Trust Planning: Beyond the Acronyms
6 CLE / 1 E - Tuesday, October 4: 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
- Jonathan E. Lamb, Chair
DAPT (Legacy Trusts)
- Jeffrey B. Kolb
UDTA (Uniform Directed Trust Act)
- Jason S. Gray
UTMA and 2503(c) Trusts (Uniform Transfer to Minors and Lifetime Gifts to Minors)
- Jeffrey S. Dible
ILITs (Irrevocable Life Insurance Trusts)
- Nathan S.J. Williams
Ethical Consideration in Drafting Trusts for Clients with Diminished Capacity
- Gregg S. Gordon, Christopher J. Mueller & Curtis E. Shirley
SNTs (Special Needs Trusts)
- Robert W. Fechtman
CLT / CLAT / CLUT
- Kevin M. Alerding
QTIP (Qualified Terminable Interest Property)
- April Risk Arnett
______________________
FACULTY:
Jonathan E. Lamb, Chair
Cremer & Cremer, Fishers
Kevin Alerding
Alerding Castor LLP, Indianapolis
April Risk Arnett
Faegre Drinker Biddle & Reath LLP, Indianapolis
Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis
Robert W. Fechtman
Fechtman Law Office, Indianapolis
Gregg S. Gordon
Nickloy Albright & Gordon, LLP, Noblesville
Jason Gray
Anderson & Gray, LLC, Indianapolis
Jeffrey B. Kolb
Kolb Roellgen & Traylor LLP, Vincennes
Christopher J. Mueller
Hewitt Law & Mediation, LLC, Indianapolis
Curtis E. Shirley
The Law Office of Curtis E. Shirley, Indianapolis
Nathan S.J. Williams
Shambaugh, Kast, Beck & Williams, LLP, Fort Wayne
______________________
Trust Planning: Beyond the Acronyms
6 CLE / 1 E - Tuesday, October 4: 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