Estate Planning

Minutes: May 6, 1998

Offices of Lehman, Jensen & Donahue

Present: Mark Lehman, Cindy Crass, Earl Tanner, Kent Alderman, Steve Dixon, Tom Christensen, Gary Henrie, Mike Blackburn and David Castleton.

Mark called the meeting to order and proceeded through the following agenda items:

1. Minutes. The Committee approved the minutes from January 8, 1998 .

2. Finances. The Committee approved the Section's financial statement for the period ending March 31, 1998. There was a discussion of whether to change the annual Section dues from $25. It was decided to leave them unchanged for 1998-99 and to consider new ways of using Section funds for members' benefit.

3. CLE. The final CLE this year will be given by Tom Christensen on the new Chapter 2 of the Probate Code. His outline is available on the Website. The following suggestions were made for luncheons in the coming year:

(a) Preparing wills or trusts for incapacitated persons.

(b) Drafting trusts, LLCs, or other entities to handle recreational property such as cabins, boats, 4-wheelers, etc.

(c) Drafting special needs trusts.

(d) Irrevocable life insurance trusts/life insurance partnerships/Crummey trust provisions.

(e) Drafting generation-skipping trusts.

(f) Family law issues and estate planning.

(g) Avoiding litigation in estate planning.

(h) What ascertainable standards actually mean to trustees.

4. Legislation. The Legislative Committee of the Section met on April 23, 1998 at First Security and organized several committees to review and, if promising, promote legislation. A copy of those minutes is attached, with volunteers added from today's meeting. The suggestion was made that small estate affidavit proceedings be expanded to include larger estates and certain forms of real property.

5. Internet/Website. Steve reported that the Bar was promptly updating the site as he sent them changes. He encouraged future CLE providers to permit outlines to be posted on the Section's website but acknowledged that the path to accessing these materials needed to be improved. Kent suggested that the Section consider adding wills and trust materials and Medicaid materials that were available from a pro bono law group. Some concern was voiced about updating these materials.

6. 1998-99 Section Officers. The following officers were proposed for nomination for the 1998-99 year: Cynthia Crass, Chairwoman; Earl D. Tanner, Jr., Vice Chairman; Kent Alderman, Secretary/Treasurer; and Laurie S. Hart, Program Chairwoman.

There being no further business, the meeting was adjourned.

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Earl D. Tanner, Jr.
Secretary/Treasurer