49th Annual Midwest Estate Tax & Business Planning Institute
12.25 CLE / 1 E / 14.7 CPE / 12.25 Ins. CE
Thursday & Friday, June 9-10
LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis
LIVE WEBCASTS - From your home or office
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 - Jeffrey B. Kolb
• Creditors’ Claim Enforcement Against Decedents’ Property - Jeff R. Hawkins
• Medicaid for Estate Planners - Jeffery D. Stinson
• Charitable Giving for High-Net-Worth Clients - Gina M. Giacone
DAY 2 TOPICS:
• Estate Planning for Retirement Benefits Under IRS' SECURE Act Regulations - Robert K. Kirkland
• Current Issues in Federal & State Taxation: including The IRS doesn’t think a K-1 is enough. Will you be required to file the 39-page K-2 and K-3 with your partnership or S Corp return? - Richard L. Bartholomew
• Legislative & Case Law Update - MaryEllen K. Bishop
• Getting Acquainted With (and Using) Indiana’s Uniform Trust Decanting Act - Jeffrey S. Dible
• Covering Your Client’s S (Corporation) - Professor Samuel A. Donaldson
• The Estate Planner’s Guide to the Federal Income Taxation of Partnerships and LLCs - 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
Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis, IN
Professor Samuel A. Donaldson
Georgia State University, College of Law, Atlanta, GA
Gina M. Giacone
Ice Miller LLP, Indianapolis, IN
Jeff R. Hawkins
Hawkins Elder Law, Sullivan, IN
Robert K. Kirkland
Kirkland Woods & Martinsen LLP, Liberty, MO
Charles A. (Clary) Redd
Stinson LLP, St. Louis, MO
Jeffery D. Stinson
Stinson Law Firm, LLC, Carmel, IN
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49th Annual Midwest Estate Tax & Business Planning Institute
12.25 CLE / 1 E / 14.7 CPE / 12.25 Ins. CE
Thursday & Friday, June 9-10
LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis
LIVE WEBCASTS - From your home or office
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Indiana's Premier CLE Provider