ICLE | Drafting Estate Planning Documents, 28th Annual
Drafting Estate Planning Documents, 28th Annual
On-Demand Seminar (Posted 03/19/19) | CLE: 6 | 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 Drafting

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. New this year: enjoy lunch on-site, sponsored by the Probate & Estate Planning Section.

You Will Be Able to:

  • Effectively exercise limited powers of appointment
  • Understand what a non-trust plan looks like today
  • Draft LLCs to maximize estate and succession plans
  • Know when to use an optional community property trust
  • Avoid traps in qualified and non-qualified plans
  • Draft for a transferor’s retained rights in a domestic asset protection trust
  • Use new strategies for working with trust advisors
  • Assist your nonresident and noncitizen clients with tax and non-tax issues
Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
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