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.

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Next Meeting – Schedule Coming Fall 2025

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Meeting Dates

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.

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

2024-25 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: Social Security: When to Elect and Why?
• February 11, 2025 – Kelli Brown, Goldberg Simpson
  • Topic: Dogs, Horses, Turtles, and More! (Almost) Everything an Attorney Needs to Know to Assist a Client with Estate Planning That Includes Pets and Animals
• March 12, 2025 – Katelyn Matusik, Bonhams
  • Topic: Personal Property Valuation
  • Venue: Indiana University Southeast – 4201 Grant Line Rd., New Albany, IN 47150
• April 8, 2025 – Judge J. Terrence Cody
  • Topic: 2025 Probate, Estate, and Trust Legislation
• SPECIAL EVENT: May 9, 2025 – 22nd Annual Professional Advisors Seminar with CFL
  • Time: Starts at 8:30 a.m.
• SPECIAL EVENT: May 15, 2025 – Annual Spring Event, Joint with EPCML
  • Venue: Louisville Zoo – 1100 Trevilian Way, Louisville, KY 40213

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SIEPC Leadership

President – James “Jim” Plitz

Vice President – Joel Nierman

Treasurer – Bridget Cantrell

Secretary – Grant Meyer

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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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