Tag Archive | "Estate Planning"

All Day Ethics – Dec. 29

Friday, December 29, 2017 is the absolute last day to obtain your in-person CLE and Ethics hours for the year! If you have not had the opportunity to squeeze those hours in, ICLEF can help. We will be here all day on the 29TH showing Video Replays of some of the best ethical discussions of 2017.

The video presentations are conveniently set up for you to attend at any time during the day. We will be showing one hour ethical segments from our most popular seminars produced this year.

Stop by on December 29TH. We’ll be here!

If you can’t make it Dec. 29TH and need CLE before Dec. 31ST try ICLEF On Demand Seminars at ICLEF.org – Fast & Convenient! (You may obtain up 9 of your 36 CLE hours through ICLEF On Demand Seminars)

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

8:30 A.M.    Registration Opens

9:00 A.M.    Liar, Liar: What to Do When Your Client Lies
                       – Paul A. Leonard, Jr.
                       1 CLE / 1 E – From: 15th Annual Family Law InstituteTM, Oct. 2017

10:00 A.M.   Avoiding the Estate Planning “Blue Screen of Death” with Competent
                      & Ethical Practices
                       – Professor Gerry W. Beyer
                       1 CLE / 1 E – From: 44th Midwest Estate Tax & Business Planning Institute, June 2017

11:00 A.M.   Ethical Pitfalls of Joint Representation
                       – Ryan M. Hurley
                       1 CLE / 1 E – From: Business Litigation: It’s a Team Sport, Feb. 2017

12:00 P.M.   What Every Elder Law Attorney Should Know About Alzheimer’s
                      Disease: Ethical Responsibilities in Dealing with the Incapacitated Client
                       – Dr. Mary Guerriero Austrom, PhD
                       1 CLE / 1 E – From: Elder Law Institute, Oct. 2017

1:00 P.M.     Ethical Issues in Law Practice Succession Planning
                       – Ted A. Waggoner
                       1 CLE / 1 E – From: Law Practice Succession & Retirement Planning, Sept. 2017

2:00 P.M.    Risk Management: The Road Map to a Better Practice
                       – Christian A. Stiegemeyer
                      3 CLE / 3 E – From: Risk Management: The Road Map to a Better Practice, Nov. 2017

5:00 P.M.    Program Adjourns


ALL DAY Ethics 2017
Friday, December 29, 2017
9:00 A.M. – 5:00 P.M.
up to 8 CLE / 8 E

– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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120 Hot Tips in Estate, Trust & Probate Practice – Dec. 20

Here’s the formula for this enjoyable program: 24 presenters x 5 tips each = 120 Hot Tips in Estate, Trust and Probate Practice!

Don’t miss this popular, rapid-fire program, Chaired by Curtis E. Shirley, that brings you a wealth of valuable information packed into one convenient six hour program. Each presenter brings you 5 Hot Tips on their subject.

5 Tips on The Dos and Don’ts of Will Preparation and Execution
5 Tips on Non-Probate Property
5 Tips on Just What Can You Do In Florida?  (Without a Florida Law License)
5 Tips on High Net Worth Clients
5 Tips on Business Exit Planning
5 Tips on the Duty to Account & Provide Information to Beneficiaries
5 Tips on Indiana’s ABLE Act
5 Tips on Estate Planning for Medicaid Benefits
5 Tips on Planning Considerations for Children Conceived After Death
5 Tips on Special Needs Trusts
5 Tips on Retirement Plans related to LTC, SNT, VA & Medicaid
5 Tips on Business Succession
5 Tips on Administrative Rule 9 in Probate Matters
5 Tips on “Farrago”: A Little Bit About A Lot!
5 Tips on Estate Administration
5 Tips on Estate Tax
5 Tips on Contested Guardianships
5 Tips on Estate Plans During & After Divorce
5 Tips on Designing Directed Trustee & Trust Protector Provisions
5 Tips on Creditor Notice & Claims
5 Tips on Will & Trust Drafting for Charitable Giving
5 Tips on Rights of Surviving Spouses
5 Tips on Probate Mediation
5 Tips on Seminal Cases in 2017

Curtis E. Shirley – Chair
Law Office of Curtis E. Shirley, Indianapolis

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

Kevin M. Alerding
Ice Miller LLP, Indianapolis

John A. Cremer
Cremer & Cremer, Fishers

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

Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis

Peter H. Donahoe
Donahoe Irvin PC, Carmel

Robert W. Elzer
Faegre Baker Daniels LLP, Indianapolis

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

Robert W. Fechtman
Fechtman Law Office, Indianapolis

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

Brian C. Hewitt
Alerding Castor Hewitt LLP, Indianapolis

Jack G. Hittle
Church Church Hittle & Antrim, Noblesville

Ronald M. Katz
Katz Korin Cunningham, Indianapolis

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

Arlene Kline
Law Office of Arlene Kline, Indianapolis

Beth W. McIntire
The National Bank of Indianapolis, Indianapolis

Jessica L. Merkel
Bunger & Robertson, Bloomington

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

James A. Reed
Bingham Greenebaum Doll LLP, Indianapolis

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

Tamatha A. Stevens
Stevens & Associates, PC, Indianapolis

John D. Wilson
Attorney, Indianapolis

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

6 CLE – Wednesday, December 20; 9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

– From your home or office computer

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2017 Year in Review – Dec. 5-6: Starts Tomorrow!

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

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

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

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

– Ritz Charles, Carmel

– 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
– May Oberfell Lorber, Mishawaka
– DeFur Voran, Muncie

Day 1 -or- Day 2  from your home or office computer

– 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

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

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

– ICLEF Conference Facility, Indianapolis

– From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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