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