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By Lane V. Erickson

There are many kinds of trust that can be used when completing an estate plan.  These trusts can be Specifically designed to protect land, eliminate taxes, Provide some Assurance for finances into the future, for An individual who has a disability or special needs, or It could be for underage children or for family members that you want to provide some support to but not give a large amount of cash to directly.  The type of trust that is created often determines who should be named as the trustee.  When considering who should be the trustee here are some things you should think about:

WHAT CHARACTERISTICS SHOULD A TRUSTEE HAVE?

By: T.J. Budge

The Idaho Legislature recently made two important changes in Idaho law affecting homeowner’s associations (HOAs). The changes came by way of amendments to Idaho Code § 55-115. Subsections (3) and (4) were added during the 2016 Legislative Session and took effect on July 1, 2016.

Subsection (3) prohibits HOAs from amending their covenants, conditions and restrictions (CC&Rs) to limit or prohibit the rental of property within the subdivision unless the homeowners agree to the amendment in writing. This amendment was a response to a recent Idaho Supreme Court Decision, Adams v. Kimberley One Townhouse Owner’s Association, 158 Idaho 770 (2015). In that case, a homeowner purchased a townhouse subject to CC&Rs that did not restrict an owner’s ability to rent his/her unit. Subsequently, the HOA amended the CC&Rs to prohibit rentals for less than six months. The homeowner argued that the amendment unlawfully restrained the free use of his property. The Idaho Supreme Court disagreed, upholding the rental restriction added to the CC&Rs.

When driving in winter road conditions, 511 is a public service of the Idaho Transportation Department (ITD) which was designated in July 2000 by the Federal Trade Commission (FCC) to provide travelers with information about road conditions and weather via phone, the Web or by smartphone.

ITD field crews provide information to update the system.  Additional information is received from the National Weather Service, Ada County Highway District, citizen reports and the Road Weather Information System.  511 is treated as a local call and most cell phones will connect; however, there may be places where reception is poor which prevents or hinders access.

Police and ITD encourage motorists to use caution and increase travel time to reach your destinations.  ISP reports that many weather-related accidents occurred within the past two weeks.  ISP troopers handled various crashes, slide offs and assisted many motorists who became stranded due to harsh weather.  Weather conditions can change rapidly so always be prepared prior to your commute or trip.  Have a passenger call 511 or pull off to a safe spot and place the call yourself.

By Lane Erickson, Attorney

Estate planning is like people. There are really no to estate plans that are exactly alike. The reason for this is because each individual has unique needs and goals when creating their estate plan. Because of this when I am helping an individual complete their estate planning we often use the team approach. The team approach is simply where we include all other professionals that the person completing their estate plan has that helps them in different areas of their life. The following is a short list of the types of people who should be included on your team when you are completing your estate plan.

ATTORNEY

By Lane V. Erickson, Attorney

The basic estate planning questionnaire that we provide to our clients ask questions that will allow us to determine whether they might need to use a trust in their estate planning. Not all Estates need to have a trust created. However, there are many reasons why at rest is a good idea. The purpose of this blog post is to not talk about the uses of a trust, but rather to talk about what a trustee does when a trust is created.

WHAT IS A TRUSTEE

By Fred J. Lewis

We have now had some time to reflect on the adoption of the Sixth Edition of the AMA Guides to the Evaluation of Permanent Impairment. There were criticisms to the Fifth Edition in that it awarded too much impairment that was actually disability. One of the biggest changes from the Fifth to the Sixth Edition was a greater emphasis on the functional assessment as a component of the impairment rating. The doctors working on the Sixth Edition also tried to remove as much ambiguity as possible to improve the inter-examiner consistency. We have seen the biggest adjustments made in the spinal chapter of the Sixth Edition. These impairment ratings are now much lower. The writers of the Sixth Edition did this by assigning lower numbers to each of the classifications, which are driven by the severity of the injury. The writers of the Sixth Edition further attempted to drive down the impairment ratings by developing a grid system, which then subtracted or added to the overall impairment.

This development is of major concern to many Idaho Workers’ Compensation claimants. Most of the more serious Idaho Workers’ Compensation claims arise out of low back injuries. With the lowering of the impairment ratings, injured Idaho workers now receive less in the form of impairment rating monies because their impairment ratings are now lower. The way to work around this problem is to make sure that the disability portion of your Idaho Workers’ Compensation claim is developed by having evidence of your restrictions and documentation of your wage loss. These are the two largest non-medical factors that drive your disability claim. If your Idaho Workers’ Compensation claim is properly developed by an experienced Idaho Workers’ Compensation lawyer, you can make up for these lower impairment ratings by having a stronger disability claim from the non-medical factors in your Idaho Workers’ Compensation case.

 

By Fred J. Lewis

In Green v. Industrial Special Indemnity Fund (Second Injury Fund), the Claimant was a sawyer who was struck by a falling tree. The Second Injury Fund appealed from the Idaho Industrial Commission’s determination that Green was totally and permanently disabled and that his disability was due to the combined effects of a lumbar fusion and cervical fusion related to the industrial accident and a preexisting thoracic fusion. The Second Injury Fund argued that the Idaho Industrial Commission made a mistake regarding the application of the “but for” test for determining Second Injury liability.

The Idaho Supreme Court specifically held that in applying the “but for” test, it is not necessary for a claimant’s physician to use magic language in rendering an opinion regarding the effects of the prior condition and the last industrial accident. The Second Injury Fund focused on two sentences in the Commission’s decision to argue that the Commission failed to apply the “but for” test. But those two sentences are: “Therefore, per Drs. Ganz and McNulty, the fact that Claimant has a preexisting T12-L1 fusion increases the risk that he will have further problems from L3-5 fusion unless he observes certain prophylactic limitations/restrictions. We believe this demonstrates that Claimant’s preexisting thoracic spine condition does combine with the effects of the work accident to contribute to Claimant’s total and permanent disability.”

By Joseph G. Ballstaedt

 A few days ago, the Idaho Supreme Court issued a decision that reaffirms an Idaho rule concerning property descriptions. The Court held that a conveyance deed is not enforceable unless the property description in the deed describes the property so that it is possible for someone to identify exactly what property is being conveyed. This description must be written in so that quantity, identity, or boundaries can be determined. The description must stand alone, without support from outside evidence.

In this recent decision, The David and Marvel Benton Trust v. McCarty, McCarty asserted that the following legal description in a quitclaim deed was sufficient:

By Fred J. Lewis

On March 7, 2012, the Idaho Supreme Court decided the case of Brown v. The Home Depot. In this case the claimant had slipped on the snow covered steps while working for Home Depot and hurt his back. This Idaho Workers’ Compensation claimant had significant preexisting medical issues which included two prior back surgeries and the removal of his left lung. The claimant contended that he was totally and permanently disabled and sought recovery from both his employer and from the State of Idaho Industrial Special Indemnity Fund (ISIF). The Commission found that the claimant to have permanent disability of 95%, which meant that they did not find him to be totally and permanently disabled.

The Claimant appealed the Commission’s decision to the Idaho Supreme Court and argued the Commission correctly evaluated the permanent disability at the time he reached Maximum Medical Improvement (MMI) for his last injury as opposed to the actual date of the hearing in his Idaho Workers’ Compensation case. This was significant because his MMI date was in late 2005, which occurred during a job market boom as opposed to 2009, when his hearing was held and Idaho was in the midst of the Great Recession.

By Lane V. Erickson, Attorney

Federal law has made an effort to protect those who serve in our Armed Forces. Particularly, federal law concerning the employment of members of the military provides protections above those normally given to regular employees.

According to the Federal Department of Labor:

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