Tag Archive | "Estate Planning"

Planning Your First Estate Plan – July 21

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!
_______________________

TOPICS:
• 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
_______________________

FACULTY:
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
_______________________

PLANNING YOUR FIRST ESTATE PLAN
6 CLE / 6 NLC – Friday, July 21; 9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

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

LIVE INDIVIDUAL WEBCAST
– 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

Posted in Highlighted Seminars0 Comments

120 Hot Tips in Estate, Trust & Probate Practice, Dec. 21

5 TIPS ON…
• Scary Probate & Trust Litigation Engagements
• Non-Probate Property
• Planning for Medicaid
• High Net Worth Clients
• Guardianship Disputes
• Claims
• Estate Tax
• End of Life Choices
• “Farrrago”
• Estate Administration
• Drafting Recommendations
• Estate Plans in Divorce
• Fiduciary Income Tax
• Powers of Attorney
• Qualified Plans
• Business Succession
• Discretionary Distribution Provisions
• The ABLE Act
• Basic Reporting Rules
• Valuation Discounts
• Will & Trust Litigation
• Interviewing the Client
• 5 Cases of Note
• From the Bench
__________________________________

FACULTY:
Curtis E. Shirley – Chair
Law Office of Curtis E. Shirley, Indianapolis, IN

Hon. Steven R. Eichholtz
Marion Superior Court, Probate Division, Indianapolis, IN

Kevin M. Alerding
Ice Miller LLP, Indianapolis, IN

John A. Cremer
Cremer & Cremer, Indianapolis, IN

Ellen M. Deeter
Of Counsel, Dale & Eke Professional Corporation, Indianapolis, IN

Peter H. Donahoe
Donahoe Irvin PC, Carmel, IN

Robert W. Elzer
Faegre Baker Daniels LLP, Indianapolis, IN

Kent Emswiller
Emswiller, Williams, Noland & Clarke, PC, Indianapolis, IN

Sean J. Fahey
Hall, Render, Killian, Heath & Lyman, P.C., Indianapolis, IN

Robert W. Fechtman
Fechtman Law Office, Indianapolis, IN

Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Carmel, IN

Jarrell B. Hammond
Lewis Wagner, LLP, Indianapolis, IN

Brian C. Hewitt
Alerding Castor Hewitt LLP, Indianapolis, IN

Jack G. Hittle
Church Church Hittle & Antrim, Noblesville, IN

Ronald M. Katz
Katz & Korin, PC, Indianapolis, IN

Richard O. Kissel, II
Taft Stettinius & Hollister LLP, Indianapolis, IN

Arlene Kline
Law Office of Arlene Kline, Indianapolis, IN

Beth W. McIntire
The National Bank of Indianapolis, Indianapolis, IN

Jessica L. Merkel
Bunger & Robertson, Bloomington, IN

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

James A. Reed
Bingham Greenebaum Doll LLP, Indianapolis, IN

Shawn M. Scott
Hall Koehler P.C., Indianapolis, IN

Tamatha A. Stevens
Stevens & Associates, PC, Indianapolis, IN

John D. Wilson
Attorney, Indianapolis, IN

Robert W. York
Robert W. York & Associates, Indianapolis, IN
________________________________

120 HOT TIPS IN ESTATE, TRUST & PROBATE PRACTICE
6 CLE – Wednesday, December 21, 9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCAST
– Reiling Teder & Schrier Law Office, Lafayette

LIVE INDIVIDUAL WEBCAST
– From your home of office computer

VIDEO REPLAY SEMINARS
– Available statewide after Live Seminar date

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

Posted in Highlighted Seminars0 Comments

2016 Year in Review – Started, Walk-ins Welcomed!

DAY 1 TOPICS:
• Ethics Law Update
• Constitutional Law Update
• Tort Law Update
• Income Tax Update
• Family Law Update
• Insurance Law Update
• Criminal Law Update

DAY 2 TOPICS:
• Environmental Liability and Landowner Protections
• Recent Developments in Estate Planning
• Employment Law Update
• Elder Law Update
• Fair Debt Collection: Tips, Pitfalls, and Strategies
• Recent Developments in Real Estate Law
• Bankruptcy Law Update
__________________________

FACULTY:
Alan M. Hux – Program Chair
Taft Stettinius & Hollister LLP, Indianapolis, IN

Richard L. Bartholomew
Girardot, Strauch & Co, Lafayette, IN

Reynold T. Berry
Rubin Levin, Indianapolis, IN

Andrew B. Buroker
Faegre Baker Daniels LLP, Indianapolis, IN

Kenneth J. Falk
American Civil Liberties Union of Indiana, Indianapolis, IN

Robert W. Fechtman
Fechtman Law Office, Indianapolis, IN

David Guevara
Taft Stettinius & Hollister LLP, Indianapolis, IN

Stephanie Jane Hahn
Attorney At Law, Indianapolis, IN

Maureen T. Keefe
Attorney at Law, Carmel, IN

Charles M. Kidd
Indiana Supreme Court Disciplinary Commission, Indianapolis, IN

Kevin P. McGoff
Bingham Greenebaum Doll LLP, Indianapolis, IN

Amy Deno Nowaczyk
O’Drobinak & Nowaczyk, P.C., Schererville, IN

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

Thomas E. Rosta
Metzger Rosta LLP, Noblesville, IN

Andrew Z. Soshnick
Faegre Baker Daniels LLP, Indianapolis, IN

Roy T. Tabor
Tabor Law Firm, LLP, Indianapolis, IN

John C. Trimble
Lewis Wagner, LLP, Indianapolis, IN

Thomas P. Yoder
Barrett & McNagny LLP, Fort Wayne, IN
__________________________

2016 YEAR IN REVIEW
12 CLE / 1 E – Tuesday – Wednesday, December 6-7
9:00 A.M. – 4:30 P.M. (Both Days)

LIVE IN-PERSON SEMINAR
– Ritz Charles Meeting Facility, Carmel

LIVE GROUP WEBCASTS
– EVANSVILLE – RhineErnst LLP Law Office
– FORT WAYNE – Grand Wayne Center
– INDIANAPOLIS – Ice Miller Law Office
– INDIANAPOLIS – Taft Law Office
– INDIANAPOLIS – ICLEF Conference Facility
– MICHIGAN CITY – Blue Chip Hotel & Casino
– MISHAWAKA – May Oberfell Lorber Law Office  (Sold Out)
– MUNCIE – DeFur Voran Law Office

LIVE INDIVIDUAL WEBCASTS
Day 1   -or-   Day 2      – From your home or office computer

VIDEO REPLAY SEMINARS
– Available statewide after Live Seminar date

 

ICLEF • Indiana Continuing Legal Education Forum

Posted in Blog, Sale/Featured Items0 Comments

Valuation Resources & Guidance for Attorneys with Clients Owning Business Interests, Nov. 9

An advanced, interactive, business valuation presentation focusing on issues confronted by attorneys with clients owning business interest(s). The program will include a moderated three member panel of legal experts discussing issues relating to general corporate law, ownership transactions (stock and asset), estate and gift tax, & shareholder disputes.

OBJECTS:
* Understanding Differences in Value Basic Mechanics of Business Appraisal
* Valuation in dissent and shareholder oppression Value Drivers
* Role of Business Appraisal in Exit Planning
* Effective engagement, use, and support of valuation experts

Understanding Differences in Value
* How are businesses valued
* Income Approach: discounted cash flows vs. capitalized cash flows
* Discount and Capitalization Rates
* Market Approach: Guideline Transaction Method and Guideline

Public Company Method
* Asset Approach

Basic Mechanics of Business Appraisal
* Costs of Equity, Costs of Debt, and Weighted Average Costs of Capital
* Financial Statements, the balance sheet, and the income statement
* Ratio Analysis

Appraisal & Report Types
* Calculations, limited appraisals, and complete appraisal
* When is an appraisal warranted
* Other assignments: appraisal review, fairness opinions, solvency opinions, feasibility studies
* Oral, restricted use, and comprehensive reports
* When appropriate, when not
* Independence versus advocacy
* When appropriate, when not
* Appraisers as consultants versus fact witness
* Controversial issues among appraisers/ subjective issues
* Best practices among appraisers
* Costs and engagement considerations

Value Driver
* What creates value
* Personal goodwill versus enterprise goodwill
* Other considerations,
* Value is Incremental and Value Changes with Time
* Synergistic versus strategic inventors

Role of Business Appraisal In Exit Planning
* Common Questions and issues of shareholders wanting to leave the business
* Standards of Value
* Types of Exit Strategies
* General valuation inclination per exit strategy
* Valuation Approaches
* Control Premiums and liquidity/minority discounts
* Transaction Funding

Shareholder Dissent, Oppression, and Appraisal Remedies
* Shareholder dissent
* Shareholder oppression
* Statutory Fair Value
* Continuing torts and other measures of damages
* Reporting and testimony considerations

Considerations in Litigation (Faculty Panel)
* Defining the engagement, date of valuation, and standard of value
* Discovery and time line
* Who is the client
* Attorney work product privilege
* The appraisal report, use, and opposing discovery
* Other supporting accounting, tax, and appraisal discipline experts & evidence relied upon by appraiser
* Opposing experts: do’s and do not’s
* Supporting the experts testimony at trial
* Cost considerations
_______________________________

FACULTY:
David A. Maschino, ASA, Chair
Lighthouse Advisors, Inc., Indianapolis, IN

George G. Cassiere, ASA, CFA
PACE Financial Group, Fishers, IN

Christopher C. Hirschfeld, ASA, MBA
Somerset CPA’s & Advisors, Indianapolis, IN

Robert C. Schlegel, ASA, MCBA
Houlihan Valuation Advisors, Indianapolis, IN

Brian A. Eagle
Eagle & Fein, P.C., Indianapolis, IN

Michael E. Millikan
Ice Miller LLP, Indianapolis, IN

William M. Pope
Barnes & Thornburg LLP, Indianapolis, IN
_______________________________

VALUATION RESOURCES & GUIDANCE FOR ATTORNEYS
WITH CLIENTS OWNING BUSINESS INTERESTS
4 CLE / .5 E – Wednesday, November 9
9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCASTS
– Reiling Teder & Schrier Law Office, Lafayette
– Ice Miller Law Office, Indianapolis

LIVE INDIVIDUAL WEBCAST
– From your home or office computer

Posted in Highlighted Seminars0 Comments