Tax and Estate Planning Institute

The 47th Annual Notre Dame Tax & Estate Planning Institute will take place (in virtual form) on October 21 and 22, 2021.  We have lined up an impressive panel of speakers who will, as always, address a broad range of topics (including up-to-date discussions of any legislative developments) that will be of use to you and your clients.  

Under the circumstances, we have decided that this year's institute will again be held virtually rather than in-person in South Bend.  As with last year's successful Institute, 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 21, and Friday, October 22.  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.  Based on the positive feedback we received last year, we again 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 again 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.