Estate Planning Strategies, Tools, Techniques & More!
6 CLE - Thursday, March 9; 9:00 A.M. - 4:30 P.M.
LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis
LIVE WEBCAST - From your home or office
TOPICS:
Welcome & Introduction
- John B. Bishop, Program Chair
Basic Estate Planning Strategies and Tools; Small Estate Affidavits; Do’s & Don’ts
- Jessica L. Merkel
Document Specifics
• Revocable Trusts
• Irrevocable Trusts
• Wills
- Micah J. Nichols
TOD / POD & other Beneficiary Designations
- James W. Martin
Taxes!
• Techniques to Minimize the Eventual Federal Gross Estate for Estate Tax Purposes & Tax Aspects of Non-Probate Transfers
- Jeffrey S. Dible
Probate & Estate Litigation Generally; Resulting Litigation from Poor or Less Than Desirable Drafting of Documents
- Christopher J. Mueller
Elder Law Considerations and Special Needs Planning in Estates
- Tamara L. Rogers
Gifting in Estate Planning
- DeAnn L. Farthing
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FACULTY:
John B. Bishop, Chair
Cohen Garelick & Glazier, P.C., Indianapolis
Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis
DeAnn L. Farthing
Robinson & Farthing LLC, Indianapolis
James W. Martin
Martin & Martin, Merrillville
Jessica L. Merkel
Bunger & Robertson, Bloomington
Christopher J. Mueller
Hewitt Law & Mediation, LLC, Indianapolis
Micah J. Nichols
Krieg DeVault LLP, Carmel
Tamara L. Rogers
Rogers Law Firm, LLC, Indianapolis
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Estate Planning Strategies, Tools, Techniques & More!
6 CLE - Thursday, March 9; 9:00 A.M. - 4:30 P.M.
LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis
LIVE WEBCAST - From your home or office
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE