The Survivors Guide to Everyday Estate Planning Practice – Nov. 2

TOPICS:
The Wonderful World of Wills:
Knowing How & When to Use Wills for Everyday Estate Planning

Untangling the Myths of Trusts:
Best Practices in Recommending & Drafting Commonly Used Trusts

Everyday Estate Planning Roundtable –Wills vs. Trusts?:
Wills v. Trusts, & Other Current Topics in Everyday Planning Practice (including a Question & Answer Session)

The Medicaid & Long Term Planning Maze:
Identifying When Clients May Need More than the Simple Estate Plan

Dealing with the Impaired/Incapacitated Client:
How to Ethically Identify, Deal with & Manage Impaired/Incapacitated Clients

Putting on the Finishing Touches to the Estate Plan:
Drafting & Using Powers of Attorney, Living Will Declarations & Health Care Proxy Documents
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FACULTY:
Jeanette C. Kassebaum – Chair
Attorney At Law, Fishers, IN

Mary J. Hoeller, R.N., J.D., NCG
Indianapolis, IN

Mark W. Holwager
Holwager & Holwager, Attorneys at Law, P.C., Beech Grove, IN

Kimberly A. Jewell
Holwager & Holwager, Attorneys at Law, P.C., Beech Grove, IN

Arlene Kline
Law Office of Arlene Kline, Indianapolis, IN

Steven C. Robinson
Robinson Wolenty & Young, LLP, Indianapolis, IN

Julia S. Weaver, J.D., LL.M.
Director, Family Office Services & The Trust Company of Oxford,
Oxford Financial Group, Ltd., Carmel, IN

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The Survivors Guide to Everyday Estate Planning Practice
6 CLE / 1 E – Thursday, November 2

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE INDIVIDUAL WEBCAST
– From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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