Secure Your Clients for Generations
Whether you’re a new or experienced estate planner, ensure your clients are set for years to come. Get invaluable advice from 28 local and national experts. Ellen K. Harrison walks you through purpose trusts and Edwin P. Morrow, III, helps you adjust client strategies no matter what happens with the federal estate tax exemption.
In a live Q&A, get your EPIC Omnibus and MTC questions answered by an all-star panel and see how EPIC has evolved over the last 25 years. Apply lessons learned from the CTA’s January 1, 2025, filing deadline.
Attend the institute your way: Plan an extended getaway in Acme with bonus opportunities and resort activities. Or, spend less time out of the office in Novi—now a convenient one-day event that also includes on-demand video sessions to watch at your convenience.
You will be able to:
- Plan now for possible sunsetting of the TCJA—will everyone go back to A/B trusts?
- Hear three experts demystify Corporate Transparency Act (CTA) compliance reporting challenges
- Participate in a live Q&A on EPIC Omnibus, the Michigan Trust Code (MTC), and more
- Grasp the nuances of property transfers that trigger uncapping
- Get the latest on the SECURE Act, from handling separate accounts to planning for designated beneficiaries
- Examine Connelly and its impact on buy-sell agreements
- Dive into the well-publicized Patagonia purpose trust and know when to recommend to clients