ICLE | Probate & Estate Planning Institute, 58th Annual
Probate & Estate Planning Institute, 58th Annual
05/17-19/18 Acme or 06/14-15/18 Plymouth | CLE: 11 | Acme CLE: Up to 12.5*; Plymouth CLE: 11 | Acme CTFA Credit: 12.25**; Plymouth CTFA Credit: 9.75** | Level: Basic/Intermediate/Advanced
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Secure Your Clients for Generations

Dive into cutting-edge topics from local and national experts. Amy K. Kanyuk and Paul S. Lee break down trustee discretion and basis management. From sophisticated domestic asset protection trusts to straightforward planning for pets, we’ll help you prepare your clients for life’s complexities. Learn how today’s hottest estate and tax planning, probate, and litigation issues—such as gun trusts, Medicaid changes, and technology trends—will impact your practice.

Benefits of Attending:

  • Stay current on essential caselaw developments and new legislation
  • Get advice straight from the probate bench with our judges panel
  • Gain trust-building techniques to lock in more clients
  • Analyze case studies on basis management
  • Avoid pitfalls when a longtime client needs a guardian
  • Plan effectively for adopted children and stepchildren
  • Examine challenges trustees face in making distributions
  • Explore new tracks on blended families, unique assets, and charitable planning
Available Formats
Special Add-On Seminar
Income Tax Planning for Family LPs, LLCs, and Disregarded Entities
05/16/18 Acme
Explore how partnerships (and disregarded entities) can be used to shift basis between assets, maximize the “step-up” in basis, defer and shift tax items (income and deductions), and transfer wealth in a world of diminishing valuation discounts.
*No CLE credit is given to the Acme session "SPECIAL BASIC SESSION - New Lawyers: You Have the Floor."

**58th Annual Probate & Estate Planning Institute has been approved for the following CTFA credits: Acme 12.25, Plymouth 9.75. This statement should not be viewed as an endorsement of this program or its sponsor.
Special Thanks to Our Sponsors