ICLE | Probate & Estate Planning Institute, 67th Annual (Plymouth)
Seminars
Share on Facebook  Share on LinkedIn
Probate & Estate Planning Institute, 67th Annual (Plymouth)
06/03/27 Plymouth | CLE: Pending | MCJE: Pending | CLE/MCJE: Plymouth 5.5 and On-Demand 6.5* | CTFA: Pending*
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

Back in Plymouth at Saint John’s Resort, make one day away from the office count with the annual Michigan caselaw, legislative, Medicaid, elder law, and disability updates you rely on. Explore where AI can save time and where confidentiality, verification, and human judgment must lead. Learn how to navigate ethical concerns when client capacity is uncertain.

With core and advanced tracks, you’ll find tax guidance suited to every level of practice. Strengthen your approach to probate administration, creditor claims, and e-discovery. Plus, hear from the Michigan Department of Attorney General on charitable trusts.

This seminar is also offered at Grand Traverse Resort and Spa in Acme, with additional networking and an optional add-on seminar.

You will be able to:

  • Stay current on caselaw, legislation, Medicaid, elder law, and disability developments
  • Build secure, repeatable AI workflows and validate calculations, citations, and other output
  • Assess client capacity, voluntariness, and undue influence under Michigan Rule of Professional Conduct 1.14
  • Strengthen your approach to probate administration, creditor claims, and e-discovery
  • Address special needs planning, public benefits, guardianship, and other challenges facing vulnerable clients
Available Formats
IN PERSON
Attend in person. Networking opportunities.

ELECTRONIC MATERIALS
Individual access to online materials.
*CREDIT GUIDELINES FOR ICLE'S PROBATE & ESTATE PLANNING INSTITUTE
You can receive 5.5 CLE/MCJE for attending all in-person sessions on 06/03/27. Your Plymouth registration also includes 10 on-demand video sessions. Plymouth registrants will be emailed access on 06/01/27. You can receive 6.5 CLE/MCJE for watching all 10 on-demand sessions, if you contact ICLE and provide the credit codes for each session watched.

To receive CLE from Ohio for on-demand sessions: ICLE must submit to Ohio on your behalf. After watching all the on-demand sessions, email ICLE at icle@umich.edu. Provide the credit codes from the videos.

CTFA: This event will be submitted to ABA Professional Certifications for CTFA credit review and approval 90 days prior to the event.
Top