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49th Annual Midwest Estate Tax & Business Planning Institute 2022

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49th Annual Midwest Estate Tax & Business Planning Institute

12.25 CLE / 1 E / 14.7 CPE / 12.25 Ins. CE


• 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


• 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



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

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Indiana's Premier CLE Provider


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