Upcoming Seminars
Live 05/09-11/13 | Seminar Handbook
Our most popular institute features dynamic speakers. Attend in Acme or Plymouth for the latest federal tax changes, key reasons for decanting trusts, and leveraging social media in your practice. Plus, access to recordings of each track afterwards.
Live 06/26/13
Learn the best solutions to the range of issues found in drafting for an estate under $5 million using a hypothetical case study as part of this hands-on seminar in the Probate and Estate Planning Certificate Program.
On-Demand Webcast 09/12/13
Learn about Michigan’s new trust "decanting" statutes and how to correct drafting mistakes, deal with changed circumstances, augment (or diminish) fiduciary powers, parse trustee liability, achieve tax benefits, and facilitate trust administration.
Live 10/23/13
Learn the best solutions to the range of issues found in drafting for an estate under $5 million using a hypothetical case study as part of this hands-on seminar in the Probate and Estate Planning Certificate Program.
Live 02/26/14
Learn the best solutions to the range of issues found in drafting for an estate under $5 million using a hypothetical case study as part of this hands-on seminar in the Probate and Estate Planning Certificate Program.
Live 06/25/14
Learn the best solutions to the range of issues found in drafting for an estate under $5 million using a hypothetical case study as part of this hands-on seminar in the Probate and Estate Planning Certificate Program.
On-Demand Seminars
Presented 04/26/11 | Webcast | Seminar Handbook | MP3
Michigan's most knowledgeable Medicaid professionals explain how to protect your clients as they guide you through the recent developments you must know.
Presented 04/26/12 | Webcast | Seminar Handbook | MP3
Michigan’s most knowledgeable Medicaid professionals explain how to protect your clients as they guide you through estate recovery and other recent developments.
Presented 04/23/13 | Webcast | Seminar Handbook | MP3
Protect your clients with guidance on recent rules changes, divestment planning nuts and bolts, estate recovery developments and exploitation issues from Michigan’s most knowledgeable Medicaid professionals.
Presented 02/08/11 | Webcast | Seminar Handbook | MP3
What's new in drafting? This perennially popular and valuable program will inform you of the changes in the law that affect your documents and give you sample forms to help you with the Michigan Trust Code, the new federal tax environment, and more.
Presented 02/16/12 | Webcast | Seminar Handbook | MP3
Respond to the rapid changes in estate planning that affect your documents. This perennially popular and valuable program gives you sample forms covering estate recovery, the new durable powers of attorney act, and more.
Presented 02/14/13 | Webcast | Seminar Handbook | MP3
Respond to the rapid changes in estate planning that affect your documents. This perennially popular and valuable program gives you sample forms covering the new durable powers of attorney statute, trust protectors, pre- and post-nuptials, and more.
Presented 06/18/11 | Seminar Handbook
ICLE's popular annual Institute includes materials from THREE dynamic national speakers, the latest on the federal estate tax, next steps for the Michigan Trust Code, powerful document automation and materials from FOUR new, innovative breakout tracks.
Presented 06/16/12 | Seminar Handbook
ICLE's popular annual Institute includes materials from FOUR dynamic featured speakers, the latest information on Michigan tax changes, next steps for estate recovery, and materials from THREE new, innovative breakout tracks.
Presented 12/06/12 | Webcast | Seminar Handbook | MP3
Understand trustee duties and liabilities under the Michigan Trust Code, investments from the fiduciary perspective, issues involving real estate held by the trust, the obligation to inform and report to beneficiaries, and trust distributions.
Presented 04/30/13 | On-Demand Webcast
Learn best practices for drafting durable powers of attorney (DPOAs), including incapacity, specific health directives, and agent authority issues. Avoid potential litigation triggers and roadblocks from hospitals, banks, and title companies.
Presented 07/12/11 | Webcast |
When time is of the essence, it takes a good game plan to get results in a short amount of time. Get the strategies you need to be able to spring into action for your terminally ill client.
Presented 04/26/12 | Webcast | Seminar Handbook | MP3
Michigan’s top financial and estate planning experts give you practical advice on planning for special needs children and their families, including durable powers of attorney, special needs trusts, public benefits, and financial planning strategies.
Presented 08/08/12 | On-Demand Webcast
The new Michigan Durable Power of Attorney law has arrived! With experts walking you through the most important changes, discover what you must do to meet its requirements.
Presented 12/05/12 | On-Demand Webcast
The new Michigan Uniform Principal and Income Act amendments are here. Starting with a UPIA refresher, the state’s leading expert then walks you through the most important changes and what you must do to meet the new requirements.
Presented 02/02/12 | Webcast | Seminar Handbook | MP3
Learn how to make retirement assets payable to trusts, use Roth IRAs, Roth 401Ks, traditional IRAs, and 401Ks to benefit your clients, master the Required Minimum Distribution (RMD) rules, and effectively handle post-death administration issues.
Presented 09/25/12 | Webcast |
This case study approach to estate planning for retirement assets illustrates how to apply the Required Minimum Distribution (RMD) rules, plan for second marriages and special needs, use trusts with IRAs and 401Ks, and handle post-death administration.
Presented 02/24/11 | Webcast | Seminar Handbook | MP3
Learn estate administration procedure from start to finish. This seminar provides the essentials on what procedures to follow and forms to fill out from opening the estate through closing the estate.
Presented 02/19/13 | Webcast | Seminar Handbook | MP3
Learn estate administration procedure from start to finish. This seminar provides the essentials on what procedures to follow and forms to fill out from opening the estate through closing the estate.
Presented 10/20/11 | Webcast | Seminar Handbook | MP3
Learn each step of the estate planning process from an "All-Star" faculty, including client intake, tax basics, planning for spouses, minors and joint property, and drafting customized wills, trusts, DPOAs, and PADs. Includes sample documents and forms.
Presented 04/23/13 | Webcast | Seminar Handbook | MP3
Get expert techniques to successfully and efficiently represent your clients in contested estate cases. Navigate court rules, review accountings, and challenge dispositive provisions with advice from leading practitioners.
Presented 08/31/11 | Webcast |
Serving as a Guardian ad Litem gets your foot in the door and builds your reputation in Probate Court. Learn the ins and outs of getting and handling GAL appointments in adult guardianship and estate and conservatorship proceedings.
Presented 11/29/11 | Webcast | Seminar Handbook | MP3
Protect your clients' years of accumulated wealth and deal with the ever-changing estate tax landscape. Learn tax planning techniques, including gifts and trusts, and walk away with sample language to use in your practice.
Presented 09/27/11 | Webcast | Seminar Handbook | MP3
Learn the ins and outs of all the tax returns you might file for an estate. Our experts and their sample completed forms help you avoid common problems, make the most of post-death elections, and prepare returns (the 706, 709, and 1041) like a pro.
Presented 12/13/12 | Webcast |
Due to uncertainty surrounding the estate tax, this seminar is postponed until we have more direction from Congress. When we know more, we will schedule a seminar to discuss the changes and impact on practitioners.
Presented 04/26/11 | Webcast | Seminar Handbook | MP3
How has the Michigan Trust Code affected practice in its first year? What are estate planners doing differently? How have courts adapted? Trust code experts share lessons learned, adjustments in your procedures and new opportunities to help your clients.