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Trusts, Estates & Probate

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Indiana Estate Planning: New Laws, Old Tools, and the Changes You Need to Make

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Kentucky CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Eric Engebretson
Patrick Sullivan
Aaron Shaw
Leah Morrison
With Eric N. Engebretson from Broyles Kight & Ricafort, PC + 4 others

Tue, Oct 27, 00:00 AM – 00:00 PM

Product ID 102340

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Overview

Get Critical Tools for Shaping Your Clients' Legacies

This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today!

  • Get an incisive summary and analysis of the tax changes and their implications for existing planning tools.
  • Learn which deductions remain and how to obtain them.
  • Identify planning approaches that no longer help your clients.
  • Gain practical pointers for fixing old trusts.
  • Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.

Abbreviated Agenda

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them
  2. State and Federal Tax Updates
  3. Planning for IRAs in Light of the SECURE Act and SECURE 2.0
  4. Elder Law and Medicaid Planning Updates
  5. Reviewing Estate Planning Documents and Old Trusts
  6. Legal Ethics in Estate Planning

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102340

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Kentucky CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them

    1. Simple Wills
    2. Life Insurance
    3. Old QPRTs: What to Do with the Family Home
    4. Reassessing FLPs and LLCs
    5. Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
    6. Second Marriage Planning
    7. Gifting Strategies

  2. State and Federal Tax Updates

    1. State and Federal Tax Rates and Exemptions
    2. The Step-Up in Basis at Death
    3. Trust Tax Deductions Changes
    4. Business Tax Changes Affecting Estate Planning
    5. IRS Enforcement Priorities
    6. SALT Updates

  3. Planning for IRAs in Light of the SECURE Act and SECURE 2.0

    1. The End of the IRA Stretch
    2. Beneficiary Designations
    3. Required Minimum Distributions
    4. Tax Effects on Grantors and Beneficiaries
    5. IRA Trusts

  4. Elder Law and Medicaid Planning Updates

    1. Financial Powers of Attorney
    2. Advance Medical Directives
    3. Adult Guardianships
    4. Planning for Nursing Home Care and Aging in Place
    5. Medicaid Planning

  5. Reviewing Estate Planning Documents and Old Trusts

    1. Stock Language to Look out for
    2. AI-Assisted Drafting: Legal Risks and Opportunities
    3. Document Execution, Funding Mistakes
    4. Avenues for Making the Changes
    5. Top Estate Planning Mistakes: How They Play out in Probate

  6. Legal Ethics in Estate Planning

    1. Who is Your Client?
    2. Joint Representation and Conflicts of Interest
    3. Attorney Fees and Client Trust Accounts
    4. Attorney Technology Competence
    5. Guarding Confidentiality

Who Should Attend

This basic level online seminar is designed for attorneys, accountants and CPAs, tax professionals, trust officers, estate planners and paralegals.

Speakers

Eric N Engebretson
Eric N.
Engebretson
Broyles Kight & Ricafort, PC
Patrick Sullivan
Patrick
Sullivan
Law Office of Patrick Sullivan, P.C.
Aaron L Shaw
Aaron L.
Shaw
Shaw Private Client
Leah A Morrison
Leah A.
Morrison
English, Lucas, Priest & Owsley, LLP
VB
Veronique
Briscoe Beuoy
Gracious Estate Law
Speaker bio
Eric N Engebretson

Eric N. Engebretson

Broyles Kight & Ricafort, PC
Eric Engebretson

is of counsel at Broyles Kight & Ricafort, PC, where he has a general civil practice which includes family law, bankruptcy, probate and estate planning, small business services and related litigation, and appellate work. Mr. Engebretson is a member of the Indiana State Bar Association, and is admitted to practice in Indiana and before the U.S. District Courts for the Northern and Southern districts of Indiana. He earned his B.A. degree from Hanover College and J.D. degree from Indiana University McKinney School of Law.

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Speaker bio
Patrick Sullivan

Patrick Sullivan

Law Office of Patrick Sullivan, P.C.
Patrick Sullivan

is president and founder of the Law Office of Patrick Sullivan, P.C. His family has been practicing law in Indiana for over 100 years. As a fourth-generation attorney, Mr. Sullivan has had direct exposure to the evolution of the practice of law and to the legal institutions in Indiana. His practice areas include business planning, charitable giving, estate planning, litigation, probate, tax planning and family law. Mr. Sullivan graduated from Georgetown University with a Bachelor's of Science degree in finance and international business. He then obtained his juris doctorate from Indiana University's Robert H. McKinney School of Law. In addition to being an attorney, Mr. Sullivan is a Certified Financial Planning (CfP®) practitioner, Chartered Benefits Consultant (CBC), Professional Plan Consultant (PPC), and licensed insurance agent for life, health and long-term care. He has also served in various leadership capacities, including serving as president of Foundational Insurance Advisors, LLC. Mr. Sullivan also serves on the Echelon Board of the Salvation Army. He writes on legal and business matters, and has been both featured and quoted in the Indiana Lawyer. Mr. Sullivan is licensed to practice law in Indiana.

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Speaker bio
Aaron L Shaw

Aaron L. Shaw

Shaw Private Client
Aaron Shaw

is an attorney at this firm Shaw Private Client, where he focuses his practice on estate planning, probate, special needs trusts, and elder law. As a veteran of the U.S. Navy, Mr. Shaw brings a unique understanding of the challenges veterans face when navigating the complex world of the Veterans' Administration. His firsthand experience as a father of two special needs children has also given him deep insight into the complexities of special needs planning. He is a regular speaker on estate planning, asset protection, and elder law issues and serves as the Director of the Elder Law Clinic and adjunct law professor at the University of Louisville School of Law. Mr. Shaw is a member of the National Association of Elder Law Attorneys, the Academy of Special Needs Planners, and Elder Law Answers, and is admitted to practice in Ohio, Kentucky, Indiana, and multiple U.S. District Courts. He earned his B.A. from Pennsylvania State University, summa cum laude; his M.B.A. from Shippensburg University of Pennsylvania; his J.D., cum laude, from the University of Louisville; and his LL.M. in Estate Planning and Elder Law from Western New England School of Law.

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Speaker bio
Leah A Morrison

Leah A. Morrison

English, Lucas, Priest & Owsley, LLP
Leah Morrison

is an attorney with English, Lucas, Priest & Owsley, LLP in Bowling Green, Kentucky. She concentrates her practice in designing estate, asset protection, and business succession plans in a tax advantageous manner. Ms. Morrison is a member of the American, Kentucky, Louisville, and Bowling Green-Warren County bar associations. She earned her J.D. degree, magna cum laude, from the University of Louisville Brandeis School of Law; her LL.M. degree in taxation, magna cum laude, from the University of Alabama; and her B.A. degree in criminal justice from George Washington University.

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Speaker bio
VB

Veronique Briscoe Beuoy

Gracious Estate Law
Veronique Briscoe Beuoy

is the managing attorney and founder of Gracious Estate Law. She focuses her practice on estate planning, with additional experience in tax and family law. Ms. Briscoe Beuoy is admitted to practice law in Indiana.

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