Tax and Estate Planning Institute

The 46th Annual Notre Dame Tax & Estate Planning Institute will take place (albeit in modified, virtual form) on its originally scheduled dates, October 29 and 30, 2020.  We have lined up an impressive panel of speakers who will, as always, address a broad range of topics (including current developments arising from the ongoing COVID-19 situation) that will be of use to you and your clients.  

Given the uncertainty as to how COVID-19 will impact gatherings and travel in October, we will not be meeting in-person in South Bend this year.  Instead, we plan to deliver the Institute to you in a virtual format with live, online presentations (including our popular dual-track approach) throughout the day on Thursday, October 29, and Friday, October 30.  This virtual format will allow you to participate online in real time with the speakers, including opportunities for Q&A, and will be structured to qualify for continuing education credit to the extent allowed by the respective accrediting agencies.  As an added bonus, we plan to record videos of all the sessions and your registration fee will include online access to these recordings for later viewing at your convenience.

While we will miss seeing you in person this year and facilitating the camaraderie that is associated with the Institute, we are pleased to be able to provide you with the information and knowledge that so many of you have come to rely on.  We also hope that this virtual format will enable many estate planning professionals, who might not otherwise have had the chance to attend the Institute in person, to engage with and benefit from the Institute this year.

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

Attendee Registration

Sponsor or Exhibitor Registration

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

We hope to see you (virtually)  in October. 

Thank you to our 2020 Sponsors and Exhibitors!

Premiere Sponsor

Pnc Wealth Management Logo

Platinum Sponsor


Gold Sponsors

Bessemer Trust
Bloomberg Tax And Accounting

Empire Valuation Consultants

South Dakota Trust Company


CAF America


Complete Advisors

Heritage Auctions

Hindman Auctions

InterActive Legal

WSFS Bank Personal Trust Services