2026 Estate Planning Conference (Boise)                                                

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

Thursday, October 1, 2026 – 8:00 am to 6:00 pm

Friday, October 2, 2026 – 8:00 am to 3:15 pm

The Grove Hotel

245 S. Capitol Blvd. - Boise

11 CLE credits including 0.5 Ethics credits

*In Person Attendance Only

Registration: 

Taxation, Probate & Trust Law Section Member         $350.00

Non-Section Member                                                           $400.00

New Attorney – Admitted in Past 5 Years                      $300.00

Law Students                                                                          No Cost

*Remember to Book Rooms at The Grove by Monday, August 31^st (see info below)

Program Agenda

Thursday, October 1

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.                    Estate Planning Considerations for Clients with Assets in Washington, Oregon, and California           

                                    Joshua C.P. Reams, Ahrens DeAngeli Law Group LLP

                                    Joshua D. McKarcher, McKarcher Law

                                    Michelle Z. Kendall, Ahrens DeAngeli Law Group LLP

10:30 a.m.                   Break

10:45 a.m.                   Domestic Asset Trusts

                                    Abigail E. O'Connor, Peak Trust Company

11:45 a.m.                   Ethical Considerations in Estate Planning

                                    Kimmer W. Callahan, Callahan & Associates, Chtd.

12:15 p.m.                   Hosted Lunch – Sponsored by Ferguson Wellman Capital Management

                                    Planned Giving Updates and Trends

                                    Steven Bell, Ferguson Wellman Capital Management         

1:15 p.m.                     Irrevocable Grantor Trusts in Long Term Care Planning

                                    David J. Wilson, Ahrens DeAngeli Law Group LLP

2:45 p.m.                     Break

3:00 p.m.                     Estate Planning Updates                                                                                        

                                    Scott R. Learned, Learned Lawyer, PLLC

4:00 p.m.                     Drafting with a Professional Trustee in Mind

                                    Greg Bowman, Northwest Trustee & Management Services

4:30 p.m.                     Reception & Trivia – The Terrace

                                    Sponsored by Northwest Trustee & Management Services

Friday, October 2

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

8:30 a.m.                     Fiduciary Update

                                    David C. Cooper, Idaho Trust Bank

9:00 a.m.                     Update to the Guardian and Conservatorship Statute

                                    Kaleena M. Beck, Madsen Beck, PLLC

10:00 a.m.                   Estate Tax Planning for Barely Taxable Estates

                                    Richard K. Gardner, U.S. Bank

11:00 a.m.                   Break

11:30 a.m.                   Tax Update

                                    Samuel A. Donaldson, Georgia State University College of Law

1:00 p.m.                     Conference Adjourns

Lodging
The Grove Hotel - Boise

Reservations: 

Individuals can make their reservations in the conference room block for $209/night by using the online link below or by calling The Grove Hotel at 208-489-2222 and mention the Idaho State Bar.  Rooms must be booked by Monday, August 31^st.

Cancellations must be made 24 hours prior to 4pm on the date of arrival to avoid a penalty of one night’s room and tax.

Reserve Your Hotel Online Here