ESTATE PLANNING DAY 2022
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Time Period |
Topic |
Speaker |
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7:30-8:20 am |
Breakfast and registration/sponsor booth time |
NA |
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|
8:30-9:30 am |
Alternatives to Traditional Long-Term Care Policies |
Bonnie Dyar, Bill C. Brown Asssociates |
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9:30-9:40 am |
Break |
|
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|
9:40-10:40 am |
Pending and Proposed Tax Changes to Investment Planning and Market Trends |
Tom Pauloski, Bernstein Private Wealth Managemet |
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|
10:40-11:00 am |
Break |
|
|
|
11:00-Noon |
When Trusts Go Wrong:Ideas & Options for Common Trust Scenarios |
Anne Curry, Mallor Grodner |
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Noon-1:15 pm |
Lunch and Exhibitor Fair |
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1:15-2:15 pm |
Tax Minimization and Good Planning for Self and Loved Ones |
Pamela Davidson, Davidson Gift Design |
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2:15-2:30 pm |
Break |
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|
2:30-3:30 pm |
Indiana's New Advance Directive for Health Care |
Kathryn DeWeese, Bunger & Robertson |
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3:30-4:30 pm |
|
Cathleen Weber, SCSW |
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|
4:30-4:35 pm |
Closing Remarks | ||
| PUBLIC SESSION | |||
|
11:00-Noon |
Introduction to Estate Planning - Duke Room |
Eric Slotegraaf, Attorney, Slotegraaf Niehoff, PC Jessica Hidalgo, CPA, Blue & Co., LLC David Maschino, Lighthouse Advisors, Inc. Mike Carson, Hurlow Wealth Management Group, Inc.
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Noon-1:15 pm |
Open exhibitor/sponsor area to the public |
