72nd Annual Montana Tax Institute has ended

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72nd Annual Montana Tax Institute

Welcome to the 72nd Annual Montana Tax Institute!

Jacob Troyer

Big Sky Fiduciary

Professional Fiduciary

Billings, MT, United States

https://bigskyfid.com

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About me

I offer professional fiduciary services and specialize in trust administration, estate administration, and conservatorship.

8:00am MDT

Welcome and Opening Remarks Holiday Inn Downtown BallroomElaine Gagliardi

9:05am MDT

Charitable Gift Annuities: A Deep Dive Holiday Inn Downtown BallroomLarry Katzenstein

10:05am MDT

Break - Visit SponsorsAlexander Blewett III School of Law

11:20am MDT

Selected Estate Planning Recent Developments - Part I Holiday Inn Downtown BallroomCharles "Clary" Redd

12:00pm MDT

Lunch and Networking Holiday Inn Downtown Atrium

1:00pm MDT

Selected Estate Planning Recent Developments - Part II Holiday Inn Downtown BallroomCharles "Clary" Redd

1:50pm MDT

Well-Being Estate Planning Holiday Inn Downtown BallroomRichard Franklin

2:50pm MDT

Break - Visit SponsorsUniversity of Montana Foundation

4:05pm MDT

Annual Income Tax Update Holiday Inn Downtown BallroomSam Donaldson

5:35pm MDT

Networking Social Holiday Inn Downtown AtriumFirst Trust Company

7:00am MDT

BETTR Law Section of the State Bar of Montana Holiday Inn Downtown Ballroom

8:00am MDT

Artificial Intelligence and Its Impact on Today's Estate Planner Holiday Inn Downtown BallroomGerry Beyer

10:00am MDT

Break - Visit Sponsors Holiday Inn Downtown Atrium

12:00pm MDT

Conference Survey