Secure Your Clients for Generations Get practical solutions, no matter your experience level. Hear from Michigan experts who understand your challenges because they’ve been there. Michele Marquardt demonstrates clever ways to resolve tricky drafting issues. Doug Mielock gives you a clause-by-clause review of a trust and sends you home with a fully annotated document. Noted national speakers unravel digital assets, family business interests, clients with chronic disease, and more. There’s something for everyone. You Will Be Able to: - Safeguard a decedent’s digital footprint and manage the electronic assets
- Tackle unconventional "wills"—from scribbles on a paper plate to text messages
- Use updated and effective Medicaid planning techniques
- Achieve charitable deductions with effective bunching strategies
- Attract the next generation of clients with better insight into their unique needs
- Grow your probate practice by effectively handling estate administration
Available Formats
IN PERSON
Attend in person. Networking opportunities.
ELECTRONIC MATERIALS
Individual access to online materials.
Get a discount when you add to your Probate & Estate Planning Institute, 59th Annual registration during checkout.
Building Your Future Estate Planning Practice Today
05/15/19 Acme
Life as an estate planner is changing rapidly. Your future success depends on the steps you take today. Start transforming your practice and craft processes that fit your clients’ unique needs.
*No CLE credit is given to the Acme session "SPECIAL BASIC SESSION - New Lawyers: You Have the Floor."
**ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. 59th Annual Probate & Estate Planning Institute has been approved for the following CTFA credits -- Acme: Up to 13.25, Plymouth: 10.75. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.
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