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Trust and Estate Specialization Training
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Trust and Estate Specialization Training

13 hrs. CLE/1 hr. Ethics

11/3/2016 to 11/4/2016
When: Thursday, November 3, 2016
8:30 AM - 4:30 PM
Where: Regions Bank Conference Center
One Indiana Square
Fifth Floor
Indianapolis, Indiana  46204
United States
Contact: Sherry Allan
317-639-5465


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Presented by the Trust & Estate Specialty Board

 

TRUST AND ESTATE SPECIALIZATION TRAINING

13 HOURS CLE/1 HOUR ETHICS

 

The Trust and Estate Specialization Training CLE will be held on Nov. 3-4, 2016. This two-day training course is designed to prepare attorneys to take the Trust & Estate Specialty Board (TESB) certification exam, which will be offered on Nov. 19, 2016.

 

You do not have to take the certification exam in order to sign up for the course. It is a great comprehensive review of the law of trusts and estates taught by some of the most accomplished trust & estate lawyers throughout Indiana.

 

Agenda - Thursday, November 3, 2016

 

8:00 am - 8:20 am

Registration

 

8:20 am - 8:30 am

Welcome, Introductions & Housekeeping

 

8:30 am - 9:30 am

Ethics - Indiana RPC as applied to estate planning and estate & trust administration

Ted Waggoner

 

9:30 am - 10:00 am

POAs and other documents for incapacity planning

Sean Fahey

 

10:00 am - 10:15 am

Break

 

10:15 am - 11:00 am

Estate administration

Diane Kennedy

 

11:00 am - 12:00 pm

Fiduciary income taxation

Ellen Deeter

 

12:00 pm - 1:00 pm

Lunch (on your own)

 

1:00 pm - 1:45 pm

Real estate issues in estate planning & administration

Jack Walkey

 

1:45 pm - 2:00 pm

Basis of assets

Jeff Dible

 

2:00 pm - 2:45 pm

Estate, gift & GST taxation - Part 1

Jeff Dible

 

2:45 pm - 3:00 pm

Break

 

3:00 pm - 3:15 pm

Estate, gift & GST taxation - Part 2

Jeff Dible

 

3:15 pm - 4:00 pm

TOD Property Act

Jim Martin

 

4:00 pm - 4:30 pm

Life insurance products & annuities

W. Dale

 

4:30 pm

Adjourn on Day 1

 

Agenda - Friday, November 4, 2016

 

8:30 am - 9:00 am

Intestate succession

Todd Glass

 

9:00 am - 9:45 am

Estate, trust & guardianship litigation

Jerry Hammond

 

9:45 am - 10:00 am

Break

 

10:00 am - 11:00 am

Trust administration, trust code & UPIA

Pete Donahoe

 

11:00 am - 12:00 pm

Gifts to minors, UTMA & Crummey trusts

Jeff Dible

 

12:00 pm - 1:00 pm

Lunch (on your own)

 

1:00 pm - 1:45 pm

Guardianship administration

George Slater

 

1:45 pm - 2:30 pm

Federal & state tax elections

Morris Sunkel

 

2:30 pm - 2:45 pm

Break

 

2:45 pm - 3:30 pm

IRAs & retirement accounts

Richard Urda

 

3:30 pm - 4:30 pm

Lifetime gifts to adults & charities

Gina Giacone

 

4:30 pm

Adjourn on Day 2

 

Pricing Information

 

$375 - ISBA Members

$750 - Non-ISBA Members

 

Cancellation Policy

 

A $25 service fee will be applied to cancellations received on or before 110/27/16. No refunds on cancellations received after 10/27/16. If you send someone else in your place, please provide ISBA with that person’s name.

 

For additional information please visit https://inbar.site-ym.com/page/specializations.

 

Hotel Information

 

The ISBA has teamed up with the Hilton Garden Inn in downtown Indianapolis for 2016 to offer members a special rate of $139/night. The Hilton Garden Inn is located just 2 blocks from the ISBA Office at 10 E. Market St. To make your reservation, visit www.hiltongardenindianapolis.com. Enter your arrival/departure dates. On the following page enter N2985814 in the Corporate Account box. You can also contact the Hilton Garden Inn at 317-955-9700 to make your reservation using the group code: Indiana State Bar Association or N2985814.

 

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