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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


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


- Kevin M. Alerding

QTIP (Qualified Terminable Interest Property)

- April Risk Arnett



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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