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.
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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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5.0/5.0
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