Notre Dame Tax and Estate Planning Institute

Virtual format

The Institute will be delivered in a virtual format with live, online presentations (including the popular dual-track approach) throughout the day on Thursday, October 29, and Friday, October 30. This virtual format will allow participants to interact with the speakers and will be structured to qualify for continuing education credit to the extent allowed by the respective accrediting agencies. As an added bonus, all the sessions will be recorded for registrants for later viewing.

The 46th Annual Notre Dame Tax & Estate Planning Institute will take place virtually on October 29 and 30, 2020. The impressive panel of speakers will 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. Lewis Rice member Michael D. Mulligan will present with John Grzybek "Creative Planning with Charitable Remainder Trusts: You Will Flip When You See This" on Thursday, October 29 at 1:40 p.m. CST.

To read Michael and John's article relating to this presentation, click under "Resources" below. To register for this event, click "Register." 

Mike is Co-Chair of the Firm's Estate Planning Department. He is a principal originator of the estate planning strategy of sale to defective trust for an installment note, which is now widely used by estate planners nationally. Mike has been elected to the Estate Planning Hall of Fame® and has been awarded the Accredited Estate Planner® (Distinguished) designation by the National Association of Estate Planners & Councils.