AGENDA
Thursday, June 8, 2023
(6 CLE / 7.2 CPE)
(Please be sure select COURSE # X301A 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. Indiana’s New Pass-Through Entity Tax (PTET) Election and Other
Hot Topics in Federal & State Income Taxes
Richard L. Bartholomew
12:15 P.M. Lunch
(Catered Lunch Provided for the LIVE, in-person,
attendees by The National Bank of Indianapolis)
1:15 P.M. Administering Unique Assets in Directed Trusts
Angela M. Berg, Corrina A. Judd
2:15 P.M. Coffee Break
2:25 P.M. Medicaid and Elder Law for Estate Planners
Tamara L. Rogers
3:25 P.M. Coffee Break
3:35 P.M. Hot Topics in Estate & Probate Litigation
John A. Cremer
4:35 P.M. Adjourn - Day 1
Friday, June 9, 2023
(6.25 CLE / 1 Ethics / 7.5 CPE)
(Please be sure select COURSE # X301B 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 SECURE (“Setting Everyone Up for Retirement Enhancement”
or “Sending Everyone CoweringUnder Reduced Expectations”) Act and
Other Recent Developments in Estate Planning for Retirement Assets
Robert K. Kirkland
10:15 A.M. Coffee Break
10:30 A.M. Ethical Considerations for Estate Planners
James J. Bell
11:30 A.M. Legislative & Case Law Update
MaryEllen K. Bishop
12:15 P.M. Lunch (On Your Own)
1:15 P.M. Keeping Trusts ‘Secret’ or Quiet’: Navigating the Rules for Disclosure
to Beneficiaries, Banks and Bureaucrats
Jeffrey S. Dible
2:15 P.M. Coffee Break
2:25 P.M. The Life-Changing Magic of Grantor Trusts
Professor Samuel A. Donaldson
3:25 P.M. Coffee Break
3:35 P.M. The Life-Changing Magic of Grantor Trusts (continued)
Professor Samuel A. Donaldson
4:35 P.M. Adjournment