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.
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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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5.0/5.0
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