43rd Annual Midwest Estate, Tax & Business Planning Institute, Thursday & Friday, June 2-3


• The Year in Review for Estate Planners

• Succession Planning for the Family Owned Business

• Indiana Legislative & Case Law Update

• Hot Topics and Current Trends in WealthManagement (Luncheon Presentation)

• Ethics for the Estate Planner

• Business Income Tax Issues for the Estate Planner
A guide to federal income taxation of C corporations, S corporations and partnerships with planning opportunities and traps each presents

• Charitable Giving with Retirement Benefits: The 3 Whys, 8 Hows, 7 Whiches, & 9 Whens
Help your charitably-inclined clients save money while doing good
– Three Reasons to Fund Charitable Gifts with Retirement Benefits
– Eight Ways to Leave Retirement Benefits to Charity
– The Seven Types of Charitable Entities (such as public charity, private foundation, charitable lead or remainder trust), Which Ones Are (and are not) Suitable as Beneficiaries
– Four Situations in Which Charitable Giving Helps Solve Benefit-Planning Problems
– Five Scenarios for Lifetime Givingwith Benefits

• Understanding the Minimum Distribution Rules: The Estate Planner’s Guide to “stretch” IRAs
The minimum distribution rules for retirement benefits are key to minimizing income taxes for your clients and their beneficiaries. Learn how your client’s benefits can qualify for the “stretch” life expectancy payout, and how to avoid missed deferral opportunities and costly penalties.
– How to Compute Required Distributions, During the Participant’s Life & After Death
– When Distributions Must Start
– Why the Lifetime Rules are a Good Deal for Retirees (and their estate planners)
– The Post-Death Options for Spouse, Children, Trust, or Estate Named as Beneficiary

• How to Anticipate & Avoid Will Contests

• Estate Planning for Digital Assets, Pets & Firearms

• Issues in Mediation & Litigation for Estate Planners


MaryEllen K. Bishop, Co-Chair
Cohen Garelick & Glazier, Indianapolis, IN

Jeffrey B. Kolb, Co-Chair
Kolb Roellgen & Kirchoff LLP, Vincennes, IN

David W. Barrett
Faegre Baker Daniels LLP, Indianapolis, IN

Turney P. Berry
Wyatt, Tarrant & Combs, LLP, Louisville, KY

Professor Gerry W. Beyer
Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX

Michael P. Bishop
Cohen Garelick & Glazier, Indianapolis, IN

Natalie B. Choate, Esq.
Nutter, McClennen & Fish LLP, Boston, MA

Professor Samuel Allen Donaldson
Georgia State University, College of Law, Atlanta, GA

Diane S. Renforth
Vice President, Senior Trust Officer, Horizon Bank, Indianapolis, IN

12.5 CLE / 15 CPE / 1 E / 12.5 Ins. CE
Thursday & Friday, June 2-3, 2016

– Indiana Convention Center & Lucas Oil Stadium, 500 Ball Room, Indianapolis

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