ICLE | Probate & Estate Planning Institute, 60th Annual
Probate & Estate Planning Institute, 60th Annual
05/14-16/20 Acme or 06/18-19/20 Plymouth | CLE: Call ICLE | CTFA Credit: 12.5 | Acme CLE: 12.5; Plymouth CLE: 10.5 | Level: Basic/Intermediate/Advanced
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar

Secure Your Clients for Generations

Get practical solutions from experts throughout Michigan and beyond. National speakers walk you through the nuts and bolts of estate planning for married couples, including the intricacies of portability. Get critical updates: caselaw, legislative, and Medicaid. Improve your drafting to avoid litigation. Prepare for changes the SECURE Act will bring to retirement assets.

You Will Be Able to:

  • Smartly review and update client plans that use see-through trusts in light of the SECURE Act
  • Advise spouses on portability, deductions, exemptions, and more
  • Avoid Medicaid mistakes that can cause loss of coverage
  • Apply the new discovery rules to probate litigation
  • Focus on the fundamentals, like trust funding and engagement letters
  • Protect client data with low-cost cybersecurity measures
  • Help clients effectively support family members and charities

Celebrate 60 Years with Us—Don’t miss Michigan’s longest-running probate and estate planning event! See why 750+ of your colleagues arrange their schedule around it every year.

Available Formats
Special Add-On Seminar
Experts in Estate Planning: Tools and Techniques for a Prosperous Practice
05/13/20 Acme
Learn proven marketing strategies to build your brand and gain more clients. Explore the technology they use to automate their practices. Uncover simple processes that make a big difference to client satisfaction and your profitability.
*60th Annual Probate & Estate Planning Institute has been submitted for CTFA credits. If approved, certification holders must report these credits at aba.csod.com.
Hear why your colleagues agree this is “THE” event for estate planners....
Special Thanks to Our Sponsors