To register click here, email eba@evvbar.org or call 812.463.3201
Agenda
8:00 AM - Registration and Breakfast
8:25 AM - Introductions
8:30 AM - 2019 Estates, Guardianship and Trust Legislation...other than Legacy Trusts - Jeff Dible
9:35 AM - The Indiana Legacy Trust - Jeff Kolb
10:35 AM - Break
10:50 AM - Workshop Session I:
I-A - New Rules for Needs-Based Veterans Programs and an Update Regarding the POMS Changes Affecting Special Needs Trust Beneficiaries - Randall Craig
I-B - What's Up With ABLE Accounts - Brian Carroll
I-C - TCJA: What We Know Now - Kathy Ettensohn and Michele Graham, Harding Shymanski & Co.
11:50 AM Lunch
12:30 PM Workshop Session II:
II-A - New Rules for Needs-Based Veterans Programs and an Update Regarding the POMS Changes Affecting Special Needs Trust Beneficiaries - Randall Craig
II-B - What's Up With ABLE Accounts - Brian Carroll
II-C - TCJA: What We Know Now - Kathy Ettensohn and Michele Graham, Harding Shymanski & Co.
1:30 PM Break
1:40 PM Sale To An IDIT For A Promissory Note: THE BEST ESTATE PLANNING (GIMMICK) STRATEGY GOING - Mike Mulligan
2:40 PM Break
2:50 PM Continued - Sale To An IDIT For A Promissory Note: THE BEST ESTATE PLANNING (GIMMICK) STRATEGY GOING - Mike Mulligan
3:50 PM Adjourn
