ICLE | Probate & Estate Planning Institute, 54th Annual
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Probate & Estate Planning Institute, 54th Annual
05/08-10/14 Acme or 06/13-14/14 Plymouth | CLE: 10.5 | CTFA: Call ICLE | Level: Basic/Intermediate/Advanced
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar

Secure Your Clients for Generations

Prepare for the new realities of probate and estate planning practice and improve the value of your services. Whether you're dealing with an aging client facing end-of-life decisions or competition from do-it-yourself websites and professionals in related fields, get practical advice to address new challenges. Stay on top of the "gotcha" areas in your practice so you can confidently help your clients use their assets the way that works best for them.

Be ready to handle areas of elder law that are becoming common. Learn to manage clients' digital assets, help with increasingly sticky income tax issues, and draft complicated special needs trusts with ease. Get tips from experts and judges to handle the court process.

Attend and Learn to:

  • Understand how the new 3.8% Medicare surtax applies to estates, trusts, and beneficiaries
  • Get the details right in a DNR order, whether your client is in a nursing home or a hospital
  • Work within the latest Michigan and federal Medicaid and Medicare rules
  • Handle estate planning for same-sex couples in the wake of the DOMA decision
  • Leverage technology that will help you level the playing field
  • Implement tips to tactfully let go of difficult clients
  • Minimize taxes for your family business clients
  • This program has been submitted for CTFA credit approval*
Available Formats
LIVE, ELECTRONIC MATERIALS
Special Add-On Seminar
Litigating a Trust Contest: A Hands-On Approach to Strategy & Tactics
05/07/14 Acme
Bruce Ross provides a strategic guide to trust litigation in this interactive, limited enrollment session. Get expert guidance on how to deftly manage each element of a trust case. You'll be part of the discussion and get your questions answered.
*Once approved, ICLE will provide a credit breakdown by topic at the seminar.
Estate planning attorney Nancy Welber answers the question, “How does Michigan’s generous entireties property law...
Experienced probate litigator, Shaheen Imami shares the keys of handling client issues, whether it be...
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