Tax and Estate Planning Institute

Tax and Estate Planning Institute

The 41st Annual Notre Dame Tax and Estate Planning Institute will take place on September 17 and 18, 2015, in South Bend at the Century Center on the banks of the St. Joseph River in downtown South Bend, Indiana, at 120 South St. Joseph Street. South Bend uses Eastern Time (same as New York City)

With the permanence of the $5,000,000 exemption, the annual Notre Dame Tax & Estate Planning Institute has and will continue to present topics that are relevant regardless of whether or not a family is exposed to the estate tax. In addition to estate planning topics for high net worth individuals, the Institute devotes sessions to income tax planning techniques that provide immediate tax benefits that need not wait until one’s death. This year you will notice that topics that are related to each other have been clustered together so that each presentation can relate to and build upon what was presented the hour before. This will also enable attendees who may not have an extensive background to progress through the first session, covering fundamentals immediately before a more advanced presentation.

We hope you will be able to join us.

Registration and the 2015 Brochure are available online.

If you have any other questions about the Institute, please contact Dawn Boulac Howard at (574) 631-2616 or