Each meeting is on Monday and begins at Noon at the Arid Club located at 1137 West River Street in Boise, Idaho.

Monday, September 14, 2009 - "State Income Taxation of Non-Resident Trust Beneficiaries" presented by John McGown, Attorney At Law

Monday, October 5, 2009 - "Economic Outlook" presented by Jason Norris of Ferguson Wellman Capital Management

Monday, November 2, 2009 - "Buy-Sell Disagreements" presented by Peter Butler, CFA, ASA, Keith Pinkerton, CFA, ASA, and Dennis Reinstein, CPA, ABV, ASA -- Hooper Cornell, CPAs

Monday, December 7, 2009 - "What if My Insurance Company is in Trouble?  Update on Life Settlements" presented by Candy Kinsch, Idaho Life and Health Guarantee Association and Marcia Moers, Idaho Department of Insurance

Monday, January 4, 2010 - "Economics of Healthcare Services" presented by Dr. David Pate, CEO of St. Luke's Hospital

Monday, February 1, 2010 - "Success with the IRS During the Estate Tax Return Audit Process" presented by Tim Tarter, Attorney At Law

Monday, March 1, 2010 - "Asset Protection for Your Client" presented by Kevin Chen, Attorney At Law

Monday, April 5, 2010 - "Idaho Legislative Update" presented by Robert Aldridge

May 2010 - Golf & Dinner

Topic #2:       Discretionary distributions to beneficiaries of irrevocable trusts – how are they being implemented by corporate trustees?
                Lead Speaker: Chris Ode
                Other Speakers: Mike Sullivan and David Cooper

Topic #3:       How is TEDRA being used or abused by corporate trustees?
                Lead Speaker: David Cooper
                Other Speakers: Camilla Strickler and Wes Seideman

Topic #4:       How do we work with fiduciaries such as Co-Personal Representatives, Co-Conservators, Co-Trustees, Trust Protectors, and Trust Advisors?
                Lead Speaker: Wes Seideman
                Other Speakers: Camilla Strickler and Mike Sullivan

Topic #5:       What are the most common accounts that a corporate trustee opens today?
                Lead Speaker: Mike Sullivan
                Other Speakers: Chris Ode and David Cooper

 Topic #6:       How are “Incentive Trusts” being implemented by corporate trustees?
                Lead Speaker: Camilla Strickler
                Other Speakers: David Cooper and Chris Ode

Topic #7:       What are some of the best estate planning tools that could be applied more often?
                Lead Speaker: Mike Sullivan

Topic #8:       What are some of the worst estate planning techniques that we see today?
                Lead Speaker: David Cooper

October 4, 2010 - 'The THIRD Element"
    Speakers:
        Mark E. Johnson, CMFC, RHU, CWC - Bauer Captain & Johnson
        Robert A. LaChance, CFP, CHFC, CLU - Wealth Dynamics Educators, LLC

November 1, 2010 - "A multidisciplanary examination and practical application of estate/financial planning"
    Speakers:
        Char Quade, J.D.
        Donna Schuyler, J.D.
        Dr. Sarah Toevs, Ph.D. (Director of the Department of Study of Aging at BSU)
        Dr. Stephanie Bender-Kitz, Ph.D. (Gerontologist)
        Barbara Huguenin, CSA, LUTCF, LTCP (Financial Planner, LTC Insurance Specialist)

December 6, 2010 - "Helping the Business Owner Achieve the Goal of Transitioning Ownership and Operation of a Business"
    Speakers:
        Theodore S Reich, J.D., CPA - Reich & Walner

Board Member David Turner, CFP, CTFA has coordinated the Council's co-sponsorship of a community estate planning learning event on October 5 and 12, 2010.  The event is called "Securing Your Future" and covers core estate planning topics that are needed by everyone.  The University of Idaho is the primary sponsor of the event.  Counsil Members Allan Bosch, J.D. CPA, APA and Kevin Chen, J.D. will be presenting speakers at the events.  Sponsoring community estate planning education is strongly recommended by our National Association of Estate Planning Councils.