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Probate/Estate Planning

Books
Print Book with a Download of Forms | Online Book
ICLE's most comprehensive elder law resource. Covers long-term care, health care benefits, Medicare, Medicaid, Social Security, veterans benefits, nursing home quality, housing, special needs trusts, and remedies for elder abuse and exploitation.

Print Book with a Download of Forms | Online Book
Effective attorney fee agreements are part of every profitable law practice. Get sample fee agreements and practice commentary for 13 types of matters, plus chapters on ethical requirements, practical issues in fees and billing, and collecting your fees.

Print Book with a Download of Forms | Online Book
Anchored by a very popular revocable trust form. Covers planning and drafting many of the most in demand Michigan trusts, including advanced, charitable, and other specialty trusts.

Electronic Download
Save hours of time preparing SCAO probate court forms. Enter client information once and let the software guide you through the forms. Easy to learn and easy to use. Forms are in Microsoft Word; product includes the HotDocs Player.

Print Book with a Download of Forms | Online Book
Step-by-step guide to all forms of estate administration under EPIC, both supervised and unsupervised. Includes comprehensive checklists of steps and dates, advice on underwater estates, and how to complete SCAO forms.

Print Book
Includes EPIC and the Michigan Trust Code with Reporters' Commentary in a handy portable paperback. ICLE is the only source for the Commentary, an invaluable aid to interpreting the law.

Online Book
Designed for the lawyer who plans to handle an estate using informal proceedings. Includes sample filled-in SCAO forms and a discussion of real estate issues.

Print Book with a Download of Forms | Online Book
Popular handbook covering the 22 most common areas of Michigan practice, from real estate to divorce, employment, probate, debt collection, ADR, and more. Each chapter summarizes the law, gives practical guidance, and includes sample forms.

Print Book with a Download of Forms | Online Book
ICLE's most comprehensive, practical, time- and expert-tested estate planning resource. Covers planning the estate; drafting revocable trusts, wills, and durable powers; and implementing the estate plan.

Print Book with a Download of Forms | Online Book
Step-by-step guide to Michigan guardianships and conservatorships. Covers guardianships for legally incapacitated persons, minors, and developmentally disabled persons, as well as alternatives to guardianship.

Print Book with a Download of Forms | Online Book
Answer your clients' questions about Medicaid planning or build your own Medicaid planning practice. Clearly explains asset and income eligibility rules, divestment, and the best current strategies. Covers estate recovery. With sample forms.

Print Book with a Download of Forms | Online Book
The book the judges use, prepared by ICLE for the SCAO and distributed to Michigan probate judges and registers. Covers all proceedings heard in probate court, from estate and guardianship to mental commitment and civil actions.

Print Book with a Download of Forms | Online Book
Gives you the tools you need to handle contested probate court matters. Know which rules apply and how to handle will contests, claims for breach of fiduciary duty, challenges to joint property, creditors' claims, and disputed attorney fees.

Print Book | Online Book
Compiles all the Michigan probate statutes, rules, and forms you need in one place. Includes EPIC and the Michigan Trust Code with Reporters' Commentary, probate court rules, probate and elder law statutes, handy resource lists, and indexes.

Print Book with a Download of Forms | Online Book
Whether you advise trustees or serve as trustee yourself, this book gets you on the right track. Covers starting the administration, preparing reports, investing assets, making distributions, administering retirement assets, and winding up the trust.


Certificates
Certificate
Join your colleagues in this systematic training program developed in cooperation with the Probate & Estate Planning Section of the State Bar of Michigan. Personalize the program to suit your needs and walk away with a Certificate suitable for framing.


Upcoming Seminars
Live 02/16/23 | On-Demand Seminar
Get the latest drafting strategies from the experts and get your forms in tip-top shape. Draft to preserve cottages; effectively draft for disinheritance; protect the estate plan and drafting lawyer; handle digital assets like cryptocurrency; and more.
    

Live 03/23/23
Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this livestreamed workshop, participants work in groups via Zoom to plan and present their solutions to a hypothetical case study.

Live 04/04/23 | On-Demand Seminar
Protect your clients with advice on recent developments from Michigan’s most knowledgeable Medicaid professionals. Gain new planning strategies, improve your drafting, and increase your understanding of complex federal and state regulations.
    

Live 05/17/23
Get an in-depth analysis of situations that estate planners commonly face with clients who have large amounts of retirement assets. Learn optimal planning strategies to get the best tax outcomes with the least amount of complexity.

Live 05/18-20/23 | Electronic Materials
Get caselaw, legislative, and Medicaid updates. Optimize retirement assets planning in light of the SECURE Act. Tackle trustee/personal representative duties with business entities. Save time by automating documents and maximizing PDFs.


On-Demand Seminars
Presented 08/29/22 | On-Demand Seminar
Consider when a small estate is a good option for a client and which type of client is a good candidate for a small estate. Our expert explains how to handle a small estate in court and out of court.

Presented 01/19/22 | On-Demand Seminar
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 04/26/21 | On-Demand Seminar
Dealing with the family or unusual issues can make estate administration challenging. Identify and manage family dynamics, and get the documents you need. Be prepared for intestate or unexpected deaths. Set boundaries and define roles.

Presented 05/03/21 | On-Demand Seminar
Effective powers of attorney are customized to meet the client's needs and goals. Guide your client in choosing the best agent for managing their financial affairs. Avoid rejection of the agent's authority by banks and other third parties.

Presented 03/21/21 | On-Demand Seminar
Get the latest drafting strategies from the experts and get your forms in tip-top shape. Draft an airtight testamentary limited power of appointment; grasp the laws governing ademption, abatement, and lapse; and more.
    

Presented 06/30/22 | On-Demand Seminar
Get the latest drafting strategies from Michigan experts and take away sample forms. Topics include capped taxable value, guardians for minor children, funeral representatives, tax law changes, the Delaware tax trap, joint trusts, GST planning, and more.
    

Presented 09/26/22 | On-Demand Seminar
Eldercaring coordination is coming to Michigan. Experts tell how the process can help families with challenging dynamics resolve conflicts around the elder, which will reduce workloads for the courts and free the attorneys to focus on the legal issues.

Presented 12/08/22 | Webcast |
Effectively handle retirement assets. This seminar reviews the SECURE Act 2.0, retirement benefits payable to trusts, postdeath administration, and more. Please note: content subject to change based on potential developments.

Presented 10/04/21 | On-Demand Seminar
Estate planners are now working with clients who own cryptocurrency, such as Bitcoin, and need estate plans. Get the fundamentals on this evolving technology and recommendations for gifting or transferring cryptocurrency on death.

Presented 11/29/21 | On-Demand Seminar
Deal with strict requirements for estate planning clients whose home mortgage or refinance loans are sold to Fannie Mae or Freddie Mac. Submit appropriate trust information and take steps to protect client confidentiality and personal information.

Presented 06/07/22 | On-Demand Seminar
From opening the estate through closing the estate, get a comprehensive overview of client management, probate form completion, taxation, and other practical issues. Know exactly what procedures to follow and how to avoid common pitfalls.

Presented 11/02/22 | Webcast |
An all-star faculty takes you through each step of the estate planning process, from the first client meeting to signing the documents. Walk away with sample documents and forms. Perfect for lawyers who are new to estate planning.

Presented 08/15/22 | On-Demand Seminar
Evaluate how to handle electronic notes or other documents that don't meet the requirements for a will under EPIC. Our expert summarizes the elements of traditional and handwritten wills and details how the harmless error rule can cure deficiencies.

Presented 04/01/22 | On-Demand Seminar
Protect your clients with advice on recent developments from Michigan’s most knowledgeable Medicaid professionals. Gain new planning strategies, improve your drafting, and increase your understanding of complex federal and state regulations.
    

Presented 05/16/22 | On-Demand Seminar
Advise your clients on the suitability of a Medicaid asset protection trust. Avoid the potential pitfalls of Medicaid asset protection trust planning. Get practice tips about tax implications and alternative tools when planning for long-term care.

Presented 12/05/19 | 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 12/06/22 | Webcast |
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 01/06/22 | 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, make the most of postdeath elections, and prepare returns like a pro.

Posted 06/27/21 | On-Demand Event
Apply COVID-19 lessons learned to everything from remote document signing to advocating for isolated residents in long-term care facilities. Get advice on drafting with flexibility, bankruptcy concepts, omnibus EPIC changes, and more.

Presented 06/17/22 | Electronic Materials
Get solutions for everything from planning for cryptocurrency to helping clients with diminished capacity. Take away new techniques for not only modernizing a trust, but also preserving settlor’s intent. Improve your advocacy with advice from judges.

Presented 11/14/22 | On-Demand Seminar
Proposed regulations to the SECURE Act will affect how attorneys advise clients with estate planning needs. Our experts provide insight on how the proposed regulations affect the current law and what uncertainties surround the proposed regulation.

Presented 06/14/21 | On-Demand Seminar
Kevin's Law was recently revised. Our experts discuss how these changes allow lawyers to seek court-ordered outpatient treatment for a person suffering from a severe mental illness who may be too ill to recognize that they need help.

Presented 12/15/22 | On-Demand Seminar
Help build your estate planning practice by mastering key tax law concepts. Our expert explains the unified credit, unlimited marital deduction, general powers of appointment, disclaimers, and more.

Presented 02/21/22 | On-Demand Seminar
Only the partnership interest and S corporation stock owned by decedent receive a step-up in basis at death, while the assets do not. Use the strategies presented here to adjust the basis of the assets belonging to an S Corporation or partnership.

Presented 03/01/21 | On-Demand Seminar
With a new administration, and ongoing changes in tax laws, the future of estate, gift, and other transfer taxes is unpredictable. Draft estate plans with flexibility to weather the 2026 sunset provisions and other changes proposed by lawmakers.

Presented 03/21/22 | On-Demand Seminar
Focus on income tax planning by using the step-up in basis provision. Eliminate or reduce the capital gain between the original purchase of an asset and its value at death. Hear about the latest trends, and get practical advice about valuing the asset.

Presented 03/29/21 | On-Demand Seminar
A special needs trust (SNT), particularly a third-party SNT, is likely one of the longest-lasting trusts you will create. Using a trust protector can help insure that the settlor's wishes are carried out and that the beneficiary's benefits are protected.

Presented 08/30/21 | On-Demand Seminar
Draft Lady Bird deeds that will accomplish your client's goals and avoid the probate of real estate. Our expert will discuss when, where, and how you can effectively use this estate planning tool.


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