"32nd Annual EBA Estate & Business Planning Institute"
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)