2024 Annual Estate Planning Conference (Boise)

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

Length: Approx. 12.5 hrs
12.5 CLE credits including 2.0 Ethics credits

Cost: $350.00

Topics

National Economic Update

                   Jason Norris, Ferguson Wellman Capital Management

Common Estate Planning Tools for Addressing Taxable Estates

                   William J. Whitaker, Ahrens DeAngeli Law Group

Administering Special Needs Trusts

                   Sean R. Beck, C.K. Quade Law, PLLC
                   Evan M.E. Barrett, C.K. Quade Law, PLLC

Local Economic Update
                   Steve Scranton, Washington Trust Bank

Lightening Round: Case Updates and Hot Topics

                   Kimmer W. Callahan, Callahan & Associates, Chtd.
                   Auriana L. Clapp-Younggren, Sandra L. Clapp & Associates
                   Stephen H. Telford, Telford Law & AP Consultants
                   Kaleena M. Beck, Madsen Beck, PLLC
                   Kara M. Gleckler, Canyon River Law LLP

Creating Donor Advised Funds to Support Nonprofits, Sponsored by Boise State University Foundation

                   Kris Kamann, Idaho Community Foundation
                   Clark Hyvonen, Idaho Community Foundation

Managing Unique Assets Inside of Estate Plans
                   Greg Bowman, Northwest Trustee & Management Services

Ethics and the Future of Practicing Law Remotely, Sponsored by the Bank of Idaho

                   Lora L. Brown, Law Offices of Lora L. Brown – Seattle, WA

Using AI and Technology to Enhance Your Practice and Improve Services

                   Alexander Paykin, The Law Office of Alexander Paykin, P.C. – New York City, NY

Enhancing Competence as an Estate Planning Practitioner
                   David C. Cooper, Idaho Trust Bank

Leading Well, Sponsored by the University of Idaho Foundation

                   Sarah Draper, Leading Well Strategies

Federal Tax Update, Sponsored by Becker Capital Management

                   Samuel A. Donaldson, Georgia State University College of Law