64TH ANNUAL
Probate & Estate
Planning Institute
Secure Your Clients for Generations
COSPONSOR
Probate & Estate Planning Section of the State Bar of Michigan
BE PREPARED FOR MAJOR CHANGES
Uniform Power of Attorney Act, EPIC Omnibus, and more.
MAY 1618, 2024, ACME
|
JUNE 2021, 2024, NOVI
REGISTER TODAY
www.icle.org/probate
877-229-4350
Secure Your Clients
for Generations
Be prepared for sweeping changes. Local and national experts share timely
insights on the Uniform Power of Attorney Act, EPIC Omnibus package, CTA,
TCJA sunset, and more.
Get practical advice on issues faced by new and experienced estate planners
alike, such as drafting to avoid litigation. Network with colleagues. And new
this year, regardless of whether you join us in Acme or at our new location in
Novi, come a day early and dive into additional content that intersects with
your estate planning practice. See page 11.
The Best Speakers—from Michigan and Beyond
You won’t find this outstanding lineup anywhere else. Here are just a few of the experts who
will provide you with timely and practical guidance:
Raj A. Malviya
Miller Johnson, Grand Rapids
Raj focuses his practice on estate/tax
planning and asset protection for corporations
and individuals. He sheds light on
reporting companies under the Corporate
Transparency Act.
David L. J. M. Skidmore
Warner Norcross + Judd LLP, Grand Rapids
David has 25 years of experience and
is a former chair of the Probate and
Estate Planning Section of the State Bar
of Michigan. He delivers the all-important
caselaw update.
Joshua Weaver
Texas Opportunity & Justice Incubator,
Austin, TX
Joshua is a lawyer who spearheads TOJI, a State
Bar of Texas initiative facilitating sustainable legal
practices in underserved communities. He breaks
down compelling uses of AI for estate planners.
Elizabeth K. Arias
Womble Bond Dickinson (US) LLP, Raleigh, NC
Liz provides a wide array of estate planning,
fiduciary litigation, tax planning, and
private wealth services to her clients.
She helps you draft to avoid litigation and
properly structure buy-sell agreements.
Hon. Jennifer S. Callaghan
Oakland County Probate Court, Pontiac
Judge Callaghan was elected to the bench in
2016 and is presiding judge of guardianships,
conservatorships, and mental health.
She shares invaluable insights on pleadings,
trial practice, attorney fees, and more.
Amy K. Kanyuk
McDonald & Kanyuk PLLC, Concord, NH
Amy is a founding member of the firm
and specializes in estate, gift, and generation-
skipping planning. She explains how to
structure successful trusts and avoid traps
while serving as a fiduciary.
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ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
Sweeping Changes, the Hottest Topics
Uniform Power of Attorney Act
Be prepared for the new UPOAA, which is
far more detailed than current Michigan law.
Know what changes to implement once it becomes
effective July 1, 2024—from what banks are
required to accept to what an agent can and
cannot do.
EPIC Omnibus
This draft legislation is likely to pass in 2024 and
proposes 32 amendments—including substantial
changes to guardianships, patient advocate rules,
financial thresholds, and more. Get an inside
view from a veteran practitioner who has been an
integral part of the process.
Drafting to Avoid Litigation
National speaker Elizabeth K. Arias shares
important tips to help you avoid litigation and
covers prenups, LLC operating agreements, first
and second marriages, and more. Christopher
J. Caldwell walks you through how to draft in
anticipation of the sunsetting of the Tax Code and
Jobs Act (TCJA) in 2025 and makes sure you’re
prepared to handle considerably more estates being
subject to an estate tax. And Hon. Jennifer S.
Callaghan gives you invaluable insight from the
bench on how to manage litigation should it arise.
Essential Updates
Stay on top of the latest caselaw, plus state
and federal legislative developments.
Gain practical insights on charitable giving
trends, including expanded rules under the
SECURE 2.0 Act. Walk away with effective
tools for handling Medicaid and special needs.
Business Planning
We’ve dedicated an entire track to these issues.
Properly structure buy-sell agreements and
dive deeper into the impact of the Connelly
decision. Get guidance for reporting companies
and beneficial owners under the Corporate
Transparency Act (CTA). Avoid penalties for
noncompliance and more.
Artificial Intelligence
Demystify the impact of AI—specifically what it
could mean for estate planners. Will it help you
draft trusts in the future? How can you practically
apply tools like ChatGPT today? What are the
ethical risks? National speaker Joshua Weaver
walks you through a live demo of how AI could
transform your practice.
“
You have the best and the
brightest from all corners of
practice areas in probate.
Hon. David M. Murkowski, Kent County
Probate Court, Grand Rapids
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
3
REGISTER TODAY www.icle.org/probate
Tailor the Trip That Works for You
Three Days in Acme
Enjoy an extended getaway at the Grand Traverse Resort
and Spa in May. Bring your family and take advantage of
discounted rates at the resort for championship golf courses
and luxurious spa treatments. Plus, explore the area with
preplanned bicycling and microbrewery tours.
Acme Agenda
12:00pm Registration and Vendor Showcase
1:00pm Welcoming Remarks and Announcements
1:30pm Drafting to Avoid Litigation
2:30pm Caselaw Update
3:15pm Networking Break
Litigation Track Core Concepts Track
3:30pm Emergency and Immediate Relief in the
Elder Abuse Realm
Handling a Wrongful Death Claim and Survival
Actions in an Estate
4:15pm
Use of Expert Witnesses in Contested Matters
Pre- and Postdeath Planning for Motor Vehicles
and Watercraft
5:00pm Questions and Answers Questions and Answers
THURSDAY, MAY 16, 2024
6:00pm Networking Reception
CLE: Up to 11.5* CTFA: Pending** LEVEL: Basic/Intermediate/Advanced
PROBATE & ESTATE PLANNING
CERTIFICATE PROGRAM ELECTIVE
Two Days in Novi
Spend less time out of the office with a
quick trip to our new location at the Suburban
Collection Showplace in June.
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ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
*MP3 download available to all registrants after the seminar.
FRIDAY, MAY 17, 2024
12:00pm Networking Lunch on Premises (Preregistration Required—Limit 100)
7:30am Registration, Continental Breakfast, and Vendor Showcase
8:10am Remarks from the State Bar Executive Director
8:30am Roots and Wings: Structuring Trusts to Give Beneficiaries a Chance at Success
9:30am Networking Break
Business Planning Track Disability Planning Track
9:45am Buy-Sell Agreements and the Use of Life Insurance
to Fund Them
Medicaid, Elder Law, and Disability Update 2024
10:25am Intersection of Estate Planning and Reporting
Companies Under the CTA
15 Costly Gaes to Avoid in Your Medicaid Cases
11:05am Current Legal Developments in Charitable Planning Medicaid Divestment Trusts
11:45am
Questions and Answers Questions and Answers
Special Advanced Session Special Basic Session
1:30pm Trustee Duties Under Undisclosed Trusts
in Michigan
New Lawyers, You Have the Floor
*No CLE credit is given for the Acme special session “New Lawyers, You Have the Floor.” **The Probate & Estate Planning Institute, 64th Annual, will be submitted to ABA Professional
Certifications for CTFA credit review and approval 90 days prior to the event.
1
MP3 download available to all registrants after the seminar.
7:30am Registration, Continental Breakfast, and Vendor Showcase
8:30am Legislative Update
9:15am AI in the Law: Exploring the Power (and Perils) of ChatGPT and Beyond
10:15am Networking Break
SATURDAY, MAY 18, 2024
Trusts Track Planning for Uncertainty Track
10:30am The Lawyer as Fiduciary
1
Divorce and Estate Planning
1
11:00am
Drafting in Anticipation of the TCJA Sunset
1
Why You Should Prepare Your Clients’ Beneficiary
Designations
1
11:30am Special Purpose Trusts
1
Modifying Trusts
1
12:00pm Questions and Answers Questions and Answers
ICLE
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Probate & Estate Planning Institute
|
ACME MAY 16–18, 2024
|
NOVI JUNE 20–21, 2024
5
REGISTER TODAY www.icle.org/probate
Novi Agenda
THURSDAY, JUNE 20, 2024
5:20pm Networking Reception
12:35pm Networking Lunch on Premises
1:50pm Roots and Wings: Structuring Trusts to Give Beneficiaries a Chance at Success (Video Presentation)
2:50pm Networking Break
Business Planning Track Disability Planning Track
3:05pm Buy-Sell Agreements and the Use of Life Insurance
to Fund Them (Video Presentation)
Medicaid, Elder Law, and Disability Update 2024
3:50pm Intersection of Estate Planning and Reporting
Companies Under the CTA (Video Presentation)
15 Costly Gaes to Avoid in Your Medicaid Cases
4:40pm Current Legal Developments in Charitable Planning Medicaid Divestment Trusts
5:10pm
Questions and Answers Questions and Answers
7:30am Registration, Continental Breakfast, and Vendor Showcase
8:30am Legislative Update
9:15am AI in the Law: Exploring the Power (and Perils) of ChatGPT and Beyond (Video Presentation)
10:15am Networking Break
FRIDAY, JUNE 21, 2024
Trusts Track Potpourri Track
10:30am
The Lawyer as Fiduciary
1
(Video Presentation)
Why You Should Prepare Your Clients’ Beneficiary
Designations
1
11:05am Drafting in Anticipation of the TCJA Sunset
1
Dissecting a Title Commitment
1
11:40am Special Purpose Trusts
1
A View from the Bench
1
12:10pm Questions and Answers Questions and Answers
7:30am Registration, Continental Breakfast, and Vendor Showcase
8:30am Welcoming Remarks and Announcements
8:50am Drafting to Avoid Litigation (Video Presentation)
9:50am Caselaw Update
10:35am Networking Break
Litigation Track Core Concepts Track
10:50am Emergency and Immediate Relief in the
Elder Abuse Realm
Handling a Wrongful Death Claim and Survival
Actions in an Estate
11:40am
Use of Expert Witnesses in Contested Matters
Pre- and Postdeath Planning for Motor Vehicles
and Watercraft
12:25pm
Questions and Answers Questions and Answers
*The Probate & Estate Planning Institute, 64th Annual, will be submitted to ABA Professional Certifications for CTFA credit review and approval 90 days prior to the event.
1
MP3 download available to all registrants after the seminar.
CLE: 9.25 CTFA: Pending* LEVEL: Basic/Intermediate/Advanced
PROBATE & ESTATE PLANNING
CERTIFICATE PROGRAM ELECTIVE
6
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
Plenary Sessions
Acme/1:00pm/Thursday
Welcoming Remarks and Announcements
Hear from the current president of the State Bar of Michigan
as well as the chair of the Probate & Estate Planning Section.
Daniel D. Quick, Dickinson Wright PLLC, Troy; James P. Spica,
Chalgian & Tripp Law Offices, Southfield
Novi/8:30am/Thursday
Welcoming Remarks and Announcements
Hear from the current chair of the Probate & Estate
Planning Section of the State Bar of Michigan.
James P. Spica, Chalgian & Tripp Law Offices, Southfield
Acme/1:30pm/Thursday
Novi/8:50am/Thursday/Video Presentation
Drafting to Avoid Litigation
Choosing provisions for trustee selection, structure of
trust, timing and purposes of distributions, accounting
requirements, and more; taking into account ancillary
documents like prenups and LLC operating agreements;
first and second marriages; dos and don’ts.
Elizabeth K. Arias, Womble Bond Dickinson (US) LLP, Raleigh, NC
Acme/2:30pm/Thursday
Novi/9:50am/Thursday
Caselaw Update
David L. J. M. Skidmore, Warner Norcross + Judd LLP,
Grand Rapids
Acme/8:10am/Friday
Remarks from the State Bar Executive Director
Hear from the executive director of the State Bar of Michigan.
Peter Cunningham, State Bar of Michigan, Lansing
Acme/8:30am/Friday
Novi/1:50pm/Thursday/Video Presentation
Roots and Wings: Structuring Trusts to Give
Beneficiaries a Chance at Success
Trust structures that can be used to protect and preserve
wealth, including third-party trusts and self-settled asset
protection trusts; overview of how to protect trust interests in
the event of divorce; tax consequences of divorce on a trust
established for the benefit of a spouse.
Amy K. Kanyuk, McDonald & Kanyuk PLLC, Concord, NH
Acme/8:30am/Saturday
Novi/8:30am/Friday
Legislative Update
Howard H. Collens (Novi only), Galloway and Collens PLLC,
Huntington Woods; Nathan R. Piwowarski (Acme only), McCurdy Wotila
& Porteous PC, Cadillac
Acme/9:15am/Saturday
Novi/9:15am/Friday/Video Presentation
AI in the Law: Exploring the Power (and Perils)
of ChatGPT and Beyond
Will AI ever draft your trusts? Join us as we demystify AI
and its implications in the legal field. Explore how tools like
ChatGPT operate, their practical applications in the practice
of law, and the ethical risks they pose. Expect an accessible
discussion, a live demo, and a peek into the transformative
potential of AI in law.
Joshua Weaver, Texas Opportunity & Justice Incubator, Austin, TX
Litigation Track
Acme/3:30pm/Thursday
Novi/10:50am/Thursday
Emergency and Immediate Relief in the
Elder Abuse Realm
Criminal referrals and investigations; protective relief in
probate courts; FEPA; adult protective services referrals; sworn
complaints to track down assets.
Laura E. Morris, Warner Norcross + Judd LLP, Grand Rapids
Acme/4:15pm/Thursday
Novi/11:40am/Thursday
Use of Expert Witnesses in Contested Matters
Types of expert witnesses; identifying when to use an expert
witness; who retains the expert (the lawyer or the client);
expert discovery under the civil discovery rules; standards of
proof; qualifying your testifying expert witness at trial and the
resulting testimony.
Elizabeth L. Luckenbach, Dickinson Wright PLLC, Troy
Acme/5:00pm/Thursday
Novi/12:25pm/Thursday
Questions and Answers
Tracks
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to help you save on malpractice insurance.
Now, the more you do with ICLE, the more you save!
Learn more:
www.icle.org/cna.
(2% major event savings is limited to one event per year.)
SAVE MORE WITH ICLE
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
7
REGISTER TODAY www.icle.org/probate
Tracks
Core Concepts Track
Acme/3:30pm/Thursday
Novi/10:50am/Thursday
Handling a Wrongful Death Claim and
Survival Actions in an Estate
Approval of settlements and fees; sending notices to
interested persons under Rule 5.120.
Donna M. MacKenzie, Olsman MacKenzie Peacock &
Wallace, Berkley
Acme/4:15pm/Thursday
Novi/11:40am/Thursday
Pre- and Postdeath Planning for Motor
Vehicles and Watercraft
TOD under Article 6 of EPIC; titling through an LLC;
planning in relation to the Owner’s Permission Statute;
after-death transfers; preview of proposed beneficiary
designation law.
Georgette E. David, Georgette E. David Attorney at Law, Ann Arbor
Acme/5:00pm/Thursday
Novi/12:25pm/Thursday
Questions and Answers
Business Planning Track
Acme/9:45am/Friday
Novi/3:05pm/Thursday/Video Presentation
Buy-Sell Agreements and the Use of Life
Insurance to Fund Them
How to structure buy-sell agreements so they are respected
by the IRS for valuation purposes; in-depth discussion
of the use of life insurance policies to fund them in light
of the 8th Circuit’s recent decision in Connelly.
Elizabeth K. Arias, Womble Bond Dickinson (US) LLP, Raleigh, NC
Acme/10:25am/Friday
Novi/3:50pm/Thursday/Video Presentation
Intersection of Estate Planning and Reporting
Companies Under the CTA
General rules and guidance for reporting companies and
beneficial owners; compliance requirements and penalties
for noncompliance; trusts as beneficial owners of reporting
company and trustee responsibilities; hidden beneficial
owners of trusts and estates; defensive CTA drafting in trusts,
operating agreements, and partnership agreements.
Raj A. Malviya, Miller Johnson, Grand Rapids
Acme/11:05am/Friday
Novi/4:40pm/Thursday
Current Legal Developments in
Charitable Planning
Practical insight on charitable giving trends, relevant
legislation, and rulings; the expanded QCD rules under
SECURE 2.0; update on the Michigan charitable tax
credit; cautionary tales about donating business interests to
charity in Hoensheid v Comm’r; guidance on donor intent
(how to draft it, satisfy it, and protect it); 501(c)(4)s,
including how they differ from (c)(3)s, and the Chouinard/
Patagonia donation.
Laura L. Brownfield, Community Foundation for Southeast
Michigan, Detroit
Acme/11:45am/Friday
Novi/5:10pm/Thursday
Questions and Answers
Disability Planning Track
Acme/9:45am/Friday
Novi/3:05pm/Thursday
Medicaid, Elder Law, and Disability
Update 2024
Michigan and federal developments; updated and effective
planning techniques; special needs strategies.
Kathleen Hogan Aguilar, Rhoades McKee PC, Grand Rapids
PLATINUM SPONSORS
8
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
Trusts Track
Christopher J. Caldwell
Varnum LLP, Grand Rapids
Plenary Sessions
Nathan R. Piwowarski
McCurdy Wotila & Porteous
PC, Cadillac
Disability Planning Track
Angela M. Hentkowski
Steward & Sheridan PLC,
Ishpeming
Litigation Track
Elizabeth L. Luckenbach
Dickinson Wright PLLC, Troy
Moderators
Business Planning Track
Raj A. Malviya
Miller Johnson, Grand Rapids
Core Concepts Track
Georgette E. David
Georgette E. David Attorney at Law,
Ann Arbor
Acme/10:25am/Friday
Novi/3:50pm/Thursday
15 Costly Gaffes to Avoid in Your
Medicaid Cases
Why it’s dangerous to assume anything about Medicaid; the
land mine for annuities and funeral contracts used to qualify
for Medicaid; mistakes in drafting and administering SBO
trusts; how passivity on MDHHS inaction and error may
trigger your client’s nursing home eviction; why overlooking
Medicaid post-eligibility planning can be disastrous; when it’s
a mistake to rely on Michigan Medicaid policy.
David L. Shaltz, Chalgian & Tripp Law Offices, East Lansing
Acme/11:05am/Friday
Novi/4:40pm/Thursday
Medicaid Divestment Trusts
Proactive planning; key considerations; tax implications;
common drafting issues.
Angela M. Hentkowski, Steward & Sheridan PLC, Ishpeming
Acme/11:45am/Friday
Novi/5:10pm/Thursday
Questions and Answers
Trusts Track
Acme/10:30am/Saturday
Novi/10:30am/Friday/Video Presentation
The Lawyer as Fiduciary
Common problems associated with a lawyer serving as trustee,
including ethical issues; practical ways lawyers can avoid traps
for the unwary.
Amy K. Kanyuk, McDonald & Kanyuk PLLC, Concord, NH
Acme/11:00am/Saturday
Novi/11:05am/Friday
Drafting in Anticipation of the TCJA Sunset
With 2026 on the horizon, compare the benefits and
detriments between a lifetime QTIP and a SLAT;
considerations before gifting in advance of sunset.
Christopher J. Caldwell, Varnum LLP, Grand Rapids
Planning for Uncertainty Track (Acme Only)
and Potpourri Track (Novi Only)
Nancy H. Welber
Nancy H. Welber PC, Farmington Hills
GOLD SPONSORS
TRUSTS & ESTATES
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
9
REGISTER TODAY www.icle.org/probate
Tracks
Acme/11:30am/Saturday
Novi/11:40am/Friday
Special Purpose Trusts
Introduction to a variety of special purpose trusts including
gun trusts, pet trusts, artwork trusts, and cottage trusts.
Kelly L. O’Connor, O’Connor & Bennett Law Firm PLC, Marshall
Acme/12:00pm/Saturday
Novi/12:10pm/Friday
Questions and Answers
Potpourri Track
Novi/10:30am/Friday
Why You Should Prepare Your Clients’
Beneficiary Designations
How and why to fill in the beneficiary designation forms
(rather than the client doing it), including custom provisions
for retirement accounts and nonqualified annuities;
implications when the estate, the spouse’s own revocable
trust, or a joint trust that remains revocable at the death of
the first spouse is the beneficiary of retirement plans.
Nancy H. Welber, Nancy H. Welber PC, Farmington Hills
Novi/11:05am/Friday
Dissecting a Title Commitment
Understanding the 2021 Alta Commitment; conditions;
requirements; exceptions.
John C. Bommarito, ATA National Title Group LLC, Farmington Hills
Novi/11:40am/Friday
A View from the Bench
Pleading practice; trial practice; attorney and fiduciary fees.
Hon. Jennifer S. Callaghan, Oakland County Probate Court, Pontiac
Novi/12:10pm/Friday
Questions and Answers
Planning for Uncertainty Track
Acme/10:30am/Saturday
Divorce and Estate Planning
Rules on death during divorce; absent and surviving spouse;
priority; affinity and gifts; drafting tips.
Sean A. Blume, Blume Law Group PLLC, Sterling Heights
Acme/11:00am/Saturday
Why You Should Prepare Your Clients’
Beneficiary Designations
How and why to fill in the beneficiary designation forms (rather
than the client doing it), including custom provisions for
retirement accounts and nonqualified annuities; implications
when the estate, the spouse’s own revocable trust, or a joint trust
that remains revocable at the death of the first spouse are the
beneficiaries of retirement plans.
Nancy H. Welber, Nancy H. Welber PC, Farmington Hills
Acme/11:30am/Saturday
Modifying Trusts
Provisions of the MTC that permit a modification or
termination of an existing trust; the pros and cons of each MTC
section that deals with trust modifications; checklist for when to
use one section over another; defining a trust’s material purpose.
Douglas A. Mielock, Foster Swift Collins & Smith PC, Lansing
Acme/12:00pm/Saturday
Questions and Answers
Acme Special Sessions
Acme/1:30pm/Friday
Trustee Duties Under Undisclosed Trusts
in Michigan (Adv anced)
How undisclosed trusts differ from “secret trusts”;
creating rights correlative to trustee duties to keep mum;
analogies to purpose trusts and the role of trust directors;
practical challenges for administration and enforcement.
James P. Spica, Chalgian & Tripp Law Offices, Southfield
Acme/1:30pm/Friday
New Lawyers, You Have the Floor (Basic)
Ask your practice management and substantive questions
in this open forum.
Ernscie Augustin, Augustin Law Offices PLLC, East Lansing; Daniel W.
Borst, Warner Norcross + Judd LLP, Grand Rapids; Alexander S. Mallory,
McCurdy Wotila & Porteous PC, Cadillac
June Event Now in Novi!
Join us at the conveniently
located Suburban Collection.
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
Level: Basic/Intermediate/Advanced
CLE: 5.25
PROBATE & ESTATE PLANNING
CERTIFICATE PROGRAM ELECTIVE
Get help retaining aging clients and attracting new ones
in this full-day event packed with practical content.
Keep current with our popular caselaw and statute update.
Decide whether MI Choice Waiver or PACE is best for
your client. Condently navigate special needs planning,
from trusts to taxes. Avoid unnecessary risks and costs when
advising on Medicare. Tackle supplemental security income.
June 19, 2024 | Novi | 9:00am-4:40pm
Elder Law Institute, 8th Annual
Probate & Estate
Planning Institute
registrants save $100.
Join Us a Day Early for a Deeper Dive
Whether you attend the Probate & Estate Planning Institute in Acme or Novi,
you can come a day early and dive into additional content that directly
intersects with your estate planning practice. These add-ons are discounted
for institute registrants and are a convenient and cost-effective way to
maximize your experience at the institute.
Cosponsored by the Probate &
Estate Planning Section of the State
Bar of Michigan
NEW! Optional Add-On in Novi
Level: Intermediate/Advanced
CLE: 2.75
PROBATE & ESTATE PLANNING
CERTIFICATE PROGRAM ELECTIVE
Have a client who is a business owner and wants to gift an
interest in their closely held business through the use of a
dened value clause? Nationally recognized speaker Elizabeth
K. Arias delivers an in-depth analysis of situations that estate
planners commonly face with these clients. Walk away with
optimal strategies to get the best tax outcomes with the least
amount of complexity.
May 15, 2024 | Acme | 2:00pm-5:00pm
Using a Formula Clause to Gift
a Closely Held Business Interest
Optional Add-On in Acme
Probate & Estate
Planning Institute
registrants save $30.
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
11
REGISTER TODAY www.icle.org/probate
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
8:00am Registration, Continental Breakfast, and Vendor Showcase
9:00am Inclusive Perspectives on Elder Law
10:00am Elder Law Caselaw and Statute Update
11:00am Networking Break
Core Concepts Track Fine-Tuning Your Elder Law Practice
11:15am
Supplemental Security Income
1
The 10 Most Controversial Issues in Michigan
Estate Planning Law
1
12:00pm
1:30pm
Basics of Special Needs Planning
1
Intersection of Real Estate, Taxes, and Long-Term
Care Planning
1
2:20pm Michigan Choice Waiver Program and PACE
1
Medical Advocacy: Work with Other Professionals?
1
WEDNESDAY, JUNE 19, 2024
3:10pm Networking Break
3:40pm Elder Law Town Hall and Q&A
CLE: 5.25 LEVEL: Basic/Intermediate/Advanced
PROBATE & ESTATE PLANNING
CERTIFICATE PROGRAM ELECTIVE
1
MP3 download available to all registrants after the seminar.
Networking Lunch Networking Lunch
Elder Law Institute, 8th Annual, Novi
Using a Formula Clause to Gift a Closely Held Business Interest, Acme
Optional Add-Ons in Novi and Acme
2:00pm How to Structure
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Lessons learned from recent opinions; outright gift versus in trust; type of trust to use.
2:45pm How to Draft
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Receptacle for the gift; drafting the gift document or the assignment; avoiding IRS scrutiny.
3:30pm Networking Break
3:45pm How to Document
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Getting an appraisal and what the appraiser should look for; prepare Form 1065 for the
LLC; structuring the operating agreement for the closely held business.
4:30pm How to Report
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Preparing gift tax returns; allocating GST exemption.
WEDNESDAY, MAY 15, 2024
CLE: 2.75 LEVEL: Intermediate/Advanced
PROBATE & ESTATE PLANNING
CERTIFICATE PROGRAM ELECTIVE
12
ICLE
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Probate & Estate Planning Institute
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ACME MAY 16–18, 2024
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NOVI JUNE 20–21, 2024
Plenary Sessions
Novi/9:00am/Wednesday
Inclusive Perspectives on Elder Law
Join us in exploring the often-overlooked aspects of elder law
as it applies to minorities and people of color, with special
emphasis on property rights and the preservation of real estate-
related assets, caregiving dynamics, health care accessibility,
and more. As our population ages and cultural diversity
increases, it is vital to understand all possible advocacy routes
and potential challenges in the context of minority senior
citizens. Examine how cultural disparities impact effective
representation of minority clients and learn effective solutions
that are fundamental to the practice of elder law.
Gwendolyn Graddy, MD, PACE Southeast Michigan, Southfield;
Antonia Harbin-Lamb, Neighborhood Legal Services Michigan, Redford;
Elizabeth M. Rogers, Taft, Southfield
Novi/10:00am/Wednesday
Elder Law Caselaw and Statute Update
Get a practical overview of recent changes in Michigan and
around the country. By focusing on examples that will have
the biggest impact on elder and special needs practitioners,
you will be able to apply recent changes to advance your
clients’ interests and avoid possible pitfalls.
Susan L. Chalgian, Chalgian & Tripp Law Offices, East Lansing;
Christopher W. Smith, Chalgian & Tripp Law Offices, Southfield
Novi/3:40pm/Wednesday
Elder Law Town Hall and Q&A
Select faculty members lead an interactive discussion
of new developments, national and local trends such as
Agent Orange and Camp Lejeune, and up-to-the-minute
planning strategies in this freewheeling session. Explore
the challenges raised by unpredictable clients and working
with the right professional to serve your client.
Gregory R. Kish, Kish Dykstra & Scott PC, Traverse City; Charles S.
Ofstein, DeMent & Marquardt PLC, Kalamazoo; Amy Rombyer Tripp,
Chalgian & Tripp Law Offices, Jackson
Core Concepts
Novi/11:15am/Wednesday
Supplemental Security Income
Compare SSD to SSI and coordinating them. Handle issues
surrounding filing for disability prior to full retirement age.
Review vocational issues to consider for someone over 55+
and 60+. Develop a case at the initial level and the importance
of work history reports. Examine what SSA looks at in terms
of evaluation and vocational adjustment for the elder worker.
Explore hot topics in SSA.
Kerry J. Spencer, Walkon Law Center PC, Southfield
Novi/1:30pm/Wednesday
Basics of Special Needs Planning
Get an overview of first-party, third-party, and pooled
account trusts. Review funding and tax tips. Review ABLE
account basics.
Sarah Kirkpatrick, Chalgian & Tripp Law Offices, Grand Rapids;
Amy Rombyer Tripp, Chalgian & Tripp Law Offices, Jackson
Novi/2:20pm/Wednesday
Michigan Choice Waiver Program and PACE
Take a look at the intersection of both programs including
eligibility criteria, application procedures, and types of services
provided. Identify scenarios where both programs may be
utilized and understand when one program may be more
beneficial than the other for your elder law client.
Amir E. Abu-Aita, Abu-Aita Law Firm PLLC, Flint; Raymond A. Harris,
Buhl Little Lynwood & Harris PLC, East Lansing
Fine-Tuning Your Elder
Law Practice
Novi/11:15am/Wednesday
Top 10 Most Controversial Issues in
Michigan Elder Law
Review the top 10 most controversial issues facing Michigan
elder law practitioners today, such as capacity, conflicts, the
(over) use of Lady Bird deeds, and the ethics of Medicaid
planning. Be prepared for a conversation with which you will
agree and disagree.
Rosemary Howley Buhl, Buhl Little Lynwood & Harris PLC,
East Lansing; Kelly J. McNerney Quardokus, Q Elderlaw PLC, Portage
Novi/1:30pm/Wednesday
Intersection of Real Estate, Taxes,
and Long-Term Care Planning
Real estate is invariably owned by clients seeking long-term
care. Explore common ways they own real property, what to
do when divestment results due to prior transfers (and whether
they should be cured), the use of a Lady Bird deed and, finally,
income and property tax considerations that could result from
ownership transfers.
Charles S. Ofstein, DeMent & Marquardt PLC, Kalamazoo
Novi/2:20pm/Wednesday
Medical Advocacy: Work with
Other Professionals?
Get different approaches and perspectives to providing care
advocacy and using non-lawyers to promote better care and
resolve caregiving issues.
Robert D. Mannor, Mannor Law Group PLLC, Grand Blanc;
Carrie Alexander, Chalgian & Tripp Law Offices, Southfield; Danielle
Chwalibog, Mannor Law Group PLLC, Grand Blanc; Sanford J. Mall,
Mall Malisow & Cooney PC, Farmington Hills
Elder Law Institute Tracks
ICLE
|
Probate & Estate Planning Institute
|
ACME MAY 16–18, 2024
|
NOVI JUNE 20–21, 2024
13
REGISTER TODAY www.icle.org/probate
Suburban Collection Showplace
46100 Grand River, Novi, MI 48374
A discounted block of rooms has been reserved at the
Hyatt Place Detroit/Novi in Novi under group code G-ICAP.
Visit www.icle.org/probate/hotel-novi or call 800-233-1234.
Reservations must be made by 05/18/24.
Registrants are responsible for their own hotel expenses.
Novi Accommodations
Grand Traverse Resort & Spa
100 Grand Traverse Village Boulevard, Acme, MI 49610
A discounted block of rooms has been reserved at Grand
Traverse Resort & Spa in Acme under group code ICLE524.
Visit www.icle.org/probate/hotel-acme or call 800-968-7352.
Reservations must be made by 04/17/24.
Registrants are responsible for their own hotel expenses.
Acme Accommodations
Register today! www.icle.org/probate
SILVER SPONSORS
14
ICLE
|
Probate & Estate Planning Institute
|
ACME MAY 16–18, 2024
|
NOVI JUNE 20–21, 2024
Prices guaranteed until 06/21/24. Cannot combine discounts. Please attach additional sheet listing registrants attending. All registrations must be submitted and paid for at the
same time. Current sitting state court judges (limit 40) attend free and must call ICLE or submit order form to register. Limit one print handbook purchase per registrant. Print
handbooks are nonrefundable after the event cancellation date. Complete Seminar Policies: www.icle.org/info/seminarpolicies. Acme Cancellation Policy: For a full refund,
notify ICLE by 05/02/24. Registrants who cancel after that date will be charged a $60 cancellation fee. No refunds will be issued after 05/09/24. Acme Add-On Cancellation
Policy: For a full refund, notify ICLE by 05/01/24. Registrants who cancel after that date will be charged a $60 cancellation fee. No refunds will be issued after 05/08/24. Novi
Cancellation Policy: For a full refund, notify ICLE by 06/06/24. Registrants who cancel after that date will be charged a $60 cancellation fee. No refunds will be issued after
06/13/24. Novi Add-On Cancellation Policy: For a full refund, notify ICLE by 06/05/24. Registrants who cancel after that date will be charged a $60 cancellation fee. No
refunds will be issued after 06/12/24. Walk-in Registrations: Permitted on a space-available basis or if registrants fail to claim their seat in the first 15 minutes of the seminar.
Persons with Disabilities or Dietary Restrictions: For special arrangements please contact ICLE no later than seven days before the seminar.
C. Add-On Seminars Registration
|
Optional
Elder Law Institute, 8th Annual
Novi, 06/19/24, 9:00am-4:40pm
$295 Probate & Estate Planning Institute Registrant
FREE Judges (Limit 40)
Using a Formula Clause to Gift a Closely Held
Business Interest
Acme, 05/15/24, 2:00pm–5:00pm
$195 Probate & Estate Planning Institute Registrant
24CI-2632
A. Personal Info
Name
MI Bar# ICLE P’ship#
Firm
Address
City State Zip
Phone Fax
Email
B. Institute Registration
|
Pick One
Acme, 05/16-18/24 Novi, 06/20-21/24
$445 General
$415 Cosponsor Section Member
$395 ICLE Partner
$195 New Lawyer (0–3 Years in Practice P84440+)
$345 per Registrant (4+ Registrants from the Same Firm)
FREE Judges (Limit 40)
24CI-6530
G. Payment Info
Institute Registration (Box B) $
Add-On Seminar Registration–Novi (Box C) $
Add-On Seminar Registration–Acme (Box C) $
Microbrewery Tour–Acme (Box D) $
Print Handbook—Probate & Estate Planning
Institute Registrants (Box E) $
Institute Materials for Non-Registrants–
Probate & Estate Planning Institute (Box F)
(Add 6% MI Sales Tax to This Line Only) $
Total Amount Due $
Please make your payment online with credit card:
www.icle.org/probate
Alternate payment options: If you are unable to make your
credit card payment online, please call ICLE to process: 877-229-4350.
If you need to pay by check, please mail form with payment to:
PO Box 1343, Ann Arbor, MI 48106
Check No. Payable to: ICLE
E. Materials Format for Institute Registrants
FREE Electronic Materials
$45 Print Handbook and Electronic Materials
|
Probate & Estate
Planning Institute
F. Can’t Attend the Institute?
|
Pick One
Non-Registrants, Probate & Estate Planning Institute—Purchase the
Electronic Materials
$225 Non-ICLE Partners
$157. 50 ICLE Partners
D. Networking Events—Acme
|
Optional
All activities 05/17/24; space is limited; preregistration required.
FREE Institute Networking Lunch, 12:00pm-1:15pm
$25 Institute Registrant Microbrewery Tour, 12:45pm-5:15pm
$25 Each Additional Guest Microbrewery Tour, 12:45pm-5:15pm
24CH-6591
Probate & Estate Planning Institute & Add-On Seminars
4BP
ICLE
|
Probate & Estate Planning Institute
|
ACME MAY 16–18, 2024
|
NOVI JUNE 20–21, 2024
ADDRESS SERVICE REQUESTED
4BP
64TH ANNUAL
Probate & Estate
Planning Institute
PROBATE & ESTATE PLANNING
CERTIFICATE PROGRAM ELECTIVE
MAY 1618, 2024
Grand Traverse Resort
& Spa, Acme
JUNE 2021, 2024
Suburban Collection
Showplace, Novi
Advanced Estate Planners
• Draft in anticipation of the TCJA sunset and
reduced gift and estate tax exclusion amounts
• Understand undisclosed trusts in Michigan,
including how they dier from “secret” trusts
• Learn to craft specialty trusts like those for pets,
guns, artwork, and cottages
• Avoid costly Medicaid mistakes regarding
annuities, funeral contracts, SBO trusts, and more
There’s Something for Everyone. Join Us in May or June.
This event delivers the most comprehensive content
for Michigan lawyers of all experience levels.
Newer to Estate Planning
• Handle wrongful death claims and survival actions
• Grasp pre- and postdeath planning for motor
vehicles and watercraft
• Explore the possibilities—and implications—
of articial intelligence
• Get your questions answered in a judgment-free
forum just for new lawyers
“
The annual institute is always stimulating.
I always get a new way of looking at issues.
J. David Kerr, Kerr Law Firm PLLC, Mount Pleasant
