ICLE | Probate & Estate Planning Institute, 64th Annual

Seminars

Probate & Estate Planning Institute, 64th Annual

| CLE: 9.25 | CLE: Acme Up to 11.5*; Novi 9.25 | CTFA: 11.5 | Level: Basic/Intermediate/Advanced

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

Get Expert Insight on New Legislation and More

EPIC Omnibus. Uniform Power of Attorney Act (UPOAA). Get expert insight directly from Michigan lawyers who have been in on the ground floor of this new legislation—including Nathan R. Piwowarski and Howard H. Collens.

Dive into the details of EPIC Omnibus, including changes related to statutory thresholds, trusts, and more. Be prepared for how the UPOAA will affect everything from what banks are required to accept to what an agent can and cannot do. Plus, get critical caselaw, legislative, charitable planning, and Medicaid updates.

Newly added! All attendees receive a FREE 12-page booklet ($39 value!). It details the EPIC Omnibus amendments and new UPOAA statute.

You will be able to:

Know what changes to implement once the UPOAA becomes effective July 1, 2024
Get up to speed on the new EPIC Omnibus legislation
Future-proof against litigation—but also effectively handle it if necessary
Properly structure buy-sell agreements in the eyes of the IRS
Grasp trust and tax issues in the event of divorce, plus rules on death and the surviving spouse
Draft in anticipation of the TCJA sunset and reduced gift and estate tax exclusion amounts
Demystify the impact of artificial intelligence (AI)—will it help you draft trusts and more?

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Available Formats

ELECTRONIC MATERIALS

Add-On Seminars

Get a discount when you add to your Probate & Estate Planning Institute, 64th Annual registration during checkout.

Elder Law Institute, 8th Annual

06/19/24 Novi

Stay current with the caselaw and statute update. Tackle hot-button issues like capacity, Lady Bird deeds, and Medicaid planning. Handle real estate and tax issues that arise during long-term care planning. Identify when to use MI Choice Waiver or PACE.

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Using a Formula Clause to Gift a Closely Held Business Interest

05/15/24 Acme

Get analysis of common situations facing clients who want to gift an interest in their closely held business through the use of a defined value clause. Grasp the impact of recent decisions, the type of trust to use, comply with IRS rules, and more.

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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, 64th Annual, has been approved for 11.5 CTFA credits. This statement should not be viewed as an endorsement of this program or its sponsor.