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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Pre and Post-Nup Clauses to Address Trust Issues
In the modern-day marriage, pre and post-nuptial agreements are practically a given. The most effective of these utilize an interdisciplinary approach, particularly where trusts are concerned. This CLE course will provide a comprehensive overview of the most common pre and post-nuptial agreements with special attention paid to trusts and the impact these agreements may have on them. The course will provide practical tips and strategies for planning and creating agreements, techniques for draftin... More Info
$291General Credit -
Private Foundations vs. Donor Advised Funds: The Pros and Cons
This CLE course will offer a comparative view of private foundations and donor advised funds. The course will present what each entity is, its purpose and the advantages and disadvantages of each. The impact of the current tax code and other laws, as well as foreseen changes, will also be discussed. More Info
$291General Credit -
Quid Pro Quo for Charitable Gifts
Payments that are meant to be partly contributions and partly for goods and services provided to the donor by a charity are called quid pro quos (QPQ). These may apply to a fundraising banquet when the donor’s contribution covers more than the cost of his meal. QPQ gifts have specific rules that apply to them with regard to deductions. This CLE course will explain quid pro quos to make sure that you can advise your clients in getting deductions without crossing the line. More Info
$291General Credit -
Religion and Estate Planning
While it may seem unlikely, a client’s religious beliefs may be a factor in planning his or her estate. Along with their goals, values, morals, and principles, a person’s religious beliefs are a factor in creating a customized estate plan. Given that a recent poll, 37% of respondents classified themselves as “highly religious” and in that same year donated upwards of $127 billion in support of religious causes and organizations, this impacts a considerable number of people. This CLE co... More Info
$291General Credit -
Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners
Divorce is difficult – both emotionally and financially. Separating lives that were once united is complicated from every respect and the division of assets is one of the most combative issues couples face. This CLE course will focus on the division of real estate and the importance of prenuptial and mid-marriage agreements in protecting a spouse’s interest in a property, particularly when a down payment was provided by a family member. The course will explain the various pitfa... More Info
$291General Credit -
Section 2704 Proposed Regulations: Practical Planning Implications and Opportunities
A comprehensive review of the impact of Section 2704 Proposed Regulations on estate planning, this CLE course will explain what the regulations mean, how they will alter year-end planning and their potential to restrict or eliminate valuation discounts. The course will explain how to identify and inform clients who will be effected by the changes and offer practical planning suggestions, important dates and strategies for planning including step transaction and reciprocal trust considerations,... More Info
$291General Credit -
SECURE Act Update: Where Do We Go from Here?
It’s been almost a year since the enactment of the Setting Every Community Up for Retirement Enhancement Act (SECURE) and practitioners still do not know how the new law impacts their clients, or their strategies and practices for retirement planning. What are the best practices in light of this new law? How do I advise my clients properly? This CLE course will explain the new law as well as offer tools and tips for how to strategize retirement planning and its process with the new law... More Info
$291General Credit -
Selling a Family Business
Many people claim you should never go into business with family. This is especially true when it is time to sell, and you run headlong into a combination of tax and financial issues and personal family dynamics that can stall and even destroy any profit the family may have anticipated, along with the damage to personal relationships that will inevitably ensue. This CLE course explains how best to manage the process of selling a family business taking into consideration both the financi... More Info
$291General Credit -
Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of planning goals. This CLE course will explain the technique and how it may be adapted for modest estates requiring life insurance trusts as well as high net worth clients looking for more aggressive tax-oriented planning. Special clauses and techniques s... More Info
$291General Credit -
Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples
This CLE program equips attorneys with vital insights for effectively navigating the intricate intersection of love, marriage, and estate matters. The course explores essential topics, including prenuptial agreements, collaborative estate planning, tax implications, and considerations for legacy planning. Attorneys will acquire practical tools to facilitate effective communication among clients regarding their estates, assist in the management of shared assets, and contribute to planni... More Info
$291General Credit
