ICLE | Probate & Estate Planning Institute, 59th Annual
Seminars
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Probate & Estate Planning Institute, 59th Annual
05/16-18/19 Acme or 06/20-21/19 Plymouth | CLE: Pending | MCJE: Pending | Acme CLE: Up to 12.75*; Plymouth CLE: 10.75 | Acme CTFA Credit: Up to 13.25**; Plymouth CTFA Credit: 10.75**
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

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.
*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.
See why seasoned practitioners think you need to clear your calendar for this event in May or June.
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Special Thanks to Our Sponsors
PLATINUM
Community Foundation for Southeast Michigan
Comerica Wealth Management, Inc.
GOLD
State Bar of Michigan Probate & Estate Planning Section
Plante Moran
Monroe Bank & Trust Wealth Planning & Advisory
MANAGED REHABilitation
The Huntington Private Bank
Heritage Auctions
SILVER
The Bar Plan
U.S. Trust, Bank of America
MPI - Business Valuation & Advisory
Warner Norcross + Judd LLP
Bessemer Trust
Grand Rapids Community Foundation
Northern Trust Company
Stout Risius Ross, Inc.
Wells Fargo Private Bank
Chemical Bank Wealth Management
Fifth Third Bank
Adamy Valuation Advisors
JPMorgan Chase Bank, N.A.
Krause Financial Services
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