52nd Annual Midwest Estate Tax & Business Planning Institute, Thursday & Friday, June 12-13

12 CLE / 1 E / 14.4 CPE / 12 Ins. CE

Thursday & Friday, June 12-13

Live In-Person --•- -Live Webcast

Join us for the 52nd annual Midwest Estate, Tax & Business Planning Institute, a premier event bringing together professionals in the fields of Estate Planning, Tax Planning and Business Planning. This year's seminar will feature insights into key topics including Cyber Property, Drafting Documents, Elder Law considerations and Indiana Legislative & Case Law Updates that are shaping the landscape in Indiana.

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

Drafting Estate Planning Documents with a Professional Fiduciary in Mind

- Angela M. Berg & Corrina A. Judd

Elder Law Considerations for Estate Planners

- Rebecca W. Geyer

Probate Litigation

- John A. Cremer

Estate Planning for Cyber Property: Electronic Communications, Cryptocurrency, Non-Fungible Tokens, and The Metaverse

- Dr. Gerry W. Beyer

Day 2 Topics:

Welcome & Introduction

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

Estate Planning for Retirement Benefits under new FINAL RMD Regs

- Natalie B. Choate (via Zoom)

Indiana Legislative & Case Law Update

- Jeffrey S. Dible

Ethical Considerations for Estate Planners

- Jeffrey B. Kolb

Til Death and Taxes Do Us Part: Income & Transfer Tax Planning for Married Couples

- Professor Samuel A. Donaldson

Faculty:

MaryEllen K. Bishop - Co-Chair

Cohen Garelick & Glazier, Indianapolis, IN

Jeffrey B. Kolb - Co-Chair

Kolb Roellgen & Traylor LLP, Vincennes, IN

Angela M. Berg

The National Bank of Indianapolis, Indianapolis, IN

Turney P. Berry

Wyatt, Tarrant & Combs, LLP, Louisville, KY

Dr. Gerry W. Beyer

Texas Tech University School of Law, Lubbock, TX

Natalie B. Choate (via Zoom)

AtaxPlan Publications, Wellesly, MA

John A. Cremer

Cremer & Lamb, Fishers, IN

Jeffrey S. Dible

Frost Brown Todd LLP, Indianapolis, IN

Prof. Samuel A. Donaldson

Georgia State University, College of Law, Atlanta, GA

Rebecca W. Geyer

Rebecca W. Geyer & Associates, PC, Carmel, IN

Corrina A. Judd

The National Bank of Indianapolis, Indianapolis, IN

Charles A. (Clary) Redd

Stinson LLP, St. Louis, MO

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52nd Annual Midwest Estate Tax & Business Planning Institute

12 CLE / 1 E / 14.4 CPE / 12 Ins. CE

Thursday & Friday, June 12-13

Live In-Person --•- -Live Webcast

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