Planning Your First Estate Plan – July 21

The Planning Your First Series…
is designed to help the new lawyer advance their practice by providing helpful, practical tips and information from seasoned experts in the field.
This is an excellent networking opportunity and useful reference material
and forms will be available. This is also great way to start accumulating
your required Continuing Legal Education Credits!

• Essential Components of a Will
• Considerations in Drafting Testamentary Trusts for Children
• Overview of Ancillary Estate Planning Documents (advance directives, financial powers of attorney, funeral directives, designation of standby guardian)
• Planning with Special Assets (digital assets, closely-held business assets, farm assets, antiques/heirlooms)
• Considerations in Selecting Fiduciaries (trustees, guardians, personal representatives)
• Use of Revocable Trusts as Supplement/Alternative to Wills
• Planning with Beneficiary-Designated Assets

John A. Gardner, Chair
Faegre Baker Daniels LLP, Indianapolis

Kinsey L. Arnett
Faegre Baker Daniels LLP, Indianapolis

Troy D. Farmer
Senior Wealth Planner, Fifth Third Private Bank, Indianapolis

Kent A. Jeffirs
Kent A. Jeffirs, Attorney at Law PC, Crown Point

Sean E. Obermeyer
Taft Stettinius & Hollister LLP, Indianapolis

Mark W. Pfeiffer
Harrison & Moberly, LLP, Indianapolis

6 CLE / 6 NLC – Friday, July 21; 9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

– DeFur Voran, LLP, Muncie
– Reiling Teder & Schrier, LLC, Lafayette

– From your home or office computer



Additional Planning Your First Seminars:
Planning Your First Criminal Defense Case – July 21
Planning Your First Personal Injury Case – August 4

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Traumatic Brain Injury Cases, June 29

With more and more people being diagnosed with brain injuries, TBI is a matter that simply cannot be tied to just professional athletes. Information is evolving at a quickening pace regarding the diagnosis, treatment and rehabilitation efforts for TBI survivors. Despite greater awareness than ever, many of these injuries go untreated.

This program is designed to present you with the medical and legal aspects of brain injury litigation, as well as equip you with valuable tools and strategies to help you more effectively represent your clients. It is important that you know what to do when building up a liability or a defense case.


• Concussion Litigation Update

• The importance of coordinating care and treatment with a doctor of physical medicine and rehabilitation (physiatry) in a traumatic brain injury case. Topics will include the “team doctor” approach at coordinating care and treatment of TBI survivors. Such may include, but not be limited to, referrals to neuro optometrists, neuropsychologist, neuro psychiatrists, neurologist and others that are in the care continuum for individuals with brain injury of all types.

• Neuropsychology 101 – Presentation will include, in part, the following:
– Clinical v. Forensic Examinations and limitations to each Ethical quandaries in the Psychological field Neuropsychological Assessment (baseline testing, test batteries, test selection, test environment, test fatigue and test interpretation).
– DSM V Diagnosis

• Types and Mechanisms of Brain Injury as well as the strengths and limitations of imaging and testing in demonstrating brain injury and treatments for brain injury.

• Rehabilitation Robotics

• Life Care Planning in a case involving a traumatic brain injury.
– TBI is a lifelong, ongoing disease process that gets worse, not better over time. It has been demonstrated that the needs of TBI survivors increase and present the risk of developing dementia, Alzheimer’s, Parkinson’s and ALS. As a result, long term needs may come into play as a person gets older and must be taken into account many years before they are realized.

• Ethics In Traumatic Brain Injury Cases


Daniel S. Chamberlain – Co-Chair
Cohen & Malad, LLP, Indianapolis

Michael D. Moon – Co-Chair
Barnes & Thornburg LLP, Indianapolis

Dr. Ryan Cardinal, PT, DPT
Indiana University Health Neuroscience Center, Indianapolis

Shirley A. Daugherty, RN, BSN, CNLCP®, MSCC
Daugherty & Associates, LLC, Muncie

Dr. Tracy D. Gunter, M.D.
IU School of Medicine; IU Robert H. McKinney School of Law, Indianapolis

Dr. Sheryl D. Katta-Charles, M.D.
Indiana University Health / Rehabilitation Hospital of Indiana, Indianapolis

Dr. Polly Westcott, Psy.D.
Clinical Neuropsychologist, Indianapolis


6 CLE / .5 E – Thursday, June 29;  9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

– From your home or office computer


ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Mastering Microsoft Word in the Law Office, May 23

Mastering Microsoft Word in the Law Office, May 23

This class is designed by lawyers, for lawyers!

• Word Formatting Fundamentals
  – Modifying Word’s defaults for use in a law firm or legal department
  – Tips and tricks for navigating long legal documents
  – Building clause libraries using AutoText and Quick Parts
  – Automatic paragraph numbering
  – Indents and tabs
  – Getting the formatting to do exactly what you want

• Advanced Legal Document Topics
  – Headers and footers
  – Page numbering
  – Automatically updating paragraph cross-references
  – Endnotes and footnotes
  – Automatic table of contents
  – Automatic table of authorities

• Tools and Techniques for Negotiating & Revising Documents
  – Document collaboration
  – How to ensure all changes are caught – producing a redline
  – How to consolidate proposed changed from many people into a single document
  – How to handle multiple versions and avoid confusion
  – How to protect confidentiality
  – Locking down a document to protect against further changes
  – Indicating proposed changes on a Word document, a PDF and paper – track changes & other techniques

• Styles: If You Don’t Control Them, They Will Control You
– Eliminate random font changes while editing
  – Copy text from one document to another with perfect formatting
  – De-construct and fix documents which are a complete mess
  – Convert WordPerfect files to Word
  – Create custom formatting tools you can use in every document

• Using Templates to Streamline Your Document Generation
– Create model documents with fill-in fields
  – How to create “public” templates and share them with others on your network

• Macros: Automate Your Word Processing
  – Macros – what they are and when to use them
  – Other automation tools in Word – AutoText, AutoCorrect & Quick Parts
  – Creating and sharing macros
  – Assign macros to toolbar buttons and/or speed-keys

BRING YOUR LAPTOP if you would like to follow along. (Laptop not required)
Sample documents will be available for download in advance so you may follow along in class. Seminar will be taught using Word 2016. The course materials will work with Word 2007, 2010, 2013 and 2016 for Windows.

Are you a Mac user? Please let us know ahead of time. We can send you a Word for Mac 2011 and 2016 manual so you may follow along. Word for Windows and Word for Mac have different interfaces, but they are capable of most of the same things with some exceptions.

Best CLE. Most Useful I’ve Taken – Kara

Great Content, Well Done! – Charles

This Training Class was Outstanding! Lots of Materials. – Margie

Very Happy! I Learned More Than Expected. Written Material is Excellent – Cheri

Presenter was Knowledgeable and Very Entertaining. Great Course! – Diane

A Fabulous Seminar! Thanks to Barron Henley for Empowering Me to Use Word! – Katheryn

Very Informative. Great Seminar for All Levels – Lisa

A Lot of Materials Covered. Enjoyed the Presentation – Lydia

Super Engaging, funny, and Knowledgeable – Julie

Awesome! Mind Blown! Barron is a Great Speaker! — Anonymous

Barron K. Henley, Esq, Partner
Affinity Consulting Group

6 CLE (NLS) – Tuesday, May 23; 9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

Up to 12 hours of your 36 CLE hour requirement can be obtained attending NLS (Non-Legal Subject Matter) seminar. MCLE Rule 29, Section 3(a)

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The Lawyer’s Compass: Character, Ethics & Trust in Modern Legal Practice – May 3

The Lawyer’s Compass: Character, Ethics & Trust in Modern Legal Practice – May 3

Lawyers are different. Our role in society in general, and the legal system in particular, places great responsibility in our hands. Our ethical rules call upon us to exercise that responsibility in a manner that differentiates us positively. Despite this opportunity, our profession suffers from ever declining levels of public perceptions of our value to society and trustworthiness. At the same time, technology and competition threaten professional opportunities.

Our future success and fulfillment resides in learning how to expand trust and confidence in each of us as a practitioner and in our profession in general. Doing so requires a comprehensive review how each of us can harness the power of trust, the key driver in successful relationships, to enhance our personal and professional lives.

The Lawyer’s Compass focuses your attention on the critical interplay between your character and competencies and success in building trust in client relationships. In particular, you will:

* Learn How and Why Trust is the Primary Driver of Success In the Attorney/Client Relationship & in Your Practice

* Discover How Your Character is Derived from Your Values and Actions

* Identify Your Individual Personality Type & How This Guides Your Actions Daily

* Walk-through a Comprehensive Review of the Model Rules of Professional Conduct to Uncover its Inherent System of Values & Aspirations

* Learn Professional Competencies That Will Help You Quickly Build Trust in Client Relationships

* Explore How We Derive Congruence, Satisfaction and Contentment in Legal Practice

* Build Your Own Professional Compass to Guide Your Efforts in Building Future Persona & Professional Fulfillment and Success

* Take an Opportunity to Reflect on How to Become “The Aspirational Lawyer”

John E. Moore
Law Offices of John E. Moore, III, PLLC, Vero Beach, FL

John Moore is a faculty member of the Professional Education Group and is one of those people who you just enjoy spending time with. He is passionate about his life, his work and the help that he can provide to lawyers from all areas of practice. He is a high energy, funny, smart and talented teacher. John’s knowledge is practice-proven. He is a principal in the Law Offices of John E. Moore, III in Vero Beach, Florida, where he maintains an active estate planning practice. He is also an actively licensed CPA.

* Maybe the best CLE I’ve attended in 38 years of practice. Brilliant use of visuals, examples & outside works to prompt useful self-examination.

* Very engaging & enjoyable! You can tell Mr. Moore knows his subject matter & is a well-researched, charismatic presenter.

* I could not believe that a single presenter could hold our attention particularly on this subject. I was wrong. John did it.

* Thank you for taking the time to prepare & present this excellent seminar. One of the best that I have attended.



6 CLE / 6 E – Wednesday, May 3; 9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

– May Oberfell Lorber Law Office, Mishawaka
– Taft Law Office, Indianapolis
– Ice Miller Law Office, Indianapolis

– From your home or office computer

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