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2024-07-18 BROADCAST CE - 1 HOUR

 

Registration Fee:  NAIFA/SFSP Members - FREE

                                Non-Members - $20

 

Call 317-844-6268 for registration questions.

July 18, 2024

(All times are ET)

  8:55 am - Zoom login

  9:00 am - "Essential Components of Lifetime and Estate Planning", John B. Bishop

10:00 am - Dismissal

Register for Zoom Webinar
 

(Non-members call 317-844-6268 for payment prior to Zoom Webinar)

9:00 am - 10:00 am


               "Essential Components of Lifetime and Estate Planning"

John B. Bishop, JD

Partner

Cohen, Garelick & Glazier, P. C.

(1 hour Indiana Insurance CE approved, 1 hour CFP approved1 hour CLE CE approved)

John concentrates his practice in the areas of estate and wealth transfer planning, including estate and trust planning and administration, probate, and estate and trust litigation, as well as intellectual property rights and enforcement.  He represents clients throughout Indiana and the country counseling on a wide variety of estate and trust matters and business planning.

John earned his law degree from the Indiana University Robert H. McKinney School of Law.  He is admitted to practice before all Indiana state courts and the U.S. District Courts for the Northern and Southern Districts of Indiana, the U.S. Court of Appeals for the Federal and 7th Circuits and the Supreme Court of the United States.

During law school, John clerked for Chief Judge Margret G. Robb of the Court of Appeals of Indiana and interned at CMG Worldwide handling a wide variety of intellectual property and rights of publicity matters.

Active in the Indiana legal community, John is a member of various professional organizations, including the Indianapolis Bar Association, the Indiana State Bar Association, the Indiana University Alumni Association and The Kiwanis Club of Carmel. He served as the former Chair of the Intellectual Property Section Executive Committee of the Indianapolis Bar Association and is a former associate of the Sagamore American Inn of Court.

 

 

Course Objective

This course will discuss the importance of advanced planning for your client.  Estate planning involves determining how an individual's assets will be preserved, managed, and distributed after death.  It also considers the management of an individual's properties and financial obligations if they become incapacitated.  Essential tools to be used to accomplish these goals will be reviewed.

Expected topics include:

  • Advance Directive

  • HIPAA Release

  • Durable Power of Attorney

  • Last Will and Testament

  • TOD/POD and Beneficiary Designations

  • Trust Agreement

 

John Bishop 2024.jpg

10:00 pm

 

Dismissal

Questions?  Call us at 317-844-6268.

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