Tax and Estate Planning Institute - September 25-27, 2024

The 50th Annual Notre Dame Tax & Estate Planning Institute will take place on September 25-27, 2024, in South Bend, Indiana. We are pleased that the Institute will again be held in-person at the Century Center in downtown South Bend.

We have lined up an impressive panel of speakers who will, as always, address topics that cover transfer and income tax savings and other practical planning issues, relevant for a broad range of clients, even those who are not exposed to the estate tax.

For details regarding the speakers and topics, please download a copy of the Institute's brochure.

Attendee Registration 

For all questions regarding CE or CLE credit, please email Beth Ferrettie at bferrettie@nd.edu.

For those who would like to be a Sponsor or Exhibitor at our in-person event, sponsor/exhibitor registration is now open at the following link:

Sponsor or Exhibitor Registration