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Estate Planning Strategies, Tools, Techniques and More! / MAR 2023
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
8:30A.M. Registration and Coffee
8:55A.M. Welcome and Introduction John B. Bishop, Program Chair 9:00A.M. Basic Estate Planning Strategies and Tools; Small Estate Affidavits; Do’s and Don’ts Jessica L. Merkel 10:00A.M.Document Specifics (Topic Begins) Micah J. Nichols - Revocable Trusts - Irrevocable Trusts - Wills 10:30A.M.Coffee Break
10:45A.M.Document Specifics (Topic Completes) Micah J. Nichols
11:15A.M.TOD / POD and other Beneficiary Designations James W. Martin 12:15P.M.Lunch Break
1:15P.M.Taxes! Jeffrey S. Dible - Techniques to Minimize the Eventual Federal Gross Estate for Estate Tax Purposes and Tax Aspects of Non-Probate Transfers 2:00P.M.Probate and Estate Litigation Generally; Resulting Litigation from Poor or Less Than Desirable Drafting of Documents Christopher J. Mueller 2:45P.M.Refreshment Break 3:00P.M.Elder Law Considerations and Special Needs Planning in Estates Tamara L. Rogers
3:45P.M.Gifting in Estate Planning DeAnn L. Farthing
4:30P.M.Adjourn 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
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