AGENDA

Thursday, June 11, 2026 

(6 CLE / 7.2 CPE)

8:50 A.M.      Welcome & Introduction 

  MaryEllen K. Bishop & Jeffrey S. Dible

9:00 A.M.      Recent Developments of Interest to Estate Planners 

                   Turney P. Berry & Charles A. Redd 

10:00 A.M.     Coffee Break 

10:15 A.M.     Recent Developments of Interest to Estate Planners (con’t) 

                    Turney P. Berry & Charles A. Redd 

11:15 A.M.      Wealth Transfer Litigation 

                    Sarah C. Jenkins 

12:00 P.M.     Lunch (on your own)

1:00 P.M.        Purpose Trusts: A New Tool for Business Succession? (What They

                   Are, What Indiana Legislation is Pending, How to Draft, and

                   Administration and Tax Issues) 

                   Micah J. Nichols 

2:00 P.M.     Coffee Break

2:10 P.M.       The Art of Estate Administration: Tools for Today’s Practitioner 

                  Corrina A. Judd & Sarah A. Sweet 

3:10 P.M.     Coffee Break

3:20 P.M.     Appraisals and Valuations for Wealth Planning Strategies 

                  Christopher C. Hirschfeld 

4:35 P.M.     Adjourn - Day 1

Friday, June 12,2026 

(6 CLE / 1 E / 7.2 CPE)

8:40 A.M.      Welcome & Introduction 

  MaryEllen K. Bishop & Jeffrey S. Dible

8:45 A.M.      Retirement Account Planning & Compliance Issues 

                   Jennifer L. VanderVeen

9:45 A.M.     Coffee Break

9:55 A.M.      State Legislative Developments in the Trust, Estate, and

                 Guardianship Arena 

                  Jeffrey S. Dible

10:55 A.M.     Coffee Break

11:05 A.M.    Fiduciary Selection: 

                 Your clients must exercise great care in selecting executors, trustees, agents,

                    and other fiduciaries. These decisions may affect the client and the client’s

                    family members for many years to come. Decisions regarding the appropriate

                    persons to select are, naturally, for your clients to make. However, you have a

                    duty to explain to your clients the factors they should consider before making

                    designations in their wills, trusts, and powers of attorney. This presentation will

                    provide you with guidance in this important phase of planning your client’s estate.

Dr. Gerry W. Beyer

12:05 P.M.    Lunch (On Your Own)

1:05 P.M.      Artificial Intelligence and Its Impact on Today’s Estate Planner 

                 – Artificial intelligence (AI) is rapidly being incorporated into estate planning

                    practices. AI products can increase the speed by which you prepare, review,

                    and summarize estate planning related documents, tax returns, and client

                    communications. Likewise, the speed by which you can conduct legal and

                    financial research is faster than ever. This presentation is designed to explain

                    how AI operates, the potential use of AI in your practice, warnings about the

                    use of AI, and how to address the ethical issues that arise when using AI. 

Dr. Gerry W. Beyer

2:05 P.M.     Coffee Break

2:15 P.M.     Understanding the Menu of Charitable Giving Strategies (Part 1): 

                  This presentation will cover the pros and cons of various giving options, including

                    (1) direct gifts of cash, stock, tangible personal property, real estate, and

                    intellectual property; (2) split-interest trusts, including the latest trends for

                    using charitable lead trusts and charitable remainder trusts; (3) charitable gift

                    annuities, donor advised funds, and other, non-trust alternatives to direct gifts;

                    and (4) how best to cope with the new 0.5% floor on contributions and the new

                    2/37 reduction in itemized deductions for high-income individuals and trusts. 

                  Professor Samuel A. Donaldson  

3:20 P.M.     Coffee Break

3:25 P.M.     Understanding the Menu of Charitable Giving Strategies (Part 2): 

                  This presentation will cover the pros and cons of various giving options, including

                    (1) direct gifts of cash, stock, tangible personal property, real estate, and

                    intellectual property; (2) split-interest trusts, including the latest trends for

                    using charitable lead trusts and charitable remainder trusts; (3) charitable gift

                    annuities, donor advised funds, and other, non-trust alternatives to direct gifts;

                    and (4) how best to cope with the new 0.5% floor on contributions and the new

                    2/37 reduction in itemized deductions for high-income individuals and trusts. 

                  Professor Samuel A. Donaldson

4:30 P.M.     Adjournment