ICLE | Probate & Estate Planning Institute, 64th Annual
Probate & Estate Planning Institute, 64th Annual
05/16-18/24 Acme or 06/20-21/24 Novi | CLE: Acme Up to 11.5*; Novi 9.25 | 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

Get Expert Insight on New Legislation and More

EPIC Omnibus. Uniform Power of Attorney Act (UPOAA). Get expert insight directly from Michigan lawyers who have been on the ground floor of this new legislation—including Nathan R. Piwowarski and Howard H. Collens.

Dive into the details of EPIC Omnibus, including changes related to statutory thresholds, trusts, and more. Be prepared for how the UPOAA will affect everything from what banks are required to accept to what an agent can and cannot do. Plus, get critical caselaw, legislative, charitable planning, and Medicaid updates.

You will be able to:

  • Know what changes to implement once the UPOAA becomes effective July 1, 2024
  • Get up to speed on the new EPIC Omnibus legislation
  • Future-proof against litigation—but also effectively handle it if necessary
  • Properly structure buy-sell agreements in the eyes of the IRS
  • Grasp trust and tax issues in the event of divorce, plus rules on death and the surviving spouse
  • Draft in anticipation of the TCJA sunset and reduced gift and estate tax exclusion amounts
  • Demystify the impact of artificial intelligence (AI)—will it help you draft trusts and more?
Available Formats
Attend in person. Networking opportunities.

Individual access to online materials.
Add-On Seminars
Get a discount when you add to your Probate & Estate Planning Institute, 64th Annual registration during checkout.
Elder Law Institute, 8th Annual
06/19/24 Novi
Stay current with the caselaw and statute update. Tackle hot-button issues like capacity, Lady Bird deeds, and Medicaid planning. Handle real estate and tax issues that arise during long-term care planning. Identify when to use MI Choice Waiver or PACE.

Using a Formula Clause to Gift a Closely Held Business Interest
05/15/24 Acme
Get analysis of common situations facing clients who want to gift an interest in their closely held business through the use of a defined value clause. Grasp the impact of recent decisions, the type of trust to use, comply with IRS rules, and more.
*No CLE credit is given for the Acme special session "New Lawyers, You Have the Floor."

The Probate & Estate Planning Institute, 64th Annual, will be submitted to ABA Professional Certifications for CTFA credit review and approval 90 days prior to the event.
Speaker Nathan R. Piwowarski previews his update session covering the new EPIC Omnibus legislation....
A judge and top practitioners agree you can’t miss this event....
Special Thanks to Our Sponsors