March 24, 2014
9:30 am – 4:30 pm
Location: Capital Conference Center
201 North Illinois Street, Suite 200
Indianapolis, IN 46204
This is a basic to intermediate level seminar. It is designed for attorneys, estate and financial planners, trust officers, accounting and tax professionals, and paralegals.
Course Contents:
1. Elder Law vs. Estate: Learn how the same techniques are applied differently
2. Estate Planning for Single Parents
3. Gun Trusts: Learn how they are used and review a sample
4. Planning for Same Sex Couples: Assist gay couples with the new laws for retirement and estate planning
5. Stretch IRA Trusts: Make use of the “stretch” feature of IRAs in estate plans
6. Down on the Family Farm: Explore business succession techniques that match farmers’ estate plans
Continuing Education Credit:
Continuing Legal Education – CLE: 6.00
National Association of State Boards of Accountancy – CPE for Accountants: 7.00
Financial Planners: 7.00
International Association for Continuing Education Training – IACET: 0.60
Institute of Certified Bankers – ICB: 7.50
For more information go here.