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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.

Drafting an Estate Plan for an Estate Under $5 Million

    Cosponsored with ICLE

    Date: Thursday, October 23, 2014; 9 a.m.–3:30 p.m.
    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 Estate Planning Documents, 24th Annual

    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, 24th Annual

    Cosponsored with ICLE

    Date: Thursday, February 12, 2014; 9 a.m.–5:00 p.m.
    Location: Inn at St. John's, Plymouth [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, 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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