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

50th anniversary logo for Notre Dame's Tax & Estate Planning Institute

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.

We will post details regarding the speakers and topics, as well as information regarding attendee registration, later this spring.

In the meantime, please email if you are seeking the following:

  • to be added to our email distribution list
  • to update our records with a new mailing address, or
  • to get information on becoming a sponsor or exhibitor
For all questions regarding CE or CLE credit, please email Beth Ferrettie at


We look forward to seeing you in September to celebrate a half-century of tax and estate planning education and camaraderie!