The Estate Planning Trilemma: Trusts vs. Wills vs. TOD Property – Feb. 18

6 CLE – 1.5 E – Thursday, February 18, 2016   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

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

James W. Martin
Martin & Martin, Merrillville

Topics:
I. Comparison of Revocable Living Trusts, Wills and TOD Accounts
• Execution
• Contest
• Attorney Fees
• Fiduciary Fees
• Real Estate Exemptions
• Creditors
• Standard of Performance
• Distributees
• Asset Transfer
• Jointly Held Assets
• Privacy
• Conflict of Interest
• Final Distribution
• Incapacity
• Bond Protection
• Income Tax Reporting
• Spousal Election
• Supplemental Documents
• Asset Ownership
• Ancillary Administration
• Decline to Accept

II. TOD Estate Planning Forms

III. Planning for the LGBT Community & Waiver of Conflicts of Interest

IV. The Modified Plan & the Ability to Contact a Successor Trustee V. Special Problems

 

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

Posted in Sale/Featured Items0 Comments

Jump Start 2016 with ICLEF!

All we do is smart, relevant & convenient CLE programming. And, we’ve been doing that for over 52 years! Below is a list of our upcoming CLE seminars to start your year right.

_____________________________________

Getting “Witte” with Ethics -1 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

_____________________________________

Digital Assets in Estate Planning & at the Death of a Client – 1 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. (Coming Soon)

_____________________________________

Dealing with the Nightmare: Advising Clients on Data Breaches – 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. (Coming Soon)

_____________________________________

Patent Searches for General Practitioners – 1 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. (Coming Soon)

_____________________________________

Protecting Your Elder Clients Against Scams, Identity Theft & Other Consumer Fraud – 1 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. (Coming Soon)

_____________________________________

Relevant Federal Decisions in IP You Should Know – 1 CLE
Friday, February 5, 2016  12:15 P.M. – 1:15 P.M.

While these decisions may not have grabbed headlines or in-depth news coverage, they are nonetheless worth noting and discussing among those who practice in the area of intellectual property. Jeffrey T.G. Kelsey (Barnes & Thornburg) will bring you up to speed on those federal cases that help provide insight into this area of law and its direction. A great presentation to get caught up on relevant IP issues this past year.

Live In-Person Seminar: ICLEF Conference Facility, Indianapolis
Live Individual Webcast: From your home or office computer

_____________________________________

Wine Law: Direct Shipping in the Post-Granholm Decision – 1 CLE
Wednesday, February 10, 2016  12:15 P.M. – 1:15 P.M.

Join IU Maurer School of Law Professor Alex Tanford for an update on direct shipping of wine to consumers from wineries following the Granholm decision.

Live In-Person Seminar: ICLEF Conference Facility, Indianapolis
Live Individual Webcast: From your home or office computer

_____________________________________

An Overview of Patent Ownership Issues,
Including Assignments, Licenses & Other Agreements
– 1 CLE
Friday, February 12, 2016   12:15 P.M. – 1:15 P.M.

While filing for a patent can be difficult all by itself, determining ownership of the patent and drafting a proper agreement to protect the appropriate parties is another challenge. One of the more common issues that needs to be resolved is ownership. Who owns the invention or patent? A company may believe that it owns the rights, however a review of the law reveals that this may not be the case.

Our presentation will examine patent ownership issues and agreements, including discussion of assignments, licenses and other elements involved in the process.

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

 

Posted in Blog, Sale/Featured Items0 Comments

All Day Ethics! Your Last Chance for CLE – December 31

This is your last opportunity to get your CLE and Ethics hours for the year! Come see a video replay of some of the best ethical discussions of 2015 throughout the day at the ICLEF Conference Facility.

You may register for as many hours as you need for up to 8 CLE/8 Ethics hours from 9 A.M. to 5 P.M. on New Year’s Eve. ICLEF provides eight of our best ethics discussions from the past year conveniently available for you to finish the year in compliance with your annual CLE requirements. Finish your year on the right track and join us some of the day or all day for All Day Ethics…

ALL DAY ETHICSTM
up to 8 CLE / 8 E – Thursday, December 31,  9:00 A.M. – 5:00 P.M.

IN-PERSON SEMINAR ONLY
– ICLEF Conference Facility, Indianapolis

CLE credit cannot be certified for portions of the program already viewed by the attendee.

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

Posted in Sale/Featured Items0 Comments

Notes on Negotiations: Kids Can Benefit From Negotiation Concepts

Notes on Negotiations
By Marty Latz, Latz Negotiation Institute

“I feel so committed to my client that I have a really hard time being objective and analytical in my negotiations on their behalf,” a lawyer told me recently. “I really take things personally. What should I do?”

Several months ago I did a 30-minute presentation before a very intimidating group – my son’s 4th grade class. My goal? Help them learn one or two crucial negotiation concepts and make my son proud (or at least not embarrassed.)

While negotiation is a fundamental business skill, its concepts also apply to how children interact and socialize with each other. It also, of course, applies to how parents and kids communicate.

In fact, a recent New York Times article, “Teaching Social Skills to Improve Grades and Lives,” described a new study that found social skills of kindergartners that included: “cooperates with peers without prompting”; “is helpful to others”; “is very good at understanding feelings”; and “resolves problems on own” were predictive of a whole host of successful outcomes 13 to 19 years later.

So what should we be teaching our kids to help them learn and use these skills? Here are three, each of which parents – as an impactful parenting tool – should model for and with their kids.

1: Focus on interests – ask why
Good problem-solving skills always involve finding out the individuals’ interests underlying the problem. Don’t just find out what they want but why they want it.

I asked my son’s class to pick something they wanted from their parents and tell me how they tried to get it. While one kid tongue-in-cheek said he “extorts” things from his parents (a form of leverage, right?), one girl said she and her siblings wanted to go to Disneyland.

What did her parents do? They took a jar and marbles and each time a kid did a good deed or exhibited particularly positive behavior they put a marble in the jar. Once the jar was full, they would go to Disneyland.

This system satisfied the kids’ interests – having fun at Disneyland – while also satisfying their parents’ interests – ensuring their kids behaved really well.

The best way to help kids focus on interests is to encourage them to explore why they or their friends want something. Why is it important to not call someone names or to not cut in line? Why shouldn’t John always play quarterback during lunchtime football games?

They should also explain “why” if they want something – I want this app because it will help me learn the presidents’ names and we’re going over this in school.

I tell our kids “why” is the magic question in the negotiation world.

Ask and listen
The Greek philosopher Epictetus almost 2000 years ago said “we have two ears and one mouth so that we can listen twice as much as we speak.” This is great advice. Encourage your kids – especially the more talkative ones – to listen more.

Suggest they ask more questions, too. Effective negotiators ask twice as many questions as others.

Negotiation and problem-solving is more about asking and listening than arguing and persuading.

Brainstorm solutions with them
Each Friday, during what they called Community Builder time, my son’s class would address a list of issues or problems someone had experienced that week and that they had written down. They would a) explore the issue and interests involved through questioning and listening, b) brainstorm possible solutions, and c) vote on the best solution.

I like this exercise because it emphasizes the above strategies and involves and empowers the students to take an active role in finding a beneficial solution that satisfies all their interests, including the teacher’s.

It also helps the students understand how it feels to be in another student’s shoes, a crucial problem-solving skill.

Of course, exercises like this must be age appropriate, and parents and teachers sometimes have to set policies and enforce them like a “benevolent dictator,” as my Dad used to say.

But exercises like this will help create the great negotiators of tomorrow.

Latz’s Lesson: Helping kids explore interests, ask and listen more, and brainstorm their own solutions will lead to effective problem-solving skills for kids’ – and for life’s – negotiations.

Note: This column includes insights from 10-year-old Jason Latz.

______________________________________________________________________

Marty Latz is the founder of Latz Negotiation Institute, a national negotiation training and consulting company, and ExpertNegotiator, a Web-based software company that helps managers and negotiators more effectively negotiate and implement best practices based on the experts’ proven research.  He is also the author of Gain the Edge! Negotiating to Get What You Want (St. Martin’s Press 2004). He can be reached at 480-951-3222 or Latz@ExpertNegotiator.com

Marty will be Live In-Person here at the ICLEF Conference Facility, November 13. To learn more about Gain the Edge: Negotiation Strategies for Lawyers or to registerClick Here.

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

Posted in Negotiation/Mediation Blog, Sale/Featured Items0 Comments

Having trouble logging in?Visit our Support section.

Subscribe

Contact Us

ICLEF
230 East Ohio Street
Suite #300
Indianapolis, Indiana 46204
Phone: 317-637-9102
Fax: 317-633-8780
E-mail: iclef@iclef.org