| April 17, 2024 |
April Mixer
No-Host Mixer |
| March 11, 2024 |
RSVP Closed-Recent Estate Tax Developments & Planning Ideas
Kevin Sell, CPA |
| February 12, 2024 |
Registration Closed Best and Worst Practices in Trust Design: Planning for Effective Trust Administration
Panel Discussion |
| December 13, 2023 |
December Mixer
n/a |
| September 18, 2023 |
Sunsetting the Estate Tax Law: Looking Beyond 2025
David Green, CPA |
| November 9, 2021 |
November Council Meeting
Cole Smead, CFA |
| October 12, 2021 |
Family Governance and Education: Beyond Structures & Strategies
Ruth Easterling |
| October 7, 2021 |
Membership & Publicity Committee
Committee |
| September 16, 2021 |
By-Law Review Meeting
All Council Meeting |
| April 13, 2021 |
Jim Lusk - "Die Neatly" Presentation
Jim Lusk |
| September 8, 2020 |
September 8 CdAEPC Meeting - VIRTUAL
|
| February 11, 2020 |
February Meeting-Legal & Financial Planning for Alzheimer’s Disease and Dementia
Kate Coyle |
| January 14, 2020 |
January Meeting-Economic Forecast
Bryce Ralston, VP Columbia Trust |
| December 10, 2019 |
December Meeting
TBD |
| November 12, 2019 |
November Meeting-Fiduciary Risk & Litigation
Steve Masterson |
| October 8, 2019 |
October Meeting-The State of State Taxation of Trusts – An Analysis of the Supreme Court Decision in Kaestner
Stephanie Taylor |
| January 8, 2019 |
The Sandwich Generation - Issues Dealing with Parents and Children
Paul Viren, Viren & Associates |
| December 11, 2018 |
The Role of Aging LIfe Care Managers in Estate Planning
Jennipher Ama, Family First Senior Care |
| September 14, 2015 |
Trust Protectors & Directed Trusts
Stef Taylor |
| November 10, 2014 |
Estate Planning for Veterans
Kimmer Callahan |
| September 8, 2014 |
Estate Planning for Digital Assets Take 2
Stephanie Taylor |
| July 28, 2014 |
Planning Meeting
|
| June 9, 2014 |
Elections and Social
|
| May 12, 2014 |
Lunch & Learn
John Warnick |
| April 14, 2014 |
Market Update
Mike Serio, Wells Fargo |
| March 10, 2014 |
GunTrusts and Other Obscure Trust
Jeff Crandall & Marc Wallace |
| February 10, 2014 |
ETHICS AND THE ESTATE PLANNING AND BUSINESS LAWYER
Gair Petrie |
| January 13, 2014 |
Planned Giving
Bob Hoover, Idaho Community Foundation |
| December 9, 2013 |
Update from the National EPC Conference
Kimmer Callihan and Steve Masterson |
| November 11, 2013 |
Veteran's Day Program
John Marcheso |
| October 14, 2013 |
Prudent Investment of Fiduciary Accounts
Greer Gibson Bacon, CFP |
| September 9, 2013 |
Estate Planning for Digital Assets
Stef Taylor |
|
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