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Brown Bag Series: 7 Heresies to Estate Planning & Key Ethical Issues (LIVE & WEBINAR)
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Brown Bag Series: 7 Heresies to Estate Planning & Key Ethical Issues (LIVE & WEBINAR)

1.0 hrs. CLE/Ethics

3/9/2018
When: Friday, March 9
12:00 - 1:00 pm
Where: Indiana State Bar Association
One Indiana Square
Suite 530
Indianapolis, Indiana  46204
United States
Contact: Sherry Allan
800-266-2581


Online registration is closed.
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BROWN BAG SERIES

7 HERESIES TO ESTATE PLANNING & KEY ETHICAL ISSUES

Sponsored by the ISBA CLE Committee

March 9, 2018

 

12:00 -1:00 p.m. 

 

1 Hr. CLE

.5 Hr Ethics

 

Agenda

 

12:00 pm –          7 HERESIES TO ESTATE PLANNING & KEY ETHICAL ISSUES (1 hr. CLE/.5 hr. Ethics)

1:00 pm                Michael T. Foster, Foster Estate Planning

                               

This discussion will include:

              

1.    Wills & Probate Vs Trusts Services

2.    Contracts & Special Needs Trusts For Medicaid

3.    Charitable Sub Trusts to Avoid

4.    F.E.T. 2701(a) Frozen LLCs IDGTS to Retain Step Up

5.    Basis Methods to Fund Buy/Sell Agreements

6.    LLCs vs. ILITs Key Estate Planning Ethics

 

I don't live in Indianapolis - can I attend online?

Yes! This program is available via webinar. When you register, note that you will attend online and we will send you the webinar information on the day of the program. 

 

 

Pricing

$40   ISBA Members

$60   Non-ISBA Members

 

Cancellation Policy

A $25 service fee will be applied to cancellations received at least 7 days before the program. No refunds will be given for cancellations within 7 days of the program. If you send someone else in your place, please provide the ISBA with that person's name.

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