Michigan CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Michigan. Please make your selection below of Michigan CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.

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  • Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property management protections, (2) provisions related to minors subject to guardianship, (3) improvements to compliance for limited guardianships, (4) new protections to prevent exploitation, (5) rights to vi... More Info

    $75
    1.5General Credits
  • Asset Protection for Cryptocurrency

    Asset Protection is in high demand in our increasingly litigious world. Cryptocurrency is well regarded as the currency of the future. Cryptocurrency is increasingly becoming a targeted asset in many lawsuits. Blockchain technology can make it easy to see the amount of cryptocurrency an individual owns. This course will teach the various strategies for protecting cryptocurrency from being lost due to a lawsuit. More Info

    $50
    1General Credit
  • GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions with potential buyers, to a letter of intent, to a binding contract, etc. Where the business is on this continuum will affect how an appraiser evaluates the possible implications of the potenti... More Info

    $50
    1.25General Credits
  • The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, the obligations of loyalty, good faith, fair dealing and honesty must be adhered to. Challenging and novel questions arise in this field very often. This program will explore who can ser... More Info

    $75
    1.5Ethics Credits
  • Understanding Asset Protection

    Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under state and federal law Identifying and understanding different types of risk How to protect real estate and other physical assets How to protect securities and other liquid assets The differe... More Info

    $75
    1.5General Credits
  • How The New Proposed Tax Bill Can Impact Your Retirement Account

    This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA.. The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies t... More Info

    $50
    1.25General Credits
  • Attorney's Guide to Traditional and Combination Long Term Care Insurance Coverage

    Join our expert panel as they discuss what the practitioner needs to know about the current elder law trends, including the benefits of pre-crisis planning, estate planning updates, proposed legislative changes and the importance of long term care insurance. Our panelists will also discuss traditional and combo long term insurance plans, including: how long term case works; costs and benefits; previous problems; integration with Medicaid planning or stand alone plans; integration with... More Info

    $75
    1.75General Credits
  • The Patent Process for the Curious: What Lawyers Need to Know

    As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which in turn requires passing its own exam and an undergraduate degree in a science or engineering. Because it is such a specialized area of practice, with about only 40,000 active practitioners in the US... More Info

    $50
    1General Credit
  • New York’s Brand-New Power of Attorney

    This CLE will discuss the brand new Power of Attorney law that took effect recently. Elizabeth Forspan, Esq. will go through the major changes to the form and how attorneys and others should plan accordingly. Elizabeth will review the key items to include in new powers of attorney being prepared. More Info

    $50
    1General Credit
  • Estate Planning to Prevent Sudden Wealth Syndrome

    Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral afflictions. The result is usually mismanaging and squandering the inheritance. In short, your estate plan may have avoided probate and minimized taxes … but it did not help your clients’ heirs like your client intended. This CLE presentation... More Info

    $75
    1.5General Credits

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