---
type: "event"
title: "Notre Dame Tax & Estate Planning Institute (52nd), Oct 28-30"
description: "Oct 28-30, 2026, Morris Inn, University of Notre Dame. Estate planning, trust administration, related tax. Hosted by Notre Dame Law. Venue."
resource: "https://accounting.events/events/notre-dame-tax-estate-planning-institute/"
tags: ["event", "Tax", "United States", "2026"]
timestamp: "2026-09-03"
---

# Notre Dame Tax & Estate Planning Institute (52nd)

Notre Dame Tax & Estate Planning Institute (52nd) runs Oct 28-30, 2026 at Morris Inn, University of Notre Dame in South Bend.

Estate planning, trust administration, related tax. Hosted by Notre Dame Law. Venue: University of Notre Dame.

- **When:** Oct 28-30, 2026 (dates published)
- **Where:** Morris Inn, University of Notre Dame · South Bend · United States
- **Organiser:** University of Notre Dame Tax and Estate Planning Institute
- **Format:** In person
- **Type:** Tax
- **Official site:** https://law.nd.edu/for-alumni/alumni-resources/tax-and-estate-planning-institute/

## Editions

- 2026: Notre Dame Tax & Estate Planning Institute (52nd), Oct 28-30, 2026 (this page)
- 2027: 53rd Annual Notre Dame Tax and Estate Planning Institute, October 2027 (TBA) (expected) - https://accounting.events/events/notre-dame-tax-estate-planning-institute-2027/

## Why it matters

The Notre Dame Tax & Estate Planning Institute is a Notre Dame Law School program running its 52nd edition in 2026, dating back to 1975. Unlike broader financial-planning conferences, it stays narrowly focused on transfer tax and income tax techniques for high net worth clients. It draws recurring national faculty, such as Jonathan Blattmachr and Jerome Hesch, across many editions.

## Who attends

Estate planning attorneys, CPAs and tax advisors, trust officers, and financial advisors working with high net worth clients.

## Programme

- Transfer tax planning
- Income tax planning for trusts and estates
- AI applications and ethics in estate planning
- Multistate trust administration
- Retirement benefits planning

## Past editions

- 2025: Nov 5-7, 2025; 51st Annual; held virtually.
- 2024: Sep 25-27, 2024; Century Center; 50th Annual.
- 2023: Sep 20-22, 2023; South Bend; 49th Annual; faculty included Jerry Hesch, Paul Lee, Jonathan Blattmachr and Stephen Breitstone.
- 2022: Nov 9-11, 2022; 48th Annual; held virtually.
- 2021: Oct 22, 2021; 47th Annual.
- 2015: Sep 16-18, 2015; Century Center; 41st Annual; printed brochure lists 17 CE hours across the final two days, including 2 ethics hours.

Source: https://law.nd.edu/for-alumni/alumni-resources/tax-and-estate-planning-institute/ (checked 2026-09-03)