Seminars
Probate/Estate Planning

Upcoming Seminars
Live 12/07/17
Natalie B. Choate, the country’s foremost expert, covers critical changes from the Trump administration that impact retirement asset planning. Using case studies, this presentation answers your key questions.

Live 01/18/18
Get the latest drafting strategies from the experts and get your forms in tip-top shape. This perennially popular and valuable program informs you of changes in the law and gives you model forms that you can put to use today.
    

Live 03/15/18
Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this unique hands-on seminar, participants work in groups to plan and present their solutions to a hypothetical case study.

Live 04/10/18
Protect your clients with advice and guidance on recent developments from Michigan’s most knowledgeable Medicaid professionals.
    

Live 05/16/18
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.

Live 05/17-19/18 | Electronic Materials
Dive into cutting-edge topics from local and national experts. Learn how today’s hottest estate and tax planning, probate, and litigation issues will impact your practice.


On-Demand Seminars
Presented 08/29/17 | On-Demand Seminar
Diversify your clients' estate planning. Plan effectively and efficiently for individuals with disabilities by learning how and when to use an Achieving a Better Life Experience (ABLE) Act account to accomplish special needs estate planning goals.

Presented 12/03/15 | 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 03/07/16 | On-Demand Seminar
Even after the U.S. Supreme Court decided Obergefell v Hodges, many issues remain unresolved for same-sex couples. Handle custody and parentage issues, advise unmarried couples, and be culturally competent in how you work with clients.

Presented 04/06/16 | 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 10/16/17 | On-Demand Seminar
Representing trustees or personal representatives during an estate administration can be challenging. Obtain the information you need to open and process an estate. Identify and manage family dynamics. Successfully end your representation.

Presented 03/28/17 | On-Demand Seminar
Two expert estate planners explain how the Qualified Dispositions in Trust Act affects your estate planning practice, which of your clients will benefit, and how to establish the trust.

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 02/18/16 | 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, irrevocable of trusts, digital assets, and more.
    

Presented 02/16/17 | On-Demand Seminar
Respond to the rapid changes in estate planning that affect your documents. This perennially popular and valuable program gives you sample forms covering funeral representatives, LLCs, client letters, and more.
    

Presented 04/19/16 | On-Demand Seminar
Insulate your trusts from probate and administration challenges. Draft flexible trusts that anticipate changes in circumstances, memorialize the settlor's intent, and deal with nonprobate assets and personal property.

Presented 09/11/15 | Electronic Materials
Get the electronic materials and select recorded segments with practical coverage of the hottest elder and special needs topics featuring leading experts in the field, including gerontologists, mediators and successful practitioners.

Presented 05/16/16 | On-Demand Seminar
Your client's potential international ties can significantly change the results of a well-laid estate plan or make what may seem like a relatively simple plan complicated. Adjust your planning approach based on your client's international connections.

Presented 04/30/15 | On-Demand Seminar
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 Seminar
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 01/14/16 | On-Demand Seminar
Navigate the profoundly changed planning environment with expert advice on when to elect for portability and whether and why to use a two-trust or a joint trust plan.

Presented 11/17/16 | On-Demand Seminar
As many as 50 percent of marriages may end in divorce. From nuptial agreements to trusts, planners have a variety of techniques at their disposal. Walk away prepared to handle the unique situations your clients face.

Presented 11/17/15 | Webcast |
Options to finance education include § 529 plans, § 2503(c) trusts, § 2503(e) payments, Crummey trusts, UTMA custodial accounts, and health and education exclusion trusts. Grasp the benefits and risks of each to help your clients achieve their goals.

Presented 12/21/15 | On-Demand Seminar
Adapt your practice to the most recent Michigan fiduciary litigation cases, including undue influence, creditor's rights, interpreting ambiguous and unambiguous trust documents, and real property issues.

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 10/13/16 | On-Demand Seminar
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 10/26/17 | On-Demand Seminar
Get expert techniques to successfully and efficiently represent your clients in contested probate matters.
    

Presented 11/06/15 | On-Demand Seminar
Holding business interests in trust has its advantages but can also create a tax disaster. Avoid losing S corporation status, advise trustees, and plan for a smooth transition from the business owner to other family members or key employees.

Presented 03/10/15 | On-Demand Seminar
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 07/16/15 | On-Demand Seminar
The landmark Obergefell v Hodges decision legalized same-sex marriage and will have a dramatic effect on Michigan. Advise your clients on how the decision impacts family law, probate and estate planning, employment law, tax law, and real property.

Presented 09/20/16 | On-Demand Seminar
Add Individualized Education Plan (IEP) advocacy to your practice. Help special education students receive the support they need. Navigate the law, collaborate with the schools, and empower parents to create an effective, customized plan for their child.

Presented 08/27/15 | On-Demand Seminar
Creating an enhanced life estate with a Lady Bird deed can be a great tool for estate planning, but only if you know when and how to do it. Our experts break it all down so that you can add this to your toolbox.

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 04/27/16 | Webcast |
Protect your clients with the latest Medicaid updates. Advise clients on partnership long-term care policies, draft airtight postnuptial agreements for Medicaid clients, and work effectively with hospital discharge planners when time is of the essence.
    

Presented 04/13/17 | On-Demand Seminar
Protect your clients with advice and guidance on recent developments from Michigan’s most knowledgeable Medicaid professionals.
    

Presented 07/12/17 | On-Demand Seminar
A severe injury or illness can leave a person unable to make his or her own decisions. Guide your clients through the complicated legal and emotional issues that arise when an incapacitated person needs medical treatment.

Presented 08/08/17 | On-Demand Seminar
Do your clients handle their personal or business matters online? Anything online with a username and password could be a digital asset. Be aware and adjust your client's estate plan to allow a fiduciary the necessary access to these assets when needed.

Presented 12/01/16 | On-Demand Seminar
Secure your clients’ accumulated wealth in today’s estate tax environment. Get an expert overview of critical concepts, including gifting and trust drafting, and walk away with sample language to use in your practice.

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 10/26/17 | On-Demand Seminar
Learn the nuts and bolts of the tax returns you might file for an estate. Our experts and their samples of completed forms help you avoid common problems.

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 06/18/16 | 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 06/17/17 | Electronic Materials
ICLE’s most comprehensive educational event of the year! Get updates on all of the significant probate and estate planning developments and stay on the cutting edge of practice with tools to handle the most challenging estate and tax planning issues.

Presented 01/04/16 | On-Demand Seminar
Successfully navigate the probate court's unique procedural issues. Differentiate probate court proceedings from typical civil actions. Initiate an action, handle contested proceedings, and manage discovery and ADR issues.

Presented 10/26/17 | On-Demand Seminar
Set up systems and processes to increase accuracy, decrease error, decrease time, and increase revenue. Use your team effectively. Manage client communications. Seek appropriate technical and legal knowledge to be successful.

Presented 09/22/15 | On-Demand Seminar
To run a successful estate planning practice, you need to get clients, be efficient, and deliver high-quality services. Give your clients the best customer experience. Create better documents faster with trained staff and drafting software.

Presented 03/12/15 | On-Demand Seminar
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 03/14/16 | On-Demand Seminar
Estate planners: take advantage of the latest tax law developments in discount planning, basis reporting strategies, and intentionally defective grantor trusts. Know when to use joint trusts and plan for same-sex couples after Obergefell.

Presented 02/21/17 | On-Demand Seminar
Address the latest estate planning tax issues in the coming year. Plan for (and minimize) estate and trust income tax, and balance that planning with your client's goals. Adapt your estate planning practice to proposed and new tax regulations.

Presented 04/20/15 | On-Demand Seminar
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 Seminar
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 01/04/17 | On-Demand Seminar
Get practical judicial insights on probate court practice. Oakland County Probate Court judge Kathleen Ryan and Calhoun County Probate Court judge Michael Jaconette cover guardianships, conservatorships, decedents' estates, trusts, and probate disputes.

Presented 11/29/16 | On-Demand Seminar
Work effectively with guardians ad litem (GALs) when you represent older clients. Provide helpful information to prepare the GAL for their visit. Analyze the GAL report and ask the right questions to advocate for your client.


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