Survivors Guide to Everyday Estate Planning - 6 CLE / 1 E - 2025

ICLEF
Oct 31
2 min read

Updated: 10 hours ago

Two hikers on a rocky peak at sunrise, one helps the other climb. Warm sky, surrounded by mist, conveying teamwork and adventure.

Survivors Guide to Everyday Estate Planning

Welcome to "Survivor's Guide to Everyday Estate Planning," a comprehensive seminar designed to equip attorneys with practical skills and in-depth knowledge to assist clients in navigating essential estate planning situations. Over the course of this program, which includes 6 CLE / 1 E, we will explore critical topics such as conducting effective initial client consultations, drafting wills and trusts, implementing transfer-on-death plans, and planning for long-term care. Whether you’re new to estate planning or seeking to refine your expertise, this seminar provides valuable insights to help you better serve your clients in both routine and complex estate planning scenarios.

Topics:

Welcome & Introduction

– Amy K. Nowaczyk, Seminar Chair

Session 1: The Initial Client Conference – Building the Foundation

– John B. Bishop

Session 2: The Wonderful World of Wills

– Laura M. Vogler

Session 3: The Use of Trusts – Understand when and why to use trusts; Explore drafting techniques for common trust types. – John B. Bishop

Session 4: Transfer-on-Death Plans – Titling and Coordination

– Lisa M. Adler

Session 5: Long-Term Care Planning – Essentials for Estate Planners Identifying key Medicaid planning concepts relevant to estate planners.

– Amy K. Nowaczyk

Session 6: Finishing Touches – Ancillary Documents Durable Power of Attorney, Medical Directives, Funeral Directives, etc. – Laura M. Vogler

Session 7: Roundtable Discussion – Potpourri of Issues in Estate Planning

Interactive panel and audience discussion on interesting estate planning topics such as: digital assets, multi-state property ownership, blended families, disinheritance issues

– Faculty Panel

Session 8: Ethics in Estate Planning – Confidentiality; Conflict of Interest; Clients with Diminished Capacity; Managing joint representation – Morgan W. Gerolimos

Faculty:

Amy K. Nowaczyk, Chair

O’Drobinak & Nowaczyk, P.C., Crown Point

Lisa M. Adler

Adler Estate Law LLC, Carmel

John B. Bishop

Lewis Wagner & Trimble, LLP, Indianapolis

Morgan W. Gerolimos

O'Drobinak & Nowaczyk, P.C., Crown Point

Laura M. Vogler

O'Drobinak & Nowaczyk, PC., Lafayette

Survivors Guide to Everyday Estate Planning