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 – Wednesday, March 20
Speakers: Mr. Brian D. Yeley, JD
Topic: Partnerships Make Planne Gifts Possible
Location: 11:30 – 1:00 pm in University Room 107 at the Indiana University Southeast, located just off of Interstate 265 on Grant Line Road 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 (Partnerships Make Planned Gifts Possible)
- Annual SIEPC/CGPK Joint Meeting
- April 9, 2024 – Bridget Cantrell (The Corporate Transparency Act: What You Need to Know)
- 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!