P.O. Box 1914

Bismarck, ND 58502

Office (701) 255-1091

Calendar of Events

We will post updates to our site as WDEPC meetings are scheduled and planned.

Upcoming Events

January meeting

Date: Tuesday, January 19, 2021 at noon
Location: Virtual - via ZOOM link, emailed to those that register

Speaker: Ava Archibald, Principal in Charge of Wealth Transition Services, Eide Bailly LLP

Topic: “Estate Planning in Uncertain Times: Planning for Mid-size Estates and Farmers/Ranchers” - A discussion of the current estate tax environment and planning ideas to consider now

Click on "Complete Registration & Pay Fee" button above to register!

February meeting

Date: Wednesday, February 10, 2021, noon
Location: Virtual - NAEPC sponsored program

Speaker: Jonathon G. Blattmachr, Esq. AEP Distinguished

Topic: Post Election Estate Planning

March meeting

Date: Friday, March 19, 2021, noon
Location: Bismarck Municipal Country Club, 930 N Griffin St, Bismarck

Speaker: Tracy Kennedy, attorney at Zimney Foster P.C.

Tracy is a shareholder at Zimney Foster P.C. in Grand Forks, ND and counsel for the North Dakota Banker’s Association. She has 20 years of experience in banking law, commercial and business law, creditors’ rights and agricultural lending and credit transactions. Tracy also taught subjects such as UCC Article 9 Secured Transactions, UCC Article 2 Sales, Commercial Paper, UCC Article 3 Negotiable Instruments and UCC Article 4 Bank Deposits and Collection at the University of North Dakota School of Law.

Tracy earned a B.A. from Minot State University in 1994 and obtained her J.D. from the University of North Dakota School of Law in 1999. She loves her role at NDBA and enjoys learning about banking innovation and the future of technology in banking.

Topic: "The Uniform Electronic Wills Act and Other Legislative Updates"

Bills to be discussed:

  • HB 1077 – UNIFORM ELECTRONIC WILLS ACT – Pros and Cons
  • HB 1363 – ANTE-MORTEM PROBATE OF WILLS
  • SB 2261 – BURIAL ACCOUNTS – History of this law and the 2021 corrections
  • HB 1364 – DUTIES OF PERSONAL REPRESENTATIVE AND ACTIONS AGAINST A TRUSTEE – Did not pass

No April meeting

May meeting

Date: Wednesday, May 19, 2021, noon
Location:

Speaker: NAEPC National Speaker, TBA

Topic: