ICLE | Probate & Estate Planning Institute, 66th Annual
Seminars
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Probate & Estate Planning Institute, 66th Annual
05/14-16/26 Acme or 06/05/26 Novi | CLE/MCJE: Acme 11.5*; Novi 6.25 and On-Demand 5* | CTFA: Pending*
Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Elective Seminar

Secure Your Clients for Generations

Ensure every client’s future is protected. Get the trusted updates you’ve come to expect—expert-led sessions on Michigan caselaw, new legislation, key Medicaid policy changes, and more. Master Secure 2.0 regulation to ensure compliance, and prepare for new tax law changes taking effect in 2026.

Plus, two highly regarded national experts are back by popular demand. Paul S. Lee shares essential strategies for partnership succession and advanced taxation. Louis S. Harrison offers in-depth guidance on lifetime gifting, and asset protection trusts.

Solve challenges and navigate changing statutes with confidence. Network, master, and apply the essential insights you need for a great practice—now and throughout your career.

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—a convenient one-day event that also includes on-demand video sessions to watch at your convenience.

You will be able to:

  • Stay ahead of Michigan caselaw, new legislation, and Medicaid policy changes
  • Get Secure 2.0 must-know provisions and planning insights from expert Nancy Welber
  • Prepare for the latest tax law changes impacting your clients
  • Learn best practices for partnership succession when a partner dies
  • Identify and remedy top mistakes lawyers make in Probate Court
Available Formats
IN PERSON
Attend in person. Networking opportunities.

ELECTRONIC MATERIALS
Individual access to online materials.
Add-On Seminar
Get a discount when you add to your Probate & Estate Planning Institute, 66th Annual registration during checkout.
Fundamentals of Partnership Taxation for Estate Planners: Conquering Subchapter K
05/13/26 Acme
Get expert partnership taxation guidance from Paul S. Lee. Demystify complex, cryptic rules and traps for estate planners. Learn key fundamentals and planning strategies in a small-group Q&A format. Walk away with practical insights you can use.
*CLE GUIDELINES FOR ICLE’S PROBATE & ESTATE PLANNING INSTITUTE
Acme: No CLE/MCJE/CTFA credit is given for "New Lawyers, You Have the Floor."

Novi: You can receive 6.25 CLE/MCJE for attending all in-person sessions on 06/05/26. Your Novi registration also includes seven on-demand video sessions. Novi registrants will be emailed access on 06/03/26. You can receive 5 CLE/MCJE for watching all seven on-demand sessions, if you contact ICLE and provide the credit codes for each session watched.

To receive CLE from Ohio for on-demand sessions: ICLE must submit to Ohio on your behalf. After watching all the on-demand sessions, email ICLE at icle@umich.edu. Provide the credit codes from the videos.

CTFA: This event will be submitted to ABA Professional Certifications for CTFA credit review and approval 90 days prior to the event.
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