Estate Planning Strategies, Tools, Techniques & More - 6 CLE - 2023

Estate Planning Strategies, Tools, Techniques & More

6 CLE - This seminar has concluded. Please join us next time.

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 - This seminar has concluded. Please join us next time.

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