Hoosier Hills Estate Planning Council Seminar – Spring 2025

Join us for the Hoosier Hills Estate Planning Council’s 2025 Estate Planning Conference on May 15, 2025. Taking place in Bloomington, IN, the conference will provide valuable insight on topics including business valuations and succession planning, CRTs and CLTs, healthcare directives, pooled employer retirement plans, social security, and more.

KSM’s Stephen Schnelker will present a session on Estate, Gift, and GST Tax Planning for a Reduced Exemption Transition, which will cover strategic planning techniques to help clients maximize wealth transfers ahead of the scheduled 2026 exemption reduction. The session will explore key tools, common pitfalls, and evolving best practices to minimize transfer tax exposure.