Probate & Estate Planning - Institute of Continuing Legal Education
Probate & Estate Planning - Institute of Continuing Legal Education
Probate & Estate Planning - Institute of Continuing Legal Education
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ICLE’s 52ND ANNUAL <strong>Probate</strong> & <strong>Estate</strong> <strong>Planning</strong> INSTITUTE JUNE 15–16, 2012<br />
PLYMOUTH<br />
SCHEDULE June 15, 7:30am–6:00pm<br />
Moderator: Thomas F. Sweeney, Clark Hill PLC, Birmingham<br />
7:30am Continental Breakfast<br />
7:30am BONUS: Power Tips for the ICLE Partnership—Demonstration by ICLE Staff<br />
8:30am Welcoming Remarks and Announcements<br />
George W. Gregory, Chair, <strong>Probate</strong> & <strong>Estate</strong> <strong>Planning</strong> Section <strong>of</strong> the State Bar <strong>of</strong> Michigan, George W. Gregory PLLC, Troy<br />
8:50am <strong>Probate</strong> and Trust Law Cases<br />
Phillip E. Harter (retired judge), Chalgian & Tripp Law Offices PLLC, Battle Creek<br />
9:30am Cutting through the Klooster Clutter: Joint Property and Uncapping (video presentation)<br />
John G. Cameron Jr., Dickinson Wright PLLC, Grand Rapids<br />
10:20am Networking Break<br />
TRACKS<br />
Pitfalls and Possibilities Track<br />
George W. Gregory, George W. Gregory PLLC, Troy<br />
10:35am <strong>Estate</strong> <strong>Planning</strong> and Investments: The Questions You<br />
Should Ask about Life Insurance and Annuities<br />
Bill Boersma, Opportunity Concepts LLC, Grand Rapids<br />
11:10am <strong>Estate</strong> <strong>Planning</strong> and Divorce: Keeping it in the Family<br />
George F. Bearup, Smith Haughey Rice & Roegge, Traverse City<br />
11:45am <strong>Estate</strong> <strong>Planning</strong> and the 2012 Changes in Michigan<br />
Taxation<br />
George W. Gregory, Chair, <strong>Probate</strong> & <strong>Estate</strong> <strong>Planning</strong> Section <strong>of</strong> the<br />
State Bar <strong>of</strong> Michigan, George W. Gregory PLLC, Troy<br />
12:15pm Questions and Answers<br />
Law Practice Management Track<br />
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH<br />
HotDocs Automated Forms: How to Buy a Set or<br />
Develop Your Own<br />
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH<br />
Effortless Drafting with Micros<strong>of</strong>t Word: Your<br />
Complete Set <strong>of</strong> Functional (and Stylish) Documents<br />
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH<br />
Your Perfect Paperless Practice<br />
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH<br />
12:30pm Roundtable Lunch on Premises<br />
1:45pm The Landscape in Lansing and Recent Legislation for <strong>Probate</strong> and <strong>Estate</strong> Planners<br />
Harold Schuitmaker, Schuitmaker Cooper Schuitmaker Cypher & Knotek PC, Paw Paw<br />
2:05pm Michigan Trust Code Update<br />
Jennifer L. Remondino, Warner Norcross & Judd LLP, Holland<br />
2:50pm Fixing Broken Trusts: The Construction, Reformation, Amendment, and Decanting Tools Available To<br />
Make Repair (video presentation)<br />
Carlyn S. McCaffrey, McDermott Will & Emery, New York, ny<br />
3:35pm Networking Break<br />
tracks<br />
Disability <strong>Planning</strong> Track<br />
Douglas G. Chalgian, Chalgian & Tripp Law Offices PLLC, East Lansing<br />
3:50pm Medicaid and Medicare Update 2012<br />
Amy Rombyer Tripp, Chalgian & Tripp Law Offices PLLC, Jackson<br />
4:40pm <strong>Estate</strong> Recovery is Here!<br />
Douglas G. Chalgian, Chalgian & Tripp Law Offices PLLC, East Lansing<br />
5:15pm The Discriminating Lawyer’s Guide to Drafting<br />
Special Needs Trusts<br />
Sanford J. Mall, Mall Malisow & Cooney PC, Farmington Hills<br />
5:45pm Questions and Answers<br />
Advanced Trusts Track<br />
Thomas F. Sweeney, Clark Hill PLC, Birmingham<br />
Foreign Trusts and US Beneficiaries (video presentation)<br />
Carlyn S. McCaffrey, McDermott Will & Emery, New York, ny<br />
Creative Uses <strong>of</strong> Trust Protectors<br />
Thomas F. Sweeney, Clark Hill PLC, Birmingham<br />
Charitable Lead Trusts —<strong>Estate</strong> <strong>Planning</strong> for the<br />
Philanthropic Optimist (video presentation)<br />
Carlyn S. McCaffrey, McDermott Will & Emery, New York, ny<br />
6:00pm Reception<br />
6
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