Last updated 07/03/24

UPOAA and EPIC Omnibus

Your ICLE Partnership Has You Covered

It’s all here—everything you need to help clients in light of the Uniform Power of Attorney Act (UPOAA), effective July 1, 2024, and the Estates and Protected Individuals Code (EPIC) from the EPIC Omnibus bill, effective February 21, 2024.

In case you missed them, here’s an overview of some of the resources we’ve developed and curated to help you stay on top of the sweeping changes. They feature experienced practitioners like Howard H. Collens, Mark K. Harder, Nathan R. Piwowarski, Christine M. Savage, James P. Spica, David D. Sprague, and many more.

And stay tuned for more updates as new resources become available.

UPOAA Resources

In two on-demand seminars, Christine M. Savage and David D. Sprague—who were on the planning committee for the UPOAA legislation—break down changes in execution, interaction with third parties, and more.

EPIC Omnibus Resources

On-Demand Seminar—Watch Now

Legal Update

Comprehensive Reference Chart*

Outlines the changes to the Estates and Protected Individuals Code after the passage of 2024 PA 1. With helpful commentary.

Nathan R. Piwowarski—who had an integral role in the EPIC Omnibus changes for nearly a decade—breaks down financial thresholds, guardianships, trusts, and more in our “EPIC Omnibus Legislation” on-demand seminar.

What’s New in Your Online Books*

Michigan Estate Planning Handbook
Updated chapter on predeath planning, UPOAA/EPIC comparison chart, statutory UPOAA forms, EPIC changes throughout.

Michigan Guardianship and Conservatorship Handbook
Updates to citations and analysis for both UPOAA and EPIC.

Michigan Probate Benchbook
Updates to citations and analysis for both UPOAA and EPIC.

Michigan Probate Litigation
Updates to citations and analysis for both UPOAA and EPIC.

Michigan Probate Sourcebook
Updated commentary by Mark K. Harder covering EPIC Omnibus, UPOAA/EPIC comparison chart, inclusion of the entire new UPOAA with initial commentary by James P. Spica.

Trust Administration Under the Michigan Trust Code
Updates to citations and analysis for both UPOAA and EPIC.

And Don’t Miss This Print-Only Book (Partners Save 10%)

Estates and Protected Individuals Code with Reporters’ Commentary
Updated commentary by Mark K. Harder covering EPIC Omnibus, UPOAA/EPIC comparison chart.

 

*Available in the Premium Partnership.

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