ICLE | Probate & Estate Planning Institute, 64th Annual
Seminars
  
Probate & Estate Planning Institute, 64th Annual
05/16-18/24 Acme or 06/20-21/24 Novi | CLE: Acme Up to 11.5*; Novi 9.25 | CTFA: 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

Uniform Power of Attorney Act (UPOAA). EPIC Omnibus changes. Increased probate litigation. Local and national experts have you covered on sweeping changes and practical issues faced by new and experienced estate planners alike.

Be prepared for changes stemming from the new UPOAA, from what banks are required to accept to what an agent can and cannot do. Grasp the pending EPIC Omnibus package, including changes to patient advocate rules and financial thresholds. Get critical caselaw, legislative, charitable planning, and Medicaid updates. Improve your drafting with advice from a seasoned litigator.

You will be able to:

  • Know what changes to implement once the UPOAA becomes effective July 1, 2024
  • Get up to speed on the newly passed EPIC Omnibus
  • Future-proof against litigation--but also effectively handle it if necessary
  • Properly structure buy-sell agreements in the eyes of the IRS
  • Grasp trust and tax issues in the event of divorce, plus rules on death and the surviving spouse
  • Draft in anticipation of the TCJA sunset and reduced gift and estate tax exclusion amounts
  • Demystify the impact of artificial intelligence (AI)--will it help you draft trusts and more?
Available Formats
IN PERSON
Attend in person. Networking opportunities.

ELECTRONIC MATERIALS
Individual access to online materials.
Add-On Seminars
Get a discount when you add to your Probate & Estate Planning Institute, 64th Annual registration during checkout.
Elder Law Institute, 8th Annual
06/19/24 Novi
Stay current with the caselaw and statute update. Tackle hot-button issues like capacity, Lady Bird deeds, and Medicaid planning. Handle real estate and tax issues that arise during long-term care planning. Identify when to use MI Choice Waiver or PACE.


Using a Formula Clause to Gift a Closely Held Business Interest
05/15/24 Acme
Get analysis of common situations facing clients who want to gift an interest in their closely held business through the use of a defined value clause. Grasp the impact of recent decisions, the type of trust to use, comply with IRS rules, and more.
CREDIT GUIDELINES FOR ICLE'S PROBATE & ESTATE PLANNING INSTITUTE
*No CLE credit is given for the Acme special session "New Lawyers, You Have the Floor."

The Probate & Estate Planning Institute, 64th 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
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