Secure Your Clients for Generations

Join us in person and get practical solutions for new and developing issues—everything from planning for cryptocurrency to helping clients with diminished capacity. Hear from trusted Michigan practitioners and noted national speakers while you catch up with colleagues.

Take away new techniques for not only modernizing a trust, but also for preserving settlor’s intent. Improve your advocacy with dos and don’ts from appellate and probate court judges. Stay current on the evolving estate planning landscape with critical updates: caselaw, legislative, ethics, and Medicaid and other public benefits.

You will be able to:

• Decide the best trust plan—simple or complex—for your client
• Apply advice from the courts on everything from Zoom hearings to appellate briefs
• Get updated on all of the critical tax law changes coming from DC
• Grasp the basics of trust accounting by walking through a sample
• Help clients properly donate a business interest to charity
• Prepare documents that anticipate assisted reproductive technology
• Draft DPOAs that meet the new Uniform Power of Attorney Act's requirements