***Registration is Now Closed For This Conference: We Have Reached the Maximum Capacity for the Meeting Room. Please email Dayna Ferrero if you would like to be placed on a waiting list in the event there is a cancellation.
The conference will be recorded and will be available for on-demand viewing approximately two weeks after the conference.
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 20th 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).