9/16 - 22nd Annual Estate & Charitable Gift Planning Institute (multiple locations)

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Tuesday  September 16, 2014 

New Paradigms in Estate and Charitable Planning

Estate planning is constantly changing as income taxes increase, estate taxes are reduced, portability takes hold, and the economy recovers.  Explore traditional and new planning techniques designed with flexibility in mind to address the new paradigm.  Please join us as we discuss:
 - Recent tax developments and case law updates
 - Plans for small, medium and large estates
 - Business advice for succession planning
 - Effective and efficient charitable strategies
 - Ethical considerations in representing families and their entities

Date: Tuesday, September 16, 2014
Time (local time): 10:30 am  - 4:30 PM Eastern time (except where noted below)
      Check-in: 9:30 am - 10:15 am (Eastern Time)

Credit hours: 5.0 CLE (pending)

Cost:
$35 - Early Bird Registration (August 12)
$50 - Regular Rate

There are no refunds for cancellations or no-shows.

Live Webcast Locations:
North

   Fort Wayne
   Marion
   Warsaw

Central
   Indianapolis
   Lafayette

South
   Bloomington
   Columbus
   Evansville (9:30 am - 3:30 pm Central Time; check-in begins 8:30 am Central Time)
   Madison
   New Albany
   Terre Haute

Provider: The Salvation Army Indiana Division

Contact information:
Molly Barr
Phone (317) 224-1038
Molly_Barr@usc.salvationarmy.org
https://giftandestate14.eventbrite.com/

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  1. This sure is not what most who value good governance consider the Rule of Law to entail: "In a letter dated March 2, which Brizzi forwarded to IBJ, the commission dismissed the grievance “on grounds that there is not reasonable cause to believe that you are guilty of misconduct.”" Yet two month later reasonable cause does exist? (Or is the commission forging ahead, the need for reasonable belief be damned? -- A seeming violation of the Rules of Profession Ethics on the part of the commission) Could the rule of law theory cause one to believe that an explanation is in order? Could it be that Hoosier attorneys live under Imperial Law (which is also a t-word that rhymes with infamy) in which the Platonic guardians can do no wrong and never owe the plebeian class any explanation for their powerful actions. (Might makes it right?) Could this be a case of politics directing the commission, as celebrated IU Mauer Professor (the late) Patrick Baude warned was happening 20 years ago in his controversial (whisteblowing) ethics lecture on a quite similar topic: http://www.repository.law.indiana.edu/cgi/viewcontent.cgi?article=1498&context=ilj

  2. I have a case presently pending cert review before the SCOTUS that reveals just how Indiana regulates the bar. I have been denied licensure for life for holding the wrong views and questioning the grand inquisitors as to their duties as to state and federal constitutional due process. True story: https://www.scribd.com/doc/299040839/2016Petitionforcert-to-SCOTUS Shorter, Amici brief serving to frame issue as misuse of govt licensure: https://www.scribd.com/doc/312841269/Thomas-More-Society-Amicus-Brown-v-Ind-Bd-of-Law-Examiners

  3. Here's an idea...how about we MORE heavily regulate the law schools to reduce the surplus of graduates, driving starting salaries up for those new grads, so that we can all pay our insane amount of student loans off in a reasonable amount of time and then be able to afford to do pro bono & low-fee work? I've got friends in other industries, radiology for example, and their schools accept a very limited number of students so there will never be a glut of new grads and everyone's pay stays high. For example, my radiologist friend's school accepted just six new students per year.

  4. I totally agree with John Smith.

  5. An idea that would harm the public good which is protected by licensing. Might as well abolish doctor and health care professions licensing too. Ridiculous. Unrealistic. Would open the floodgates of mischief and abuse. Even veteranarians are licensed. How has deregulation served the public good in banking, for example? Enough ideology already!

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