The Probate and Estate Planning Section sponsors seminars, webcasts, on-demand, and video presentations with ICLE. Registration is available from ICLE at www.icle.org.
Probate & Estate Planning Institute
Date: June 13-14, 2014 at the Inn at St. John's, Plymouth
Register with ICLE
Prepare for the new realities of probate and estate planning practice and improve the value of your services. Whether you're dealing with an aging client facing end-of-life decisions or competition from do-it-yourself websites and professionals in related fields, get practical advice to address new challenges. Stay on top of the "gotcha" areas in your practice so you can confidently help your clients use their assets the way that works best for them.
Be ready to handle areas of elder law that are becoming common. Learn to manage clients' digital assets, help with increasingly sticky income tax issues, and draft complicated special needs trusts with ease. Get tips from experts and judges to handle the court process. Attend and learn to:
- Understand how the new 3.8% Medicare surtax applies to estates, trusts, & beneficiaries
- Get the details right in a DNR order, whether your client is in a nursing home or a hospital
- Work within the latest Michigan & federal Medicaid & Medicare rules
- Handle estate planning for same-sex couples in the wake of the DOMA decision
- Leverage technology that will help you level the playing field
- Implement tips to tactfully let go of difficult clients
- Minimize taxes for your family business clients
Drafting an Estate Plan for an Estate Under $5 Million
Cosponsored with ICLE.
Date: Wednesday, June 25, 2014; Register with ICLE
Location: Inn at St. John's, Plymouth [Directions]
Understand the best solutions to typi cal issues found in drafting for an estate under $5 million. In this unique hands-on seminar, participants work in groups to plan and present their solutions to a hypothetical case study. A leading probate law practitioner guides discussion, critiques each group, and lectures on selected topics. Everyone receives a complete set of faculty-drafted sample documents.