ICLE | Probate & Estate Planning Institute, 60th Annual
Probate & Estate Planning Institute, 60th Annual
06/18-19/20 Plymouth | On-Demand Event | CLE: 10.5 | CTFA Credit: up to12.5 | 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. Tackle changes the SECURE Act brings 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

NEW Option—On-Demand Event Is it easier to participate at your convenience, rather than attend the live event in Plymouth? Register for the on-demand event. Get individual on-demand access to video recordings, written materials, and PowerPoints, three to five weeks after the live event.

Available Formats
Special Add-On Seminar
Experts in Estate Planning: Tools and Techniques for a Prosperous Practice
06/19/20 Plymouth
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.
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. 60th Annual Probate & Estate Planning Institute has been approved for up to 12.5 credits. This statement is not an endorsement of this program or its sponsor. 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