2026 Estate Planning Conference                                      

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

Length: Approx. 10.5 hrs

10.50 CLE credits

Cost: $300.00

Topics

Local Economic Update

        Steve Scranton, Washington Trust Bank

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

Domestic Asset Trusts

        Abigail E. O'Connor, Peak Trust Company

Planned Giving Updates and Trends

        Steven Bell, Ferguson Wellman Capital Management         

Irrevocable Grantor Trusts in Long Term Care Planning

        David J. Wilson, Ahrens DeAngeli Law Group LLP

Estate Planning Updates                                                                                        

        Scott R. Learned, Learned Lawyer, PLLC

Drafting with a Professional Trustee in Mind

        Greg Bowman, Northwest Trustee & Management Services

Fiduciary Update

        David C. Cooper, Idaho Trust Bank

Update to the Guardian and Conservatorship Statute

        Kaleena M. Beck, Madsen Beck, PLLC

Estate Tax Planning for Barely Taxable Estates

        Richard K. Gardner, U.S. Bank

Tax Update

        Samuel A. Donaldson, Georgia State University College of Law