ICLE | Probate & Estate Planning Institute, 66th Annual
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Probate & Estate Planning Institute, 66th Annual
05/14-16/26 Acme or 06/05/26 Novi | CLE/MCJE: Acme 11.5*; Novi 6.25 and On-Demand 5* | CTFA: Pending*
Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar
Moderators
  
Greenleaf Trust, Birmingham
Wendy Zimmer Cox serves as director of personal trust at the bank. She is responsible for assisting high-net-worth clients with holistic planning, including a variety of estate-planning and tax-savings strategies, charitable planning, business succession planning, and retirement plan distributions. Ms. Cox works with a client-centric team to provide clients with outstanding fiduciary and investment services. She joined Greenleaf Trust in...
Steward & Sheridan PLC, Ishpeming
Angela M. Hentkowski practices primarily in the areas of estate planning (including asset protection and special needs planning), probate and trust administration, and nursing home issues. She is a certified elder law attorney by the National Elder Law Foundation (as accredited by the American Bar Association). An active member of the National Academy of Elder Law Attorneys, Ms. Hentkowski is...
Foster Swift Collins & Smith PC, Lansing
Warren H. Krueger III is a shareholder at the firm. His practice focuses on estate planning, estate and trust administration, and probate litigation. Mr. Krueger is a member of the Real Property Law Section and the Litigation Section and a council member of the Probate and Estate Planning Section of the State Bar of Michigan. He is also a fellow...
Dickinson Wright PLLC, Troy
Elizabeth L. Luckenbach is a member in the firm's Troy office, where she specializes in probate and fiduciary litigation, trust and estate administration, estate planning, and special needs planning. Ms. Luckenbach has more than 25 years of experience representing fiduciaries and individuals in all aspects of litigation, administration, and planning. She is a past president of the Oakland County Bar...
Lowe Law Firm PC, Okemos
Christine M. Savage practices in the areas of estate administration, estate planning, taxation, and business planning. She is a fellow of the American College of Trust and Estate Counsel and has been named a Michigan Super Lawyer. A member of the Probate and Estate Planning Section of the State Bar of Michigan, Ms. Savage is currently serving as its treasurer....
Weiler Law Group PLC, Midland
Joseph D. Weiler, Jr., concentrates his practice in the areas of elder law, Medicaid planning, estate planning, probate litigation, and estate and trust administration. He is board certified by the National Elder Law Foundation as a certified elder law attorney. Mr. Weiler is a member of the National Academy of Elder Law Attorneys, the State Bar of Michigan, the Midland...
Nancy H. Welber PC, Farmington Hills
A lawyer in private practice since 1982 and a registered certified public accountant, Nancy H. Welber concentrates her practice in the areas of estate and retirement planning and probate and trust administration. In the retirement realm, she assists clients and other lawyers with difficult planning and drafting issues for families with significant retirement benefits, including families with special needs or...
Speakers
  
Warner Norcross + Judd LLP, Grand Rapids
Daniel W. Borst practices in the areas of trusts and estates, estate settlement and trust administration, family business and succession planning, fiduciary representation, fundamental estate planning, tax planning, and litigation and dispute resolution. He designs estate plans for individuals, families, and those with family-owned businesses. Mr. Borst counsels clients through the intricacies of trust and probate laws and works with...
Buhl Little Lynwood & Harris PLC, East Lansing
Rosemary Howley Buhl, a shareholder with the firm, practices in the areas of elder law, long-term care planning, estate planning, special needs planning and estate and trust administration. Ms. Buhl is past chair of the Elder Law and Disability Rights Section of the State Bar of Michigan and is a past president of the Michigan Chapter of the National Academy...
Collens Estate Law, Huntington Woods
Howard H. Collens is a founding member of the firm. Mr. Collens focuses his practice on contested and uncontested probate and trust administration, guardianships and conservatorships, estate planning, and elder law. He is a member of the State Bar of Michigan's Elder Law and Disability Rights Section (ELDRS) and the ELDRS's legislative committee, and is serving in his second stint...
State Bar of Michigan, Lansing
Peter Cunningham is the executive director of the State Bar of Michigan. He also serves on the executive committees for the Justice for All Commission; the Commission on Diversity, Equity, and Inclusion in the Michigan Judiciary; and the Well-Being in the Law Commission. He also is a board member for the Michigan Supreme Court Historical Society, fellow with the Michigan...
Dykema, Ann Arbor
Anthony J. Frasca is a member of the firm's taxation department and practices in the areas of probate, estate planning, philanthropic giving, and nonprofit tax and governance. He focuses his practice on sophisticated estate and business succession planning for high-net-worth individuals and families, with an emphasis on tax-efficient planning and philanthropic giving. In addition, Mr. Frasca advises tax-exempt organizations in...
Kent County Probate Court, Grand Rapids
Kalie M. Gascho is the Probate Register and Court Administrator for the Kent County Probate Court. Ms. Gascho joined the Kent County Probate Court in 2023 after serving as a law clerk to Judge J. Joseph Rossi Rossi in the 17th Circuit Court, Board Liaison to the Kent County Board of Commissioners, and as an Attorney Magistrate in the 5th...
Rosati Schultz Joppich & Amtsbuechler PC, Farmington Hills
Lisa J. Hamameh is a shareholder with her firm, where she practices public entity law, particularly municipal law and land use and zoning. Ms. Hamameh has been recognized by Michigan Super Lawyers for 13 consecutive years. In 2011 and 2012 she was recognized as a Rising Star and from 2013 to 2024 she was listed as a Super Lawyer for...
Harrison LLP, Chicago, IL
A principal in the law firm, Louis S. Harrison focuses his practice on the behavioral aspects of implementing estate planning and planning techniques in addition to the quantitative aspects of advanced tax planning. He earned a JD from Duke University School of Law with honors and an MBA in finance from University of Chicago with honors. Mr. Harrison has been...
Warner Norcross + Judd LLP, Grand Rapids
Laura A. Jeltema counsels high-net-worth individuals, families, and family offices on trust and estate administration, planning, and income, as well as gift and generation-skipping transfer tax planning. Her practice is focused on designing creative solutions for multigenerational families and limiting their risk and tax exposure. Ms. Jeltema strategically guides owners of closely held businesses through pretransaction planning, wealth preservation, and...
Buhl Little Lynwood & Harris PLC, East Lansing
Ashley Kagey is an associate at the firm who focuses her law practice on probate and trust administration, probate litigation, Medicaid planning, elder law, estate planning, and guardianships and conservatorships, including for minors. Ms. Kagey is a member of the Probate and Estate Planning and Elder Law and Disability Rights Sections of the State Bar of Michigan; a board member...
Ferguson Widmayer & Clark PC, Ann Arbor
Mara Kent practices in the areas of estate planning, probate, trusts, stepparent and same sex adoptions, prenuptial agreements, and contract law. She is a shareholder at the firm and has been a licensed attorney since 1996. After law school, Ms. Kent went on to distinction as a law clerk for former Michigan Supreme Court Justice Michael F. Cavanagh. From 2000...
Consiglio Advisors LLC, New York, NY
Paul S. Lee is the global fiduciary strategist of the company, working in wealth management and the global family and private investment offices group. He is also a senior vice president and managing director. Mr. Lee was previously at Bernstein Global Wealth Management as national managing director and a partner in the Atlanta-based law firm of Smith, Gambrell, and Russell...
Mall Malisow & Cooney PC, Farmington Hills
A partner of the firm, Arthur L. Malisow provides legal counsel in the primary practice areas of estate planning and administration, eldercare legal planning and advocacy, disability and special needs law, and probate. He received his juris doctor from Detroit College of Law at Michigan State University. Mr. Malisow is a nationally board-certified elder law attorney (CELA), as certified by...
Harrison LLP, Chicago, IL
Wayne County Probate Court, Detroit
Jennifer B. Parmalee is the chief deputy probate register for the court. Ms. Parmalee’s professional career has almost exclusively focused on the areas of probate, estate planning, and trust administration, including serving as guardian ad litem and special fiduciary in numerous cases for various courts. Prior to her current role, she worked with a law firm specializing in estate planning,...
McCurdy Wotila & Porteous PC, Cadillac
Nathan R. Piwowarski practices in the areas of elder law, estate planning, and estate administration. He is a fellow of the American College of Trust and Estate Counsel and was named a Michigan Super Lawyer. A member of the Probate and Estate Planning Section of the State Bar of Michigan, Mr. Piwowarski has served as an officer, council member, and...
Dawda PLC, Bloomfield Hills
Katie L. Ringler focuses her practice in the areas of estate planning, estate administration, probate, and related tax matters. Ms. Ringler works with clients and their advisors to prepare and implement wealth transfer, charitable giving, and estate planning strategies. She focuses on minimizing tax obligations, transferring assets, and assisting fiduciaries and beneficiaries with estate administration. In conjunction with her estate...
Macomb County Probate Court, Mount Clemens
Hon. Sara A. Schimke was appointed to the bench in April 2022 by Governor Gretchen Whitmer. Prior to her appointment, Judge Schimke devoted her career to private practice for the firms of Chalgian & Tripp Law Offices, PLLC; Jaffe Raitt Heuer & Weiss, PC; and Barron, Rosenburg, Mayoras & Mayoras, PC. Her practice focused on probate law, estate planning, and...
Warner Norcross + Judd LLP, Grand Rapids
David L. J. M. Skidmore concentrates his practice on probate, trust, estate, fiduciary, and real property disputes and litigation throughout Michigan. He is the former chair of the State Bar of Michigan's Probate and Estate Planning Council and is an ongoing member of the Council's Amicus Curiae committee. A fellow in the American College of Trust and Estate Counsel, Mr....
Chalgian & Tripp Law Offices, Southfield
Christopher W. Smith focuses his law practice on assisting older adults and individuals with special needs. He advises clients on a wide range of issues, including estate and long-term care planning, special needs planning, probate administration, Medicaid, Medicare, and related issues. Mr. Smith is the former chair of the State Bar of Michigan's Elder and Disability Rights Section and is...
Chalgian & Tripp Law Offices, Southfield
James P. Spica is the principal author of several Michigan statutes, including the Personal Property Trust Perpetuities Act (2008 PA 148). He is an elected member of the American Law Institute, currently attached to the Restatement of Law Third Conflict of Laws Members Consultative Group, and a commissioner of the Uniform Law Commission (ULC), currently on the Uniform Conflict of...
Varnum LLP, Ann Arbor
Rebecca K. Wrock is a partner in the firm’s Estate Planning Practice Group. Her practice focuses on all aspects of estate planning including tax planning, charitable gift planning, business succession planning, pet trusts, cottage planning, prenuptial agreements, and estate and trust administration services. Ms. Wrock is also experienced in advising nonprofits and working on cross-border tax matters. She serves as...
Special Thanks to Our Sponsors
PLATINUM
Community Foundation for Southeast Michigan
GOLD
Dykema
MANAGED REHABilitation Consultants, Inc
Plante Moran Trust, N.A.
Probate & Estate Planning Section of the State Bar of Michigan
SILVER
Ayar Law
BANK OF AMERICA
Bessemer Trust
Credit Union Trust
Doeren Mayhew
Fifth Third
Heritage Auctions
Grand Rapids Community Foundation
MPI
Old National Bank
Schluter & Hughes
Stout Risius Ross, LLC
Tri-Star Trust
Warner Norcross +Judd
Wealth Counsel
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