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Probate/Estate Planning

Upcoming Seminars
Live 09/10-11/15 | Electronic Materials
ICLE's new Elder Law Institute gives you the tools to become successful in this growing practice area. Michigan's most respected experts provide answers, updates and make it easy and profitable to meet the demand from this expanding client base.

On-Demand Seminars
Presented 04/23/13 | Webcast |
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 02/14/13 | Webcast |
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 06/15/13 | Electronic Materials
ICLE's most popular Institute includes materials from dynamic national speakers and talented Michigan experts covering key federal tax changes, joint trusts, and effectively dealing with aging clients, plus materials from new, innovative breakout tracks.

Presented 12/06/12 | Webcast |
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 02/05/13 | Webcast |
Learn what steps you need to take in 2013 and beyond to create estate plans that work for your clients and to address common pitfalls. Get expert advice on recent estate and gift tax developments.

Presented 03/13/14 | On-Demand Webcast
Get expert advice on recent estate, gift, and income tax developments, including portability. Learn the steps you need to take in 2014 and beyond to prepare estate plans that benefit your clients and avoid common pitfalls.

Presented 11/12/13 | On-Demand Webcast
Learn top asset protection strategies including techniques to protect future earnings of high-income debtors and using self-settled spendthrift trusts effectively. Plus get expert tips to avoid common ethical pitfalls and prevent fraudulent transfers.

Presented 06/18/13 | Webcast |
Learn to effectively deal with complex matters unique to older clients, clients with disabilities, and their families. Covers incapacity and powers of attorney, Medicaid and VA benefits, special needs trusts, and guardianships and conservatorships.

Presented 11/18/14 | On-Demand Webcast
Learn about how to administer digital assets in a decedent's estate. Understand the different types of assets, service provider provisions for access and how terms of service agreements fall short. Draft for access now, before legislation is in place.

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 02/13/14 | Webcast |
Respond to the rapid changes in estate planning that affect your documents. This perennially popular and valuable program gives you sample forms covering caregiver contracts, gun trusts, Ladybird deeds, and more.

Presented 02/12/15 | Webcast |
Respond to the rapid changes in estate planning that affect your documents. This perennially popular and valuable program gives you sample forms covering portability, joint trusts, powers of attorney, and more.

Presented 04/30/15 | On-Demand Webcast
The cost of overlooking intellectual property issues is high to your client and to you, the estate planner. Learn the steps you can take to protect your client’s IP rights, how to transfer these assets, and most important, when to call an IP lawyer.

Presented 04/30/15 | On-Demand Webcast
Learn 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 12/30/14 | On-Demand Webcast
Same-sex marriage laws are changing rapidly. Learn where we are in Michigan after DeBoer. Understand estate planning issues with adoption when drafting in a non-recognition state, how benefits are affected, and how to draft flexible instruments.

Presented 05/21/14 | On-Demand Webcast
Get proven estate planning strategies for second marriages. Learn to create enforceable prenuptial agreements, counsel blended family clients, and tailor your estate plans to protect your client's assets and provide for their loved ones.

Presented 11/18/14 | Webcast |
Learn the "minimum distribution rules," the key to maximizing the value of your clients' retirement benefits, and how to successfully integrate retirement benefits into the typical estate plan, including a handy checklist of over 200 planning ideas.

Presented 02/26/15 | Webcast |
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 10/01/13 | Webcast |
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 |
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 03/10/15 | On-Demand Webcast
If your client receives means-tested benefits, you must understand special needs trusts—the difference between a first- and third-party trust, funding and tax issues, and when to get the court involved in the establishment of an SNT.

Presented 04/22/14 | Webcast |
Protect your clients with the latest Medicaid updates and an analysis of how the DOMA ruling affects government benefits. Learn best practices for filing Medicaid applications and discover winning strategies for litigating Medicaid cases.

Presented 04/22/15 | Webcast |
Protect your clients with the latest Medicaid updates. Anticipate upcoming changes regarding SBO trusts, get the judges' views on jurisdiction and capacity issues, and learn how to work with your assistant to maximize Medicaid workflow.

Presented 03/21/13 | On-Demand Webcast
Experts cover the latest trends in Medicare and hospital discharge planning. Learn how to navigate the regulatory maze of Medicare Parts A and B. Counsel your clients through the hospital discharge planning process and obtain the best care possible.

Presented 09/12/13 | On-Demand Webcast
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.

Presented 12/10/13 | Webcast |
Protect your clients' accumulated wealth and deal with the ever-challenging estate tax landscape. Learn tax planning techniques, including gifts and trusts, irrevocable life insurance trusts (ILITs), and generation-skipping transfer (GST) tax planning.

Presented 09/18/14 | On-Demand Webcast
Learn when you should choose a pooled account to protect your disabled clients’ assets, understand the benefits and drawbacks and how to establish a subaccount, and learn how the trust can be used to improve the quality of life for your disabled clients.

Presented 09/11/14 | Webcast |
Learn the nuts and bolts of 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 06/14/14 | Electronic Materials
Get materials to help you stay on top of the "gotcha" areas in your practice. Handle elder law and increasingly sticky income tax issues, and more. Whether new to practice or a seasoned pro, these materials are for you.

Presented 06/20/15 | Electronic Materials
Whether new to practice or a seasoned pro, the institute materials cover all of the significant developments so you’ll stay on the cutting edge of practice and effectively handle the most challenging estate, trust, and tax planning issues.

Presented 03/12/15 | On-Demand Webcast
Get expert advice on strategies to step-up basis and maximize capital gain treatment, determine whether a client still needs a marital trust or a credit shelter trust, and create a flexible estate plan using joint trusts and trust protectors.

Presented 03/10/15 | On-Demand Webcast
Get up to date on the Achieving Better Life Experience (ABLE) act and explore the possibilities for its use. Understand how it can allow a disabled person to save money without jeopardizing government benefits while appreciating the act’s limitations.

Presented 04/20/15 | On-Demand Webcast
Estate and trust plans may be invalidated when undue influence is detected. See how to assess issues of undue influence to litigate these cases effectively. Apply insights of experienced litigators.

Presented 06/23/15 | On-Demand Webcast
Dementia or other cognitive impairments can make even an adult vulnerable to undue influence. Protect your vulnerable adult clients from undue influence while shielding their estate plan from undue influence challenges.

Presented 08/06/13 | On-Demand Webcast
From the initial filing of a claim to adjudication, appeal, and judicial review, navigate the Department of Veterans Affairs system and the types of claims commonly requiring attorney assistance. This seminar meets VA requirements for CLE accreditation.

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