Friday, November 5, 2021

8:00 AM-4:00 PM

DoubleTree Downtown or Video Conference
  • TO REGISTER EMAIL ASHLEY AT ASHLEY@EVVBAR.ORG $295.00
  • TO REGISTER EMAIL ASHLEY AT ASHLEY@EVVBAR.ORG $345.00

October 28, 2021 11:59 PM

TO REGISTER FOR THE EVENT, EMAIL ASHLEY@EVVBAR.ORG or call 812-463-3201 AGENDA 8:00am - Check-in at DoubleTree or Webcast opens to attendees 8:25am - Welcome and Introductions 8:30am - Recent Indiana Legislative and Caselaw Updates: Estates, Trusts, Guardianships, Advanced Directives and More 9:30am - Charitable Giving Strategies to Help Your Clients Achieve Their Philanthropic Goals 10:30am - Break 10:45am - Saving Your ASS(ETS) - Common Asset Protection Planning Errors and Medicaid Application Mistakes 11:45am - LUNCH 12:30pm - Recent Changes In Estate Tax 1:30pm - Break 1:45pm - Estate and Trust Updates including Estate 706 and 1041 Preparation Tips, Tricks and Pitfalls 2:45pm - Ethical Issues When Representing Fiduciaries 3:50pm - Adjourn
  • General CLE (6)
  • General Ethics (1)