Tax and Estate Planning Institute - September 20-22, 2023

The 49th Annual Notre Dame Tax & Estate Planning Institute will take place on September 20-22, 2023, in South Bend, Indiana. We have lined up an impressive panel of speakers who will, as always, address numerous practical topics, relevant for a broad range of clients, even clients not exposed to the estate tax.

We are pleased to announce that we are returning to an in-person format at our traditional venue at the Century Center in downtown South Bend. We know that many of you have been eager to share the camaraderie that our popular in-person learning format offers, and we are looking forward to seeing you in South Bend in September.

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

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/Exhibitor registration