This seminar has concluded. Please join us next time.
50th Annual Midwest Estate Tax & Business Planning Institute
DAY 1 TOPICS:
Welcome & Introduction
- MaryEllen K. Bishop & Jeffrey B. Kolb, Institute Co-Chairs
Recent Developments of Interest to Estate Planners
- Turney P. Berry & Charles A. Redd
Ethical Considerations for Estate Planners
- James J. Bell
Lunch (Catered Lunch Provided for the Live In-Person attendees by The National Bank of Indianapolis)
Administering Unique Assets in Directed Trusts
- Angela M. Berg & Corrina A. Judd
Medicaid & Elder Law for Estate Planners
- Tamara L. Rogers
Hot Topics in Estate & Probate Litigation
- John A. Cremer
DAY 2 TOPICS:
Welcome & Introduction
- MaryEllen K. Bishop & Jeffrey B. Kolb, Institute Co-Chairs
The SECURE (“Setting Everyone Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act & Other Recent Developments in Estate Planning for Retirement Assets
- Robert K. Kirkland
Indiana’s New Pass-Through Entity Tax (PTET) Election & Other Hot Topics in Federal & State Income Taxes
- Richard L. Bartholomew
Legislative & Case Law Update
- MaryEllen K. Bishop
Keeping Trusts ‘Secret’ or Quiet’: Navigating the Rules for Disclosure to Beneficiaries, Banks and Bureaucrats
- Jeffrey S. Dible
The Life-Changing Magic of Grantor Trusts
- Professor Samuel A. Donaldson
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A Special thank you to our sponsors:
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FACULTY:
MaryEllen K. Bishop – Co-Chair
Cohen Garelick & Glazier, Indianapolis, IN
Jeffrey B. Kolb – Co-Chair
Kolb Roellgen & Traylor LLP, Vincennes, IN
Richard L. Bartholomew
Girardot, Strauch & Co., Lafayette, IN
James J. Bell
Hoover Hull Turner LLP, Indianapolis, IN
Angela M. Berg
The National Bank of Indianapolis, Indianapolis, IN
Turney P. Berry
Wyatt, Tarrant & Combs, LLP, Louisville, KY
John A. Cremer
Cremer & Cremer, Fishers, IN
Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis, IN
Professor Samuel A. Donaldson
Georgia State University, College of Law, Atlanta, GA
Corrina A. Judd
The National Bank of Indianapolis, Indianapolis, IN
Robert K. Kirkland
Kirkland Woods & Martinsen LLP, Liberty, MO
Charles A. (Clary) Redd
Stinson LLP, St. Louis, MO
Tamara L. Rogers
Rogers Law Firm, LLC, Indianapolis, IN
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE
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