ICLE | Probate & Estate Planning Institute, 63rd Annual

Seminars

Probate & Estate Planning Institute, 63rd Annual

05/18-20/23 Acme or 06/15-16/23 Plymouth | CLE: Acme Up to 12.25*; Plymouth 10 | CTFA: 15

Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan

Secure Your Clients for Generations

Whether you’re a seasoned or new estate planner, local and national experts have you covered. Nancy Welber and Chris Hoyt help you navigate retirement assets in light of the SECURE 2.0 Act and more. Barron Henley shares time-saving tech tips unique to estate planners. Doug Mielock covers the top 10 controversial estate planning issues. And Terrence Quinn shares postpandemic secrets to running a successful firm.

Plus, get critical caselaw, legislative, and Medicaid updates; guidance on trustee and personal representative duties with professional business entities; and the latest on Omnibus EPIC changes.

You will be able to:

Tackle retirement asset complexities, such as SECURE 2. 0 Act legislation, blended families, and special needs trusts
Save time using subscription drafting systems or document automation
Use PDFs to reduce paper and perform critical functions like redacting
Better understand controversial issues like Lady Bird deeds and no-contest clauses
Create a postpandemic business plan for your firm
Draft airtight advance medical directives (AMDs) and special needs trusts
Stay current on the Omnibus EPIC changes and Durable Powers of Attorneys Act

Download Brochure

Activities-Acme

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
*No CLE credit is given for the Acme special session "New Lawyers, You Have the Floor."

The Probate & Estate Planning Institute, 63rd Annual, has been approved for 15 CTFA credits. This statement should not be viewed as an endorsement of this program or its sponsor.