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Estate Planning Bundle (6 General Credits) - Indy Store

Estate Planning Bundle (6 General Credits)

Date: 11/24/2020

Credit Hour(s)
General Credit – 6 Hours
Ethics Credit – 0 Hour
CME Credit – 0 Hour
NLS Credit – 0 Hour

Continuing Legal Education Bundle

When you purchase an Online CLE Bundle, you will receive a link to each individual program. The programs can be watched one-by-one; they do not all need to be watched at one time. Please note: program links are valid for 45 days following the purchase of the bundle.

Practice in the area of Estate Planning?  We've pulled together a CLE package just for you.  This bundle includes the following online seminars.

  • How Estate Planning is Different for Farmers: What You Need to Know to Advise Your Clients (1 General Credit)

Estate planning is important for all families and business owners, but it's crucial for farm families. Too often, farm families misunderstand the estate planning process, placing the future of their family, farm and assets in jeopardy. The laws are no different for farmers, but if their advisers aren't familiar with the nuances that surround families, the planning often falls short.

Tax reform has made major changes to succession planning for farmers and ranchers. This session reviews those changes and the related planning opportunities that are available. However, many of them expire after 2025, so now is the time to act!

Polly J. Dobbs, Dobbs Legal Group LLC

  • Basics of Estate Planning Documents (1 General Credit)

The IndyBar is here to help you sharpen your skills as we're anticipating a growing consumer need for certain services. This live webinar will cover the basics of disability planning documents like general durable powers of attorney, health care power of attorney, health care representative and living will.

Shawn M. Scott, Hall Scott PC

  • What’s New in Estate Planning and Probate (1 General Credit)

The purpose of the Estate Planning & Administration Section is to help practitioners be the best at what you do. This program, an annual favorite, is specifically designed to keep legal professionals in estate planning and administration at the top of their game! Featuring two experienced estate planning practitioners, the program covers recent legislative and case law developments that affect attorneys and paralegals in this area of law. Attendees will learn about changes taking effect this year as well as about cases from June 2019 to May 2020 that involve estate planning, trust and estate administration and guardianships.

MaryEllen Bishop, Cohen Garelick & Glazier PC; Rodney S. Retzner, Krieg DeVault LLP

  • Execution, Recordation, and Creditor Issues in 2020 Real Estate and Other Asset Transfers (1 General Credit)

Tune in for an update on legislation and procedural changes! Topics of discussion will include recent changes affecting the passage of real estate title upon a decedent’s death, creditors’ claims against decedents’ probate and non-probate assets, 2020 remote estate document execution challenges and proposed 2021 solutions and instrument recording issues created by 2020 SEA 340 and proposed 2021 solutions.

Jeff R. Hawkins, Hawkins Elder Law

  • Fiduciary Roles: Duties and Responsibilities (1 General Credit)

Tune in to this seminar for a brief overview of fiduciaries in estate planning and why they're essential. A fiduciary often handles complex matters for the client and puts the client's needs above his or her own, so fiduciaries play a very important role in the estate planning process to ensure peace of mind for the client. This program will address duties and responsibilities of trustees, executors, guardians and attorneys-in-fact.

Catherine Borkowski, Arrow Fiduciary Services

  • Working With a Professional Genealogist (1 General Credit)

Not all estate planning attorneys have had an opportunity to become familiar with the qualifications and experience of a credentialed genealogist. Professional genealogists have the ability to help to resolve a case and to write a court-ready report or affidavit.

Tune in for this virtual seminar, featuring an accredited genealogist, where  we discuss the difference between a forensic genealogist and an heir searcher. Topics of discussion will also include standards of genealogy work, qualifications of a professional genealogist, an overview of a typical project and tips for a successful relationship between attorneys and genealogists. The session will be followed with a Q&A.

Laurie Hermance-Moore, Heritage Bridge Genealogy


There are codes provided to the live audience during this webinar to verify attendance.  Those viewing this recording do not need to report those codes.

Once you review the program in its entirety, the IndyBar will report all credits earned within 10 days of completion directly to the Indiana Commission for Continuing Legal Education. Posting by the Indiana CLE Commission of the credit to your CLE transcript may take up to 30 days.


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