Continuing Legal Education

Tax and Estate Planning Institute

The 37th Annual Notre Dame Tax and Estate Planning Institute will take place on September 15-16, 2011, in South Bend at the Century Center.

With increased exemptions, the need for estate planning for the moderately wealthy will decrease. Recognizing this trend, the 2011 Institute will add topics that go beyond gift and estate tax savings. It is intended that these add-ons will introduce topics that can create new planning opportunities and thus new business for your practice. These special features will include income tax planning ideas that estate planning professionals can introduce to their individual clients and using variations of traditional estate planning techniques for income tax planning for corporations. The Institute will also address the tax and state law issues relating to early termination of trusts, interpretation of ambiguous trust language and amending trust terms by reformation or decanting. Another focus will be communicating charitable planning techniques to encourage charitable giving that will also accomplish the individual’s other objectives. As part of the communication focus, sessions will cover the mathematics of estate planning and using financial projections as part of the evaluation and communication process.

Registration and a copy of the brochure are available online. If you have any other questions about the Institute, please contact Dawn Boulac at (574) 631-2616 or dboulac@nd.edu.

The link to the registration page is: http://notredame-web.ungerboeck.com/coe/coe_p1_all.aspx?oc=10&cc=ALLREG

Home Football Weekends

No CLE programs will be offered the morning of home football games in 2011.