 

Registration Fee:  $50.00

1.5 CLE credits  

Length: Approx. 1.5 hours

Violence is an increasingly concerning issue in our country where even the legal profession has been affected. For more than two decades, Stephen Kelson, Christensen & Jensen, P.C.  has researched, documented, and conducted statewide studies regarding threats and violence against the legal profession. He discusses the causes, effects, and methods to recognize and relatively simple and feasible preventative methods to assess, recognize, actively avoid, and prevent threatening and violent situations before they occur.