ICLE | Drafting an Estate Plan for an Estate Under $5 Million (March 2021)

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Seminars

Drafting an Estate Plan for an Estate Under $5 Million (March 2021)

03/18/21 Livestream | CLE: 5.25 | Level: Intermediate/Advanced

Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Hands-On Help for Critical Drafting

Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this unique hands-on workshop, participants work in groups to plan and present their solutions to a hypothetical case study. A leading probate law practitioner guides discussion, critiques each group, and lectures on selected topics. Everyone receives a complete set of faculty-drafted sample documents.

Participation is limited to 27, and the focus for the day is on interaction with your peers and the instructor. Seminars include small-group interaction in Zoom breakout rooms, small-group presentations and opportunities to get your questions answered throughout the day.

This workshop is limited to Probate & Estate Planning Certificate Program participants and requires advance preparation.*

Available Formats

LIVESTREAM
Watch online on a specific date/time via Zoom or other video conferencing platform. May also be recorded and available afterward on demand.

*Prepare in advance with seminar materials available electronically on the ICLE website four weeks before your seminar. You will receive email notification of when the materials are available online.

POLICY INFO: You must be a part of the Probate & Estate Planning Certificate Program to attend. The seminar fulfills the limited enrollment seminar requirement for the Probate & Estate Planning Certificate Program. Before attending, registrants must have completed the following seminars: Fundamentals of Estate Planning; Planning Techniques for the Taxable Estate; and Fundamentals of Estate Administration.

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