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49th Annual Midwest Estate Tax & Business Planning Institute™ / JUN 2022
ICLEF PASS+ HOLDERS please note you were previously sent the complimentary download link to the "ICLEF e-Publications and Forms" library with your initial purchase of the ICLEF Pass+. Please click here:email ICLEFshould you wish to have the download links sent to you once again.
AGENDA Thursday, June 9, 2022 (Please be sure select COURSE # X201A to ONLY attend DAY 1 of the Midwest Institute) (6 CLE / 1 Ethics / 7.2 CPE / 6 Insurance CE (pending))
8:50 A.M. Welcome & Introduction MaryEllen K. Bishop & Jeffrey B. Kolb
9:00A.M.Recent Developments of Interest to Estate Planners Turney P. Berry & Charles A. Redd
10:00A.M.Coffee Break
10:15A.M.Recent Developments of Interest to Estate Planners (con’t) Turney P. Berry & Charles A. Redd
11:15A.M.Ethical Considerations for Estate Planners Jeffrey B. Kolb
12:15 P.M. Lunch (On Your Own)
1:15 P.M. Creditors’ Claim Enforcement Against Decedents’ Property Jeff R. Hawkins
2:15P.M.Coffee Break
2:25P.M.Everything an Estate Planner Needs to Know About Elder Law in 60-minutes Jeffery D. Stinson
3:25P.M.Coffee Break
3:35P.M. Charitable Giving for High-Net-Worth Clients Gina M. Giacone
4:35P.M.Adjourn - Day 1
Friday, June 10, 2022 (Please be sure select COURSE # X201B to ONLY attend DAY 2 of the Midwest Institute) (6.25 CLE / 7.5 CPE / 6.25 Insurance CE (pending))
8:40A.M.Welcome & Introduction MaryEllen K. Bishop & Jeffrey B. Kolb
8:45A.M. Estate Planning for Retirement Benefits Under IRS' SECURE Act Regulations Robert K. Kirkland
10:15A.M.Coffee Break
10:30A.M.Current issues in Federal and State taxation, including The IRS doesn’t think a K-1 is enough. Will you be required to file the 39-page K-2 and K-3 with your partnership or S Corp return? Richard L. Bartholomew
11:30A.M.Legislative & Case Law Update MaryEllen K. Bishop
12:15P.M.Lunch (On Your Own)
1:15P.M. Getting Acquainted With (and Using) Indiana’s Uniform Trust Decanting Act Jeffrey S. Dible
2:15P.M.Coffee Break
2:25P.M. Covering Your Client’s S (Corporation) Professor Samuel A. Donaldson
3:25P.M.Coffee Break
3:35P.M. The Estate Planner’s Guide to the Federal Income Taxation of Partnerships and LLCs Professor Samuel A. Donaldson
4:35P.M.Adjournment
ICLEF would like to thank theIndiana University Foundationwith offices in Bloomington & Indianapolis, for their continued support of the Midwest Institute for 2022. 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