90 Hot Tips In Estate, Trust and Probate Practice / DECEMBER 2025

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90 Hot Tips In Estate, Trust and Probate Practice / DECEMBER 2025

Credit(s):

6 CLE

Course Number:

X575

Original Program Date:

December 19, 2025

Duration:

6 hours 21 minutes

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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 Litigation, Estate Taxation, ICLEF ONLINE Seminars, Probate (show less)

The Program

Join us for this enjoyable, annual program!

18 presenters x 5 tips each = 90 Hot Tips in Estate, Trust and Probate Practice!

Don't miss this popular, rapid-fire program. Chaired by Curtis E. Shirley and featuring 18 veteran faculty estate planners, it brings you a wealth of valuable information packed into one convenient six-hour program. Each presenter brings you 5 "hot tips" on their subject. Registration is now open!

AGENDA

8:30 A.M.   Registration and Coffee

8:45 A.M. Login Time Opens for Online Participants

8:55 A.M.   Welcome and Course Introduction
   Curtis E. Shirley, Chair
9:00 A.M. 5 Hot Tips for Getting Motions Approved by Judges
   Hon. David J. Certo
9:20 A.M.   5 Hot Tips on Mediation
   Hon. Steven H. David
9:40 A.M.   5 Hot Tips on When Worlds Collide:
Why Medicaid Plans Breed Litigation
   Brian C. Hewitt
10:00 A.M.   5 Hot Tips on the new changes to I.C. 29-1-7-7 and its
ramifications on creditor claims
Gregg S. Gordon

10:20 A.M.   Coffee Break

10:35 A.M.   5 Hot Tips on Will and Trust Contests
   John A. Cremer
10:55 A.M.   5 Hot Tips on How and When to use the Slightly Increased
Estate Tax Basic Exclusion Amount
  Jeffrey S. Dible
11:15 A.M.   5 Hot Tips on Guardianship Issues
  Lisa M. Dillman
11:35 A.M.   5 Hot Tips on Planning for Blended Families
  Rebecca W. Geyer
11:55 A.M.   5 Hot Tips on the “Perpetual Purpose Trust”
  Rodney S. Retzner

12:15 P.M. Lunch Break (on your own)

1:15 P.M. 5 Hot Tips on Appellate Issues
  Hon. Peter R. Foley
1:35 P.M.   5 Hot Tips on Disabled Person SNTs
  Tamatha A. Stevens
1:55 P.M.   5 Hot Tips on GRAT Planning and Administration
  John A. Gardner
2:15 P.M.   5 Hot Tips on Estate Planning Considerations for Digital Assets
  Shawn M. Scott
2:35 P.M.   5 Hot Tips on New Case Decisions
  MaryEllen K. Bishop

2:55 P.M. Refreshment Break

3:10 P.M.   5 Hot Tips on Family Law/Divorce Issues and Planning
  James A. Reed
3:30 P.M.   5 Hot Tips on the Durable Power of Attorney Statute
  Ronald M. Katz
3:50 P.M.   5 Hot Tips on how OBBBA Impacts Elder and Special Needs Law
  Robert W. Fechtman
4:10 P.M.   5 Hot Tips on Estate Management in the "Wild West"
  Patrick E. Chavis, IV

4:30 P.M.   Adjourn

To receive CLE credit for an ICLEF produced On-Demand or LIVE WEBCAST seminars, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for remote viewing of 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 program 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

6 CLE