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POD/TOD Planning for Financial Assets and Real Estate
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POD/TOD Planning for Financial Assets and Real Estate

2 hrs. CLE

7/21/2015
When: 7/21/2015
2:00 PM - 5:00 PM
Where: Maggianos
3550 East 86th Street
Indianapolis, Indiana  46240
United States
Presenter: Steven R. Latterell, Ice Miller and Andrew R. Drake, Meridian Title Corporation
Contact: Sherry Allan
317-639-5465


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Sponsored by the Probate, Trust & Real Property Section

 

AGENDA

 

1:30 pm - 2:00 pm    Registration
     

2:00 pm - 3:00 pm

 

 

Personal Property POD Transactions (1 hr. CLE)
Steven R. Latterell, Ice Miller

     

3:00 pm - 4:00 pm

 

  Real Estate TOD Conveyances (1 hr. CLE)
Andrew R. Drake, Meridian Title Corporation
     
4:00 pm - 5:00 pm    Summer Social

 

​Please email cle.events@inbar.org to request reasonable accommodations.

 

REGISTRATION INFORMATION

 

CLE & Reception
$15 – Law School Students
$75 – PTRP Section Members
$90 – ISBA Members
$135 – Non-ISBA Members

 

Materials Only (provided electronically, does not include access to the live CLE)
$25 – ISBA Members
$50 – Non-ISBA Members

 

PROBATE, TRUST & REAL PROPERTY SECTION

 

The Probate, Trust & Real Property Section provides a forum for attorneys interested in probate law, estate planning, estate and guardianship administration, trusts, real estate law, death taxes, elder law and other related areas of law. It produces pamphlets for the use of clients regarding joint tenancy, advance directives, estates, guardianships, trusts, duties of personal representatives, and other related issues. Annual section dues are only $20. Click here to join!

 

REFUND INFORMATION


Refunds will be issued for cancellations received in writing 7 days before the program and are subject to a $25 processing fee. Cancellations with less than 7 days notice will not be granted refunds. If you are unable to attend but would like to send someone in your place, contact Sherry Allan at 317-639-5465.

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