Tax and Estate Planning Institute

The 46th Annual Notre Dame Tax and Estate Planning Institute will take place on October 29-30, 2020, at the Century Center on the banks of the St. Joseph River in downtown South Bend, Ind. The Institute will present topics of interest to a broad range of estate planning professionals, whether your clients are high net worth individuals exposed to the estate tax or more moderate net worth individuals who are below the estate tax exemptions. We welcome both long-time attendees as well as new attendees to join us at this year’s institute.

Please email if you are seeking the following:

  • to be added to our email distribution list,
  • to ask questions about registration or obtaining information hand-outs,
  • to update our records with a new mailing address,
  • or to get information on becoming a sponsor or exhibitor at our next event.

For all questions regarding CE or CLE credit, email Beth Ferrettie at

We hope to see you in South Bend in October.