Phil Peterson Participated in the 2016 Estate Planning Conference

On September 30 and October 1, 2016, Phil Peterson, a firm estate planning attorney, participated in the Idaho State Bar’s 2016 Estate Planning Conference presented in Boise, Idaho, by the Bar’s Taxation, Probate & Trust Law Section, of which he is a member.  Topics covered at the seminar included:

  • Safeguarding the Estate Plan to Anticipate & Avoid Litigation;
  • Gun Trusts and Planning for the Distribution of Firearms;
  • Third Quarter Investment Outlook for 2016;
  • Delaware Trusts;
  • Elder Law, Medicaid and VA Benefits;
  • Advanced Care Directives;
  • Federal Tax Update;
  • Trust Administration;
  • Incorporating Charitable Giving into the Estate Plan;
  • Demographics: Understanding Their Economic Impact;
  • Using the Trust & Estate Dispute Resolution Act (TEDRA); and
  • Conservatorships and Guardianships in Idaho.