ICLE | Drafting Estate Planning Documents, 33rd Annual
Drafting Estate Planning Documents, 33rd Annual
On-Demand Seminar (Posted 02/26/24) | CLE: 6 | Level: Intermediate
Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar

Respond to Rapid Change and Rev Up Your Drafting

Get the latest drafting strategies from the experts and get your forms in tip-top shape. Stay informed of changes in the law and take away model forms that you can use immediately.

You will be able to:

  • Draft business operating agreements in context of estate planning
  • Draft effective and complete trustee powers
  • Incorporate flexibility in trust drafting with the potential exemption rollback in mind
  • Advise clients on the importance and scope of medical powers of attorney
  • Draft around gifts and gift returns
  • Review powers of appointment and differentiate between general versus special powers
  • Create funding instructions tailored to the needs and circumstances of individual clients
Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
Already a Premium Partner?