Indiana Continuing Legal Education Forum – ICLEF

As the summer heats up this June, step into our cool comfortable conference center for some smart and convenient CLE. Below is a list of our upcoming Live CLE Seminars. Click any seminars below for additional information or to register. If you want to see what CLE seminars are near you, Click Here to search our Video Replay CLE Seminars. Once there you can choose a location and/or legal topics, as well as a date, all on the left side of this search/info page. You can also, Click Here to see our On Demand CLE Seminars which are available online Anytime, Anywhere!

• White Collar Defense & Investigations, 6 CLE / 1 E – Thursday, June 6
Live In-Person Seminar
ICLEF Conference Facility, 230 E. Ohio St. Suite 500, Indianapolis, IN  46204
Live Individual Webcast
Available from your home or office computer with high speed internet access
Video Replay Seminars
Available throughout the state after the live seminar

• Representing An Entertainment or Sports Client, Estate or Family, 2 CLE – Tuesday, June 11
Live In-Person Seminar
ICLEF Conference Facility, 230 E. Ohio St. Suite 500, Indianapolis, IN  46204
Live Individual Webcast
Available from your home or office computer with high speed internet access

• 40th Annual Midwest Estate, Tax & Business Planning Institute, 12.5 CLE / 1 E / 15 CPE / 12.5 Insurance CE – Thursday & Friday, June 13 & 14
Live In-Person Seminar
Indiana Convention Center, Sagamore Ballroom, 100 S. Capitol Ave., Indianapolis  46225
Video Replay Seminars
Available throughout the state after the live seminar

• Representing a Client in a Mediation: Preparing Yourself, Your Client & Your Case, 6 CLE / 6 CME – Thursday, June 20
Live In-Person Seminar
ICLEF Conference Facility, 230 E. Ohio St. Suite 500, Indianapolis, IN  46204
Video Replay Seminars
Available throughout the state after the live seminar

• Collections: Tips for Going Green, 6 CLE – Wednesday, June 26
Live In-Person Seminar
ICLEF Conference Facility, 230 E. Ohio St. Suite 500, Indianapolis, IN  46204
Live Individual Webcast
Available from your home or office computer with high speed internet access
Video Replay Seminars
Available throughout the state after the live seminar

• Advanced Employment Law, 6 CLE – Thursday & Friday, June 27 & 28
Live In-Person Only Seminar
West Baden Springs Hotel & Spa, French Lick, IN

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

This upcoming May is going to be busy here at ICLEF as we are offering a wide variety of Live CLE Seminars. Click any seminars below for additional information or to register. If you want to see what CLE seminars are near you, Click Here to search our Video Replay CLE Seminars. Once there you can choose a location and/or legal topics, as well as a date, all on the left side of this search/info page. You can also, Click Here to see our On Demand CLE Seminars which are available online Anytime, Anywhere!

• Planning & Zoning, 6 CLE / 1 E - This program is no longer available as a Live In-Person Seminar. However, you can still view the Video Replay, the Online/On Demand Video or purchase the Publication of this Seminar by Clicking Here.

• Portability Aspects of The American Taxpayer Relief Act of 2012, 3 CLE - This program is no longer available as a Live In-Person Seminar. However, you can still view the Video Replay, the Online/On Demand Video or purchase the Publication of this Seminar by, Clicking Here.

• The New Parenting Time Guidelines, 3 CLE - This program is no longer available as a Live In-Person Seminar. However, you can still view the Video Replay, the Online/On Demand Video or purchase the Publication of this Seminar by, Clicking Here.

• Indiana Inheritance Tax Update, Including Coverage of Indiana HEA 1001, 3 CLE - This program is no longer available as a Live In-Person Seminar. However, you can still view the Video Replay, the Online/On Demand Video or purchase the Publication of this Seminar by, Clicking Here.

• How to be Seriously Ethical & an Effective Lawyer, 6 CLE / 6 E - This program is no longer available as a Live In-Person Seminar. However, you can still view the Video Replay, the Online/On Demand Video or purchase the Publication of this Seminar by, Clicking Here. (Coming Soon)

• The TOP TEN Things In-House Counsel Should Know to Avoid Litigation, 1 CLE – May 21, Live In-Person & Live Individual Webcast Available, ICLEF Conference Facility, Indianapolis

• Health care Reform: The ACA, New HIPAA Rules and More, 6 CLE / 1 E - May 22, Live In-Person & Live Group & Individual Webcasts Available, Indianapolis, Lafayette & Mishawaka

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

With the passage of Indiana HEA 1001, which repeals inheritance tax for those that died after 12/31/2012, new questions need to be addressed.

• What are the changes to the inheritance tax refund statutes?
• Does the Department of Revenue have to pay interest on a refund?
• Is there a specific form needed or will a letter suffice?
• Do Consents to Transfer have to be prepared?
• What is the procedure for Inheritance tax owed for those that died prior to January 1, 2013?

Join us tomorrow as Indiana Inheritance Tax Administrator Don Hopper and Audit Attorney April Meade address these and many other matters including an analysis of key recent tax court cases, helpful tips in preparing inheritance tax returns and Consents to Transfer, and a discussion (with several examples) of the taxation of trust distributions.

ADDITIONAL TOPICS:
2012-13 LEGISLATIVE UPDATE

• Class A exemption increase & expansion
• Phase out of inheritance tax
• Transfer to an “entity”

INDIANA TAX COURT UPDATE

• Estate of Neterer v Indiana Department of Revenue, 956 N.E.2d 1214 (Ind. Tax Ct. 2011)
  ISSUE: Valuation discount on partial interest in real estate
• Indiana Department of Revenue v Estate of Schoenenberger, 976 N.E.2d 148 (Ind. Tax Ct. 2012)
  ISSUE: Interest on inheritance tax refund
• Pending Cases: Constitutionality of 3 transferee classes, in loco parentis & refunds

HOT TIPS IN INHERITANCE TAX

• Consents to transfer (Form IH-14)
• No tax due – options
• Preparing returns
  - Appraisals
  - Annuities v. life insurance
  - Disclaimers
• Statutes of limitations
• Disagreements between Estate and Department
• Refunds
• After-discovered assets

TAXATION OF TRUST DISTRIBUTIONS

FACULTY:
Donald R. Hopper – Chair
Inheritance Tax Administrator, Indiana Department of Revenue, Indianapolis, IN

April E. Meade
Audit Attorney, Indiana Department of Revenue, Indianapolis, IN

INDIANA INHERITANCE TAX UPDATE – 3 CLE / 3 CPE
INCLUDING COVERAGE OF HOUSE ENROLLED ACT 1001!
This program is no longer available as a Live In-Person Seminar. However, you can still view the Video Replay, the Online/On Demand Video or purchase the Publication of this Seminar by Clicking Here.

ICLEF • Indiana Continuing Legal Education Forum

As you many of you may already know, the Indiana Supreme Court recently amended the Indiana Parenting Time Guidelines. The amendments become effective on March 1, 2013. A complete copy of the amended rules, with redlining showing the revisions, can be found  by Clicking Here.

Join us Friday afternoon, May 10th as our program panel consisting of current members of the Indiana Domestic Relations Committee address these amended rules as well as your questions. If you practice extensively in the area of family law, this is your oportunity to discuss these changes directly with those involved in there evolution.

The New Parenting Time Guidelines
Program Chair - Hon. Lynn Murray, Howard Circuit Court, Kokomo
3 CLE – May 10, 2013   1:15 P.M. – 4:30 P.M.

Live In-Person Seminar
• ICLEF Conference Facility
230 E. Ohio St, 5th Floor, Indianapolis, IN – view map

Live Group Webcasts
• DeFur Voran
400 S Walnut St, Suite 200, Muncie, IN 47305 – view map

• May Oberfell Lorber
4100 Edison Lakes Parkway, Suite 100, Mishawaka, IN 46545 – view map

Live Individual Webcast
From your home or office computer with high speed internet access

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN