Throughout our 2-day program, we will be exploring the latest developments in the legal and regulatory changes that are shaping the landscape of estate planning, ensuring you have the most current knowledge to serve your clients effectively. From updates in tax laws to evolving fiduciary duties, to A.I. in estate planning, we'll be covering it all.
12.25 CLE / 1 E / 14.7 CPE - On Demand Seminar
TOPICS DAY-1:
• Welcome & Introduction - MaryEllen K. Bishop & Jeffrey B. Kolb, Institute Co-Chairs
• Recent Developments of Interest to Estate Planners - Turney P. Berry & Charles A. Redd
• Special Needs Trust Administration - Robert W. Fechtman
• Ethical Considerations for Estate Planners - James J. Bell
• The Wisdom of Charitable Plans (Especially Now) & Life Stage Gifts That Can Diversify a Portfolio with Great
• Tax Benefits (Even Income Benefits Too!) - Pamela Jones Davidson
• Artificial Intelligence and Its Impact on Estate Planning - Dr. Gerry W. Beyer
TOPICS DAY-2:
• Welcome & Introduction - MaryEllen K. Bishop & Jeffrey B. Kolb, Institute Co-Chairs
• The Latest with SECURE & Other Recent Developments in Estate Planning with Retirement Benefits
- Robert K. Kirkland
• Do You Have a Federal Estate Tax Problem in 2026? Is Alphabet Soup the Answer? And State PTET Round 2
- Richard L. Bartholomew
• Discretionary Distributions: The Good, The Bad & The Ugly - Angela M. Berg & Jamie R. Britton Blanck
• 2024 Indiana Estate & Trust Statutory Changes (and a Preview of Potential 2025 Legislation) - Jeffrey S. Dible
• Planning Ideas Worth Stealing - Professor Samuel A. Donaldson
_________________________________
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
Dr. Gerry W. Beyer
Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX
Jamie R. Britton Blanck, CTFA
The National Bank of Indianapolis, Indianapolis, IN
Pamela Jones Davidson
Davidson Gift Design, Bloomington, IN
Emeritus, Thompson & Associates
Jeffrey S. Dible
Frost Brown Todd LLP, Indianapolis, IN
Prof. Samuel A. Donaldson
Georgia State University, College of Law, Atlanta, GA
Robert W. Fechtman
Fechtman Law Office, Indianapolis, IN
Corrina A. Judd - Co-Author
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
_________________________________
12.25 CLE / 1 E / 14.7 CPE - On Demand Seminar
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE