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 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 -
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 Basics of Estate Administration
We usually don’t think of estates in relation to the term life cycle, yet estate administration has within it many parallels and involves some complex considerations. This CLE course will provide a comprehensive overview of estate administration, guiding attendees through this life cycle and highlighting the many critical steps and action items for each phase. The course will cover what to do in case of the death of a decedent, documentation preparation, admitting wills to probate, and the colle... More Info
$551.5General Credits -
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 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 Associate’s Guide to Estate Planning
Learn the basics of estate planning from the typical documents in an estate plan to practical pointers in estate plan drafting so that you can anticipate your clients’ needs. This informative CLE course, perfect for novice attorneys looking for a first primer to those looking to brush up on the essentials, will explain each of the documents required, address the methods for passing property in the case of death and how these different methods may impact one’s plan, positively and negatively.... More Info
$291.25General Credits -
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 -
Technology, Ethics, and Estate Planning Practice Management
As in every other field today, technology is transforming estate planning. This CLE course explains how estate planners can creatively utilize technology to enhance efficiency, minimize costs and develop strategies to minimize risk. Topics include document generation software to create better documents at lower costs, adapting everyday tools such as calendar and billing systems to increase client communication, and utilize record keeping software to safeguard you and your clients. The impact of... More Info
$651.5Ethics Credits -
Technology and Estate Planning
Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even those are not necessarily making full use of their applicability in creating a more efficient and creative format for clients. This CLE course, presented by Betsy Ehrenberg of Legacy Concierge, will present various software solutions to help attorneys... More Info
$291General Credit -
Tax, Financial and Legal Implications of Elder Care Planning
This CLE course will address Medicaid and Elder Care planning In light of various tax, legal and financial considerations in the coming year. The course will discuss asset and income requirements for long term Medicaid eligibility, as well as the tax issues that tend to arise in the context of elder care planning including basis issues and real estate tax exemptions. More Info
$291General Credit
