ICLE | Probate & Estate Planning Institute, 65th Annual

Seminars

Probate & Estate Planning Institute, 65th Annual

05/15-17/25 Acme or 06/12/25 Novi | CLE/MCJE: Acme 11.5*; Novi 6.25 and On-Demand 5.25* | CTFA: Pending*

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

Overview

Schedule

Contributors

Dates

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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 and MTC questions answered by an all-star panel—everything from the last 25 years through the most recent Omnibus amendments. Get a status update on the CTA’s 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, the Michigan Trust Code (MTC), recent Omnibus amendments, 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

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Activities-Acme

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, 65th Annual registration during checkout.

Better Clients and Bigger Cash Flow: An Estate Planning Boot Camp

05/14/25 Acme

In this interactive workshop, firm owner Terrence G. Quinn helps you run your practice effectively. Identify your ideal client, charge what you’re worth, and make your monthly net. Ideal for new lawyers and solo/small firm practitioners.

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*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 06/12/25. Your Novi registration also includes nine on-demand video sessions. Novi registrants will be emailed access on 06/10/24. You can receive 5.25 CLE/MCJE for watching all nine 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 the ABA Professional Certifications for CTFA credit review and approval 90 days prior to the event. Total credit approved will be reflected on the ICLE website after approval.