Tag Archive | "Estate Planning"

2017 Year in Review – Dec. 5-6

DAY 1 TOPICS:
Welcome and Introduction
– Alan M. Hux, Program Chair

Ethics Law Update
– Charles M. Kidd & Kevin P. McGoff

Constitutional Law Update
– Kenneth J. Falk

Tort Law Update
– Roy T. Tabor – Plaintiff Perspective
– Thomas Rosta – Defense Perspective

Income Tax Update
– Richard L. Bartholomew

Data Breach & Cybersecurity Liabilities
– William C. Wagner

Unmanned Aircraft Systems / Drone Liabilities
– Richard S. Pitts

The Expungement Process
– Michael J. Bruzzese

Criminal Law Update
– Maureen T. Keefe

DAY 2 TOPICS:
Insurance Law Update
– John C. Trimble

Family Law
– Andrew Z. Soshnick

Employment Law Update
– Stephanie Jane Hahn

Recent Developments in Estate Planning
– Todd I. Glass

Elder Law Update
– Robert W. Fechtman

Recent Developments in Real Estate Law
– Andrew B. Buroker

Bankruptcy Law Update
– Thomas P. Yoder
______________________

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

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

Michael J. Bruzzese
Paganelli Law Group, Carmel, 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

Todd I. Glass
Fine & Hatfield, Evansville, 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

Richard S. Pitts
Arlington / Roe & Co., Indianapolis

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

William C. Wagner
Taft Stettinius & Hollister LLP, Indianapolis, IN

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

2017 YEAR IN REVIEW
12 CLE / 1 E – Tuesday & Wednesday, December 5-6
9:00 A.M. – 4:45 P.M. Both Days

LIVE IN-PERSON SEMINAR
– Ritz Charles, Carmel

LIVE GROUP WEBCASTS
– Bingham Greenebaum Doll, Evansville (Central Time)
– Grand Wayne Center, Fort Wayne
– Taft Stettinius & Hollister, Indianapolis
– ICLEF Conference Facility, Indianapolis
– Blue Chip Hotel & Casino, Michigan City
– DeFur Voran, Muncie

LIVE INDIVIDUAL WEBCASTS
Day 1 -or- Day 2  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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The Survivors Guide to Everyday Estate Planning Practice – Nov. 2

TOPICS:
The Wonderful World of Wills:
Knowing How & When to Use Wills for Everyday Estate Planning

Untangling the Myths of Trusts:
Best Practices in Recommending & Drafting Commonly Used Trusts

Everyday Estate Planning Roundtable –Wills vs. Trusts?:
Wills v. Trusts, & Other Current Topics in Everyday Planning Practice (including a Question & Answer Session)

The Medicaid & Long Term Planning Maze:
Identifying When Clients May Need More than the Simple Estate Plan

Dealing with the Impaired/Incapacitated Client:
How to Ethically Identify, Deal with & Manage Impaired/Incapacitated Clients

Putting on the Finishing Touches to the Estate Plan:
Drafting & Using Powers of Attorney, Living Will Declarations & Health Care Proxy Documents
___________________

FACULTY:
Jeanette C. Kassebaum – Chair
Attorney At Law, Fishers, IN

Mary J. Hoeller, R.N., J.D., NCG
Indianapolis, IN

Mark W. Holwager
Holwager & Holwager, Attorneys at Law, P.C., Beech Grove, IN

Kimberly A. Jewell
Holwager & Holwager, Attorneys at Law, P.C., Beech Grove, IN

Arlene Kline
Law Office of Arlene Kline, Indianapolis, IN

Steven C. Robinson
Robinson Wolenty & Young, LLP, Indianapolis, IN

Julia S. Weaver, J.D., LL.M.
Director, Family Office Services & The Trust Company of Oxford,
Oxford Financial Group, Ltd., Carmel, IN

___________________

The Survivors Guide to Everyday Estate Planning Practice
6 CLE / 1 E – Thursday, November 2

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

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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

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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

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