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, Oct. 8

Speakers: Donovan Gibbs, Stites and Harbison

Topic: Things Advisors Should Know About NIL

Location: 11:45 – 1:00 pm in the second-floor Board Room at the 4100 Charlestown Road building, located just off of Interstate 265 in New Albany


Meeting Dates

All 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.

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

Future Dates & Speakers Include:

  • September 10, 2024 – Linda Speed, Community Foundation of Southern Indiana
    • Topic: Charitable Giving with QCDs
  • October 8, 2024 – Donovan Gibbs, Stites and Harbison
    • Topic: Things Advisors Should Know About NIL
  • November 12, 2024 – Phillip Pearson, McBrayer PLLC
    • Topic: Secure 1.0 and Secure 2.0
  • December 10, 2024 – Sarah Hunter, CPA, DMLO CPAs
    • Topic: Tax Updates for 2025
  • January 14, 2025 Grant Meyer, Northwestern Mutual
    • Topics: TBA
  • February 11, 2025 – Kelli Brown, Goldberg Simpson
    • Topic: Pet Trusts
  • March 11, 2025 – Katelyn Matusik, Bonhams
    • Topic: Personal Property Valuation
  • April 8, 2025 – Judge J. Terrence Cody
    • Topic: Estate and Probate Updates
  • May 15, 2025 – Joint Advisor Happy Hour with EPCML

SIEPC Leadership

President – James “Jim” Plitz

Vice President – Joel Nierman

Treasurer – Bridget Cantrell

Secretary – Grant Meyer


Dues

Dues are $125 for the 2024-2025 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 $375 – a $50 savings!


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SIEPC In Partnership with CFSI

The Southern Indiana Estate Planning Council has partnered with the Community Foundation of Southern Indiana to provide this webpage for SIEPC members and members of our community who are in need of estate planning advice and contacts.

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IT'S OFFICIAL: The Community Foundation of Southern Indiana has been awarded a $3.75 MILLION Matching Grant from the Lilly Endowment! Learn how you can help us award an estimated additional $200,000 in local grants - a 50% annual increase - each year. Forever.

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