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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Shoulders-Award

Pat Shoulders Receives ICLEF’s Highest Honor

On the evening of July 26, 2017, ICLEF President Marsha Volk Bugalla presented Evansville attorney Patrick A. Shoulders (Partner, Ziemer Stayman Weitzel & Shoulders LLP) the esteemed Excellence In Continuing Legal Education award on behalf of the ICLEF Board of Directors. The celebration occurred as part of the Board’s annual dinner meeting.

Joining Pat that evening were his wife, Lisa, along with former Excellence in CLE award winner Judge Melissa S. May and her guest, David Kent. The award carries with it a tremendous honor, as very few have received it. The inscription on the award reads as follows:

For being one who has actively participated and worked to enhance the quality and professionalism of continuing legal education in the State of Indiana, and

In gratitude for the efforts of innovative leadership and the pursuit of excellence in continuing legal education…and be it further known that this jurist is hereby accorded the distinctive recognition and has the admiration of this organization and the attorneys of the State of Indiana that comprise its membership.

Pat has been a loyal friend and extremely talented faculty instructor of ICLEF for over 30 years. His gifts of charisma, uncanny humor, and a pure passion for teaching have always brought an unparalleled energy to the programs which he participated on as either instructor or chair.

A graduate of the Indiana University Robert H. McKinney School of Law in Indianapolis, Pat was admitted to the Indiana Bar in 1978. He began his work with ICLEF in the 1980s, and became a fixture in trial and litigation curriculums by 1990. One of his more well-known highlights came in 1996 when he portrayed the fictional character “Dewey C. Howe” in ICLEF’s production of The Trial of John Wilkes Booth during the 100th Anniversary celebration of the ISBA. Shoulders’ character, Howe, was a stagehand who worked behind the scenes of the famous Ford Theater in Washington, D.C. The catch phrase of “bushy” (boooshay) became legendary during that production, as Howe described the hair of a stranger that he had observed in the darkness of the theater during the play that President Abraham Lincoln attended on the evening he was shot by John Wilkes Booth.

In addition to numerous other litigation and appellate programs, for the past 20 years Pat has served as one of the co-chairs for ICLEF’s Trial Advocacy Skills College, or “Trial Camp.” Each year he gives the participants nicknames based on how he perceives them to be seen through the eyes of the jury, as well as their personality, characteristics and tendencies. It is not unusual to receive thank you letters from past participants of the program, and they often include their nickname that Pat gave to them under their signatures.

In doing all of these things, Pat has successfully been able to orchestrate a harmonious balance between his practice, family life, as well as serving as one of IU’s Trustees. Those that are familiar with Pat know that he has never met a microphone he doesn’t like. Pat lives for the moment, and still brings that gregarious nature to every ICLEF program he is on. Seminars light up when Pat enters the room – and although you never completely know what is coming next, it was always memorable.

Congratulations, Pat, from all of us at ICLEF!

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Past Excellence in CLE Award Recipients:

Chief Justice Randall T. Shepard (retired)
Indiana Supreme Court

Honorable Melissa S. May
Indiana Court of Appeals

Robert C. Beasley
Muncie

Richard S. Pitts
Indianapolis

Andrew C. Mallor
Bloomington

Thomas R. Lemon
Warsaw

MaryEllen Kiley Bishop
Indianapolis

Michael P. Bishop
Indianapolis

John M. O’Drobinak
Crown Point

Alan M. Hux
Indianapolis

Linda K. Meier
Greenwood

Mark W. McNeely
Shelbyville

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