ICLE | Probate & Estate Planning Institute, 61st Annual
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Probate & Estate Planning Institute, 61st Annual
05/20-21/21 Livestream | On-Demand Event (Available 06/30/21) | CLE: Call ICLE | CTFA Credits: Call ICLE* | CRSP Credits: Call ICLE* | 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

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
Available Formats
LIVESTREAM
Watch online on a specific date/time via Zoom or other video conferencing platform. May also be recorded and available afterward on demand.

ON DEMAND
Attend online at your convenience. Includes individual on-demand access to video recordings, written materials, and PowerPoints for three years.
Special Add-On Seminar
Pandemic Lessons Learned: New Tools to Prosper in Estate Planning
05/11/21 Livestream
Terrence G. Quinn and Douglas A. Mielock share their expertise and answer your questions in this livestreamed workshop. Gain proven marketing strategies to get more clients. Use new and tried-and-true technology to automate your estate planning practice.
*ICLE’s 61st Annual Probate & Estate Planning Institute has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the CTFA and CRSP credit approval, we will notify attendees.
Special Thanks to Our Sponsors
PLATINUM
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