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, Feb. 13

Speakers: Mr. Jim Plitz

Topic: Picking Your Executor: Making the Right Choice

Location: 11:45 – 1:00 pm at 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 12, 2023 – J. Scott Waters (The Indiana Transfer on Death Statute)
  • October 10, 2023 – Judge J. Terrence Cody (2023 Indiana Probate & Trust Legislation)
  • November 14, 2023 – Linda Speed (Year-End Giving Tips & Incentive Opportunities for Your Clients)
  • December 12, 2023 – Todd Lamkin (Senior Living Placement Services)
  • January 9, 2024 – Amanda Janssen (Pre-Tax Planning Strategies)
  • February 13, 2024 – Jim Plitz (Picking Your Executor: Making the Right Choice)
  • March 20, 2024* – Brian Yeley (Topic TBD) Annual SIEPC/CGPK Joint Meeting
  • April 9, 2024 – Bridget Cantrell (Topic TBD)
  • May 14, 2024 – Scott Weinberg (Topic TBD)

* The March meeting will take place on Wednesday, March 20 at IU Southeast (University Center North, Room 127) as part of our joint meeting with the Charitable Gift Planners of Kentuckiana.


SIEPC Leadership

President – James “Jim” Plitz


Dues

Dues are $100 for the 2023-2024 fiscal year and can be mailed to:

James Plitz, Plitz Estate Planning, 2241 State Street, PMB 325, 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 $325 – a $25 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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