ID Specific

Trusts, Estates & Probate

Trust or Bust: Understanding Revocable and Irrevocable Trusts in Idaho

Credits Available
Credit Status Total
Idaho CLE Approved 6 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 54 minutes
David Taylor
Jedediah Bigelow
Diane Kiepe
Matthew Wolfe
With David M. Taylor from Twin Falls Estate Planning + 3 others
Recorded October 16, 2025.
Product ID 100885

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Overview

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This comprehensive course delves into the intricacies of trusts in Idaho, providing you with a solid foundation in trust law and practical applications. You'll gain a deep understanding of revocable and irrevocable trusts, their unique characteristics, and how they can be utilized to achieve your clients' estate planning goals. Whether you're an estate planning professional or simply interested in learning more about trusts, this course offers invaluable knowledge and guidance - register today!

  • Learn the basics of trust law.
  • Delve into revocable trusts.
  • Explore irrevocable trusts.
  • Compare the appropriate uses of irrevocable vs. revocable trusts.
  • Discover less common trusts like QPRTs and dynasty trusts.
  • Examine practical trust techniques and tactics.

Abbreviated Agenda

  1. An Overview of Trusts in Idaho
  2. Revocable Trusts: Idaho-Specific Overview
  3. Irrevocable Trusts In Idaho
  4. Comparing Revocable and Irrevocable Trusts in Idaho
  5. Less Common Trusts
  6. Practical Trust Techniques and Tactics in Idaho

Related Topics

Product ID 100885

Credit Details

Credits Available
Credit Status Total
Idaho CLE Approved 6 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. An Overview of Trusts in Idaho

    1. An Overview of the Many Purposes of Trusts
    2. Unique Idaho-Specific Laws and Regulations
    3. Real-World Examples and Tactics: Idaho

  2. Revocable Trusts: Idaho-Specific Overview

    1. Advantages of Revocable Trusts
    2. Disadvantages of Revocable Trusts
    3. Practical Considerations and Best Practices
      1. Estate Planning Strategies
      2. Asset Protection
      3. Medicaid Eligibility
      4. Probate Avoidance

  3. Irrevocable Trusts In Idaho

    1. Advantages of Irrevocable Trusts
    2. Disadvantages of Irrevocable Trusts
    3. Practical Considerations and Best Practices
      1. Gift Tax Implications
      2. Medicaid Eligibility
      3. Asset Protection
      4. Probate Avoidance

  4. Comparing Revocable and Irrevocable Trusts in Idaho

    1. Side-by-Side Comparison of Key Features
    2. When to Choose a Revocable Trust
    3. When to Choose an Irrevocable Trust
    4. Factors to Consider in Making the Decision of Revocable vs. Non-Revocable

  5. Less Common Trusts

    1. Charitable Trusts
    2. Qualified Personal Residence Trust (QPRT)
    3. Dynasty Trusts

  6. Practical Trust Techniques and Tactics in Idaho

    1. Drafting Effective Trust Documents in Idaho
    2. Funding Trusts
    3. Managing Trust Assets
    4. Trust Administration
    5. Dispute Resolution

Who Should Attend

This course is designed for attorneys. Paralegals may also benefit.

Speakers

David M Taylor
David M.
Taylor
Twin Falls Estate Planning
Jedediah Bigelow
Jedediah
Bigelow
Hopkins Roden
Diane J Kiepe
Diane J.
Kiepe
Kiepe Estate and Probate, PLLC
Matthew Wolfe
Matthew
Wolfe
Twin Falls Estate Planning
Speaker bio
David M Taylor

David M. Taylor

Twin Falls Estate Planning
David Taylor

is an attorney and managing member of Twin Falls Estate Planning. He focuses his practice on estate planning, probate, and business law. Mr. Taylor earned his bachelor's degree from Boise State University and his J.D. degree from Concordia University School of Law. While in law school, he interned for Idaho Estate Planning, an estate planning firm in Eagle, Idaho, where he developed a passion and knowledge for estate planning. Mr. Taylor also participated in Housing Clinic, where he represented tenants in landlord-tenant disputes. He is licensed to practice law in Idaho.

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Speaker bio
Jedediah Bigelow

Jedediah Bigelow

Hopkins Roden
Jedediah Bigelow

is a partner with Hopkins Roden in Idaho Falls, Idaho. His practice includes both litigation and transactional work, focusing on business law, contracts, estate planning, and real property. Before joining the firm, Mr. Bigelow served as a deputy prosecuting attorney in Canyon County, Idaho, and later as an assistant attorney general in the U.S. Territory of American Samoa. In these roles, he gained substantial courtroom and trial experience in both criminal and civil matters. Mr. Bigelow earned his J.D. degree, cum laude, from Brigham Young University's J. Rueben Clark Law School in December 2013. During law school, he served as a judicial extern for Judge N. Randy Smith of the Ninth Circuit Court of Appeals and Judge Dale A. Kimball of the United States District Court in Utah. Prior to law school, he worked in Washington, D.C., as part of Senator Crapo's legislative staff. Mr. Bigelow is admitted to the State Bar of Idaho, United States District Court for Idaho, State Bar of Wyoming, and Territorial Bar of American Samoa. He is a past president of the East Idaho Estate Planning Council and a volunteer for Court Appointed Special Advocate Program (CASA).

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Speaker bio
Diane J Kiepe

Diane J. Kiepe

Kiepe Estate and Probate, PLLC
Diane Kiepe

is an attorney and principal of Douglas Eden, P.S. She practices in the areas of wills, trusts, wealth transfer (including charitable gifting), probate and tax. Ms. Kiepe earned her undergraduate degree and J.D. degree from Memphis State University, and her LL.M. degree in taxation from the University of Miami. She is a long-time member of the Spokane Estate Planning Council and a member to the Spokane Chapter of Financial Planning Association. Ms. Kiepe is a member of the newly created Elder, Disability, Estate Planning Section of the Spokane County Bar Association. 

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Speaker bio
Matthew Wolfe

Matthew Wolfe

Twin Falls Estate Planning
Matthew Wolfe

is an attorney with Twin Falls Estate Planning where his practice focuses on estate planning and probate. Before starting his legal career, Matt moved around all over the globe serving our country as an Intelligence Analyst in the Army National Guard. During this time, he earned his undergraduate degree from American Military University. After more than a decade of service, he earned his J.D. at Concordia University School of Law and his LL.M. in Taxation at Boston University School of Law. Matt was named Outstanding Young Lawyer of 2021 by the Idaho State Bar. He previously served as Vice President of the Fourth District Bar Association, CLE Chair of the Idaho State Bar Young Lawyer Section, and Chair of the Idaho Military Legal Alliance.

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