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PAC 2017

Ball State University Foundation

Thursday, June 29, 2017 from 9:15 AM to 2:45 PM (EDT)

Registration Information

Type End Quantity
Individual RSVP
Includes continental breakfast, lunch, and all materials
Ended Free  

Event Details

Ball State University Foundation’s Philanthropy Advisory Council (PAC) annual seminar is scheduled for Thursday, June 29, 9:15 a.m. to 2:45 p.m., at the Ball State University Alumni Center.

Seating is limited. Please register by Tuesday, June 20. All sessions, meals, and resource materials are complimentary and made possible by our generous sponsors. Attendees can earn up to four continuing education credits including one ethics credit. 

 


  2017 PAC Agenda

9:15-10 a.m.

Registration and Continental Breakfast 

10-11 a.m.

The Power of Investing with Impact
Lily S. Trager and Jamie Martin 
Morgan Stanley Wealth Management 

11-11:10 a.m.

Break 

11:10 a.m.- 12:10 p.m.
Long-term Care Planning: An Estate Plan is Useless if there is no Estate Left to Give 
Michelle Adler 
Gordon & Associates 

12:10-1:30 p.m.

Buffet Lunch 

12:30- 1:30 p.m. 
Lunch Speaker 

What Elder Law Attorneys do that Others Need to Know 
Keith Huffman 
Dale, Huffman & Babcock 

Note: A brief business meeting of East Central Indiana Estate Planning Council will take place during lunch.

1:30-1:45 p.m.

Break

1:45-2:45 p.m.

Flexible Drafting to Minimizing Trust Administration Problems
Jeff Dible
Frost, Brown, Todd Attorneys, LLC

Conclusion 


 

Featured Speakers

 

Michelle L. Adler, JD, is an attorney with Gordon & Associates, P.C. headquartered in Bluffton, Indiana. She is a graduate of Purdue University and the Indiana University Maurer School of Law. She currently focuses her practice on long-term care planning, estate planning, and agriculturally related business issues.

  

Jeffrey Dible, JD, is an attorney in the Indianapolis office of Frost Brown Todd LLC. He concentrates his practice in estate planning, estate and trust administration, related litigation, and taxation. Dible is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is currently the Indiana State Chair for ACTEC.

 

Keith P. Huffman, JD, is an attorney with Dale, Huffman & Babcock in Bluffton, Indiana. He received his undergraduate education from Adrian College and his legal education from Indiana University.  He is a member of the National Academy of Elder Law Attorneys (NAELA) and served as the President of the Indiana Chapter of NAELA. 

 

Jamie Martin is a vice president in Morgan Stanley’s Global Sustainable Finance group, helping to deliver the firm’s sustainable and impact investing solutions to institutional and wealth management clients. He graduated from Colgate University with a BA and received an MBA after studying at HEC Paris and the Fletcher School of Law and Diplomacy at Tufts University.

 

Lily S. Trager is an executive director and the director of Investing with Impact for Morgan Stanley Wealth Management. She earned a MBA in sustainable business from Presidio Graduate School and her BA in anthropology from Bates College.  

 


 

Sponsors:

 

  

 

 

 

Have questions about PAC 2017? Contact Ball State University Foundation
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When & Where


Ball State University Alumni Center
2800 W Bethel Ave
Muncie, IN 47304

Thursday, June 29, 2017 from 9:15 AM to 2:45 PM (EDT)


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