ID Specific

Trusts, Estates & Probate

4.5

Idaho Probate Perfection: Mastering the Process

Credits Available
Credit Status Total
Idaho CLE Approved 6 Total
OnDemand
5 hours 45 minutes
Dennis Voorhees
Matthew Wolfe
Jeremy Younggren
John Simmons
With Dennis S. Voorhees from Canyon River Law LLP + 3 others
Recorded December 18, 2025.
Product ID 99893

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Overview

From Initial Filing to Final Distribution

When it comes to probating estates of any size, patience isn't just a virtue - it's a requirement. No two estates are ever alike, and they all bring their own challenges. You need to master the one constant in every estate - the probate process itself. This indispensable course will get you up to speed on petitions, inventories, taxes, and more. No matter if you are new to probate practice or are an experienced practitioner in need of a refresher, you are sure to take away what you need to better perfect the probate process - register today!

  • Gain critical insights to stay ahead with the most current and essential probate laws, codes, and updates.
  • Master the Idaho filing process to ensure smooth probate petition submissions.
  • Efficiently conduct asset inventories and ensure all necessary parties are properly informed.
  • Confidently manage and prioritize debts and taxes to protect estate assets.
  • Ensure fair and legally compliant distribution of estate assets in Idaho.
  • Complete the probate process efficiently with final steps and best practices.

Abbreviated Agenda

  1. Idaho Probate: Essential Knowledge and Updates
  2. Filing Probate Petitions in Idaho
  3. Estate Inventories and Notifying Proper Parties
  4. Debts and Taxes: Meeting Financial Responsibilities
  5. Distributing Estate Assets in Idaho Probate
  6. The Closing Chapter: Final Probate Steps

Related Topics

Product ID 99893

Credit Details

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

Agenda

All times are shown in

  1. Idaho Probate: Essential Knowledge and Updates

    1. Idaho Uniform Probate Code: The High Points
    2. Idaho Uniform Trust Code Essentials
    3. Key Case Law You MUST Know
    4. Probate and Estate Legal Updates

  2. Filing Probate Petitions in Idaho

    1. Formal vs. Informal Probate
    2. The Petition: Essential Info and Documents
    3. Filing Requirements and Procedures
    4. Appointing the Personal Representative
    5. What Happens After Petitions are Filed?

  3. Estate Inventories and Notifying Proper Parties

    1. Asset Inventories Step-by-Step
    2. Notifying Heirs, Beneficiaries and Creditors
    3. Handling Claims Against the Estate
    4. Common Challenges: Common Assets, Hidden Liabilities, Etc.
    5. Key Forms and Templates

  4. Debts and Taxes: Meeting Financial Responsibilities

    1. The Role of the Personal Representative
    2. Identifying and Prioritizing Debts
    3. Identifying Tax Liabilities
    4. Paying Debts and Taxes From the Estate
    5. Handling Common Issues: Creditor Disputes, Etc.

  5. Distributing Estate Assets in Idaho Probate

    1. Distribution Process Overview
    2. Distribution According to the Will
    3. Intestate Succession and Distributions Without Wills
    4. Court Approval of Distributions
    5. Handling Disputes

  6. The Closing Chapter: Final Probate Steps

    1. Preparing the Final Accounting
    2. Resolving Outstanding Issues
    3. Petition for Final Distribution and Discharge
    4. Closing the Estate
    5. Discharging the Personal Representative

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants
  • Tax Professionals
  • Trust Officers
  • Executors and Other Fiduciaries
  • Paralegals

Speakers

Dennis S Voorhees
Dennis S.
Voorhees
Canyon River Law LLP
Matthew Wolfe
Matthew
Wolfe
Twin Falls Estate Planning
Jeremy C Younggren
Jeremy C.
Younggren
State of Idaho’s Health & Human Services Division
John G Simmons
John G.
Simmons
John Simmons JD LLM Prof. Co.
Speaker bio
Dennis S Voorhees

Dennis S. Voorhees

Canyon River Law LLP
Dennis Voorhees

is a partner with Canyon River Law LLP in Twin Falls, Idaho. He has been a practicing lawyer since 1978. He is both a certified elder law attorney (National Elder Law Foundation) and a certified estate law planning specialist (Estate Law Planning Specialist Board, Inc.). Mr. Voorhees' practice areas include disability trusts, elder law, public benefits preservation, and estate planning. He is the Idaho representative for the Special Needs Alliance, an organization of attorneys specializing in special needs planning for persons with disabilities. Mr. Voorhees served as President of the Idaho State Bar in 2016 and Commissioner 2016-2017. He is also affiliated with the National Academy of Elder Law Attorneys, the American College of Trust and Estate Counsel, and the Idaho Trial Lawyers Association. He is a member of WealthCounsel LLC, the Magic Valley Estate Planning Council and the St. Lukes-Magic Valley Regional Medical Center Bioethics Committee. Mr. Voorhees has an AV peer review rating by Martindale-Hubbell and was selected as a Mountain States Super Lawyer in the field of elder law for 2010 and 2011 by Super Lawyers, a publication of Thomson Reuters. He writes and lectures frequently on topics including use of trusts, special needs planning, elder law, estate planning, guardianships and conservatorships, Medicare Set-aside Arrangements, Qualified Settlement Funds, digital asset access planning.

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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. degree 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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Speaker bio
Jeremy C Younggren

Jeremy C. Younggren

State of Idaho’s Health & Human Services Division
Jeremy Younggren

is a deputy attorney general for the state of Idaho's Health & Human Services Division. His practice focuses on Medicaid, probate, trusts, and litigation. Prior to becoming deputy attorney general, Mr. Younggren worked as a staff attorney for the Honorable Jonathan Medema of the Fourth Judicial District for two years before joining Sandra L. Clapp & Associates, P.A. He also previously interned with the Idaho Conservation League and the Idaho Attorney General's Office. Mr. Younggren graduated from the University of Idaho College of Law in May 2014 and was admitted to practice in Idaho the following October. He earned his Bachelor of Arts degree from the College of Idaho, graduating with a history major, classics minor, and archaeology minor.

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Speaker bio
John G Simmons

John G. Simmons

John Simmons JD LLM Prof. Co.
John Simmons

is an attorney with over 40 years of practice in Idaho focusing on business and employment disputes, resolving and settling estates, probate administration and litigation, and helping trust beneficiaries and trustees. He earned his J.D. degree at Brigham Young University's J. Reuben Clark Law School and his LL.M. degree in tax law at University of San Diego School of Law. Mr. Simmons is admitted to practice in Idaho (1984) and Utah (1988). When not working, you can find him at a rock concert or hanging out with his springer spaniel, Jagger.

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