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

Wednesday, October 1

6:00 p.m.                    Welcome Get-Together – Sponsored by Becker Capital Management 

                                    No Host – Duchin Lounge at Sun Valley Lounge

 

Thursday, October 2

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 – Sponsored by University of Idaho Foundation

                                    Phoebe A. Stone, WealthCounsel, LLC – Los Angeles

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

                                    Jason Norris, 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

2:45 p.m.                     Break

3:00 p.m.                     Undue Influence – Sponsored by Boise State University Foundation                                   

                                    Michaelina B. Murphy, Murphy Law Offices, PLLC

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.                     TBD

                                    Greg Bowman, Northwest Trustee & Management Services

9:00 a.m.                     Estate Planning Strategies for Unmarried Individuals

                                    Rachel A. 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 – Sponsored by

                                    River's Edge Mediation

                                    James R. Walker, Womble, Bond, Dickinson – Denver

12:45 p.m.                   Hosted Lunch – Sponsored by Idaho Trust Bank

                                    TBD

                                    David Cooper, Idaho Trust Bank

1:45 p.m.                    The Life-Changing Magic of Grantor Trusts – Sponsored by Legacy Wealth

                                    Management

                                    Samuel A. Donaldson, Georgia State University College of Law

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 1^st 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.

2025 Fall New Attorney Program

Sponsored by the Idaho Law Foundation, Inc.

 

Friday, September 26, 2025
8:00 am to 12:30 pm (MT)

 

Boise Centre East

195 S. Capitol Blvd., Boise

*In-Person Attendance Only* 

4.0 CLE credits of which 1.0 is Ethics – NAC Approved

 

Registration Fee: 

Standard Registration   $120.00

Day of Registration        $150.00

 

The New Attorney Program consists of an introduction on Idaho practice, procedure, and ethics. This course meets the CLE requirements of Idaho State Bar Commission Rule 402(f)(3).  Participants must be admitted and sworn into the Idaho State Bar for this course to count toward the New Admittee CLE requirement. If a participant will not be sworn in on or by September 26, 2025, they will have to wait until May 2026 to take this course. * 

 

Agenda

8:00 am      Lawyering Skills        

9:30 am      Break

9:45 am      Federal & State Judiciary Panel 

11:15 am    Break

11:30 am    Idaho Lawyer Assistance Program

12:00 pm    Idaho State Bar & Idaho Law Foundation Potpourri

12:30 pm    Program Concludes

A March Through Idaho’s Most Famous Appeals

Idaho Legal History CLE Series
Sponsored by the Idaho Law Foundation

 

Wednesday, July 16, 2025

2:45 – 3:45 pm (MT)

1.0 CLE Credits - NAC approved

Live Webcast and In-Person Registration Available

Registration Fee:  $75

Law Students: $15

 

With every sensational trial, there is usually an appeal.  Learn about some of Idaho’s most well-known appeals with judicial and political significance from Idaho’s appeals courts as well as the federal courts.

 

These cases will be presented by the Hon. Jessica M. Lorello of the Idaho Court of Appeals and Kolby K. Reddish of the Idaho Division of Occupational & Professional Licenses. Both are interested in legal history, civics education, and the legacy of the judiciary.

 

If you are not a member of the Idaho State Bar, please use “0000” when asked for your Idaho State Bar number. To register for both CLE's for $100, use the Idaho Legals History CLE bundle.

**In-Person Attendance - If you would like to attend this CLE in-person, please use the Anniversary Events and Gala - July 16, 2025 Form. Please also use this form to register for in-person attendance for any of the receptions or luncheons, as these events will not be available via webcast.

                

Co-Counsel Ethics in Civil Litigation

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

August 1, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Course Description: TBD

Contract Crafting: Navigating Ethical Issues in Drafting

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

August 12, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Course Description: TBD

Crafting Contracts: Ethical Issues for Drafters

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 1, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Negotiating, drafting and reviewing contracts are processes fraught with ethical issues.  Negotiations sometimes require zealous advocacy, taking maximal positions; other times, they require delicacy and balance. Reviewing and drafting complex contracts is a similar ethical minefield. If you discover that the draft of a contract contains materially incorrect assumptions about the law but which will benefit your client, do you have the duty to disclose or correct the error?  In the same way, if the contract contains faulty assumptions about material facts, must you disclose those faulty assumptions?  And how do these rules apply when drafting a contract?  This program will provide you with a real world guide to the ethics of negotiating, drafting and reviewing contracts.

 

• The law – when you know a counterparty has made faulty assumptions benefiting your client, must you say?
• The facts – when a counterparty makes faulty factual assumptions, must you correct?
• Ethics and rescission – are you ever ethically obligated to rescind or restate a contract?
• Ethics in negotiations – what’s the line between zealous representation and deception? 

Crimes of the Last Century: Idaho’s Most Famous Trials

Idaho Legal History CLE Series
Sponsored by the Idaho Law Foundation

 

Wednesday, July 16, 2025

1:30 – 2:30 pm (MT)

1.0 CLE Credits - NAC approved

Live Webcast and In-Person Registration Available

Registration Fee:  $75

Law Students: $15

 

Idaho was in the forefront of some of the most sensational trials in the 1900s.  Perhaps the most famous was known nationally as the “Trial of the Century” when the leaders of the powerful Western Federation of Miners labor union, William “Big Bill” Haywood, George Pettibone, and Charles Moyer stood accused of hiring Harry Orchard to assassinate former Idaho Governor Frank Steunenberg outside his Caldwell home by detonating a bomb attached to his gate.

 

Also of notoriety is the trial of Diamondfield Jack Davis a famed gunman for cattlemen, who was convicted of murdering two sheepherders and was sentenced to be hanged, even after others confessed to the murders.

 

These cases and others will be presented by the Chair of the Idaho Legal History Section, Christopher P. Graham of Brassey Crawford.

 

If you are not a member of the Idaho State Bar, please use “0000” when asked for your Idaho State Bar number. To register for both CLE's for $100, use the Idaho Legals History CLE bundle.

**In-Person Attendance - If you would like to attend this CLE in-person, please use the Anniversary Events and Gala - July 16, 2025 Form . Please also use this form to register for in-person attendance for any of the receptions or luncheons, as these events will not be available via webcast.

Drafting Waivers of Conflicts of Interests

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

July 22, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

A bedrock principle of lawyer ethics is that lawyers owe their clients loyalty, free of conflicts of interest – unless those conflicts are explicitly waived by a client in writing.  Clients are entitled to zealous representation without the lawyer being conflicted by other representations.  When a conflict arises, the lawyer is required to decline the representation causing the conflict or withdraw from an ongoing matter – unless the conflict is explicitly waived by the client.  But waivers are not always easily accomplished.  They must be carefully drafted – particularly when it purports to be of an anticipated conflict. This program will provide you with a real-world guide to the rules governing conflict waivers, types of waivers, and how to draft them to avoid future dispute and ethical sanction.

• Drafting effective waivers of conflicts of interest
• Key provisions of waivers and ensuring there is “informed” consent
• Advance waivers – drafting waivers for anticipated conflicts
• Types of advance waivers – stating subject area, adverse parties, neither or both
• Sources of rules and practical guidance on drafting waivers
• Common mistakes made in drafting waivers
• Consequences of ineffective waivers

How Ethics Rules Apply to Lawyers Outside of Law Practice

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 15, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Ethics rules are intended primarily to regulate lawyer acts when practicing law. But the rules do not always stop there. Lawyers can be held responsible and disciplined under ethics rules for things they do when acting outside of their practices. Lawyers may be disciplined under ethics rules for criminal conduct, including misdemeanors, entirely unrelated to their lawyerly conduct. They may be also be disciplined for any acts that involve dishonesty, misrepresentation, or any actions prejudicial to the judicial system. This program will provide you with a guide to circumstances in which ethics rules apply to lawyers when they act outside of law practice.

 

• Dishonesty and misrepresentation when a lawyer is acting as a non-lawyer
• Lawyers as business people – how counter-parties can allege ethical misconduct
• Self-representation – when lawyers represent themselves in litigation, who can they communicate with?
• Violations of law, including misdemeanors, as ethics violations
• Restrictions on lawyers’ ability to market themselves in non-lawyer roles

Internet Ethics: Navigating Lawyer Responsibilities Online

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

September 4, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

The Internet is the uniform information appliance for communications, research, and marketing, for consumers and for lawyers.  You can easily research witnesses, parties, judges, and jurors with a simple Google search.  Add in social media searches – blogs, Facebook, Twitter and many other platforms – and you can develop a rich demographic profile of all of these individuals.  With a few keystrokes, you can pull down more information than ever before. You can also communicate freely, unmediated and unrestricted, with virtually anyone. All of these functions are valuable in litigation and transactional practice but also give rise to substantial ethics issues – not everything that the Web enables is proper. This program will provide you with a real world guide to ethics issues when lawyer engage in research and communication using the Internet. 

 

• Communicating with parties, opposing attorneys, and witnesses via email, social media, and texting
• Researching jurors, parties, witnesses and judges via social media
• Blogging or sending newsletters/law updates to clients
• Trends in texting, confidentiality, and discoverability
• Law firm marketing via the web

Lawyers Supervising Lawyers: Navigating Ethical Responsibilities

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

July 31, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Lawyers are not only responsible for their own ethical conduct and decision making but also for the ethical practice of lawyers they supervise.  Whether it’s a partner supervising the work of an associate or the lead lawyer on a case supervising a group of partners and associates, the supervising lawyer has responsibilities to ensure that the lawyers he or she is supervising are ethically compliant. When subordinate lawyers violate ethics rules, supervising lawyers are potentially liable for that misconduct. This program will provide you with a guide to ethical issues when lawyers supervise other lawyers and non-lawyer support staff.

 

• Standards for ensuring compliance by subordinate attorneys and potential liability when they act improperly
• Lawyer supervision of paralegals and other non-lawyer staff
• Responsibilities of subordinate lawyers who rely on judgment of supervising lawyers
• Special issues involved in billing the work of subordinate and co-counsel attorneys, and paralegals
• In-house counsel of outside counsel

The Privilege: Exactly What Communications Between Attorney and Client are Protected?

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

November 19, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Course Description: TBD

2025 Civil Litigation Ethics: Navigating New Challenges, Part 1

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 8, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for June 10, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements.  The program will feature its annual tour of the waterfront of technology issues in litigation practice.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. 

 

Day 1:

• Ethics and technology in law practice review
• Ethics and settlement agreements
• Recent developments in conflicts of interest, part 1

 

Day 2:

• Ethics, evidence and witnesses
• Developments in confidentiality and preserving the attorney-client privilege
• Recent developments in conflicts of interest, part 2

2025 Civil Litigation Ethics: Navigating New Challenges, Part 2

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 9, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for June 11, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

2025 Civil Litigation Ethics: Navigating New Challenges, Part 1

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 8, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for June 10, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements.  The program will feature its annual tour of the waterfront of technology issues in litigation practice.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. 

 

Day 1:

• Ethics and technology in law practice review
• Ethics and settlement agreements
• Recent developments in conflicts of interest, part 1

 

Day 2:

• Ethics, evidence and witnesses
• Developments in confidentiality and preserving the attorney-client privilege
• Recent developments in conflicts of interest, part 2

Lawyers Supervising Lawyers: Navigating Ethical Responsibilities

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

November 12, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for July 31, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Lawyers are not only responsible for their own ethical conduct and decision making but also for the ethical practice of lawyers they supervise.  Whether it’s a partner supervising the work of an associate or the lead lawyer on a case supervising a group of partners and associates, the supervising lawyer has responsibilities to ensure that the lawyers he or she is supervising are ethically compliant. When subordinate lawyers violate ethics rules, supervising lawyers are potentially liable for that misconduct. This program will provide you with a guide to ethical issues when lawyers supervise other lawyers and non-lawyer support staff.

 

• Standards for ensuring compliance by subordinate attorneys and potential liability when they act improperly
• Lawyer supervision of paralegals and other non-lawyer staff
• Responsibilities of subordinate lawyers who rely on judgment of supervising lawyers
• Special issues involved in billing the work of subordinate and co-counsel attorneys, and paralegals
• In-house counsel of outside counsel

Shared Spaces: Ethics of Remote and Virtual Law Offices

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 2, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for May 30, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

Technology allows lawyers far more flexibility to practice law than ever before.  Lawyers can work in shared offices, splitting expenses with other small firms or solo practitioners. They can work remotely, from home or virtually anywhere, with basic computer and networking technology. But all these innovations come with ethics traps. These include issues of communications and confidentiality, supervising outsourced worked, multijurisdictional practice, and managing all the technology used to practice law from home.  This program will provide you with a practical guide to ethical issues when working from home or anywhere but a traditional office.

• Disclosure to clients of virtual nature of law office
• Duty of competence as a duty to understand technology
• Electronic communications, confidentiality, and ethical risks in virtual law offices
• How Web sites and a “virtual” presence implicate multijurisdictional practice issues
• Outsourcing work to paralegal services, including fee sharing issues

Small Firm Ethics: Tech, Paralegals, and Remote Practice Challenges

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

August 7, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for June 30, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

Solo and small firm practitioners wear many hats. They practice law but also run the office and manage all of its information technology – file storage, email, and Web sites.  They may supervise paralegals or contract attorneys. They also need to be attentive to developing new clients. Each of these and other roles comes with ethical issues and traps.  Email, file storage, and law firm web sites implicate issues of competence, confidentiality, and potentially the attorney-client privilege.  Supervising paralegals or junior attorneys implicates supervisory ethics and conflicts of interest.  Client development also implicates a range of ethics issues.  It’s a lot to manage for a firm of any size, but particularly for smaller firms.This program will provide you with a practical guide to major ethics issues for solo and small firm practitioners.

 

• Ethical issues for small law firms and solo practitioners
• Technology – storing client files in “the Cloud,” email traps, and remote networks
• Pooled Resources – shared office/meeting space, shared support staff, shared technology
• Client Development – web sites and lawyer biographies, email/newsletters, social media, advertising and more
• Paralegals – training and billing, confidentiality and the attorney-client privilege
• Co-Counsel – ethical responsibilities when practicing with other lawyers