Probate & Estate Planning - Institute of Continuing Legal Education

ICLE’s 52ND ANNUAL 

Probate & Estate 

Planning INSTITUTE 

REGISTER TODAY! 

www.icle.org/probate | 877-229-4350 

LEVEL: BASIC/INTER/ADVANCED CLE: 10.75 ETHICS: .75 CTFA: CALL ICLE 

MAY 17–19, 2012 | GRAND TRAVERSE RESORT & SPA, ACME OR 

JUNE 15–16, 2012 | THE INN AT ST. JOHN’S, PLYMOUTH 

Secure Your Clients 

for Generations 

Cosponsored By: 

Probate & Estate Planning Section 

of the State Bar of Michigan

ICLE’s 52ND ANNUAL Probate & Estate Planning INSTITUTE YOU CHOOSE! MAY 17–19, 2012 OR JUNE 15–16, 2012 

Secure Your Clients for Generations 

Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan 

Learn from four dynamic featured speakers at ICLE’s 

most popular institute! Get the latest on the Michigan tax 

changes, and next steps for estate recovery, plus pick from 

three totally new breakout tracks. Hear Carlyn S. McCaffrey 

on fixing broken trusts, Barron K. Henley on effortless 

document drafting, Dr. Sanford I. Finkel on capacity and 

undue influence, and John G. Cameron Jr. on the status of 

joint property and uncapping in Michigan. 

Practical sessions cover special needs trusts, creative use 

of trust protectors, administering estates and trusts with 

unique assets, successfully litigating probate matters, and 

much more. Whether you are new to the practice or very 

experienced, there’s something for you! 

Judges Attend FREE! 

Current sitting family and probate judges 

receive complimentary admissions thanks to 

the Probate & Estate Planning Section. 

Benefits of Attending: 

• Explore how Michigan’s new corporate income tax affects you 

and your clients 

• Discover the impact of estate recovery on ladybird deeds 

• Learn what chain of conveyances effectively preclude 

uncapping under Klooster 

• Understand how the Michigan Trust Code’s technical 

amendments affect your practice 

• Learn the five things every special needs trust should have in 

it and the three things to keep out 

• Uncover the real questions to ask about life insurance and 

annuities 

• Help a fiduciary access the decedent’s online accounts and tap 

into their “digital assets” 

• Conduct a return-on-investment analysis to know whether 

moving to a document assembly system makes sense for you 

• Use the court rules and EPIC to your advantage in probate 

litigation 

• Use trust protectors in new ways to your clients’ benefit 

• Demystify the myriad international tax rules to help your 

clients with overseas assets 

• Avoid ethical pitfalls when representing fiduciaries and children 

Don’t Miss These Sessions! 

MORE BREAKOUT TRACKS 

TO MEET YOUR NEEDS 

Advanced Trusts Track 

Disability Planning Track 

Law Practice Management Track 

Litigation Track 

Pitfalls and Possibilities Track 

Trust and Estate 

Administration Track 

See pages 8 and 9 for full details. 

LATEST LAW UPDATES 

Cutting Through the Klooster 

Clutter: Joint Property and 

Uncapping 

John G. Cameron Jr., Dickinson Wright PLLC, 

Grand Rapids 

Estate Planning and the 2012 

Changes in Michigan Taxation 

George W. Gregory, Chair, Probate & Estate 

Planning Section of the State Bar of Michigan, 

George W. Gregory PLLC, Troy 

Medicaid and Medicare Update 

Lauretta K. Murphy (Acme only), Miller Johnson, 

Grand Rapids; Amy Rombyer Tripp (Plymouth only), 

Chalgian & Tripp Law Offices PLLC, Jackson 


NATIONAL PERSPECTIVE 

Fixing Broken Trusts 

Carlyn S. McCaffrey, McDermott Will 

& Emery, New York, ny 

Effortless Drafting with 

Microsoft Word 

Barron K. Henley, Affinity Consulting 

Group LLC, Columbus, OH 

Testamentary Capacity and 

Undue Influence 

Sanford I. Finkel MD, Clinical Professor 

of Psychiatry, University of Chicago School 

of Medicine, Wilmette, IL 


2


The Institute of Continuing Legal Education 

Featured Speakers 

John G. Cameron jr. 

Dickinson Wright PLLC 

Grand Rapids 

John G. Cameron, Jr., practices in the areas of real estate 

and construction law in Michigan, Illinois, Colorado, 

and North Carolina. In addition to writing Michigan 

Real Property Law: Principles and Commentary (ICLE 

3d ed), he is the author of Michigan Real Estate Forms & 

Practice (Aspen Publishers) and A Practitioner’s Guide to Construction Law 

(ALI-ABA). Mr. Cameron has been named a Michigan Super Lawyer 

annually since 2006. He is an elected member of both the American Law 

Institute and the American College of Real Estate Lawyers. 

Barron K. Henley 

Affinity Consulting Group LLC 

Columbus, OH 

Barron K. Henley is an attorney, a “legal technologist” 

since 1990, and a founding member of Affinity 

Consulting Group, a firm that handles all aspects of law 

practice automation including document assembly, case 

management, document management, legal accounting 

software, trial presentation and litigation support, paper reduction and 

scanning, hardware, networks and servers, and security. He is a member of 

the ABA Law Practice Management Section and is the former chairperson 

of the OSBA Law Office Automation and Technology Committee. 

Carlyn S. McCaffrey 

McDermott Will & Emery 

New York, NY 

Carlyn S. McCaffrey focuses her practice on tax and estate 

planning for high net worth individuals. A partner in the 

firm, she is co-leader of the private client practice in the 

firm’s New York office. An adjunct professor of law at 

New York University School of Law and the Miami Law 

School, she serves on the advisory committee of the University of Miami’s 

Philip E. Heckerling Institute on Estate Planning and the board of directors 

of the ACTEC Foundation. Ms. McCaffrey has been listed in each of the 

past 17 years in “The Best Lawyers in America” for trusts and estates. 

Sanford I. Finkel MD 

University of Chicago School of Medicine 

Wilmette, IL 

Dr. Sanford I. Finkel is a professor of clinical psychiatry at 

the University of Chicago School of Medicine. Three-time 

board certified in geriatric psychiatry, he is the founder 

of the American Association for Geriatric Psychiatry 

and co-founder of the International Psychogeriatric 

Association (IPA) and the American Psychiatric Association (APA) Council 

on Aging. He has recently published articles on testamentary capacity and 

undue influence, the role of the geriatric specialist in regards to the marginal 

testator, and challenges for attorneys surrounding contested wills. 

ELECTIVE 

SEMINAR 

The Institute fulfills one elective credit for the Probate & Estate Planning Certificate Program and updates Certificates of Completion. 

To update your certificate, you must attend the Annual Probate & Estate Planning Institute within three years of the date you completed 

the program or within three years of the last time you updated your certificate. 

Get the Latest Information! 

PRACTICAL SESSIONS 

The Keys to a Successful 

Probate Litigation 

Creative Uses of Trust 

Protectors 

The Discriminating Lawyer’s 

Guide to Drafting Special 

Needs Trusts 

Administration of Estates and 

Trusts with Unique Assets 


ADVANCED SESSIONS 

Foreign Trusts and US 

Beneficiaries 

Charitable Lead Trusts — 

Estate Planning for the 

Philanthropic Optimist 

Uniform Principal and Income 

Act: Best Practices for Process 

and Substance 

Probate Settlements: 

Maximizing Results for 

Your Client 


Fun! 

DOWNTIME ACTIVITIES 

(Acme only) 

Golf 

Discounted rate for registrants. 

Bicycling Tour 

Free—all roads, no trails! 

Wine Tour 

Visit local wineries. 

Spa 

Special rates for registrants. 

See page 10 for full details. 

3

ICLE’s 52ND ANNUAL Probate & Estate Planning INSTITUTE MAY 17–19, 2012 

ACME 

SCHEDULE May 17, 12:00pm–5:00pm 

12:00pm BONUS: Power Tips for the ICLE Partnership—Demonstration by ICLE Staff 

1:00pm Welcoming Remarks and Announcements 

George W. Gregory, Chair, Probate & Estate Planning Section of the State Bar of Michigan, George W. Gregory PLLC, Troy; Julie I. Fershtman, 

President, State Bar of Michigan, Foster Swift Collins & Smith PC, Farmington Hills 

1:30pm Probate and Trust Law Cases 

Phillip E. Harter (retired judge), Chalgian & Tripp Law Offices PLLC, Battle Creek 

2:10pm Cutting Through the Klooster Clutter: Joint Property and Uncapping 

John G. Cameron Jr., Dickinson Wright PLLC, Grand Rapids 

3:00pm Networking Break 

TRACKS 

7:30am Continental Breakfast 

8:15am Remarks from the State Bar Executive Director 

Janet K. Welch, Executive Director, State Bar of Michigan, Lansing 

8:30am The Landscape in Lansing and Recent Legislation for Probate and Estate Planners 

Harold Schuitmaker, Schuitmaker Cooper Schuitmaker Cypher & Knotek PC, Paw Paw 

8:50am Michigan Trust Code Update 

Jennifer L. Remondino, Warner Norcross & Judd LLP, Holland 

9:35am Fixing Broken Trusts: The Construction, Reformation, Amendment, and Decanting Tools Available 

to Make Repair 

Carlyn S. McCaffrey, McDermott Will & Emery, New York, ny 

10:20am Networking Break 

TRACKS 

Moderator: Thomas F. Sweeney, Clark Hill PLC, Birmingham 


George W. Gregory, George W. Gregory PLLC, Troy 

3:15pm Estate Planning and Investments: The Questions You 

Should Ask about Life Insurance and Annuities 

Bill Boersma, Opportunity Concepts LLC, Grand Rapids 

3:45pm Estate Planning and Divorce: Keeping it in the Family 

George F. Bearup, Smith Haughey Rice & Roegge, Traverse City 

4:15pm Estate Planning and the 2012 Changes in Michigan 

Taxation 

George W. Gregory, Chair, Probate & Estate Planning Section of the 

State Bar of Michigan, George W. Gregory PLLC, Troy 

4:45pm Questions and Answers 

6:30pm Reception 

SCHEDULE May 18, 7:30am–12:20pm 



Douglas G. Chalgian, Chalgian & Tripp Law Offices PLLC, East Lansing 

10:35am Medicaid and Medicare Update 2012 

Lauretta K. Murphy, Miller Johnson, Grand Rapids 

11:20am Estate Recovery is Here! 


11:50am The Discriminating Lawyer’s Guide to Drafting 

Special Needs Trusts 

Sanford J. Mall, Mall Malisow & Cooney PC, Farmington Hills 


Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH 

HotDocs Automated Forms: How to Buy a Set or 

Develop Your Own 


Effortless Drafting with Microsoft Word: Your 

Complete Set of Functional (and Stylish) Documents 


Your Perfect Paperless Practice 



Thomas F. Sweeney, Clark Hill PLC, Birmingham 

Foreign Trusts and US Beneficiaries 


Creative Uses of Trust Protectors 


Charitable Lead Trusts —Estate Planning for the 

Philanthropic Optimist 


4 

Schedule continued on page 5.

REGISTER TODAY! | www.icle.org/probate | 877-229-4350 

SCHEDULE May 18, 12:20pm–3:30pm continued 



12:30pm Roundtable Lunch on Premises 

1:30pm SPECIAL SESSION: Michigan’s New Decanting Legislation: A Conversation with the Drafter 

James P. Spica, Dickinson Wright PLLC, Detroit 

SCHEDULE May 19, 7:30am–12:30pm 



7:30am BONUS: Power Tips for the ICLE Online Library—Demonstration by ICLE Staff 

8:30am Testamentary Capacity and Undue Influence: Challenges and Opportunities for Experts and Attorneys 

Sanford I. Finkel MD, Clinical Professor of Psychiatry, University of Chicago School of Medicine, Wilmette, IL; Mark T. Nelson, Butzel Long 

PC, Ann Arbor 

9:10am Life After Death … in the Cloud 

Michele C. Marquardt, DeMent and Marquardt PLC, Kalamazoo 

9:50am Administration of Estates and Trusts with Unique Assets 

William M. Wright, Of Counsel, Wright Penning & Beamer, Caledonia 


TRACKS 


Trust and Estate Administration Track 

Joseph P. Buttiglieri, Kemp Klein Law Firm, Troy 

Henry M. Grix, Dickinson Wright PLLC, Troy 

10:45am The Keys to Successful Probate Litigation 


11:30am Probate Settlements: Maximizing Results for 

Your Client 

Douglas A. Mielock, Foster Swift Collins & Smith PC, Lansing; 

Sheldon J. Stark, Mediator and Arbitrator, Ann Arbor 


Ethical Dilemmas in Trust and Estate Administration: 

No Good Deed Goes Unpunished 


Uniform Principal and Income Act: Best Practices for 

Process and Substance 

Mark K. Harder, Warner Norcross & Judd LLP, Holland 

PAST ATTENDEES RAVE 

The most comprehensive seminar I have 

attended year to year. It is constantly 

timely in its subject matter and it gets 

better every year! 

—Eugene L. Smith 

Law Offices of Eugene L. Smith, Dearborn 

I cannot afford to miss this yearly program. 

It’s like getting nuggets of gold. 

—Renee J. Wood 

Renee J. Wood PLLC, Caro 

The Institute is a can’t-miss event which keeps 

me up-to-date in the estate planning field 

and helps me meet the top practitioners in 

the area. 

—J. David Kerr 

Kerr Law Firm PLLC, Mount Pleasant 

Learn basics to the advanced to enhance 

your practice. 

—Daniel P. Marsh 

Daniel P. Marsh PLLC, Troy 

5

ICLE’s 52ND ANNUAL Probate & Estate Planning INSTITUTE JUNE 15–16, 2012 

PLYMOUTH 

SCHEDULE June 15, 7:30am–6:00pm 



7:30am BONUS: Power Tips for the ICLE Partnership—Demonstration by ICLE Staff 

8:30am Welcoming Remarks and Announcements 

George W. Gregory, Chair, Probate & Estate Planning Section of the State Bar of Michigan, George W. Gregory PLLC, Troy 

8:50am Probate and Trust Law Cases 

Phillip E. Harter (retired judge), Chalgian & Tripp Law Offices PLLC, Battle Creek 

9:30am Cutting through the Klooster Clutter: Joint Property and Uncapping (video presentation) 

John G. Cameron Jr., Dickinson Wright PLLC, Grand Rapids 


TRACKS 


George W. Gregory, George W. Gregory PLLC, Troy 

10:35am Estate Planning and Investments: The Questions You 

Should Ask about Life Insurance and Annuities 

Bill Boersma, Opportunity Concepts LLC, Grand Rapids 

11:10am Estate Planning and Divorce: Keeping it in the Family 

George F. Bearup, Smith Haughey Rice & Roegge, Traverse City 

11:45am Estate Planning and the 2012 Changes in Michigan 

Taxation 

George W. Gregory, Chair, Probate & Estate Planning Section of the 

State Bar of Michigan, George W. Gregory PLLC, Troy 




HotDocs Automated Forms: How to Buy a Set or 

Develop Your Own 


Effortless Drafting with Microsoft Word: Your 

Complete Set of Functional (and Stylish) Documents 




12:30pm Roundtable Lunch on Premises 

1:45pm The Landscape in Lansing and Recent Legislation for Probate and Estate Planners 

Harold Schuitmaker, Schuitmaker Cooper Schuitmaker Cypher & Knotek PC, Paw Paw 

2:05pm Michigan Trust Code Update 

Jennifer L. Remondino, Warner Norcross & Judd LLP, Holland 

2:50pm Fixing Broken Trusts: The Construction, Reformation, Amendment, and Decanting Tools Available To 

Make Repair (video presentation) 


3:35pm Networking Break 

tracks 



3:50pm Medicaid and Medicare Update 2012 

Amy Rombyer Tripp, Chalgian & Tripp Law Offices PLLC, Jackson 

4:40pm Estate Recovery is Here! 


5:15pm The Discriminating Lawyer’s Guide to Drafting 

Special Needs Trusts 

Sanford J. Mall, Mall Malisow & Cooney PC, Farmington Hills 




Foreign Trusts and US Beneficiaries (video presentation) 




Charitable Lead Trusts —Estate Planning for the 

Philanthropic Optimist (video presentation) 


6:00pm Reception 

6

REGISTER TODAY! | www.icle.org/probate | 877-229-4350 

SCHEDULE June 16, 7:30am–12:35pm 



7:30am BONUS: Power Tips for the ICLE Online Library—Demonstration by ICLE Staff 

8:30am Testamentary Capacity and Undue Influence: Challenges and Opportunities for Experts and Attorneys 

Sanford I. Finkel MD, Clinical Professor of Psychiatry, University of Chicago School of Medicine, Wilmette, IL 

9:10am Life After Death . . . in the Cloud 

Michele C. Marquardt, DeMent and Marquardt PLC, Kalamazoo 

9:50am Administration of Estates and Trusts with Unique Assets 

William M. Wright, Of Counsel, Wright Penning & Beamer, Caledonia 


TRACKS 



10:45am The Keys to Successful Probate Litigation 


11:35am Probate Settlements: Maximizing Results for Your 

Client 

Douglas A. Mielock, Foster Swift Collins & Smith PC, Lansing; 

Sheldon J. Stark, Mediator and Arbitrator, Ann Arbor 


Trust and Estate Administration Track 


Ethical Dilemmas in Trust and Estate Administration: 

No Good Deed Goes Unpunished 


Uniform Principal and Income Act: Best Practices for 

Process and Substance (video presentation) 

Mark K. Harder, Warner Norcross & Judd LLP, Holland 

Special Thanks To Our Sponsors 

PLATINUM SPONSORS 

GOLD SPONSORS 


of the State Bar of Michigan 

SILVER SPONSORS 

7


Schedule Details 

Plenary Sessions 

BONUS: Power Tips for the ICLE 

Online Library—Demonstration by 

ICLE Staff 

available resources explained • advanced 

search options • make the most of the 

primary law research tool • manage your 

account online • downloading and using 

forms • your questions answered 

BONUS: Power Tips for the ICLE 

Partnership—Demonstration by 

ICLE Staff 

what’s new • tips on using advanced features 

• live and on-demand webcasts • download 

seminar MP3s • answers to the most 

frequently asked questions 

SPECIAL SESSION: Michigan’s 

New Decanting Legislation: 

A Conversation with the Drafter 

(Acme only) 

powers of appointment • trustee powers to 

change the trust 

James P. Spica, Dickinson Wright PLLC, Detroit 

Administration of Estates and Trusts 

with Unique Assets 

valuing one’s image • intellectual property 

and royalty issues • collectibles including art 

collections • time shares • boats 

William M. Wright, Of Counsel, Wright Penning 

& Beamer, Caledonia 

Cutting Through the Klooster Clutter: 

Joint Property and Uncapping 

what did the Court of Appeals in the Klooster 

case hold? • how is the Supreme Court’s 

decision different? • what chain of conveyances 

can effectively preclude uncapping? • how does 

the Klooster decision affect forms of concurrent 

ownership other than joint tenancies? • how 

is the Michigan Department of Treasury 

interpreting the Klooster decision? • safe harbors 

John G. Cameron Jr., Dickinson Wright PLLC, 

Grand Rapids 

Fixing Broken Trusts: The 

Construction, Reformation, 

Amendment, and Decanting Tools 

Available to Make Repair 

significance of state laws • federal tax 

consequences • construction • reformation 

• amendment • decanting 

Carlyn S. McCaffrey, McDermott Will & Emery, 

New York, NY 

The Landscape in Lansing and 

Recent Legislation for Probate and 

Estate Planners 

Harold Schuitmaker, Schuitmaker Cooper 

Schuitmaker Cypher & Knotek PC, Paw Paw 

Life After Death . . . in the Cloud 

the electronic legacy—what does the client 

want done with her online data? • how 

does a fiduciary access the decedent’s online 

accounts? • password protection, storage, and 

retrieval of documents, pictures, videos, and 

more • valuing and selling “virtual assets” in 

online games • ownership and control issues 

surrounding social media sites • privacy issues 

and the potential for defamation litigation or 

third-party access to sensitive information 

Michele C. Marquardt, DeMent and Marquardt 

PLC, Kalamazoo 

Michigan Trust Code Update 

using MCL Section 700.7814 to terminate 

small trusts • recent developments with 

respect to removing and appointing trustees 

• drafting durable powers of attorney and 

trust account provisions in contemplation 

of the settlor’s incapacity • drafting effective 

certificates of trust and advising third parties 

regarding documentation evidencing trustee’s 

powers and authority • drafting trustee powers 

Jennifer L. Remondino, Warner Norcross & Judd 

LLP, Holland 

Probate and Trust Law Cases 

Phillip E. Harter (retired judge), Chalgian & 

Tripp Law Offices PLLC, Battle Creek 

Remarks from the State Bar 

Executive Director (Acme only) 

Janet K. Welch, Executive Director, State Bar of 

Michigan, Lansing 

Testamentary Capacity and 

Undue Influence: Challenges and 

Opportunities for Experts and Attorneys 

societal changes which will lead to an increase in 

contested wills • risk factors for undue influence • 

common reasons for contesting wills • challenges 

to attorneys in drafting wills • challenges to 

attorneys in litigating will contests • opportunities 

and challenges for experts in will contests 

Sanford I. Finkel MD, Clinical Professor of 

Psychiatry, University of Chicago School of 

Medicine, Wilmette, IL; Mark T. Nelson (Acme 

only), Butzel Long PC, Ann Arbor 

advanced trusts Track 

Charitable Lead Trusts—Estate 

Planning for the Philanthropic 

Optimist 

how to draft charitable lead trusts • income 

tax planning for charitable lead trusts • using 

testamentary charitable lead trusts to zero 

out an estate 

Carlyn S. McCaffrey, McDermott Will & Emery, New 

York, NY 


flexibility in the timing and naming of a 

trust protector • selection of the powers, 

duties, and discretions of the trust protector 

• limitations on the use of powers, duties, 

and discretions of the trust protector 

• relationship between the trustee’s and trust 

protector’s powers, duties, and discretions 


Foreign Trusts and US Beneficiaries 

what makes a trust foreign • what is a foreign 

trust’s US income tax liability? • how are US 

persons taxed when they receive distributions 

from foreign trusts? • reporting obligations 

Carlyn S. McCaffrey, McDermott Will & Emery, New 

York, NY 

MODERATORS 

Plenary/Advanced 

Trusts Track 

Thomas F. Sweeney 

Clark Hill PLC 

Birmingham 


Douglas G. Chalgian 

Chalgian & Tripp Law 

Offices PLLC 

East Lansing 

Law Practice 

Management Track 

Barron K. Henley 

Affinity Consulting Group LLC 

Columbus, OH 

8



Schedule Details continued 

disability planning Track 

The Discriminating Lawyer’s Guide 

to Drafting Special Needs Trusts 

the basics of first- and third-party SNTs 

• what goes in an SNT and what stays out • the 

important role of trustees, trust protectors, and 

advisory committees • tax sensitive provisions 

Sanford J. Mall, Mall Malisow & Cooney PC, 

Farmington Hills 

Estate Recovery is Here! 

review of the law • exceptions and hardship 

waiver rules • defenses to estate recovery claims 

• planning tools for estate recovery avoidance 

Douglas G. Chalgian, Chalgian & Tripp Law 

Offices PLLC, East Lansing 

Medicaid and Medicare Update 2012 

latest Michigan and federal developments 

• update on basic and not so basic planning 

techniques • tips to protect your clients from 

impoverishment • responding to increased 

audit/documentation requirements 

Lauretta K. Murphy (Acme only), Miller Johnson, 

Grand Rapids; Amy Rombyer Tripp (Plymouth 

only), Chalgian & Tripp Law Offices PLLC, 

Jackson 

law practice management 

Track 

Effortless Drafting with Microsoft 

Word: Your Complete Set of 

Functional (and Stylish) Documents 

tips and tricks for creating easy-to-edit and 

great looking documents • font and formatting 

suggestions to increase readability • how to 

create real templates in Microsoft Word 

Barron K. Henley, Affinity Consulting Group 

LLC, Columbus, OH 

HotDocs Automated Forms: How to 

Buy a Set or Develop Your Own 

your options for pre-automated form sets— 

the players and what they cost • want to do it 

yourself—here’s what you need to know! • is 

it worth it —how to conduct the return-oninvestment 

analysis for document assembly 




how to create a paper reduction system with 

off-the-shelf, affordable technology • how 

to build a matter-centric, electronic file 

structure • search utilities which allow you to 

find any document in seconds 



litigation track 

The Keys to Successful Probate 

Litigation 

adequately funding the litigation • client 

involvement and expectations • due diligence 

• carefully picking and choosing discovery 

tools • obtaining key evidence • effective use 

of the court rules and EPIC in litigation 

• settlement and settlement documents 

• trial preparation 


Probate Settlements: Maximizing 

Results for Your Client 

helping the client understand the purpose 

and role of mediation • managing client 

expectations and guiding them through 

the process • timing, preparation, and 

communication • encouraging openmindedness 

and flexibility 

Douglas A. Mielock, Foster Swift Collins & 

Smith PC, Lansing; Sheldon J. Stark, Mediator 

and Arbitrator, Ann Arbor 

pitfalls and possibilities 

Track 

Estate Planning and Divorce: 

Keeping it in the Family 

making gifts of assets as separate property 

• dynasty and discretionary trusts to protect 

gifts to children • prenuptial and postnuptial 

agreements 

George F. Bearup, Smith Haughey Rice & 

Roegge, Traverse City 

Estate Planning and Investments: 

The Questions You Should Ask 

about Life Insurance and Annuities 

questions your clients should be asking but 

aren’t ... and how to find answers • life insurance 

in the new estate tax environment • hedging your 

bets —life insurance in testamentary investment 

planning • life insurance and cynicism ... are 

they inevitably linked? • to die or not to die with 

annuities, that is the question 

Bill Boersma, Opportunity Concepts LLC, 

Grand Rapids 

Estate Planning and the 2012 

Changes in Michigan Taxation 

the end of charitable tax credits • status of personal 

property tax changes • individual income taxes 

• the ins and outs of the new corporate income tax 

• family limited partnerships with investments— 

a continuing issue? • multi-state sales and use 

tax • multi-state income taxation and the family 

partnership or LLC 

George W. Gregory, Chair, Probate & Estate 

Planning Section of the State Bar of Michigan, 

George W. Gregory PLLC, Troy 

Trust and estate 

administration Track 

Ethical Dilemmas in Trust and Estate 

Administration: No Good Deed Goes 

Unpunished 

counseling the fiduciary about impartiality 

• counseling the fiduciary who also is a 

beneficiary • protecting the interests of minors 

and incapacitated beneficiaries • the fiduciary 

during a time of war among the beneficiaries 


Uniform Principal and Income Act: 

Best Practices for Process and Substance 

the power to adjust allocations between principal 

and income: drafting trusts and advising trustees 

• the trustee’s duties of impartiality under UP&IA, 

the Michigan Trust Code, and the Michigan 

Prudent Investor Act • UP&IA, qualified 

retirement plans, and IRAs • pass-through entities 

under UP&IA 

Mark K. Harder, Warner Norcross & Judd LLP, 

Holland 


Joseph P. Buttiglieri 

Kemp Klein Law Firm 

Troy 

Pitfalls and 

Possibilities Track 

George W. Gregory 

George W. Gregory PLLC 

Troy 

Trust and Estate 

Administration Track 

Henry M. Grix 

Dickinson Wright PLLC 

Troy 

9


Two Convenient Locations 

ACME—Hotel Information 

Grand Traverse Resort & Spa 

100 Grand Traverse Village Boulevard 

Acme, MI 49610 

P | 800-236-1577 

F | 231-534-6670 

A block of rooms has been reserved at a discounted rate at the 

Grand Traverse Resort and Spa. Room rates range form $158–$234. 

Reserve by April 16, 2012, with the resort either online at 

www.grandtraverseresort.com and enter the group code ICLE512 or 

by calling 800-236-1577 and mentioning ICLE. Registrants are 

responsible for their own hotel expenses. 

Golf 

The Bear or Spruce Run Golf Courses 

Friday, May 18, 2012 

Tee times held from 1:33pm–1:42pm. 

The Bear—$85* 

Spruce Run—$45* 

Call 800-748-0303 ext. 6470 

for tee times 

*Per person, per round, includes 18 

holes with cart 

Please mention Probate & Estate 

Planning for discounted rates. Based on 

availability. Proper dress code enforced. 

Bicycling Tour 


FREE—All roads, no trails. 

Choose a 30-mile or 13-mile 

ride led by the Cherry Capital 

Cycling Club. Both courses wind 

along Grand Traverse Bay on 

the scenic Mission Peninsula. 

Registration handled on-site. 

Winery Tour 


Tour local wineries. 

Registration and payment 

handled on-site. 

SPA special 

Mention Probate & Estate 

Planning and receive $15 off 

each spa service of $99 or more! 

Call 800-748-0303 ext. 6750 

or spadesk@gtresort.com to 

reserve your spa experience. To 

view a complete spa menu visit 

www.grandtraverseresort.com 


Planning to receive this special. Based 

on availability. Gratuity not included. 

Not valid with any other discounts. 

PLYMOUTH—Hotel Information 

The Inn at St. John’s 

44045 Five Mile Road 

Plymouth, MI 48170 

P | 734-414-0600 

F | 734-414-0606 

A block of rooms has been reserved under ICLE/Probate for the nights 

of June 14–15, 2012. The room rate is $131/night. For a reservation 

call 734-414-0600. Reservations must be made by May 31, 2012. 

Registrants are responsible for their own hotel expenses. 

Golf 

Golf course located at The Inn 

at St. John’s 

Saturday, June 16, 2012 

Tee times start at 1:00pm. 

Cost—$45 per person per 

round, includes 18 holes 

with cart 

Call 734-414-0600 for tee times 


Planning when reserving your tee times 

to ensure rates. Based on availability. 

10



PAST ATTENDEES RAVE 

I am so impressed with the willingness of every 

speaker to share their experience and knowledge 

—every speaker goes out of their way to answer 

questions and to be available after speaking. 

—Wesley E. Harper 

Jackson 

Exceeded my expectations! Excellent 

update—informative and engaging 

speakers! 

—Linda E. Bloch 

Allen Brothers PLLC, Detroit 

Seminar Registration Prices guaranteed until 06/16/12 

Name 

MI Bar # ICLE P’Ship # 

Firm 

E-mail 

Address 

City State Zip 

Phone 

Fax 

Register for the following institute (includes printed handbook or materials on USB flash drive 1 ) 

SEMINAR title and NUMBER 

52nd annual PROBATE & estate PLANNING 

INSTITUTE 12CI-6530 (acme) 


INSTITUTE 12CI-6530 (Plymouth) 

seminar fees 

DATES 

05/17–19/12 

06/15–16/12 

$345 General $195 NEW LAWYER 

$315 Cosponsor Section Member (0–3 Yrs in Practice P71600+) 

$295 ICLE PARTNERS 

$97.50 student 

$245/Atty 4+ attorneys 

FREE JUDGES 3 

from the same firm 2 

Select one materials format or buy both 1 

PRINTED Handbook 

FREE 

USB FLASH DRIVE 

FREE 

Can’t attend? Order the printed handbook 

PRINTED Handbook title and NUMBER 


INSTITUTE 1220-6530 

PRINTED Handbook fee 

$175 

BOTH 

$50 

Payment information 

Institute Handbook subtotal $ 

Partnership discount (-30% $175 handbook only) $ 

Add 6% mi sales tax ($175 handbook only) $ 

Add shipping & handling 4 ($175 handbook only) $ 

Institute registration subtotal $ 

Total amount due (DISCOUNTS MAY NOT BE COMBINED) $ 

9.54 

Check # 

checks payable to: icle 

Charge my: 

visa 

Mastercard 

Discover 

Am ex 

1 

Registrants will receive the printed handbook if no format is specified. Materials will be posted online before the seminar. 

2 

A registration form is required for each attorney registering at the firm rate. 

3 

Current sitting full-time Family Law and Probate judges attend free. 

4 

Cost of shipping includes sales tax on shipping. 

CREDIT CARD # 

SIGNATURE FOR CREDIT CARD 

EXP DATE 

Persons with disabilities: For special arrangements, please contact ICLE no later than seven days before the seminar. Cancellation Policy ACME: In order to receive a 

full refund, you must notify ICLE by May 3, 2012. After May 3, a $45 handling fee will be assessed. No refunds will be issued after May 10, 2012. Cancellation Policy 

PLYMOUTH: In order to receive a full refund, you must notify ICLE by June 1, 2012. After June 1, a $45 handling fee will be assessed. No refunds will be issued after June 8, 

2012. 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. 


Save a stamp with ICLE’s secure online registration. It’s convenient, easy, and fast—you can even sign up multiple people. 

Online (with credit card) 

www.icle.org/probate 

Call (with credit card) 

877-229-4350 

Fax (with credit card) 

877-229-4351 

Mail (form with payment) 

ICLE, 1020 Greene St., 

Ann Arbor, MI 48109-1444 

11 

2BQ

ICLE’s 52ND ANNUAL 

Probate & Estate 

Planning INSTITUTE 


www.icle.org/probate | 877-229-4350 

may 17–19, 2012 | GRAND TRAVERSE RESORT & SPA, ACME OR 

JUNE 15–16, 2012 | THE INN AT ST. JOHN’S, PLYMOUTH 

Secure Your Clients 

for Generations 

Cosponsored By: 


of the State Bar of Michigan

Probate & Estate Planning - Institute of Continuing Legal Education

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