The 37th Annual Notre Dame Tax and Estate Planning Institute will take place on September 15-16, 2011, in South Bend, Indiana at the Century Center. If you have an interest in estate planning including issues regarding federal estate and gift taxes this conference is for you. Hosted by one of the foremost expert attorneys in the area, Institute Director, Professor Jerome M. Hesch, has invited a number of distinguished guests who will discuss relevant estate planning issues surrounding the practice today.

The program  includes highlights in 2011 that are new to the format this year:

With increased exemptions, the need for estate planning for the moderately wealthy will decrease. Recognizing this trend, the 2011 Institute will add topics that go beyond gift and estate tax savings. It is intended that these add-ons will introduce topics that can create new planning opportunities and thus new business for your practice. These special features will include income tax planning ideas that estate planning professionals can introduce to their individual clients and using variations of traditional estate planning techniques for income tax planning for corporations. The Institute will also address the tax and state law issues relating to early termination of trusts, interpretation of ambiguous trust language and amending trust terms by reformation or decanting. Another focus will be communicating charitable planning techniques to encourage charitable giving that will also accomplish the individual’s other objectives. As part of the communication focus, sessions will cover the mathematics of estate planning and using financial projections as part of the evaluation and communication process. [1]

For those attendees desiring certification of attendance at the program, the Institute will issue certificates of attendance. The program will afford up to 17.00 actual hours of continuing education, including 1.00 hour of ethics. Each continuing education accrediting agency determines the number of hours it will accept for accreditation.

Wealth managers are welcome to attend. There is a fee for registration. For additional information on the event please visit click here. If you have any other questions about the Institute, please contact Dawn Boulac at (574) 631-2616 or dboulac@nd.edu.

“Founded in 1869, the Notre Dame Law School is the oldest Roman Catholic law school in the nation. Embracing equally the wealth of its heritage and a calling to address the needs of the contemporary world, Notre Dame Law School brings together centuries of Catholic intellectual and moral tradition, the historic methods and principles of the common law, and a thorough engagement with the reality of today’s legislative, regulatory, and global legal environment. At Notre Dame Law School, students and faculty of diverse backgrounds, experiences, and commitments are encouraged to cultivate both the life of the mind and the wisdom of the heart, to pursue their studies with a passion for the truth, and to dedicate their professional and personal lives to serve the good of all the human family.” [2]

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[1] See Notre Dame Continuing Legal Education. http://law.nd.edu/alumni/continuing-legal-education/. Last Accessed 8/7/2011.

[2] Notre Dame.  See About the Law School. http://law.nd.edu/about/. Last Accessed 8/07/2011.