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90 Hot Tips in Estate, Trust & Probate Planning 2021 - 6 CLE

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90 Hot Tips in Estate, Trust & Probate Planning


Here's the formula for this enjoyable, annual program: Each presenter brings you 5 "hot tips" on their subject. 18 presenters x 5 tips each = 90 Hot Tips in Estate, Trust and Probate Practice!

Don't miss this popular, rapid-fire program, Chaired by Curtis E. Shirley, that brings you a wealth of valuable information packed into one convenient six-hour program.


• 5 Tips on Special Needs Trusts – Robert W. Fechtman

• 5 Tips on Will Contests – John A. Cremer

• 5 Tips on Trust Contests – Lisa M. Dillman

• 5 Tips on Lessons Learned in 35 Years of Mediation – Brian C. Hewitt

• 5 Tips on Common Mistakes to Avoid – Rodney S. Retzner

• 5 Tips on Retirement Accounts & the SECURE Act – Rebecca W. Geyer

• 5 Tips on Filing & Defending Claims – Nathan S.J. Williams

• 5 Tips on Recent Legislation RE: Will Executions – Ronald M. Katz

• 5 Tips on Recent Cases – MaryEllen K. Bishop

• 5 Tips on New Advance Directives for Health Care – Jeffrey S. Dible

• 5 Tips on Fees Under the VA Claim Process – Tamatha A. Stevens

• 5 Tips on Clients Involved in Divorce – James A. Reed

• 5 Tips on Business Succession Planning – Richard O. Kissel, II

• 5 Tips on Better Filings with the Courts – Hon. Andrew R. Bloch

• 5 Tips on Spousal Limited Access Trusts (SLATs) – John A. Gardner

• 5 Tips on How to Avoid Probate Court – Shawn M. Scott

• 5 Tips on Wrongful Death Estates – Kent M. Frandsen

• 5 Tips on Guardianships – Anne Hensley Poindexter



Curtis E. Shirley, Chair

The Law Office of Curtis E. Shirley, Indianapolis

MaryEllen K. Bishop

Seminar Co-Chair, Cohen Garelick & Glazier, Indianapolis

Hon. Andrew Bloch

Magistrate, Hamilton County Superior Court, Noblesville

John A. Cremer

Cremer & Cremer, Fishers

Jeffrey S. Dible

Frost Brown Todd LLC, Indianapolis

Lisa M. Dillman

Applegate & Dillman Elder Law, Indianapolis

Robert W. Fechtman

Fechtman Law Office, Indianapolis

Kent M. Frandsen

Parr Richey Frandsen Patterson Kruse LLP, Lebanon

John A. Gardner

Faegre Drinker Biddle & Reath LLP, Indianapolis

Rebecca W. Geyer

Rebecca W. Geyer & Associates, PC, Indianapolis

Brian C. Hewitt

Hewitt Law & Mediation LLC, Indianapolis

Ronald M. Katz

Katz Korin Cunningham PC, Indianapolis

Richard O. Kissel, II

Taft Stettinius & Hollister LLP, Indianapolis

Anne Hensley Poindexter

Altman, Poindexter & Wyatt LLC, Carmel

James A. Reed

Cross Glazier Reed Burroughs, PC, Indianapolis

Rodney S. Retzner

Krieg DeVault LLP, Carmel

Shawn M. Scott

Hall Scott LLP, Indianapolis

Tamatha A. Stevens

Stevens & Associates, PC, Indianapolis

Nathan S.J. Williams

Shambaugh, Kast, Beck & Williams, LLP, Fort Wayne

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


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