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Estate Planning Strategies, Tools, Techniques & More! - 6 CLE - March 9



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

________________________


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


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