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
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
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
The booklet contains a collection of charts outlining critical probate legislation changes in 2024. Printed on sturdy paper stock to serve as a handy go-to desk reference as the estate planner considers how to amend their forms based on these changes.
Print Book with a Download of Forms | Online Book
Whether you advise trustees or serve as a 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 05/14/25
In this interactive workshop, firm owner Terrence G. Quinn helps you run your practice effectively. Identify your ideal client, charge what you’re worth, and make your monthly net. Ideal for new lawyers and solo/small firm practitioners.
Live 05/15-17/25 | Electronic Materials
In a live Q&A, get your EPIC and MTC questions answered by an all-star panel, including recent Omnibus amendments. Adjust client strategies no matter what happens with the federal estate tax exemption. Get a status update on the CTA’s filing deadline.
Live 09/18/25
Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this in-person workshop, participants work in groups to plan and present their solutions to a hypothetical case study.
Live 03/19/26
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 09/15/26
Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this in-person workshop, participants work in groups to plan and present their solutions to a hypothetical case study.
Live 03/16/27
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.
On-Demand Seminars
Presented 12/05/24 | 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 08/23/24 | On-Demand Seminar
Get practical tips on common issues with business valuations for gift and estate tax returns, including valuation approaches, adequate disclosures, timing issues, late filings, traps for the unwary, audits, and more.
Presented 04/11/23 | On-Demand Seminar
Get insights on discovery in probate litigation, along with a relevant caselaw update. Receive expert guidance on applicable Michigan Court Rules, probate specific discovery, and attorney-client privilege issues.
Presented 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.
Presented 02/15/24 | On-Demand Seminar
Get the latest drafting strategies from experts and get your forms in tip-top shape. Draft business operating agreements; effective trustee powers; gifts and gift returns; and more. Advise clients on medical powers of attorney and powers of appointment.
Presented 02/25/25 | On-Demand Seminar
Streamline your drafting for maximum efficiency and walk away with model forms for immediate use. Covers joint and A-B trusts, durable powers of attorney under the new Uniform Power of Attorney Act (UPOAA), gift trusts, prenuptial agreements, and more.
Presented 04/01/24 | On-Demand Seminar
The Estates and Protected Individuals Code was significantly amended in February 2024. Get up to speed on critical updates affecting financial thresholds, guardianships, trusts, estate administration and planning, and more.
Presented 02/10/25 | On-Demand Seminar
Explore key estate planning considerations for millennials, including generational traits, inheritance and debt management, charitable giving, and technology preferences. Learn practical strategies for addressing their unique needs and priorities.
Presented 12/08/22 | On-Demand Seminar
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 04/07/25 | On-Demand Seminar
Get insight on estate planning for unique assets such as land contracts, mineral rights, cell towers, time-shares, artwork and collectibles, intellectual property, and cryptocurrency. Our experts discuss tax implications and provide practical advice.
Presented 10/22/24 | On-Demand Seminar
National speaker Natalie B. Choate uses case studies to give you expert guidance on retirement asset planning. Get practical advice on required minimum distribution (RMD) rules, income tax rules, inherited plans, how to fix IRA mistakes, and more.
Presented 12/04/23 | On-Demand Seminar
Transferring firearms in an estate poses different challenges than the transfer of other personal property. Our expert discusses properly transferring all firearms, including the necessary background check process and the relevant state and federal law.
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 01/30/25 | On-Demand Seminar
Get a comprehensive overview of each step of estate administration. Know exactly what procedures to follow and how to avoid common pitfalls. Covers appointing representatives, distribution of assets, tax responsibilities, real estate issues, and more.
Presented 11/02/22 | On-Demand Seminar
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 12/05/23 | On-Demand Seminar
Get expert techniques to efficiently represent your clients in contested probate matters. Veteran practitioners, judges, and a mediator walk you through everything from commencing the proceeding to utilizing Alternate Dispute Resolution (ADR).
Presented 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.
Presented 04/02/24 | On-Demand Seminar
Protect clients with advice from Michigan’s most knowledgeable Medicaid professionals. Get tips on serving as trustee of a special needs trust (SNT). Ensure SBO trusts are funded correctly. Review current trends with the Medicaid application process.
Presented 12/06/22 | 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 12/03/24 | 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.
Presented 06/16/23 | 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.
Presented 06/21/24 | Electronic Materials
Grasp the new EPIC Omnibus legislation. Be prepared for UPOAA changes. Get critical caselaw, legislative, charitable planning, and Medicaid updates. Avoid litigation, structure buy-sell agreements, prepare for the end of TCJA, and more.
Presented 10/09/23 | On-Demand Seminar
Get insight and practice tips on estate planning for unique issues as our experts discuss planning for college and professional athletes, planning for season tickets, planning for plane owners and airline miles, and planning for pets.
Presented 03/13/23 | On-Demand Seminar
Our experts address special needs trusts so you can properly advise clients, including minors and older adult beneficiaries, on settlement planning, avoiding common drafting mistakes, and appropriately budgeting and accounting for administration of trust.
Presented 12/02/24 | On-Demand Seminar
Discover how to leverage undisclosed trust provisions in your estate planning practice. Advise clients on issues, draft with confidence, and avoid traps for the unwary when using this new tool that arose out of the 2024 amendments to EPIC.
Presented 12/11/23 | On-Demand Seminar
Discover how the newly passed Uniform Power of Attorney Act (UPOAA) will affect executing and enforcing powers of attorney in Michigan. Gain insight on the important changes from existing power of attorney laws.
Presented 12/11/23 | On-Demand Seminar
Discover how the newly passed Uniform Power of Attorney Act (UPOAA) will affect interactions with third parties, as well as the powers, duties, and liabilities of agents. Gain insight on the important changes from existing power of attorney laws.
Presented 06/10/24 | On-Demand Seminar
Gain insight on selecting the appropriate type of special needs trust. Understand what language should be included when drafting a trust. Consider the options when choosing a trustee, and learn about advising the trustee on distributing trust funds.
Presented 03/31/25 | On-Demand Seminar
Lady Bird deeds are now a common probate and estate planning option. Our expert breaks down the advantages, disadvantages, and special considerations attorneys need to consider when using this planning tool.