ICLE | Probate & Estate Planning Institute, 62nd Annual
Probate & Estate Planning Institute, 62nd Annual
05/19-21/22 Acme or 06/16-17/22 Plymouth | CLE: Acme Up to 13*; Plymouth 10.25 | CTFA/CRSP: Pending** | Level: Basic/Intermediate/Advanced
Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar

Secure Your Clients for Generations

Join us in person and get practical solutions for new and developing issues—everything from planning for cryptocurrency to helping clients with diminished capacity. Hear from trusted Michigan practitioners and noted national speakers while you catch up with colleagues.

Take away new techniques for not only modernizing a trust, but also for preserving settlor’s intent. Improve your advocacy with dos and don’ts from appellate and probate court judges. Stay current on the evolving estate planning landscape with critical updates: caselaw, legislative, ethics, and Medicaid and other public benefits.

You will be able to:

  • Decide the best trust plan—simple or complex—for your client
  • Apply advice from the courts on everything from Zoom hearings to appellate briefs
  • Get updated on all of the critical tax law changes coming from DC
  • Grasp the basics of trust accounting by walking through a sample
  • Help clients properly donate a business interest to charity
  • Prepare documents that anticipate assisted reproductive technology
  • Draft DPOAs that meet the new Uniform Power of Attorney Act's requirements
Available Formats
Attend in person. Networking opportunities.

Individual access to online materials.
Special Add-On Seminar
New Tax Changes for Business Entities and Income Tax
05/18/22 Acme
Get up to speed on business tax issues and create entities that generate superior results. Adapt your planning in light of tax law changes, help clients transition businesses, avoid the 3.8 percent tax on net investment income, and more.
No CLE credit is given for the Acme special session "New Lawyers, You Have the Floor."

The Probate & Estate Planning Institute, 62nd Annual, will be submitted to ABA Professional Certifications for CTFA credit review and approval 90 days prior to the event.
Special Thanks to Our Sponsors