Heidi Burgoyne
Heidi Burgoyne is a trusted advisor and skilled lawyer for families and businesses navigating the complexities of estate planning and trust litigation. Her deep understanding of family dynamics and her keen eye for detail and strategic thinking make her an invaluable resource for clients facing intricate legal challenges. Whether protecting assets from undue influence, ensuring the proper distribution of inheritance, or crafting a plan that reflects a client's unique wishes, Heidi consistently delivers results while providing compassionate and personalized support.
Heidi's background is unique, combining a Juris Doctorate with a B.S. in Business Finance and a Certified Financial Planner™ designation. This blend of legal and financial experience allows her to navigate intricate matters involving complex assets, business succession, and wealth management. She has a proven track record of success in guiding clients through challenging family situations, whether it's resolving disputes, preserving assets, or ensuring the well-being of loved ones.
Education
- Juris Doctorate (J.D.) - Concordia University School of Law, 2017
- Bachelor of Science (B.S.) - Business Finance, University of Idaho, 2002
- CERTIFIED FINANCIAL PLANNER™ designation
Areas of Practice
- Trust and Estate Litigation
- Estate Planning
- Business Law
Professional Membership
- Idaho State Bar Association
- American Bar Association
- Construction Law Society of Idaho
- The Estate Planning Council of Diablo Valley
- Wealth Counsel
- Rocky Mountain Fellows Institute of The American College of Trust and Estate Counsel (ACTEC)
Publications
- “Navigating the Legal Landscape of Construction Disputes," Idaho Business Journal, July 2022.
- "Estate Planning Essentials for Small Business Owners," The Idaho Statesman, November 2023.
Cases
The Stolen Inheritance
Heidi helped a client recover her inheritance after a stepmother, who was both trustee and beneficiary of the family trust, attempted to misappropriate the funds. Her swift legal action helped her client successfully recover her full inheritance.
The Family Business
Heidi helped a family business navigate complex legal and financial considerations, maximizing gifting strategies while minimizing tax liabilities, and ensuring a smooth transition when the business was sold.
The Animal Lovers
Heidi helped a couple without children create a plan to ensure their beloved animals would be well cared for after they were gone, establishing a team of "pet trustees" and providing comprehensive guidelines for their care.