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 – Thursday, August 21 (SIEPC / EPCML Joint Networking Event)

Location: Uncle Boojie’s Distilling Company | 700 Vine St., Louisville, KY 40204

---

Meeting Dates

All meetings take place the second Tuesday of each month. Lunch is included for all SIEPC members with an RSVP.

Most meetings happen between 11:45 – 1:00 and are located in the second-floor Board Room at the 4100 Charlestown Road building, located just off of Interstate 265 in New Albany. There is on-site parking and you may enter the building from the doors located behind the circular driveway.

---

2025-26 Dates & Speakers Include:

• September 9, 2025 | Phillip Beaman, Monroe Shine
  • Topic: New Tax Laws
• October 14, 2025 | Linda Speed, Community Foundation of Southern Indiana
  • Topic: Qualified Charitable Distributions
• November 11, 2025 | Shelly Gillman, 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 & SLAT
• 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 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.

---