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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The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers
As estate tax planning becomes less relevant and the repeal of the federal estate tax seems a reality, the world of estate planning is rapidly changing. In fact, what sounds like the tools for the wealthy, are becoming applicable to all. Asset Protection Trusts (APT), which maximize income tax basis on death, is especially alluring but asset planning in general should be considered and offered to any client. This CLE course will explain how asset planning is constructed to provide tools for al... More Info
$291General Credit -
The Basics of Asset Protection
Asset protection strategies take many forms including insurance, gifting and retirement planning. This CLE course will present the benefits of these types of asset protection as well as single member LLC’s and Charging Order Protection entities such as Limited Partnerships and LLC’s. The course will also offer a comparative analysis of Domestic cs. International Asset Protection Trusts. More Info
$291General Credit -
The Basics of Blockchain and Cryptocurrency in Estate Planning
The Bitcoin network came into existence in 2009 and since then, internet currencies have made incredible strides. Their credibility is such that cryptocurrencies are accepted as secure forms of payment, they can be digitally stored and do not require a bank or middleman. This CLE course will present the fundamentals of cryptocurrency and how they may be a factor in your estate planning. More Info
$291General Credit -
The Essentials of Planning Before & After Death
Practitioners do not typically address pre-mortem planning which presents a hosts of issues that are critical. This CLE course will review all the critical factors such as monitoring and proper exercise of swap powers for clients with irrevocable grantor trusts as well as remaining gift and GST exemptions, discounts for taxable estates and revisions to FLP and LLC governing documents to eliminate discounts on smaller estates are all issues that need to be thoroughly understood by practitioners.... More Info
$291General Credit -
The Intersection of Elder Law and Estate Planning
Elder law, a complex group of interconnected areas of laws, impacts individuals and families as well as the critical decisions they must make regarding assets, retirement, estate planning, trusts, and more. Presented by attorney Aaron Futterman, this informative CLE course will explain the impact of elder law in consideration of legal issues of matrimony, trusts, real estate, personal injury, social security, taxes, and debtor/credit law. Medicare, Medicaid, guardianship, veterans’ benefits as... More Info
$291General Credit -
The Mathematics of Charitable Planning
Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for tax and charitable benefits include: Charitable Remainder Trusts Charitable Lead Annuity Trusts Qualified Charitable Dispositions of IRAs Transfer of Remainder Interests This infor... More Info
$291General Credit -
The Mathematics of Estate Tax Planning
There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being specific to the parties involved will result in less-than-optimal planning results as well as unnecessary federal estate tax payments. More problematic is the failure to consider income tax implication... More Info
$291General Credit -
The Nuts and Bolts of Guardianships
Guardianship proceedings differ from advanced directives such as health care proxies and powers of attorney. This CLE course will address the basics of guardianship proceedings, also known as conservatorships in some states, when such proceedings should be commenced and what courts look for in these proceedings. The course will also explain the Uniform Health Care Decisions Act, which was passed in many states and explain a variety of issues related to guardianships/conservatorships th... More Info
$291General Credit -
The Patent Process for the Curious: What Lawyers Need to Know
Patent law is one of the lesser known areas of law, in particular from a procedural standpoint. Special licensing and exclusive exams, as well as an undergraduate degree in science or engineering, dictate who can practice patent law and only practitioners will have real in-depth knowledge. With only about 40,000 active practitioners in the US, course work in the field is extremely limited. Regardless, it isn’t uncommon for an attorney with little or no background in patent prosecution... More Info
$291General Credit -
The Secure ACT: Five Key Considerations
This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The course will cover topics such as the new age requirements for RMD’s and age limitations on traditional IRA’s, distribution options for beneficiaries, flexibility and options with regards to 529 p... More Info
$291General Credit
