by 74juliamoore on Friday May 10, 2019

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