Firm estate planning attorneys Phil Peterson and Todd Rossman attended the Idaho State Bar’s Annual Advanced Estate Planning Seminar on September 7 and 8, 2012. Topics covered at the seminar included:
• Estate and Trust Planning with IRAs and Other Retirement Accounts
• Ethics for Estate Planning and Business Lawyers
• Trustee Fiduciary Risks and Litigation
• Planning for the $2 million to $10 million Estate
• How to Get Business Succession Planning Started
• 2012 Legislative and Judicial Update
Also included in the conference was the annual meeting of the Idaho State Bar Taxation, Probate and Trust Law Section, of which Mr. Peterson and Mr. Rossman are members.
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5.0/5.0I have known Phil Peterson for decades. He has always been honest, competent, civil and reasonable in all of my dealings.
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5.0/5.0
We worked with Bill and his staff on a long and difficult probate situation and found their office people and Bill extremely communicative, proactive, resourceful and timely. Given that this work took a couple of years is testimony to their commitmen...
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4.5/5.0
Bill Punkoney was awesome at our estate planning and wills. He explains the process thoroughly in easy to understand language. He is extremely personable and brings a lighthearted yet professional approach to a serious matter.
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