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51st Annual Midwest Estate Tax & Business Planning Institute - 12.25 CLE / 1 E - June 6-7


Throughout our 2-day program, we will be exploring the latest developments in the legal and regulatory changes that are shaping the landscape of estate planning, ensuring you have the most current knowledge to serve your clients effectively. From updates in tax laws to evolving fiduciary duties, to A.I. in estate planning, we'll be covering it all. Join us at the ICLEF Conference Facility, June 6-7 for the 51st Annual Midwest Estate Tax & Business Planning Institute.


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

 Special Needs Trust Administration - Robert W. Fechtman

 Ethical Considerations for Estate Planners - James J. Bell

 The Wisdom of Charitable Plans (Especially Now) & Life Stage Gifts That Can Diversify a Portfolio with Great

 Tax Benefits (Even Income Benefits Too!) - Pamela Jones Davidson

 Artificial Intelligence and Its Impact on Estate Planning - Dr. Gerry W. Beyer


TOPICS DAY-2:

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

 The Latest with SECURE & Other Recent Developments in Estate Planning with Retirement Benefits

- Robert K. Kirkland

 Do You Have a Federal Estate Tax Problem in 2026? Is Alphabet Soup the Answer? And State PTET Round 2

- Richard L. Bartholomew

 Discretionary Distributions: The Good, The Bad & The Ugly - Angela M. Berg & Jamie R. Britton Blanck

 2024 Indiana Estate & Trust Statutory Changes (and a Preview of Potential 2025 Legislation) - Jeffrey S. Dible

 Planning Ideas Worth Stealing - 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


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


Dr. Gerry W. Beyer

Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX


Jamie R. Britton Blanck, CTFA

The National Bank of Indianapolis, Indianapolis, IN


Pamela Jones Davidson

Davidson Gift Design, Bloomington, IN

Emeritus, Thompson & Associates


Jeffrey S. Dible

Frost Brown Todd LLP, Indianapolis, IN


Prof. Samuel A. Donaldson

Georgia State University, College of Law, Atlanta, GA


Robert W. Fechtman

Fechtman Law Office, Indianapolis, IN


Corrina A. Judd - Co-Author

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

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12.25 CLE / 1 E / 14.7 CPE - Thursday & Friday, June 6-7

LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis

LIVE WEBCAST - Live from your home or office



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


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