ICLE | Probate & Estate Planning Institute, 63rd Annual
Probate & Estate Planning Institute, 63rd Annual
05/18-20/23 Acme or 06/15-16/23 Plymouth | CLE: Acme Up to 12.25*; Plymouth 10 | CTFA: Pending | Level: Basic/Intermediate/Advanced
Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar

Secure Your Clients for Generations

Whether you’re a seasoned or new estate planner, local and national experts have you covered. Nancy Welber and Chris Hoyt help you navigate retirement assets in light of the SECURE Act and more. Barron Henley shares time-saving tech tips unique to estate planners. Doug Mielock covers the top 10 controversial estate planning issues. And Terrence Quinn shares postpandemic secrets to running a successful firm.

Plus, get critical caselaw, legislative, and Medicaid updates; guidance on trustee and personal representative duties with professional business entities; and the latest on Omnibus EPIC changes.

You will be able to:

  • Tackle retirement asset complexities, such as SECURE Act legislation, blended families, and special needs trusts
  • Save time using subscription drafting systems or document automation
  • Use PDFs to reduce paper and perform critical functions like redacting
  • Better understand controversial issues like Lady Bird deeds and no-contest clauses
  • Create a postpandemic business plan for your firm
  • Draft airtight advance medical directives (AMDs) and special needs trusts
  • Stay current on the Omnibus EPIC changes and Durable Powers of Attorneys Act
Available Formats
Attend in person. Networking opportunities.

Individual access to online materials.
Special Add-On Seminar
In-Depth Retirement Asset Planning
05/17/23 Acme
Get an in-depth analysis of situations that estate planners commonly face with clients who have large amounts of retirement assets. Learn optimal planning strategies to get the best tax outcomes with the least amount of complexity.
*No CLE credit is given for the Acme special session "New Lawyers, You Have the Floor."

The Probate & Estate Planning Institute, 63rd Annual, will be submitted to ABA Professional Certifications for CTFA credit review and approval 90 days prior to the event.
Three top practitioners share why there’s something for everyone at this event....
Special Thanks to Our Sponsors