2022 Estate Planning Conference (Boise)                                                             TAXCLE.2265

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

Thursday, September 22, 2022 – 8:00 a.m. – 5:30 p.m. (MT) and

Friday, September 23, 2022 – 8:00 a.m. – 12:15 p.m.

The Grove Hotel
 245 S. Capitol Blvd. – Boise

10.0 CLE credits of which 1.5 is Ethics

*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

Take advantage of Section benefits and joint the Tax, Probate, & Trust Section for $35. Sign up here!

Program Agenda

Thursday, September 22

8:00 a.m. – 9:00 a.m.             Hosted Breakfast - Sponsored by Northwest Trustee and Management Services

                                                Fiduciary Update

                                                David Cooper and Steve Trefts

                                                Northwest Trustee and Management Services

9:00 a.m. – 10:30 a.m.           Risk Management Considerations for Estate Planners

                                                ALPS Legal Malpractice Insurance

10:30 a.m. – 10:45 a.m.         Break

10:45 a.m. – 11:45 p.m.         Engaging Women in Estate Planning

                                                Liza Hanks, GCA Law Partners LLP

11:45 p.m. – 1:15 p.m.           Hosted Lunch – Sponsored by Washington Trust Bank

                                                Local Economic Update

                                                Steve Scranton, Washington Trust Bank

1:00 p.m. – 1:45 p.m.             Gun Trusts

                                                Alexandria C. Kincaid – Alex Kincaid Law

1:45 p.m. – 2:30 p.m.             Economic Update

                                                Shawn Narancich, Ferguson Wellman Capital Management

2:30 p.m. – 2:45 p.m.             Break

2:45 p.m. – 4:30 p.m.             Planning for the Idaho Transplant

                                                Moderator: David J. Wilson, Ahrens DeAngeli Law Group LLP                                                

                                                Panelists: Liza Hanks, GCA Law Partners LLP

                                                Jill M. Eshman, J Eshman Law, PC

                                                William F. Nichols, White, Peterson, Gigray & Nichols, PA

                                                Stephen L. Pruss, Ahrens DeAngeli Law Group LLP

4:30 p.m. – 6:00 p.m.             Hosted Reception

Friday, September 23

8:00 a.m. – 8:45 a.m.               Hosted Breakfast – Sponsored by Idaho Trust Bank

                                                     Practical Drafting Insights

                                                     Kendall Prohaska and Desiree Prohaska, Idaho Trust Bank

9:00 a.m. – 10:30 a.m.            Planning for Unique and Regulated Assets

                                                Wendy S. Goffe, Stoel Rives, LLP

10:30 a.m. – 10:45 a.m.         Break

10:45 a.m. – 12:15 p.m.         Federal Tax Update

                                                Samuel A. Donaldson, Georgia State University College of Law

12:15 p.m.                               Conference Adjourns

Lodging:

The Grove Hotel
245 S. Capitol Blvd. – Boise

We have reserved blocks of rooms for Wednesday and Thursday night at The Grove Hotel.  Reservations are now available to book online HERE or by calling 888.961.5000 and mentioning the Idaho State Bar and this conference.  Rooms much be booked by August 31, 2022.

Deluxe Rooms are available for the rate of $162/night will be available for the first 25 rooms booked.

Extend your stay in Boise! The $162/night rate applies for an extended stay two days before or after the conference based upon availability.