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, October 13

Topic: Qualified Small Business Stock Planning

Speakers: Scott Dolson & Melanie McCoy, FBT Gibbons

Location: 4100 Charlestown Road, New Albany, IN 47150 (upstairs board room)

All meetings take place the second Tuesday of each month. Lunch is included for all members with an RSVP. (On-site parking is available and you may enter from the doors located behind the circular driveway.).

---

2026-27 Dates & Speakers Include:

• September 8, 2026 | Linda Speed & Kathy Watkins, Community Foundation of Southern Indiana
  • Topic: Charitable Clients? Tax and Planning Tips to Help You Navigate the Conversation
• October 13, 2026 | Scott Dolson with Melanie McCoy, FBT Gibbons
  • Topic: Qualified Small Business Stock Planning
• November 10, 2026 | Sarah Hunter, DMLO
  • Topic: 1041 / Final Return Coordination
• December 8, 2026 | Amanda Janssen, Artisan Wealth Management
  • Topic: Navigating Deferred Compensation: Rules, Risks, and Rewards
• January 12, 2027 | John Naville, Naville and Seabrook Funeral Homes
  • Topic: Funeral Pre-Planning and Related Issues
• February 9, 2027 | Misty Clark-Vantrease, Kentucky ElderLaw, PLLC
  • Topic: When Capacity Fades: Ethical and Practical Challenges for Estate Planners (An Elder Law Perspective)
• March 9, 2027 | Grant Meyer, Northwestern Mutual
  • Topic: Life Insurance Planning
• April 13, 2027 | Jim Plitz, Waters, Tyler, Hofmann and Scott, LLC
  • Topic: Trust Decanting
• May 2027 | Potential Social Meeting with Estate Planning Council of Metro Louisville

---

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 2026-2027 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 Application 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.

---