June 7-8, 2012
Indiana Convention Center & Lucas Oil Stadium
500 Ballroom
100 South Capitol Avenue
Indianapolis, Indiana
12.75 CLE Hours / 1 Ethics Hour / 15.25 CPE / 12.75 Insurance CE Hours (Insurance CE Hours pending)
Level of Instruction - Intermediate to Advanced
Day 1 – June 7, 2012 (Thursday)
6.5 CLE, 1 Ethics Hour, 7.5 CPE, 6.5 Insurance CE (Insurance CE Hours pending)
8:25 A.M. Welcome & Introduction
– Marc A. Hetzner, Co-Chair and MaryEllen K. Bishop, Co-Chair
8:30 A.M. The Year in Review: An Estate Planner’s Perspective on Recent Tax Developments
– Howard M. Zaritsky
9:40 A.M. Coffee Break
9:50 A.M. The Year in Review: An Estate Planner’s Perspective on Recent Tax Developments (continued)
– Howard M. Zaritsky
10:40 A.M. Coffee Break
11:05 A.M. Retirement Benefits in Trusts
- Vicki L. Anderson
12:05 P.M. Lunch (On Your Own)
1:15 P.M. Before TRA of 2010 Sunsets: Practical Estate Planning For The Next Six Months
- Jeffrey J. Radowich
2:20 P.M. Coffee Break
2:30 P.M. Before TRA of 2010 Sunsets: Practical Estate Planning For The Next Six Months (continued)
- Jeffrey J. Radowich
3:45 P.M. Coffee Break
3:55 P.M. Ethical Issues for Estate and Business Succession Planners
- Eric A. Manterfield
4:55 P.M. Adjournment
Day 2 - June 8, 2012 (Friday)
6.25 CLE, 7.5 CPE, 6.25 Insurance CE (Insurance CE Hours pending)
8:20 A.M. Welcome & Introduction
– Marc A. Hetzner, Co-Chair and MaryEllen K. Bishop, Co-Chair
– Marc A. Hetzner, Co-Chair and MaryEllen K. Bishop, Co-Chair
8:30 A.M. Qualified Personal Residence Trusts
- Natalie B. Choate
9:30 A.M. Coffee Break
Over 194 Great, Not So Great, and Truly Terrible Ideas, Summarized and Rated.
- Natalie B. Choate
10:40 A.M. Coffee Break
10:50 A.M. NEW! IRAs with Hair: What to do with an IRA that has a shady past. - The world of IRA mistakes is like the children’s game “Chutes and Ladders.” Your client falls down the “chute” by making an IRA mistake. What IRS horrors await him? Before the IRS destroys your client’s retirement security, you need to find a “ladder” to bring the client’s IRA back up to the sunny skies of retirement heaven!
- Natalie B. Choate
11:50 A.M. LUNCH (on your own)
1:00 P.M. Asset Protection Planning from A-Z: 26 Things to Think About Before Jumping In
- Lauren J. Wolven
2:05 P.M. Coffee Break
2:15 P.M. Funding Options for Long Term Care: Some Basic Parameters and a Review of the Current Status of Estate Recovery for Indiana Medicaid Benefits
- William J. Holwager
3:20 P.M. Coffee Break
3:30 P.M. Dementia Pathology and Assessment in Trust and Estate Litigation
- John A. Cremer
4:35 P.M. Adjournment
