ICLE | Drafting Estate Planning Documents, 23rd Annual
Drafting Estate Planning Documents, 23rd Annual
| CLE: 6 | Ethics: 0.5 | Level: Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar

Respond to Rapid Change and Rev Up Your Document Drafting

From estate tax portability to sophisticated technology to specialized gun trusts, estate planning is changing rapidly and in profound ways. 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 the changes in the law and gives you sample forms that you can use immediately.

Learn to:

  • Determine how Michigan's new exemption impacts uncapping and ladybird deeds
  • Fix your client's credit shelter trust using withdrawal rights
  • Draft "bullet-proof" gun trusts for a variety of firearms
  • Revisit powers of appointment for generation-skipping transfers
  • Effectively fund trusts with annuities and Roth IRAs
  • Illustrate estate planning concepts in client meetings and in court using state-of-the-art (but simple to use) technology
  • Coordinate Medicaid and VA benefits with a caregiver contract
  • Maximize opportunities in your client engagement letters
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