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50th Annual Midwest Estate Tax & Business Planning Institute 2023

This seminar has concluded. Please join us next time.


50th Annual Midwest Estate Tax & Business Planning Institute


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

- James J. Bell


Lunch (Catered Lunch Provided for the Live In-Person attendees by The National Bank of Indianapolis)


Administering Unique Assets in Directed Trusts

- Angela M. Berg & Corrina A. Judd


Medicaid & Elder Law for Estate Planners

- Tamara L. Rogers


Hot Topics in Estate & Probate Litigation

- John A. Cremer


DAY 2 TOPICS:

Welcome & Introduction

- MaryEllen K. Bishop & Jeffrey B. Kolb, Institute Co-Chairs


The SECURE (“Setting Everyone Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act & Other Recent Developments in Estate Planning for Retirement Assets

- Robert K. Kirkland


Indiana’s New Pass-Through Entity Tax (PTET) Election & Other Hot Topics in Federal & State Income Taxes

- Richard L. Bartholomew


Legislative & Case Law Update

- MaryEllen K. Bishop


Keeping Trusts ‘Secret’ or Quiet’: Navigating the Rules for Disclosure to Beneficiaries, Banks and Bureaucrats

- Jeffrey S. Dible


The Life-Changing Magic of Grantor Trusts

- Professor Samuel A. Donaldson

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A Special thank you to our sponsors:








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FACULTY:

MaryEllen K. BishopCo-Chair

Cohen Garelick & Glazier, Indianapolis, IN


Jeffrey B. KolbCo-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


John A. Cremer

Cremer & Cremer, Fishers, IN


Jeffrey S. Dible

Frost Brown Todd LLC, Indianapolis, IN


Professor Samuel A. Donaldson

Georgia State University, College of Law, Atlanta, GA


Corrina A. Judd

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


Tamara L. Rogers

Rogers Law Firm, LLC, Indianapolis, IN




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

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