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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.

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. Includes sample forms.

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, including estate, guardianship, and mental commitment proceedings, 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
Covers planning, drafting, and implementing revocable grantor trusts, as well as using trust protectors, special needs trusts, and revising the trust after death. Anchored by a very popular revocable trust form.

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, informing and reporting, investing assets, making distributions, dealing with real estate, 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 09/19/19
Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this unique hands-on workshop, participants work in groups to plan and present their solutions to a hypothetical case study.

Live 03/19/20
Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this unique hands-on workshop, participants work in groups to plan and present their solutions to a hypothetical case study.


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 01/08/19 | On-Demand Seminar
Trust administration with an incapacitated settlor is different than a postdeath trust administration. Get expert advice on establishing incapacity and providing proper notice. Work with successor trustees and agents under a power of attorney.

Presented 11/01/18 | 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 12/05/17 | On-Demand Seminar
The best powers of attorney are tailored to meet the client's specific 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 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 07/09/19 | On-Demand Seminar
Initial estate planning interviews can be difficult. Get ideas on how to open this meeting and set the stage for the estate planning conversation. Put clients at ease, sincerely connect, and get the information you need to meet your client's goals.

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 02/16/17 | 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 02/15/18 | On-Demand Seminar
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.
    

Presented 02/26/19 | On-Demand Seminar
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.
    

Presented 07/26/18 | On-Demand Seminar
Be prepared to explore and plan for your estate planning clients' interests in partnerships or LLCs. Interpret death provisions and other mechanisms for transferring these types of interests into an estate or trust.

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 12/07/17 | On-Demand Seminar
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.

Presented 10/09/18 | On-Demand Seminar
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 04/13/17 | On-Demand Seminar
Protect your clients with advice and guidance on recent developments from Michigan’s most knowledgeable Medicaid professionals.
    

Presented 04/10/18 | On-Demand Seminar
Protect your clients with advice and guidance on recent developments from Michigan’s most knowledgeable Medicaid professionals.
    

Presented 04/16/19 | On-Demand Seminar
Protect your clients with advice 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 09/19/18 | On-Demand Seminar
When settling a personal injury claim, be prepared to deal with the implications of a Medicare lien. As a guardian, ensure your ward's funds and Medicare eligibility are protected by navigating the reimbursement process through CMS.

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 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 05/08/18 | On-Demand Seminar
MI Choice Waiver has extraordinary potential to meet an older client's long-term need for support and services. Plan effectively and efficiently for older clients by learning how and when to use MI Choice Waiver.

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 06/15/18 | 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.

Presented 06/21/19 | Electronic Materials
No matter what your experience level, enjoy a schedule packed with the best national and local speakers right here in Acme or Plymouth. Hear about digital assets, planning for chronic disease and disability, family business interests, and more.

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 05/30/19 | On-Demand Seminar
Talking to clients about end-of-life care and treatment begins at the first meeting. Our experts explore topics to address in that meeting, what to look for in prior estate plans, and long-term planning tools and options.

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 03/14/19 | On-Demand Seminar
The $10 million exemption amount has not eliminated estate planning, only transformed it. The focus has shifted from estate tax planning to income tax and basis planning. Get the latest strategies for plans above and below the exemption amounts.

Presented 05/14/19 | On-Demand Seminar
Get up-to-date Medicaid and retirement planning strategies to successfully navigate complex federal and state regulations in this ever-changing area. Protect your clients' interests by determining which assets are countable or exempt.


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