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.