53rd Annual Midwest Estate Tax & Business Planning Institute - June 11-12

12 CLE / 1 E / 14.4 CPE / 12 Ins. CE (pending)

Thursday & Friday, June 11-12

9:00 A.M. - 4:30 P.M.

ICLEF Conference Center, Indianapolis

Live In-Person•••••Live Webcast

Day 1 Topics:

Welcome & Introduction

- MaryEllen K. Bishop & Jeffrey S. Dible, Program Chairs

Recent Developments of Interest to Estate Planners

- Turney P. Berry & Charles A. Redd

Wealth Transfer Litigation

- Sarah C. Jenkins

Purpose Trusts: A New Tool for Business Succession?

(What They Are, What Indiana Legislation is Pending, How to Draft, and Administration and Tax Issues)

- Micah J. Nichols

The Art of Estate Administration: Tools for Today’s Practitioner

- Corrina A. Judd & Sarah A. Sweet

Appraisals & Valuations for Wealth Planning Strategies

- Christopher C. Hirschfeld

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Day 2 Topics:

Welcome & Introduction

- MaryEllen K. Bishop & Jeffrey S. Dible, Program Chairs

Retirement Account Planning & Compliance Issues

- Jennifer L. VanderVeen

State Legislative Developments in the Trust, Estate, and Guardianship Arena

- Jeffrey S. Dible

Fiduciary Selection: Your clients must exercise great care in selecting executors, trustees, agents, and other fiduciaries. These decisions may affect the client and the client’s family members for many years to come. Decisions regarding the appropriate persons to select are, naturally, for your clients to make. However, you have a duty to explain to your clients the factors they should consider before making designations in their wills, trusts, and powers of attorney. This presentation will provide you with guidance in this important phase of planning your client’s estate.

- Dr. Gerry W. Beyer

Artificial Intelligence & Its Impact on Today’s Estate Planner: Artificial intelligence (A.I.) is rapidly being incorporated into estate planning practices. AI products can increase and summarize estate planning related documents, tax returns, and client communications. Likewise, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates, the potential use of AI in your practice, warnings about the use of A.I., and how to address the ethical issues that arise when using AI.

- Dr. Gerry W. Beyer

Understanding the Menu of Charitable Giving Strategies (2 Part Topic)

This presentation will cover the pros and cons of various giving options, including (1) direct gifts of cash, stock, tangible personal property, real estate, and intellectual property; (2) split-interest trusts, including the latest trends for using charitable lead trusts and charitable remainder trusts; (3) charitable gift annuities, donor advised funds, and other, non-trust alternatives to direct gifts; and (4) how best to cope with the new 0.5% floor on contributions and the new 2/37 reduction in itemized deductions for high-income individuals and trusts.

- Professor Samuel A. Donaldson

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Faculty:

MaryEllen K. Bishop - Co-Chair

Lewis Wagner & Trimble,

Indianapolis, IN

Jeffrey S. Dible - Co-Chair

FBT Gibbons LLP, Indianapolis, IN

Turney P. Berry

Bricker Graydon Wyatt LLP,

Louisville, KY

Dr. Gerry W. Beyer

Texas Tech University School of Law, Lubbock, TX

Professor Samuel A. Donaldson

Georgia State University, College of Law, Atlanta, GA

Christopher C. Hirschfeld

Capitale Analytics, Indianapolis, IN

Sarah C. Jenkins

Taft Stettinius & Hollister LLP, Indianapolis, IN

Corrina A. Judd

VP & Assistant Trust Counsel, The National

Bank of Indianapolis, Indianapolis, IN

Micah J. Nichols

Krieg DeVault LLP, Carmel, IN

Charles A. (Clary) Redd

Stinson LLP, St. Louis, MO

Sarah A. Sweet

VP & Estate Officer, The National

Bank of Indianapolis, Indianapolis, IN

Jennifer L. Vanderveen

Vanderveen Elder & Special Needs Law, Mishawaka, IN

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