Secure Your Clients for Generations

Turn three days at Grand Traverse Resort and Spa into an investment in your practice. Get 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, and 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, e-discovery, and trust modification. Plus, hear from the Michigan Department of Attorney General on charitable trusts.

This seminar is also offered at St. John's Resort in Plymouth as a one-day event, with select sessions available on demand.

• 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