Wills, Trusts & Estates

All estate planning matters, including wills, trusts, Medicaid planning, elder law, and guardianships/conservatorships.

Wills, Trusts & Estates

• Nolo Document Review

Banking & Loans

• Credit Unions

Insurance

• Annuities
• Health Insurance
• Life Insurance
• Property & Casualty

Taxes

• Audit Defense
• Estate Taxes & Gift Taxes
• Income Taxes
• Payroll Taxes
• Power of Attorney
• Property Taxes
• Sales Taxes & Use Taxes
• Tax Evasion Defense
• Tax Planning

Estate Planning

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Planning
• Living Wills
• Asset Protection
• Guardianship
• Power of Attorney
• Business Succession Planning
• Special Needs Trust
• Supplemental Needs Trust
• Revocable Trust & Irrevocable Trust

ID, Sep 2006
Bar Number: 7422

Idaho State Courts, United States District Court for the District of Idaho.

Idaho State Bar, J. Reuben Clark Society.

I attend continuing legal education seminars on the topics of estate planning, elder law, general litigation, and contract drafting. I also teach continuing legal education seminars on international law. I exceed the amount of continuing education hours through home study.

I handled a guardianship case in which the wife, who had nominated herself as guardian, passed away shortly before the hearing. Thus, I worked with the family and friends to determine an alternate guardian and separate conservator.

I often deal with couples who own large portions of land, usually farm or ranch land. They are concerned with protecting as much of their assets as possible for their heirs while maintaining the ability to meet their needs going forward during retirement. This often results in one or more trusts being set up and gifting schemes designed to maximize the couple's exemption limits under existing and foreseeable gift and estate tax laws.

1

Idaho

Too many attorneys generalize their clients' estate planning needs; I focus on the individual needs of my clients, using the various types of trusts that are available to maximize my clients' ability to avoid or defer taxes, whether it be income, gift, or estate tax. At the end of our engagement, I expect my clients to have a clear view of the ways in which their assets are being protected for them or for their heirs.

I practiced in Lewiston, Idaho (June, 2006 to December, 2007) with the firm Creason, Moore & Dokken PLLC. I concentrated there on estate planning, tax law, and general transactional work. I then worked with Banducci Woodard Schwartzman PLLC in Boise, ID from January, 2008 to October, 2008 as an associate attorney in complex commercial litigation.

Coach - Environmental Law Moot Court Team - University of Idaho College of Law 2006-2007.

Adjunct Professor of Law - University of Idaho College of Law - Teaching Classes in Public International Law, International Environmental Law, International Trade Law, and National Security Law - August, 2007 to present.

Pro Bono work for Kuna Youth Softball and Baseball Association, Kuna, Idaho - 2008-2009.

(208) 922-4217

Monday through Friday
9:00 a.m. to 5:00 p.m.

No

German.

The majority of my estate planning services are offered as a flat fee based on the needs of the client. More complicated estate plans may be billed at my hourly rate. Please contact for more information.

See above.

I provide up to one half-hour free consultation. I will consult with my clients and determine what may be necessary in their estate plans. Then I generally quote a flat fee for estate planning services. In the event that more extensive services are required than can be quoted in a flat fee, I request a retainer based on the expected services to be rendered and charge my normal hourly rate.

The retainer varies according to the service offered. For flat-fee service (I generally try to reduce my fees to a flat fee), I expect payment in full up-front, which I will keep in my Lawyers Trust Account until completion of service.