ICLE | Drafting Estate Planning Documents, 26th Annual
Drafting Estate Planning Documents, 26th Annual
| 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 new funeral representative designations to proposed regulations on valuation discounts, estate planning continues to evolve 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 changes in the law and gives you model forms that you can put to use today.

Learn to:

  • Prepare documents in anticipation of Trump's proposed tax changes
  • Examine how grantor trust rules affect income/estate tax planning
  • Assist your clients with an effectively drafted funeral representative designation
  • Get advice from a pro on your client letters
  • Impose conditions on gifts to manipulate beneficiary behaviors
  • Address funding, management, and termination in your real property LLCs
  • Maneuver the challenges of planning in assisted reproduction situations
  • Advise clients of how to disinherit a child after Jajuga
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