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Basic Estate Planning 101

Continuing Legal Education

This seminar addresses several of the basic topics that every practitioner must know in order to assist their clients in achieving their estate planning goals. In addition to a brief discussion regarding the federal estate tax and our Indiana Inheritance Tax, two veteran lawyers discuss the following:

  1. Beginning & Ending Matters: who is the client, representing married couples and terminating the attorney-client relationship.
  2. Basic Planning Documents: when to use a trust vs. a will, joint trusts and selecting a personal representative or trustee.
  3. Ancillary Planning Documents: selecting an attorney-in-fact and key provisions to include in your power of attorney documents.
  4. Disposition of Assets: real estate (primary residence, farm land and vacation homes), life insurance, retirement plans and TOD accounts.

(Disclaimer:  Periodically throughout the presentation, questions are fielded from the audience.  IndyBar is aware that not all questions are repeated nor captured on audio.  We apologize for this and hope it does not detract from the overall course offering.)

Attorneys in Indiana can currently receive up to six hours of credit per three year educational period through approved distance education activities. If you attended the live version of the program you cannot receive credit for viewing the program again online.

Event Code
EST444W
Credit Hours
2.00 CLE (General)
Speakers
Polly J. Dobbs, Bingham Greenebaum Doll LLP; Tamatha A. Stevens, Stevens & Associates, P.C.
Date
April 25, 2012

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Event Policy

RESERVATIONS/CANCELLATIONS FOR LIVE EVENTS.  To ensure the utmost accuracy in our reservation records, the Indianapolis Bar Association cannot accept reservations over the phone for CLE seminars, luncheons, or other programming. Reservations must be delivered or mailed to the Indianapolis Bar Association office, faxed to (317)269-1915, or e-mailed to iba@indybar.org. Reservations received less than 24 hours prior to an event and walk-in registrations cannot be guaranteed; they will be accepted on a space-available basis, will include an additional $5 charge, and may not include lunch. Cancellations must be made 48 hours prior to the program to receive a refund. If no cancellation is received, payment is due in full. For arrangements due to physical disability, please call the Indianapolis Bar Association at (317) 269-2000.

RESERVATIONS/CANCELLATIONS FOR ONLINE COURSES.  Your purchase provides a 30 day access from the time of purchase to view and complete the educational requirements of the Indiana CLE Commission.  Failure to complete the online course within 30 days will require you to re-enroll and purchase again in order to view and complete the education program.

NOTE: CLE credit will not be reported to the Indiana Supreme Court Commission for Continuing Legal Education (CLE Commission) until payment for the course has been received in full.  The CLE Commission will not approve online CLE credit if you previously received credit for the same live course.  It is your responsibility to monitor your credits.

OWNERSHIP AND USE OF IMAGES AND OTHER INTELLECTUAL PROPERTY.  All registrants, instructors, exhibitors and guests attending any Indianapolis Bar Association event acknowledge and agree (a) that they may be photographed and/or video-recorded during such event, (b) that any such photographs or recordings are solely the property of the Indianapolis Bar Association, and (c) that the Association may publish, duplicate, and otherwise use such photographs, recordings, and identifying information about the persons in the photographs and recordings to promote the Association and its services.