Phil Peterson Attends Idaho State Bar’s Annual Advanced Estate Planning Seminar

Firm estate planning attorney Phil Peterson, a member of the Idaho State Bar’s Taxation, Probate and Trust Law Section, attended the section’s two-day Annual Advanced Estate Planning Seminar on September 6th and 7th, 2013. Topics discussed included:

• Proactive Strategies for Meeting Trustee Fiduciary Responsibilities

• Planning Estate Tax Exemption Portability after the American Taxpayer Relief Act of 2012 (ATRA)

• Integrating Business and Estate Planning with Asset Protection Structuring

• 2013 Investment Environment Update

• ATRA Math: Using mathematical models to choose appropriate estate planning tools to fit client situations

• Elder-Law-Focused Asset Protection Trusts

• Conservation Easements

• Estate Planning During Divorce; and Defense of Marriage Act (DOMA) Estate Planning Implications in the Wake of Windsor [U.S. Supreme Court case striking down Section 3 of DOMA]

• Strategies for Maximizing Social Security Benefits for Married (or Formerly Married) Retirees

The seminar included 1.5 hours of ethics-related estate planning discussions.