2021 Estate Planning Conference 

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

9.25 CLE credits of which 0.5 is Ethics

Length:  Approx. 9.25 hours

Registration:               $300.00

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.

Topics

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

Asset Protection Planning – Jay Adkisson, Adkisson Pitet LLP

The Road to Recovery – A Regional and Local Perspective – Steve Scranton, Washington Trust Bank

Hot Topics in Medicaid Eligibility and Estate Recovery – David J. Wilson, Ahrens DeAngeli Law Group LLP

Tax Aspects of Decanting and Other Substantial Trust Modifications – Edwin Morrow III, Huntington National Bank, Springboro, Ohio

Macro-Economic Update – James A. Coats, Ferguson Wellman Capital Management

Ethics and Estate Planning – Kimmer W. Callahan, Callahan & Associates, Chtd.

How to Thrive in Five (Simple Practices to Increase Attorney Well-Being) – Julie Stomper, Idaho Trust Bank

Advance Care Planning – John McGown, Jr., Hawley Troxell