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Southern Indiana Estate Planning Council
The Southern Indiana Estate Planning Council (SIEPC) exists to provide area advisors educational and networking opportunities that help better serve our clients and community.
For more information about joining the SIEPC, please contact us.
Next Meeting – Tuesday, October 14
Speaker: Linda Speed (Community Foundation of Southern IN)
Topic: Qualified Charitable Distributions and Charitable Giving
Location: 4100 Charlestown Rd., New Albany, IN 47150 | 11:45 – 1:00 p.m. (Held in 2nd Floor Board Room)
All meetings take place the second Tuesday of each month. Lunch is included for all members with an RSVP (On-site parking is available and you may enter from the doors located behind the circular driveway.).
2025-26 Dates & Speakers Include:
September 9, 2025 | Phillip Beaman, Monroe ShineTopic: Federal Tax Update & OBBB Impact on Estates and Trusts
- October 14, 2025 | Linda Speed, Community Foundation of Southern Indiana
- Topic: Qualified Charitable Distributions
- November 11, 2025 | Shelly Gilman, Attorney
- Topic: Litigators Perspective (Ethics)
- December 9, 2025 | Doug Bozell, Douglas A. Bozell PLLC
- Topic: Gun Trusts
- January 13, 2026 | Donovan Gibbs, Stites & Harbison
- Topic: What New and Improved with NIL
- February 10, 2026 | Sean Mumaw, Stock Yards Bank & Trust
- Topic: Trust & SLATs
- March 10, 2026 | Scott Weinberg, Wyatt, Tarrant & Combs
- Topic: AI & the Unauthorized Practice of Law
- April 14, 2026 | Honorable J. Terrence Cody
- Topic: Case & Law Update for 2026
SIEPC Leadership
President – Grant Meyer
Vice President – Jackie Clowers
Treasurer – Bridget Cantrell
Secretary – Joel Nierman
Immediate Past President – Jim Plitz
Dues
Dues are $125 for the 2025-2026 fiscal year and can be mailed to:
Bridget Cantrell, CLLB Legal, 318 Pearl St., Suite 200, New Albany, IN 47150.
Please make check payable to “SIEPC”.
To access a Membership Application form, please click here.
Joint Membership Opportunity: If you are interested in joining both the SIEPC and the Estate Planning Council of Metro Louisville (EPCML), you can purchase a joint membership for $425!
SPECIAL OFFER for Retired Practitioners: If you are a retired practitioner, you are invited to join us monthly at a discounted rate of $10 – which helps cover your lunch for the event.
