90 Hot Tips In Estate, Trust and Probate Practice / DEC 2024

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90 Hot Tips In Estate, Trust and Probate Practice / DEC 2024

Credit(s):

6 CLE

Course Number:

X452

Original Program Date:

December 19, 2024

Duration:

6 hours 13 minutes

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Category: Estate Planning, ICLEF ONLINE Seminars, ICLEF Publications - Downloads for Purchase

Category: Estate Planning, ICLEF ONLINE Seminars, ICLEF Publications - Downloads for Purchase (show less)

After you purchase this electronic publication, it will be downloaded to your ICLEF Online Account. After logging in to your ICLEF Online Account simply click on the "My Account" tab to access the materials.

Note: All ICLEF Publications are protected under © copyright laws of the United States and may not be disseminated, by or through any means, without prior written approval of the Indiana Continuing Legal Education Forum (ICLEF), 230 East Ohio Street, Suite 300, Indianapolis, Indiana 46204 // ph: (317) 637-9102 // fax: (317) 633-8780 // e-mail: iclef@iclef.org
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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, that 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 on Claims Against Estates – Christopher J. Mueller
9:20 A.M.   5 Hot Tips on New Case Decisions – MaryEllen K. Bishop
9:40 A.M.   5 Hot Tips on Cascading Conflicts of Interest in Will and
Trust Representation – Brian C. Hewitt
10:00 A.M.   5 Hot Tips on Indiana Code § 29-1-7-16.5 – Gregg S. Gordon

10:20 A.M.   Coffee Break

10:35 A.M.   5 Hot Tips on Non-Probate Transfer Contests – John A. Cremer
10:55 A.M.   5 Hot Tips on Estate and Gift Tax Planning in Light of the
2024 Election Results – Jeffrey S. Dible
11:15 A.M.   5 Hot Tips on Guardianships – Lisa M. Dillman
11:35 A.M.   5 Hot Tips on Retirement Plans now that the SECURE Act
Regs are Final – Rebecca W. Geyer
11:55 A.M.   5 Hot Tips on Buy-Sell Agreements – Rodney S. Retzner

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

1:15 P.M. 5 Hot Tips on Business Succession Planning – Richard O. Kissel II
1:35 P.M.   5 Hot Tips on Addressing Corporate Transparency Act Requirements
  with Estate Planning Clients – Ronnie M. Katz
1:55 P.M.   5 Hot Tips on Planning for a Future Long Term Care
Need– Tamatha A. Stevens
2:15 P.M.   5 Hot Tips on “Well Being Trusts” – Shawn M. Scott
2:35 P.M.   5 Hot Tips to Protect the Estate Planning Attorney – Jonathan E. Lamb

2:55 P.M. Refreshment Break

3:10 P.M.   5 Hot Tips on Asset Protection in Trust and Estate
  Practice – Jeff R. Hawkins
3:30 P.M.   5 Hot Tips on Considerations When Deciding to Become
  a Trustee – Ellen M. Deeter
3:50 P.M.   5 Hot Tips on Medicaid Planning – Robert W. Fechtman
4:10 P.M.   5 Hot Tips on a Mystery Topic! – Mystery Presenter!

4:30 P.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

6 CLE