Estate Planning Basics CLE
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8:30 a.m. - 12:10 p.m. (MT)
The Law Center, 525 W. Jefferson St. - Boise
Registration begins at 8:00 a.m.
Sponsored by Idaho State Bar Taxation, Probate & Trust Law Section and Young Lawyers Section


Join the Taxation, Probate & Trust Law and Young Lawyers Sections for a CLE on Estate Planning Basics. Topics will include:

  • Client Interview Processes
  • The Default Plan (Intestate Succession)
  • Will vs. Trust and Standard Will Provisions
  • Incapacity Issues & Supporting Documents - DPA & Health Care Directive
  • Planning for Minor Children
  • and Ethics
Seminar Information
Date Presented:
May 18, 2015 8:25 AM Mountain
Length:
3 hours, 30 minutes
Welcome/Opening Remarks
Speaker Information
Kimmer W. Callahan   [ view bio ]
Client Interview Process
Speaker Information
Brian L. McMahan   [ view bio ]
Will vs. Trust and Standard Will Provisions
Speaker Information
Sandra L. Clapp   [ view bio ]
The Default Plan (Intestate Succession)
Speaker Information
Brian L. McMahan   [ view bio ]
Incapacity Issues & Supporting Documents - DPA & Health Care Directive
Speaker Information
Sandra L. Clapp   [ view bio ]
Planning for Minor Children
Speaker Information
Kimmer W. Callahan   [ view bio ]
Ethics
Speaker Information
Sandra L. Clapp   [ view bio ]
Individual topic purchase: Selected
Idaho State Bar
Including Ethics: 0.50
Total MCLE Credits: 3.50
Bundle
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