49th Annual Midwest Estate Tax & Business Planning Institute - June 9-10



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


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