The Estate Planning Trilemma: Trusts vs. Wills vs. TOD Property – Feb. 18

6 CLE – 1.5 E – Thursday, February 18, 2016   9:00 A.M. – 4:30 P.M.
Live In-Person Seminar: ICLEF Conference Facility, Indianapolis
Live Individual Webcast: From your home or office computer

Faculty:
John M. O’Drobinak
O’Drobinak & Nowaczyk, P.C., Schererville

James W. Martin
Martin & Martin, Merrillville

Topics:
I. Comparison of Revocable Living Trusts, Wills and TOD Accounts
• Execution
• Contest
• Attorney Fees
• Fiduciary Fees
• Real Estate Exemptions
• Creditors
• Standard of Performance
• Distributees
• Asset Transfer
• Jointly Held Assets
• Privacy
• Conflict of Interest
• Final Distribution
• Incapacity
• Bond Protection
• Income Tax Reporting
• Spousal Election
• Supplemental Documents
• Asset Ownership
• Ancillary Administration
• Decline to Accept

II. TOD Estate Planning Forms

III. Planning for the LGBT Community & Waiver of Conflicts of Interest

IV. The Modified Plan & the Ability to Contact a Successor Trustee V. Special Problems

 

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

Leave a Reply