2025 Estate Planning Conference (Sun Valley)
Sponsored by the Idaho State Bar Taxation, Probate & Trust Law Section
Thursday, October 2, 2025 – 8:00 am to 5:30 pm
Friday, October 3, 2025 – 8:00 am to 3:15 pm
Sun Valley Inn
Kitzbuhler Strasse – Sun Valley
12.25 CLE credits including 1.5 Ethics credits
*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 No Cost
Program Agenda
Program Agenda
Wednesday, October 1 - Sun Valley Inn – Continental Room
5:00 – 7:00 p.m. Welcome Get-Together - Sponsored by Becker Capital Management, Inc.
Thursday, October 2 - Carol’s Dollar Mountain Lodge
8:00 a.m. Hosted Breakfast - Sponsored by Washington Trust Bank
8:30 a.m. Local Economic Update
Steve Scranton, Washington Trust Bank
9:00 a.m. Charitable Planning 101
Phoebe A. Stone, WealthCounsel, LLC – Los Angeles
Sponsored by University of Idaho Foundation
10:30 a.m. Break
10:45 a.m. AI and Estate Planning
Mary E. Vandenack, Duggan Bertsch - Chicago
12:00 p.m. Hosted Lunch – Sponsored by Ferguson Wellman Capital Management
National Economic Update
Blaine Dickason, Ferguson Wellman Capital Management
1:15 p.m. A Non-Medicaid Planner’s Approach to Estate Planning within the Context of Long-Term Care
Joshua C.P. Reams, Ahrens DeAngeli Law Group LLP
Sponsored by HomeVestors of America, Inc.
2:45 p.m. Break
3:00 p.m. Undue Influence
Michaelina B. Murphy, Murphy Law Offices, PLLC
Sponsored by Boise State University Foundation
4:00 p.m. Reception & Trivia - Sponsored by the Idaho Community Foundation
Friday, October 3
8:00 a.m. Hosted Breakfast - Sponsored by Northwest Trustee & Management Services
8:30 a.m. Estate Plans That Don’t Work: Clauses, Considerations, and Things to Avoid
Greg Bowman, Northwest Trustee & Management Services
9:00 a.m. Estate Planning Strategies for Unmarried Individuals
Rachel Murphy, Shaila Buckley Law
10:00 a.m. Drafting Software and Practice Considerations for Its Use
Shaila D. Buckley, Shaila Buckley Law
David J. Wilson, Ahrens DeAngeli Law Group LLP
Kara M. Gleckler, Canyon River Law LLP
11:15 a.m. Break
11:30 a.m. Significant Planning Issues for Ranchers and Farmers
James K. Walker, Law Office of Lloyd R. Jones – Woods Cross, UT
Sponsored by River's Edge Mediation
12:45 p.m. Hosted Lunch – Sponsored by Idaho Trust Company
Fiduciary Update
David C. Cooper, Idaho Trust Company
1:45 p.m. The Life-Changing Magic of Grantor Trusts
Samuel A. Donaldson, Georgia State University College of Law
Sponsored by Legacy Wealth Management
3:15 p.m. Conference Adjourns
Lodging:
Sun Valley Inn
222 S. Broadway Ave. – Sun Valley
Call the Sun Valley Resort at (800) 786-8259 or email reservations@sunvalley.com by Monday, September 1st to take advantage of the negotiated lodging rates of $285 and $300/night plus 6% resort fee and 12% tax on Wednesday and Thursday nights. Be sure to mention “ISB 2025 Annual Estate Planning Conference.” Group rates will be honored three days prior and three days following the conference based upon availability. Lodging Deadline Monday, September 1st.
There are a limited number of rooms available so book as soon as possible for the best options.