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.
Michigan CLE
Accreditation Info
CLE is voluntary for Michigan attorneys. To view our full accreditation details please .
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Life Time Trusts and the Surrogate's Court: Revocable Trusts; Decanting and Ethics
There are many potential avenues available in estate planning, some more advantageous than others. Revocable trusts is one that is often promoted, but that doesn’t mean it is optimal choice for estate planning. This CLE course will evaluate revocable trusts in terms of their costs, process, eligibility requirements, jurisdictional issues as well as their potential advantages to your client. More Info
$952.5Total Credits1 Ethics -
Asset Protection in the Public Benefits Context
Medicaid Planning is fraught with difficulties, particularly in states where improper denials are used to dissuade practitioners and their clients from exercising their rights under the law. Obtaining the public benefits to address long-term care needs in these states requires proven techniques and strategies, all of which will be presented in this comprehensive CLE course designed for intermediate or advanced practitioners. The course will present common pitfalls in the planning stage to ready... More Info
$812.5General Credits -
Probate and Estate Administration for the General Practitioner
Did he leave a will? Are the parties amicable? Is it the fiduciary or someone affected by the fiduciary who is being represented? These are the three variables that typically arise after someone has passed away and in New York, all of these are handled in Surrogate’s Court. This CLE course will focus on the progress of such cases in Surrogate’s Court. The course will review the various departments of the court including administration, probate and accounting and how each one should be best a... More Info
$552.25General Credits -
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
The aging of the population has only exacerbated the prohibitive cost of long term care. This CLE course will explain the latest developments in Elder Law and Medicaid Planning including eligibility and strategies for asset protection. The tax consequences, including income and estate taxes and exemptions, of Medicaid Trusts will also be discussed as well as real property transfers, liquid assets and basis issues. More Info
$552.25General Credits -
Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning
The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits. This CLE course will provide everything you need to know to design a program that is both easy-to-use and flexible enough to apply even as a portfolio grows. The programs must also be able to hold up under any legal scrutiny and be fully integrated so that assets are not le... More Info
$552General Credits -
The Hidden Secrets of Constructive Trust Litigation
Imagine your client, with full knowledge and faculties, has executed a deed signing away his property with the “understanding” that he would eventually get it back. Would the statute of frauds bar relief? Interesting question. This CLE course will address all the Hidden Secrets of Constructive Trust Litigation. Presented by the author of "Litigating Constructive Trusts" which addresses the main issues relevant to constructive trust cases, the course will address the issue from an offen... More Info
$551.75General Credits -
New Jersey Will Drafting Basics
This CLE course, designed to teach the basics in drafting a will for a New Jersey client, will explain the statutory requirements that form the basis for a valid will. The course will present the 7 specific clauses and provisions and address the typical concerns of clients. Materials such as wills for a single person, for couples with a without children both young and adult and for couples with children from a former marriage, will all be presented. More Info
$551.75General Credits -
Guardianships: How to Plan for the Unplanned
Life is full of the unexpected. And while it would seem impossible to plan for all contingencies, we can certainly plan for some. This CLE course will offer attorneys guidelines to assist clients in preparing for the unexpected such as with health care proxies, wills, and ultimate power of attorneys (POA). The course will explain the consequences of neglecting to put these measures in place, including the need for guardianship petitions. The course will extend the discussion to determining the... More Info
$551.75General Credits -
Ethical Issues in Making Capacity Decisions
Substance abuse, alcohol abuse, old age and mental illness are just some of the factors that can contribute to an individual’s capacity to act in a legal environment. This designation is typically a medical determination and the aging population as well as prevalence of mental illness diagnoses and incidences of substance and alcohol abuse has drastically increased the application of capacity in legal cases. While capacity is widely known as an issue in criminal matters, this CLE course will rev... More Info
$651.75Ethics Credits -
Estate Planning, Guardianship and Medicaid Eligibility
This CLE course is designed to provide attorneys who do not practice Estate Planning and Elder Law with an introductory overview on these areas. The course will include issues related to Estate Tax Planning, Medicaid planning and Special Need planning. The course will also cover Asset Protection, Probate and the significance of Advance Directives. More Info
$651.75Total Credits0.75 Ethics
