Past Events

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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