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
Ethics for Estate Planners
- Margaret M. Christensen
Special Needs Trust Update
- Robert W. Fechtman
Anticipating Will Contests and How to Avoid Them – An estate planner must always be on guard when drafting instruments which may supply incentive for someone to contest a will. Anytime an individual would take more through intestacy or under a prior will, the potential for a will contest exists, especially if the estate is large. Although will contests are relatively rare, the prudent attorney must recognize situations which are likely to inspire a will contest and take steps during the drafting stage to reduce the probability of a will contest action and the chances of its success. Prof. Beyer will alert you to the situations increasing the likelihood of a will contest and discuss eighteen prevention techniques.
- Dr. Gerry W. Beyer
eWills – Electronic wills are no longer a technique that is futuristic in character – they have arrived! Five states, including Indiana, have e-will statutes in place and the Uniform Electronic Wills Act received approval in July 2019. This presentation will provide you with what you need to know to get ready for e-wills including historical development, workings of the Uniform Electronic Wills Act, existing state variations, and recommendations.
- Dr. Gerry W. Beyer
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DAY 2
The SECURE (“Setting Every Community Up for Retirement Enhancement” or "Sending Everyone Cowering Under Reduced Expectations”) Act and Other Recent Developments in Estate Planning for Retirement Assets
- Robert K. Kirkland
Income Tax Issues You Will be Stuck Dealing with (or love) After You Structure Your Estate Plan (The Good, the Bad, and the, You’ll Wish You Hadn’t Done That)
- Richard L. Bartholomew
Legislative & Case Law Update
- MaryEllen K. Bishop
Available and Flexible Methods for Signing, Witnessing or Notarizing Indiana Wills, POAs, and Health Care Advance Directives
- Jeffrey S. Dible
What the Cool Kids are Doing in Estate Planning - The hot techniques planners are talking about with clients these days, including SLATs, long-term GRATs, and using charitable trusts as retirement plan beneficiaries
- Professor Samuel A. Donaldson
Dealing with Uncle Sam: Everyone’s Least Favorite Relative in the Family Business- Income and Estate Tax Planning for Clients with Closely-held Businesses
- Professor Samuel A. Donaldson
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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
Turney P. Berry
Wyatt, Tarrant & Combs, LLP, Louisville, KY
Dr. Gerry W. Beyer
Texas Tech University School of Law, Lubbock, TX
Margaret M. Christensen
Dentons Bingham Greenebaum LLP, Indianapolis, IN
Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis, IN
Professor Samuel A. Donaldson
College of Law, Georgia State University, Atlanta, GA
Robert W. Fechtman
Fechtman Law Office, Indianapolis, IN
Robert K. Kirkland
Kirkland Woods & Martinsen LLP, Liberty, MO
Charles A. (Clary) Redd
Stinson LLP, St. Louis, MO
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48th Midwest Estate Tax & Business Planning Institute
12.25 CLE / 1 E / 15.7 CPE / 12.5 Ins. CE
Thursday & Friday, June 3-4; 8:55 A.M. - 4:35 P.M. Both Days
LIVE WEBCASTS - Day 1 • Day 2 • Both Days Bundled
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ICLEF would like to thank the Indiana University Foundation with offices in Bloomington & Indianapolis, for their continued support of the Midwest Institute for 2021.