Includes 10 livestreamed sessions. Plus, individual on-demand access to video recordings, written materials, and PowerPoints for three years; including recorded livestreams.
Secure Your Clients for Generations
Make sure your practice is evolving in the wake of COVID-19. Apply lessons learned in 2020 on everything from remote document signing to advocating for isolated residents in long-term care facilities. Get timely advice from Michigan and national experts.
In uncertain times, draft with flexibility in mind. Grasp bankruptcy concepts important to estate planners. Incorporate seven essential tax provisions into your everyday trusts. Implement omnibus EPIC changes. Prepare for how the new administration’s policies will affect clients.
You Will Be Able to:
- Confidently handle e-signings, billing, and other remote tasks
- Get trusted caselaw and legislative updates, from Medicaid to omnibus EPIC changes
- Apply the latest thinking on planning under the SECURE Act
- Navigate Subchapter 5 and avoid bankruptcy errors
- Start planning for potential changes to estate, gift, and generation-skipping taxes
- Retain clients by handling the special issues that arise with family businesses
- Efficiently draft more sophisticated trusts, from ILITs to IDGTs