RICHARD B. URDA, JR., Attorney, Urda Professional Corporation, South Bend, Indiana. Admitted to bar, 1975, Indiana and Michigan; 1976, U.S. Court of Appeals, 7th Circuit and U.S. Tax Court. Education: University of Notre Dame, B.A., summa cum laude, 1972; University of Michigan, J.D., cum laude, 1975. Phi Beta Kappa. Member: St. JosephCounty (President 2006-2007), IndianaState, and American Bar Associations, and State Bar of Michigan.

Professional Honors: Listed in current and previous editions of The Best Lawyers in America for Employee Benefits and named an Indiana Super Lawyer for Employee Benefits by Indianapolis Monthly. Martindale-Hubbell AV Preeminent rating. Fellow, AmericanCollege of Trust and Estate Counsel and the Indiana Bar Foundation. Certified Indiana Estate Planning and Administration Specialist. Member: Indiana State Bar Association Probate, Trust and Real Property Section Council (Chair: 2012-2013); and St. Joseph County Public Defender Board. Charter Member: Indiana State Bar Association Probate, Trust and Real Property Section Board of Specialization.

Author,Private Pensions, Indiana Laws of Aging (Claire E. Lewis ed., 2015);Malpractice Claims in Estate Planning, 41 Res Gestae 12 (March 1998).

Speaker, Practical Considerations of "Funded" Nonqualified Deferred Compensation, 1989 Notre Dame Tax and Estate Planning Institute.

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Author and Speaker, "Funded" Nonqualified Deferred Compensation, 1986 ICLEF Third Annual Indiana Tax Institute; Fear and Loathing in Employee Benefits - The New Rules of Code '89, 1987 Indiana Tax Institute; Employee Compensation - Qualified and Nonqualified Deferred Benefits, 1988 ICLEF Basic Corporate Practice Seminar; Tax Reform's Procrustean Bed - The New Minimum Participation Rules of Code Section 401(a) (26), 1989 ICLEF Employee Benefits Update Seminar; Saving What You Can: Post-Mortem Estate Planning for Retirement Benefits, 1990 ICLEF Employee Benefit Series Seminar; Thrill, Chills and Spills: The Consequences of Having a Less Than Perfect Pension Plan, 1990 Notre Dame Tax and Estate Planning Institute; Scylla and Charybdis Revisited: Postmortem Retirement Planning Alternatives, 1991 Notre Dame Tax and Estate Planning Institute; Employee Benefit Probate Case Studies, 1991 ICLEF Wills, Trusts & Probate Seminar; Aggregation Aggravation - An Overview of Code Section 414, 1992 ICLEF ERISA Employee Benefit Series; Fees And Estate Planning, 1993 ICLEF Fees In Estate Planning and Fees In Estates Seminar; Healing The Sick Plan: Alternatives To Plan Disqualification, 1995 ICLEF Employee Benefits Update Seminar; Disposition Of A Deceased Physician's Practice, 1995 ICLEF Probating the Estate of Professionals/Executives Seminar; Taxation of Qualified Retirement Plan Distributions, 1996 ICLEF Advanced Estate Planning Seminar; When To Hold Em and When To Fold Em: Selected Issues In Professional Practice Planning, 1998 ICLEF Estate Planning for the Professional Seminar; Divorce American Style: Retirement Plans and Marital Dissolutions, 2001 ICLEF Employee Benefits Seminar; What Every General Practitioner Should Know About Deferred Compensation Plans: the Good, the Bad and the Ugly, 29th Annual Midwest Estate, Tax and Business Planning Institute; Death, Divorce and Retirement Plans, 2003 Notre Dame Tax and Estate Planning Institute; Whose Money Is It Anyway? - Creditor Claims Against IRAs and Retirement Plans, 2004 Notre Dame Tax and Estate Planning Institute; SERPS Up - Winners and Losers in Nonqualified Deferred Compensation Planning Under ERISA: Disaster Waiting To Happen - Learning New Code Section 409A and Ignoring ERISA, 2005 Notre Dame Tax and Estate Planning Institute; Advanced Planning Techniques for Post Mortem Trust Funding, 2006 ICLEF Advanced Estate Planning Seminar- The Masters Series; A New Frontier? Retirement Plans In Marital Dissolutions After Kennedy, 2009 Notre Dame Tax and Estate Planning Institute; Death, Divorce, and Retirement Plans, 2011 ICLEF Employee Benefits/ERISA Seminar.

Co-author and Speaker, 1999 ICLEF Estate Planning For Clients With Large Balances in Qualified Plans and IRAs Seminar.

Chair, 2000 ICLEF Estate Planning With Qualified Plans Seminar.

Other: Appointed Special Master in The Estate of Philip Gabriele, Case No. 71C01-0906-EU-00011 by St. Joseph Circuit Court on July 31, 2009 with concurrence of the Indiana Supreme Court on August 28, 2009.

Revised: 10/14/15

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