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AGENDA
Thursday, June 12, 2025
(6 CLE / 7.2 CPE)
(Please be sure to select course X501A to attend DAY 1 ONLY 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. Drafting Estate Planning Documents with a Professional
Fiduciary in Mind
Angela M. Berg & Corrina A. Judd
12:00 P.M. Lunch (on your own)
1:00 P.M. Elder Law Considerations for Estate Planners
Rebecca W. Geyer
2:00 P.M. Coffee Break
2:10 P.M. Probate Litigation
John A. Cremer
3:10 P.M. Coffee Break
3:20 P.M. Estate Planning for Cyber Property: Electronic Communications,
Cryptocurrency, Non-Fungible Tokens, and The Metaverse
Dr. Gerry W. Beyer
4:35 P.M. Adjourn - Day 1
Friday, June 13,2025
(6 CLE / 1 E / 7.2 CPE)
(Please be sure to select course X501B to attend DAY 2 ONLY of the MIDWEST INSTITUTE)
8:40 A.M. Welcome & Introduction
MaryEllen K. Bishop & Jeffrey B. Kolb
8:45 A.M. Estate Planning for Retirement Benefits under new FINAL RMD Regs
Planning for the surviving spouse, minors, disabled beneficiaries,
“NoMo TTYs” and “PODBs” and some of each: Case studies with
planning options and pitfalls. How to “test” a trust under IRS RMD
regulations. Post-death planning and administration, including
“separate accounts,” rollovers and transfers, disclaimers, decanting,
and “toggles.” Includes SECURE 2.0 and its proposed regulations
Natalie B. Choate (via Live ZOOM Meeting Link)
9:45 A.M. Coffee Break
9:55 A.M. Estate Planning for Retirement Benefits under new FINAL RMD
Regs (cont'd)
Natalie B. Choate (via Live ZOOM Meeting Link)
10:55 A.M. Coffee Break
11:05 A.M. Indiana Legislative and Case Law Update
Jeffrey S. Dible
12:05 P.M. Lunch (On Your Own)
1:05 P.M. Ethical Considerations for Estate Planners
Jeffrey B. Kolb
2:05 P.M. Coffee Break
2:15 P.M. Til Death and Taxes Do Us Part: Income and Transfer Tax Planning for
Married Couples
Professor Samuel A. Donaldson
3:15 P.M. Coffee Break
3:20 P.M. Til Death and Taxes Do Us Part: Income and Transfer Tax Planning for
Married Couples (continued)
Professor Samuel A. Donaldson
4:30 P.M. Adjournment
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 seminar, 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
Midwest Institute Co-Sponsors for 2025
ICLEF would like to thank the Indiana University Foundation, with offices in Bloomington & Indianapolis, for their continued support of the Midwest Institute for 2025.
ICLEF would also like to thank The National Bank of Indianapolis for their support of the Midwest Institute for 2025.
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