(38) Read Reviews Category: Estate Planning, Estate & Gift Taxation, Estate & Trust Administration ... (show more) Category: Estate Planning, Estate & Gift Taxation, Estate & Trust Administration, Estate Administration, Estate and Gift Taxation, Estate Taxation, ICLEF ONLINE Seminars (show less)

AGENDA

Thursday, June 6, 2024 

(6 CLE / 1.75 Ethics Hour / 7.2 CPE)
(Please be sure select COURSE #X401A to ONLY attend DAY 1 of the Midwest Institute)

8:50 A.M.      Welcome & Introduction 

  MaryEllen K. Bishop & Jeffrey B. Kolb 

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.    Special Needs Trust Administration 

12:15 P.M.     Lunch 

1:15 P.M.       Ethical Considerations for Estate Planners

                    James J. Bell

2:15 P.M.       Coffee Break 

2:25 P.M.       The Wisdom of Charitable Plans (Especially Now) and Life Stage Gifts

                   That Can Diversify a Portfolio with Great Tax Benefits (Even Income

                   Benefits Too!)

                   Pamela Jones Davidson 

3:25 P.M.       Coffee Break 

3:35 P.M.        Artificial Intelligence and Its Impact on Estate Planning  

   Dr. Gerry W. Beyer

4:35 P.M.       Adjourn - Day 1 

Friday, June 7, 2024 

(6.25 CLE / 7.5 CPE)
(Please be sure select COURSE #X401B to ONLY attend DAY 2 of the Midwest Institute) 

8:40 A.M.      Welcome & Introduction 

  MaryEllen K. Bishop & Jeffrey B. Kolb 

8:45 A.M.      The Latest with SECURE and Other Recent Developments in Estate

                         Planning with Retirement Benefits

                   Robert K. Kirkland 

10:15 A.M.    Coffee Break 

10:30 A.M.    Do You Have a Federal Estate Tax Problem in 2026?  Is Alphabet Soup 

                   the Answer? And State PTET Round 2.

11:30 A.M.    Discretionary Distributions: The Good, The Bad, and The Ugly 

  Angela M. Berg, Jamie R.Britton Blanck

12:15 P.M.     Lunch (On Your Own) 

1:15 P.M.       2024 Indiana Estate & Trust Statutory Changes (and a Preview of

                         Potential 2025 Legislation)

  Jeffrey S. Dible 

2:15 P.M.       Coffee Break 

2:25 P.M.       Planning Ideas Worth Stealing (Part 1)

 In light of recent developments, some estate planning strategies have become 

 especially popular. The presentation evaluates and explains several "hot" 

 planning ideas in the current climate, including spousal lifetime access trusts, 

 charitable remainder trusts as beneficiaries, of retirement accounts, 

 ultra-long-term GRATS, and strategies to avoid the cap on the deduction 

 for states and local taxes.               

 Professor Samuel A. Donaldson 

3:25 P.M.       Coffee Break 

3:35 P.M.       Planning Ideas Worth Stealing (Part 2)

                   Professor Samuel A. Donaldson    

4:35 P.M.       Adjournment 

Midwest Institute Co-Sponsors for 2024

ICLEF would like to thank the Indiana University Foundation, with offices in Bloomington & Indianapolis, for their continued support of the Midwest Institute for 2024.

ICLEF would also like to thank The National Bank of Indianapolis for their support of the Midwest Institute for 2024.

To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety.  ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars.  You will have 30 days from the date of purchase to complete your ICLEF distance learning seminar.  If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the program, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes.   Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org