Matt Johnson Moderates Lorman Seminar Regarding Public Records and Open Meetings in Idaho

On September 16th, 2014, municipal law attorney, Matt Johnson, moderated Lorman Seminar’s training seminar What You Need to Know About Public Records and Open Meetings in Idaho to a number of Treasure Valley attorneys, Governor’s office staff, city clerks, local police department staff and fire district secretaries. This was Matt’s second time moderating this event for Lorman Seminar.

In addition to Matt’s moderator duties he also presented important material during session two regarding what a public record is, the statutory provisions surrounding public records, and what records can be disclosed when a public records request is received by an entity.

Matt serves as the primary city attorney for the City of Melba and the City of Cascade, and also assists with legal counseling for the cities of McCall, Nampa and Wilder, as well as other local government agencies represented by White Peterson. Matt is knowledgeable in matters relating to zoning and land use, water law, and environmental issues.

Southwest Idaho Estate Planning Council – November Meeting

At the November meeting of the Southwest Idaho Estate Planning Council, held Tuesday, November 26, 2013, in Nampa, White Peterson attorneys Phil Peterson, Bill Nichols and Bill Punkoney participated in a continuing legal education discussion entitled “The Effects of Cardiac Disease in Advanced Planning” presented by Leonard Jensen, FNP-C, of Stonebridge Medical Case Management. The disease trajectory of cardiac patients, as distinguished from the much different typical trajectories for cancer and dementia (the other two most common geriatric ailments), was examined, including a discussion of the trajectory’s implications for financial planning for elder clients with cardiac problems.

The Southwest Idaho Estate Planning Council is a professional education organization for attorneys, CPAs, bank trust officers, and other estate planning professionals from Idaho’s Third Judicial District. It meets monthly for presentations and discussions on estate planning topics. Several of White Peterson’s attorneys are members of the council.

Phil Peterson Attends 55th Annual Idaho State Tax Conference

Estate planning and taxation attorney Phil Peterson, on October 24 and 25, 2013, participated in the 55th Annual Idaho State Tax Institute in Pocatello, Idaho. Discussion topics during the conference included the following:

● Federal Taxation Update – Tax Developments, November 2012 to October 2013

● Qualified and Non-qualified Employee Retirement Plans

● Elder Law: Elder-Focused Asset Protection Trusts

● Federal Income Tax Issues in the Purchase or Sale of Closely Held Businesses

● Planning for Estate Tax Exemption Portability and other Estate Tax Issues under the 2012 Tax Act [adopted January 2013]

● Hidden Health Care Reform Perils for Employers – Affordable Care Act Implementation

This is the thirty-fourth consecutive year Mr. Peterson has attended the conference, which is presented annually by the Idaho State University College of Business to provide taxation and financial planning continuing professional education for Idaho attorneys and accountants from around the state.

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.

Nampa Library Square Groundbreaking

Today, the Nampa Development Corporation, the City of Nampa, the Nampa Library, and the Gardner Company broke ground on the Library Square project in downtown Nampa. The Library Square project consists of construction of a new 62,000 sq. ft. library, privately owned and developed retail and office space, and a multi-story parking garage to serve the project and other area downtown businesses. The new library will have a multi-purpose room available for public use with seating for 150 people, as well as another 6 smaller study or meeting rooms. There will be an expanded children’s section, local history room with microfilm capabilities, an expanded Spanish language section, and an outdoor patio on the third floor. White Peterson served as agency counsel for the Nampa Development Corporation, the urban renewal agency for the City of Nampa. The agency obtained tax increment financing for the public portions of the project and negotiated the contracts for the development of the site. For more information about Library Square, check out these links:http://newlibraryfornampa.org/ or http://www.whynampa.com/ndc/ndclibrary.htm

Idaho Legislature Considers House Bill 246

White Peterson attorney William F. Nichols testified before the House Local Government Committee of the Idaho Legislature on Wednesday, March 6, 2013 as the committee considered House Bill 246. This particular legislation regarding development impact fee ordinances and fees would have overturned decades of case law precedent that presumes that legislative enactments by local governing bodies are valid. In his testimony Mr. Nichols explained how development impact fee ordinances and capital improvement plans are adopted and administered and the burden that this bill would create. The Committee voted to hold the bill in committee. Read more about the bill at: http://www.idahocities.org/Blog.aspx?IID=232#item.

Matt Johnson Elected Treasurer For Nampa Rotary Club

Matthew Johnson  has  been elected to serve as  Treasurer  for  the Rotary  Club of Nampa. His term will begin July 1, 2012.  Matt has been a member of Rotary for three years and has served on the Board for the past year. He has also taken an active role in helping with Nampa Rotary’s Paws for a Cause event which raises funds to support community service projects.

More information about Nampa Rotary can be found at www.namparotary.org and on Facebook at www.facebook.com/NampaRotary.

White Peterson Welcomes Two New Shareholders

White Peterson is pleased to announce Matthew A. Johnson and Davis F. VanderVelde have become shareholders in the firm. Johnson has practiced law at White Peterson for five years and VanderVelde has practiced law at the firm for over four years.

Mr. Johnson earned his law degree and a master’s degree in political science from Washington University in St. Louis in 2007. His practice focuses on government, property, environmental and business law. Matt is a member of the Nampa Rotary Club and will be a 2013 graduate of the Leadership Nampa program.

Mr. VanderVelde earned his degree from California Western School of Law graduating magna cum laude in 2000. His practice is primarily focused on civil litigation, including personal injury litigation, estate litigation, employment matters and family law. Davis is a member of the Caldwell Exchange Club and a 2011 graduate of the Leadership Nampa program.

Matt Johnson and Terry White Obtain Judicial Confirmation for City of Nampa

On December 20, 2012, Matt Johnson and Terry White successfully obtained judicial confirmation for the City of Nampa to proceed on a loan application for an Idaho Department of Environmental Quality State Revolving Fund.  This was a critical hurdle for the City to overcome in order to pursue final IDEQ approval of the loan.  Nampa ratepayers will save approximately $7.5 million that would otherwise be paid in additional interest. The judicial confirmation process was also done in a very short time period, made possible by the hard work of the City of Nampa wastewater team and the expertise of White Peterson in local government and judicial confirmation law.

Phil Peterson Attends Idaho State Tax Institute Conference

On November 8th and 9th, 2012, tax and estate planning attorney Phil Peterson participated in the 54th Conference of the Idaho State Tax Institute, an annual continuing education seminar which he has been attending for over 30 years. This year’s topics included Estate Planning Under Expiring Transfer Tax Provisions (part of the “fiscal cliff”), Compensation and Self-Employment Issues in a Partnership, Ethics – Representing the Potentially Incompetent Client, Social Security, Conservation Easements, Recent Developments in Federal Income Taxation, and Real Estate Mortgage Investment Conduits (REMICs). The conference is sponsored by the Accounting Department of the College of Business, Idaho State University, and is attended by tax and estate planning attorneys and CPAs from around the state.