2025 Estate Planning Conference                                                   

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

Length: Approx. 

9.75 CLE credits including 1.5 Ethics credits

Cost: $350.00

Topics

Charitable Planning 101

                   Phoebe A. Stone, WealthCounsel, LLC – Los Angeles

AI and Estate Planning

                   Mary E. Vandenack, Duggan Bertsch - Chicago

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

Undue Influence                                                                                           

                   Michaelina B. Murphy, Murphy Law Offices, PLLC

Estate Planning Strategies for Unmarried Individuals

                   Rachel Murphy, Shaila Buckley Law

Drafting Software and Practice Considerations for Its Use

                   Moderator: Sean R. Beck, Advanced Legal Planning, PLLC?                   

                   Shaila D. Buckley, Shaila Buckley Law

                   David J. Wilson, Ahrens DeAngeli Law Group LLP

                   Kara M. Gleckler, Canyon River Law LLP

 Significant Planning Issues for Ranchers and Farmers

                   James K. Walker, Law Office of Lloyd R. Jones – Woods Cross, UT

 The Life-Changing Magic of Grantor Trusts

                   Samuel A. Donaldson, Georgia State University College of Law