ICLE | Probate & Estate Planning Institute, 60th Annual
Probate & Estate Planning Institute, 60th Annual
On-Demand Event (Posted 07/23/20) | CLE: 15.25 | CTFA Credit: 15 | CRSP Credit: 4.75 | Level: Basic/Intermediate/Advanced
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Includes individual on-demand access to video recordings, written materials, and PowerPoints for three years.

Secure Your Clients for Generations

Get practical solutions from experts throughout Michigan and beyond. National speakers walk you through the nuts and bolts of estate planning for married couples, including the intricacies of portability. Get critical updates: caselaw, legislative, and Medicaid. Improve your drafting to avoid litigation. Tackle changes the SECURE Act brings to retirement assets.

You Will Be Able to:

  • Smartly review and update client plans that use see-through trusts in light of the SECURE Act
  • Advise spouses on portability, deductions, exemptions, and more
  • Avoid Medicaid mistakes that can cause loss of coverage
  • Apply the new discovery rules to probate litigation
  • Focus on the fundamentals, like trust funding and engagement letters
  • Protect client data with low-cost cybersecurity measures
  • Help clients effectively support family members and charities
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.
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. 60th Annual Probate & Estate Planning Institute-Virtual has been approved for 15 CTFA and 4.75 CRSP credits. This statement is not an endorsement of this program or its sponsor.
Hear why this on-demand event is perfect for estate planners of all experience levels....
Special Thanks to Our Sponsors