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Upcoming Seminars

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.

Experts in Estate Planning: Estate and Distribution Planning for Retirement Benefits

    Cosponsored with ICLE

    In person & by live webcast. On demand available December 9.

    Date: Tuesday, November 18, 2014; 9 a.m.–12:30 p.m.
    Location: Inn at St. John's, Plymouth [Directions] AND by live webcast
    Register with ICLE

    Your clients are bombarded with dreams and schemes designed to reduce the tax value of their retirement plans. Learn the "minimum distribution rules," the key to maximizing the value of your clients' retirement benefits, and how to integrate retirement benefits into the typical estate plan. Using case studies, this presentation answers the key questions, explaining what you can do, what you can't do and the gray areas in between.

Drafting Estate Planning Documents

    Cosponsored with ICLE

    Date: Thursday, January 22, 2014; 9 a.m.–5:00 p.m.
    Location: GVSU Eberhard Center, Grand Rapids [Directions]
    Register with ICLE

    From portability elections to joint trusts to Circular 230 changes, estate planning is changing rapidly and in profound ways. Get the latest drafting strategies from the experts and get your forms in tip-top shape. This perennially popular and valuable program informs you of the changes in the law and gives you sample forms that you can put to use today.

Drafting an Estate Plan for an Estate Under $5 Million

    Cosponsored with ICLE

    Date: Wednesday, Feburary 4, 2015; 9 a.m.–3:30 pm.
    Location: Inn at St. John's, Plymouth [Directions]
    Register with ICLE

    Understand the best solutions to typical 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.

Drafting Estate Planning Documents

    Cosponsored with ICLE

    Date: Thursday, February 12, 2015; 9 a.m.–5:00 p.m.
    Location: Inn at St. John's, Plymouth [Directions] AND as a live webcast
    Register with ICLE

    From portability elections to joint trusts to Circular 230 changes, estate planning is changing rapidly and in profound ways. Get the latest drafting strategies from the experts and get your forms in tip-top shape. This perennially popular and valuable program informs you of the changes in the law and gives you sample forms that you can put to use today.

Fundamentals of Estate Administration

    Cosponsored with ICLE

    Date: Thursday, February 26, 2015; 9 a.m.–5:00 p.m.
    Location: Inn at St. John's, Plymouth [Directions] AND as a live webcast
    Register with ICLE

    Designed for lawyers who are new to estate administration or need a basic refresher, this seminar provides a comprehensive overview of client management, probate form completion, taxation, and other practical issues. Experienced probate lawyers share their knowledge through real-life, practice-proven approaches. Gain confidence and handle probate administration like a pro.

The Role of the Attorney Throughout the Lifecycle of a Trust

    Cosponsored with ICLE

    Date: Wednesday, May 6, 2015; 2 p.m.–5:00 p.m.
    Location: Grand Traverse Resort & Spa, Acme [Directions]
    Register with ICLE

    In this perfect companion to the Probate & Estate Planning Institute, gain an understanding of the crucial roles you play throughout the life cycle of a trust, approach every stage in a segmented and understandable way, and help the client recognize and appreciate the value added by the lawyer's continued involvement. Lou Harrison takes you on an interactive tour through these nuances with the goal of adding a new, important skill to your estate planning practice.

Probate & Estate Planning Institute

    Cosponsored with ICLE

    Date: May 7–9, & June 19–20, 2015
    Location(s):May: Grand Traverse Resort & Spa, Acme [Directions]
    June: The Inn at St. John's, Plymouth [Directions]
    Register with ICLE

    Your work today in probate and estate planning has a profound effect on your clients' futures. Stay on the cutting edge of practice and access Michigan's most respected experts at this year's institute, where you'll receive critical law updates, connect with colleagues, and get answers to the questions that challenge you the most. Plus, master common legal issues involving real property, closely held businesses, and long-term care that frequently overlap with your estate planning matters.

Drafting an Estate Plan for an Estate Under $5 Million

    Cosponsored with ICLE

    Date: Wednesday, June 24, 2015; 9 a.m.–3:30 pm.
    Location: Inn at St. John's, Plymouth [Directions]
    Register with ICLE

    Understand the best solutions to typical 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.

     

 

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