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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.

Post-Death Tax Planning & Preparing Fiduciary, Estate, & Gift Tax Returns

    Cosponsored with ICLE

    In person & by live webcast. On demand available October 2.

    Date: Thursday, September 11, 2014; 9 a.m.–12:15 p.m.
    Location: Inn at St. John's, Plymouth [Directions]
    Register with ICLE

    Learn the nuts and bolts of the tax returns you might file for an estate. Our experts and their sample completed forms help you avoid common problems, make the most of post-death elections, and prepare returns (including the 706, 709, and 1041) like a pro.

Drafting an Estate Plan for an Estate Under $5 Million

    Cosponsored with ICLE

    Date: Thursday, October 23, 2014; 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.

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]
    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 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 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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State Bar of Michigan
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Lansing, MI 48933-2012
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