Tag Archive | "Trust Planning"

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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