Advanced Mergers & Acquisitions – Nov. 3

TOPICS:
• Hot Topics & Recent Developments

• Information Exchanges & Transition Planning

• Tax & Structuring Issues

• Working Capital & Earnouts

• Representations & Warranties

• Indemnification

• Employment Considerations
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FACULTY:
David W. Barrett, Co-Chair
Faegre Baker Daniels LLP, Indianapolis

Mallory S. Korpalski, Co-Chair
Faegre Baker Daniels LLP, Indianapolis

Tami A. Earnhart
Ice Miller LLP, Indianapolis

Kathy L. Osborn
Faegre Baker Daniels LLP, Indianapolis

Timothy J. Riffle
Barnes & Thornburg LLP, Indianapolis

Bradley W. Schwer
Taft Stettinius & Hollister LLP, Indianapolis

Richard J. Thrapp
Ice Miller LLP, Indianapolis
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ADVANCED MERGERS & ACQUISITIONS
6 CLE / 1 E – Friday, November 3
9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCASTS
– May Oberfell Lorber, Mishawaka
– Ice Miller, Indianapolis
– Taft Stettinius & Hollister, Indianapolis

LIVE INDIVIDUAL WEBCAST
– From your home or office computer

VIDEO REPLAY SEMINARS
– Available after Live Seminar date

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Federal Estate Tax & Post Repeal Indiana Inheritance Tax Primer – Oct. 6

Federal Estate Tax & Post Repeal Indiana Inheritance Tax Primer – Oct. 6

TOPICS:
• Federal Estate Tax Return Preparation-Taxable Estate

• Federal Estate Tax Return Preparation-Electing Portability

• Indiana Inheritance Tax-Post Repeal

• IRS Form 8971/Stepped-Up Basis Rules
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FACULTY:
Benjamin T. Ballou – Chair
Hodges & Davis P.C., Merrillville

Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis

James W. Martin
Martin & Martin, Merrillville

Sara E. Smith
Sara E Smith CPA, Greenwood
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Federal Estate Tax & Post Repeal Indiana Inheritance Tax Primer
3 CLE / 3 CPE – Friday, October 6: 9:00 A.M. – 12:15 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCAST
– Taft Stettinius Hollister, Indianapolis

LIVE INDIVIDUAL WEBCAST
– From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Law Practice Succession and Retirement Planning – Sept. 21

Law Practice Succession and Retirement Planning – Sept. 21

TOPICS:
Laying the Groundwork: Preparing for Succession Planning & Retirement
• Factors that motivate law practice succession planning
• Developing a plan
• Considerations for the 1-2 attorney office
• Challenges faced by the smaller firm in developing a succession plan
• Considerations / Characteristics to look for in an attorney to take over your practice
• Considerations for a law practice in a smaller community
• Considerations for a law practice in a larger / more urban community
• Determining the value of a law practice
• Practical considerations when contemplating retiring from the practice of law
• Preparing Your clients for your retirement
• Preparing your firm for your retirement

Law Practice Succession Planning
• What is law practice succession planning?
• Why is law practice succession planning needed?
• What are the driving forces in law practice succession planning?
• What are the restraining forces in law practice succession planning?
• What options do you have?
• Developing a succession plan for your practice
• What to plan for in the event of you becoming disabled
• Essential legal documents in law practice succession planning – Letter of intent (LOI) – Buy/Sell contractual agreement Valuation of Law Practices
• Does your law practice have any value?
• What factors need to be considered when valuing a law practice? Ethical Issues in Law Practice Succession Planning
• What ethical issues are involved in law practice succession planning?
• What specific Rules of Professional Conduct have an impact on law practice succession planning?
• What are the ethical requirements of Rule 1.17 of the Rules of Professional Conduct regarding the sale of a law practice?
• How does Rule 23 of the Indiana Rules for Admission to the Bar and the Discipline of Attorneys address the issues of attorney disability and attorney surrogates? Financial Planning for Retirement
• How much do you need when you retire?
• Basics of Social Security, Medicare, Medicare Advantage/Supplement Insurance and Long-Term Health Insurance
• Retirement planning – IRAs, 401(k)s, investments

FACULTY:
Donald R. Hopper – Chair
Hopper Legal Consulting Services & Harrison & Moberly, LLP, Indianapolis, IN

Aline F. Anderson
Aline F. Anderson, LLC, Indianapolis, IN

Jason S. Gray
Aline F. Anderson, LLC, Indianapolis, IN

Jeffrey B. Kolb
Kolb Roellgen & Kirchoff LLP, Vincennes, IN

Kameron H. McQuay
Blue & Co., LLC, Indianapolis, IN

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

Ted A. Waggoner
Peterson Waggoner & Perkins, LLP, Rochester, IN

Warren A. Ward
WWA Planning & Investments, Columbus, IN

Gordon D. Wishard
The Mediation Group LLC, Indianapolis, IN

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LAW PRACTICE SUCCESSION & RETIREMENT PLANNING
6 CLE / 1 E – Thursday, September 21: 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

VIDEO REPLAY SEMINARS
– Available after Live Seminar date

ICLEF • Indiana Continuing Legal Education Forum, Indianpolis, IN

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Writing to Win: Results-Oriented Writing for Busy Litigators – Sept. 15

Writing to Win: Results-Oriented Writing for Busy Litigators – Sept. 15

A National Speaker Seminar

Success in legal practice demands writing skills that combine precision, persuasion, and the ability to make yourself understood quickly. You have to get to the point clearly and concisely-or risk losing clients. Nationally acclaimed lecturer and author Steven D. Stark, known for his witty and engaging style, will share with you dozens of everyday useful hints to help you write to win. This  course will show you how to become a more effective, persuasive writer of everything from routine correspondence to appellate briefs, and get the results you want. The fast-paced format combines lectures, class exercises, discussions, and a good dose of humor to make the course practical, focused-and fun. Past audiences have agreed that Steven Stark kept their interest for every minute of the class!

What the seminar will cover:
• The four keys to better argument
• Ethics and professionalism of legal writing
• Using narrative, facts, and the hallmarks of creative writing to make better arguments
• Affidavit, complaint, and discovery drafting
• Special factors in technical and litigation writing
• Writing better demand letters
• Oral argument from a writer’s perspective
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National Speaker:
Steven Stark
A graduate of Harvard College and Yale Law School, Steven Stark has taught hundreds of writing and speaking courses to law firms, corporations, and government agencies. Steven is also the author of four books and one e-book. He has been a commentator for CNN, National Public Radio, and the Voice of America, as well as a columnist for the Boston Globe and Montreal Gazette.

A former Lecturer on Law at Harvard Law School, he has a vast background in the fields of legal writing, communication, & inter-cultural studies.

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Writing to Win: Results-Oriented Writing for Busy Litigators
A NATIONAL SPEAKER SEMINAR
3 CLE / .5 E – Friday Afternoon, September 15
1:15 P.M. – 4:30 P.M.

LIVE IN-PERSON ONLY SEMINAR
– ICLEF Conference Facility, Indianapolis

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Come Early for the Morning Seminar and Save on Both Seminars!

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Legal Writing in a Smartphone Age
A NATIONAL SPEAKER SEMINAR
3 CLE / .5 E – Friday Morning, September 15
9:00 A.M. – 12:15 P.M.

LIVE IN-PERSON ONLY SEMINAR
– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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