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Probate/Estate Planning

Books
Print Book with a Download of Forms | Online Book
ICLE's most comprehensive elder law resource. Covers long-term care, health care benefits, Medicare, Medicaid, Social Security, veterans benefits, nursing home quality, housing, special needs trusts, and remedies for elder abuse and exploitation.

Print Book with a Download of Forms | Online Book
Effective attorney fee agreements are part of every profitable law practice. Get sample fee agreements and practice commentary for 13 types of matters, plus chapters on ethical requirements, practical issues in fees and billing, and collecting your fees.

Print Book with a Download of Forms | Online Book
Anchored by a very popular revocable trust form. Covers planning and drafting many of the most in demand Michigan trusts, including advanced, charitable, and other specialty trusts.

Electronic Download
Save hours of time preparing SCAO probate court forms. Enter client information once and let the software guide you through the forms. Easy to learn and easy to use. Forms are in Microsoft Word; product includes the HotDocs Player.

Print Book with a Download of Forms | Online Book
Step-by-step guide to all forms of estate administration under EPIC, both supervised and unsupervised. Includes comprehensive checklists of steps and dates, advice on underwater estates, and how to complete SCAO forms.

Print Book
Includes EPIC and the Michigan Trust Code with Reporters' Commentary in a handy portable paperback. ICLE is the only source for the Commentary, an invaluable aid to interpreting the law.

Online Book
Designed for the lawyer who plans to handle an estate using informal proceedings. Includes sample filled-in SCAO forms and a discussion of real estate issues.

Print Book with a Download of Forms | Online Book
Popular handbook covering the 22 most common areas of Michigan practice, from real estate to divorce, employment, probate, debt collection, ADR, and more. Each chapter summarizes the law, gives practical guidance, and includes sample forms.

Print Book with a Download of Forms | Online Book
ICLE's most comprehensive, practical, time- and expert-tested estate planning resource. Covers planning the estate; drafting revocable trusts, wills, and durable powers; and implementing the estate plan.

Print Book with a Download of Forms | Online Book
Step-by-step guide to Michigan guardianships and conservatorships. Covers guardianships for legally incapacitated persons, minors, and developmentally disabled persons, as well as alternatives to guardianship.

Print Book with a Download of Forms | Online Book
Answer your clients' questions about Medicaid planning or build your own Medicaid planning practice. Clearly explains asset and income eligibility rules, divestment, and the best current strategies. Covers estate recovery. With sample forms.

Print Book with a Download of Forms | Online Book
The book the judges use, prepared by ICLE for the SCAO and distributed to Michigan probate judges and registers. Covers all proceedings heard in probate court, from estate and guardianship to mental commitment and civil actions.

Print Book with a Download of Forms | Online Book
Gives you the tools you need to handle contested probate court matters. Know which rules apply and how to handle will contests, claims for breach of fiduciary duty, challenges to joint property, creditors' claims, and disputed attorney fees.

Print Book | Online Book
Compiles all the Michigan probate statutes, rules, and forms you need in one place. Includes EPIC and the Michigan Trust Code with Reporters' Commentary, probate court rules, probate and elder law statutes, handy resource lists, and indexes.

Print Book with a Download of Forms | Online Book
Whether you advise trustees or serve as trustee yourself, this book gets you on the right track. Covers starting the administration, informing and reporting, investing assets, making distributions, dealing with real estate, and winding up the trust.


Certificates
Certificate
Join your colleagues in this systematic training program developed in cooperation with the Probate & Estate Planning Section of the State Bar of Michigan. Personalize the program to suit your needs and walk away with a Certificate suitable for framing.


Upcoming Seminars
Live 02/03/22
From opening the estate through closing the estate, get a comprehensive overview of client management, probate form completion, taxation, and other practical issues. Know exactly what procedures to follow and how to avoid common pitfalls.

Live 02/22/22
Get the latest drafting strategies from Michigan experts and take away sample forms. Topics include capped taxable value, guardians for minor children, funeral representatives, tax law changes, the Delaware tax trap, joint trusts, GST planning, and more.
    

Live 03/22/22
Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this in-person workshop, participants work in groups to plan and present their solutions to a hypothetical case study.

Live 05/18/22
Get up to speed on business tax issues and create entities that generate superior results. Adapt your planning in light of tax law changes, help clients transition businesses, avoid the 3.8 percent tax on net investment income, and more.

Live 05/19-21/22 | Electronic Materials
Get solutions for everything from planning for cryptocurrency to helping clients with diminished capacity. Take away new techniques for not only modernizing a trust, but also preserving settlor’s intent. Improve your advocacy with advice from judges.


On-Demand Seminars
Presented 11/01/18 | On-Demand Seminar
Understand trustee duties and liabilities under the Michigan Trust Code, investments from the fiduciary perspective, issues involving real estate held by the trust, the obligation to inform and report to beneficiaries, and trust distributions.

Presented 01/09/20 | On-Demand Seminar
New Michigan Court Rules governing civil discovery went into effect January 1, 2020. Per MCR 5.131(B)(1), they apply to probate proceedings. Get guidance on the impact these amendments will have on probate litigation and prepare for the new requirements.

Presented 04/26/21 | On-Demand Seminar
Dealing with the family or unusual issues can make estate administration challenging. Identify and manage family dynamics, and get the documents you need. Be prepared for intestate or unexpected deaths. Set boundaries and define roles.

Presented 07/09/19 | On-Demand Seminar
Initial estate planning interviews can be difficult. Get ideas on how to open this meeting and set the stage for the estate planning conversation. Put clients at ease, sincerely connect, and get the information you need to meet your client's goals.

Presented 10/01/19 | On-Demand Seminar
Prevent improperly executed, notarized, or witnessed estate plans and unfunded trusts with a carefully orchestrated signing meeting. Get ideas on what to cover at this meeting and put the finishing touches on a well-drafted estate plan.

Presented 11/16/20 | On-Demand Seminar
HB 6294 and HB 6297, addressing remote notarization and witnessing and ratifying those acts done under the executive orders, have been passed by the Michigan Legislature. Our experts discuss what you need to do now.

Presented 08/27/19 | On-Demand Seminar
The Michigan Uniform Directed Trust Act went into effect in March 2019. Estate planners can get well versed on the act and the new divided trusteeships. Our experts discuss drafting considerations and practical uses.

Presented 05/03/21 | On-Demand Seminar
Effective powers of attorney are customized to meet the client's needs and goals. Guide your client in choosing the best agent for managing their financial affairs. Avoid rejection of the agent's authority by banks and other third parties.

Presented 02/26/19 | On-Demand Seminar
Get the latest drafting strategies from the experts and get your forms in tip-top shape. This perennially popular and valuable program informs you of changes in the law and gives you model forms that you can put to use today.
    

Presented 02/18/20 | On-Demand Seminar
Get the latest drafting strategies from the experts and get your forms in tip-top shape. Stay informed of changes in the law and take away model forms that you can use immediately.
    

Presented 03/21/21 | On-Demand Seminar
Get the latest drafting strategies from the experts and get your forms in tip-top shape. Draft an airtight testamentary limited power of appointment; grasp the laws governing ademption, abatement, and lapse; and more.
    

Presented 12/05/19 | On-Demand Seminar
Effectively handle retirement assets. This seminar uses a case study to explain the Required Minimum Distribution rules, how to make retirement benefits payable to trusts, and post-death administration. Grasp all of the changes made by the SECURE Act.

Presented 10/04/21 | On-Demand Seminar
Estate planners are now working with clients who own cryptocurrency, such as Bitcoin, and need estate plans. Get the fundamentals on this evolving technology and recommendations for gifting or transferring cryptocurrency on death.

Presented 11/29/21 | On-Demand Seminar
Deal with strict requirements for estate planning clients whose home mortgage or refinance loans are sold to Fannie Mae or Freddie Mac. Submit appropriate trust information and take steps to protect client confidentiality and personal information.

Presented 10/09/18 | On-Demand Seminar
Learn estate administration procedure from start to finish. This seminar provides the essentials on what procedures to follow and forms to fill out from opening the estate through closing the estate

Presented 10/29/19 | On-Demand Seminar
An all-star faculty takes you through each step of the estate planning process, from the first client meeting to signing the documents. Walk away with sample documents and forms. Perfect for lawyers who are new to estate planning.

Presented 05/06/20 | On-Demand Seminar
The COVID-19 pandemic is requiring lawyers to adjust how they practice and manage their law firms. Get practical advice on how to navigate your firm through this crisis and other challenges in the future.

Presented 04/16/19 | On-Demand Seminar
Protect your clients with advice on recent developments from Michigan’s most knowledgeable Medicaid professionals.
    

Presented 06/30/20 | On-Demand Seminar
Register for this on-demand seminar and protect your clients with advice on recent developments from Michigan’s most knowledgeable Medicaid professionals.
    

Presented 01/04/21 | On-Demand Seminar
Recent policy changes to BEM 401 provide that transfers to a trust "solely for the benefit of" a community spouse will now be reviewed for divestment. Our experts provide drafting tips and discuss the divestment analysis and how to get client buy-in.

Presented 02/06/20 | On-Demand Seminar
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) made sweeping changes to the treatment of IRAs and retirement benefits post death. Our experts discuss how the SECURE Act will affect estate plans with retirement accounts.

Presented 12/05/19 | On-Demand Seminar
Secure your clients' accumulated wealth in today's estate tax environment. Get an expert overview of critical concepts, including gifting and trust drafting, and walk away with sample language to use in your practice.

Presented 10/26/17 | On-Demand Seminar
Learn the nuts and bolts of the tax returns you might file for an estate. Our experts and their samples of completed forms help you avoid common problems.

Presented 06/21/19 | Electronic Materials
No matter what your experience level, enjoy a schedule packed with the best national and local speakers right here in Acme or Plymouth. Hear about digital assets, planning for chronic disease and disability, family business interests, and more.

Posted 07/23/20 | On-Demand Event
Get the latest on the SECURE Act and Medicaid. Improve your drafting to avoid litigation. Explore estate planning for married couples, powers of appointment, guardianships, and conservatorships.

Posted 06/27/21 | On-Demand Event
Apply COVID-19 lessons learned to everything from remote document signing to advocating for isolated residents in long-term care facilities. Get advice on drafting with flexibility, bankruptcy concepts, omnibus EPIC changes, and more.

Presented 06/01/20 | On-Demand Seminar
The CARES Act has specific provisions to help people with retirement accounts who are experiencing financial difficulty during the COVID-19 pandemic. See how the CARES Act retirement plan loan and distribution changes can help you or your clients.

Presented 06/14/21 | On-Demand Seminar
Kevin's Law was recently revised. Our experts discuss how these changes allow lawyers to seek court-ordered outpatient treatment for a person suffering from a severe mental illness who may be too ill to recognize that they need help.

Presented 12/15/20 | On-Demand Seminar
This seminar focuses on the administration of a special needs trust. Our experts lay out the best practices for effective and coordinated management of the trust for the beneficiary. They also have advice for ways to avoid common mistakes.

Presented 10/12/20 | On-Demand Seminar
In this seminar, our experts discuss the best tools for achieving the desired outcomes for special needs clients. Draft a trust with clear intent that adheres to the BEMS, POMS, and other sources of law and policy. Avoid common drafting pitfalls.

Presented 09/21/20 | On-Demand Seminar
In this part of our series, our experts discuss the ins and outs of proper planning. They provide guidance for working with the special needs family to meet the long- and short-term goals for their disabled family member.

Presented 05/30/19 | On-Demand Seminar
Talking to clients about end-of-life care and treatment begins at the first meeting. Our experts explore topics to address in that meeting, what to look for in prior estate plans, and long-term planning tools and options.

Presented 03/01/21 | On-Demand Seminar
With a new administration, and ongoing changes in tax laws, the future of estate, gift, and other transfer taxes is unpredictable. Draft estate plans with flexibility to weather the 2026 sunset provisions and other changes proposed by lawmakers.

Presented 06/15/20 | On-Demand Seminar
With the passage of the SECURE Act, and other dramatic changes in tax laws, the future of estate, gift, and other transfer taxes is unknown. Build flexibility into your clients' estate and tax plans, and take advantage of available planning tools.

Presented 03/14/19 | On-Demand Seminar
The $10 million exemption amount has not eliminated estate planning, only transformed it. The focus has shifted from estate tax planning to income tax and basis planning. Get the latest strategies for plans above and below the exemption amounts.

Presented 03/29/21 | On-Demand Seminar
A special needs trust (SNT), particularly a third-party SNT, is likely one of the longest-lasting trusts you will create. Using a trust protector can help insure that the settlor's wishes are carried out and that the beneficiary's benefits are protected.

Presented 08/30/21 | On-Demand Seminar
Draft Lady Bird deeds that will accomplish your client's goals and avoid the probate of real estate. Our expert will discuss when, where, and how you can effectively use this estate planning tool.

Presented 05/14/19 | On-Demand Seminar
Get up-to-date Medicaid and retirement planning strategies to successfully navigate complex federal and state regulations in this ever-changing area. Protect your clients' interests by determining which assets are countable or exempt.


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