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Trust Planning: Beyond the Acronyms 2022 - 6 CLE / 1E

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Trust Planning: Beyond the Acronyms

6 CLE / 1 E


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



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


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