Probate & Estate Planning INSTITUTE

Transcription

1 REGISTER TODAY! ICLE s 53RD ANNUAL Probate & Estate Planning INSTITUTE LEVEL: BASIC/INTER/ADVANCED MAY 9 11, 2013 GRAND TRAVERSE RESORT & SPA, ACME OR JUNE 14 15, 2013 THE INN AT ST. JOHN S, PLYMOUTH Secure Your Clients for Generations Cosponsored By: Probate & Estate Planning Section of the State Bar of Michigan CLE: ETHICS:.5 CTFA: CALL ICLE

2 ICLE s 53RD ANNUAL Probate & Estate Planning INSTITUTE YOU CHOOSE! MAY 9 11, 2013 OR JUNE 14 15, 2013 Secure Your Clients for Generations Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan Dynamic speakers share the latest federal tax changes and the key reasons for decanting trusts, plus how to leverage social media in your practice. Hear Jonathan Blattmachr on the future of the practice of law, Louis S. Harrison on drafting joint trusts, and Robert B. Fleming on special concerns with aging clients. This is national level CLE with a Michigan focus, right in your backyard you can t afford to miss it! Attend and Learn to: Run your entire estate planning practice from your ipad Administer estates and trusts with unique assets using an updated and expanded asset chart Better assist clients facing end-of-life decisions by understanding the medical decision-making process Master recent Michigan legislation, court opinions and procedures including decanting trusts Supercharge your durable powers of attorney with the powers that matter most Create a manageable online marketing strategy Handle unique estate planning issues for remarrying seniors Tailor the perfect estate plan for young families Grasp the latest Medicaid changes, including estate recovery, and employ today s best planning strategies Master probate litigation strategies with lessons learned from celebrity estate battles Fund your clients trusts with the right assets every time Perfectly complete the Medicaid application with lineby-line instruction Judges Attend FREE! Current sitting family and probate judges receive free admission thanks to the Probate & Estate Planning Section. new this year! especially for New Lawyers Core Concepts Track (see pages 8 and 9 for full details) Mentoring Lunch (both locations) Special Basic Q & A Session (Acme only see page 8 for full details) Even More to Take Home with You! All registrants will receive MP3 audio recordings* from all 3 Saturday tracks Trust and Estate Administration Track (Acme only), Litigation Track (Plymouth only) and Disability Planning Track includes a total of 9 sessions! *Registrants receive access to MP3 downloads on ICLE s website after the institute. Don t Miss These Sessions! LATEST LAW UPDATES Probate and Trust Law Cases Phillip E. Harter (retired judge), Chalgian & Tripp Law Offices PLLC, Battle Creek Tax Update: 2013 and Beyond Jonathan Blattmachr, Eagle River Advisors, Medicaid and Medicare Update 2013 Lauretta K. Murphy, Miller Johnson, Grand Rapids See pages 8 and 9 for full details. 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. 2

3 Secure Your Clients for Generations The Institute of Continuing Legal Education Featured Speakers Arrive Early for a Special Advanced Seminar** Wednesday, May 8 in Acme Blattmachr Breaks It Down: An Interactive Discussion of Trusts and Life Insurance This is one of the few chances you ll get to have an interactive, hands-on discussion with one of the country s leading trusts and estates lawyers. Get Jonathan Blattmachr s breakthrough perspective and your questions answered in this new advanced seminar.** Limited to 40 participants. Attend and Learn to: Gain confidence and give authoritative advice on the best life insurance products for each client Uncover the beneficial and adverse tax effects of life insurance Structure trusts to get measurable, cost-effective results for clients Maximize asset protection within your trusts LEARN MORE! **Separate registration required. Get the Latest Information! ADVANCED SESSIONS The Critical Importance of Powers of Appointment Jonathan Blattmachr, Eagle River Advisors, Tax Aspects of the Rule Against Perpetuities (Acme only) James P. Spica, Dickinson Wright PLLC, Detroit Estate Planning for Noncitizens and Nonresident Aliens Raj A. Malviya, Miller Johnson, Grand Rapids See pages 8 and 9 for full details. NATIONAL PERSPECTIVE The Future of the Practice of Law Jonathan Blattmachr, Eagle River Advisors, Joint Revocable Trusts: When to Use and When Not to Use Louis S. Harrison, Harrison & Held LLP, Chicago, IL Dealing with the Aging Client Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ See pages 8 and 9 for full details. Jonathan Blattmachr Eagle River Advisors Mr. Blattmachr is a principal of Eagle River Advisors, a company dedicated to developing and implementing innovative wealth and gift and estate tax planning strategies on behalf of high net worth individuals and families. With over 35 years of experience, he has been recognized as one of the country s most creative trusts and estates lawyers. Mr. Blattmachr lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored five books and over 400 articles on estate planning topics. He has taught at Columbia and New York University Law School. Robert B. Fleming Fleming & Curti PLC Tuscon, AZ Mr. Fleming is a partner in the firm, with a practice limited to trust and special needs trust administration, guardianship, conservatorship, estate planning, and probate. He is certified as an estate and trust specialist by the State Bar of Arizona and as a certified elder law attorney by the National Elder Law Foundation. He is coauthor of The Elder Law Answer Book and New Times, New Challenges: Law and Advice for Savvy Seniors and Their Families. Mr. Fleming is a founding member of the Special Needs Alliance ( Louis S. Harrison Harrison & Held LLP Chicago, IL A principal in the firm, Mr. Harrison s practice focuses on estate planning and litigation, post-mortem tax planning, charitable dispositions, and gifting strategies. He also focuses on the behavioral aspects of implementing estate planning techniques and on the quantitative aspects of advanced tax planning. Mr. Harrison has spoken before numerous groups nationwide, authored more than 100 published articles, and coauthored two books. He has been an adjunct professor of law at Northwestern University, Kent College of Law, and DePaul College of Law. 3

4 ICLE s 53RD ANNUAL Probate & Estate Planning INSTITUTE ACME: MAY 9 11, 2013 ACME SCHEDULE May 9, 12:00pm 5:00pm Moderator: Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor 12:00pm Making the Most of Your ICLE Resources Demonstration by ICLE Staff 1:00pm Welcoming Remarks and Announcements Mark K. Harder, Chair, Probate & Estate Planning Section of the State Bar of Michigan, Warner Norcross & Judd LLP, Holland; Bruce A. Courtade, President, State Bar of Michigan, Rhoades McKee PC, Grand Rapids 1:30pm Probate and Trust Law Cases Phillip E. Harter (retired judge), Chalgian & Tripp Law Offices PLLC, Battle Creek 1:55pm The Future of the Practice of Law Jonathan Blattmachr, Eagle River Advisors, 3:00pm Networking Break TRACKS Advanced Planning Track core concepts Track Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor Douglas A. Mielock, Foster Swift Collins & Smith PC, Lansing 3:15pm The Critical Importance of Powers of Appointment Jonathan Blattmachr, Eagle River Advisors, 3:45pm Tax Update: 2013 and Beyond Jonathan Blattmachr, Eagle River Advisors, 4:15pm Planting the Gift Annuities Garden Robin D. Ferriby, Community Foundation for Southeast Michigan, Detroit 4:45pm Questions and Answers 6:30pm Reception The Top Ten Super Powers in Your Durable Power of Attorney Michele C. Marquardt, DeMent and Marquardt PLC, Kalamazoo Fundamentals of Funding Trusts Douglas A. Mielock, Foster Swift Collins & Smith PC, Lansing Filling Out the Medicaid Application: A Step-By-Step Guide Douglas G. Chalgian, Chalgian & Tripp Law Offices PLLC, East Lansing; Amy Rombyer Tripp, Chalgian & Tripp Law Offices PLLC, Jackson SCHEDULE May 10, 7:30am 12:20pm Moderator: Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor 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 Estate Planning For Noncitizens and Nonresident Aliens Raj A. Malviya, Miller Johnson, Grand Rapids 9:35am Joint Revocable Trusts: When to Use and When Not to Use Louis S. Harrison, Harrison & Held LLP, Chicago, IL 10:20am Networking Break TRACKS Law Practice Management and Technology Track John D. Mabley, Smith & Mabley PLC, Farmington Hills 10:35am Animating Your Estate Planning Practice Through Social Media Louis S. Harrison, Harrison & Held LLP, Chicago, IL 11:20am Running Your Estate Planning Practice on an ipad John D. Mabley, Smith & Mabley PLC, Farmington Hills 11:50am Marketing and Serving Your Clients Online Brendan B. Chard, The Modern Firm LLC, Ann Arbor Estate Profiling Track Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor Estate Planning for the Young Family Diane Kuhn Huff, Scott & Huff PC, Traverse City Estate Planning for Remarrying Seniors: Will You Still Marry Me When I m 64? George F. Bearup, Smith Haughey Rice & Roegge, Traverse City Estate Planning for the Farm-Owning Family Todd W. Hoppe, Foster Swift Collins & Smith PC, Grand Rapids 4 Schedule continued on page 5.

5 REGISTER TODAY! SCHEDULE May 10, 12:20pm 3:30pm continued Moderator: Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor 12:20pm Questions and Answers 12:30pm Mentoring Lunch on Premises (pre-registration required) SPECIAL ADVANCED SESSION SPECIAL BASIC SESSION 1:30pm Tax Aspects of the Rule Against Perpetuities New Lawyers: You Have the Floor! James P. Spica, Dickinson Wright PLLC, Detroit Michele C. Marquardt, DeMent and Marquardt PLC, Kalamazoo; Sarah L. Ostahowski, Sarah L. Ostahowski PLLC, Shepherd; David L. Skidmore, Warner Norcross & Judd LLP, Grand Rapids SCHEDULE May 11, 7:30am 12:30pm Moderator: Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor 7:30am Continental Breakfast 7:30am Making the Most of Your ICLE Resources Demonstration by ICLE Staff 8:30am Administration of Estates and Trusts with Unique Assets: The Sequel William M. Wright, Wright Beamer PC, Caledonia 9:10am Medicaid and Medicare Update 2013 Lauretta K. Murphy, Miller Johnson, Grand Rapids 9:50am The Ethics of Estate Planning and Elder Law An Interactive Session Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ 10:30am Networking Break TRACKS Trust and Estate Administration Track (Acme only) Wendy Zimmer Linehan, Greenleaf Trust, Birmingham 10:45am View from the Register s Counter Michael J. McClory, Chief Deputy Probate Register, Wayne County Probate Court, Detroit; Susan B. Flakne, Probate Register, Kent County Probate Court, Grand Rapids 11:15am Administration of Joint Trusts Wendy Zimmer Linehan, Greenleaf Trust, Birmingham 11:45am Trust Administration: Discretionary Distributions Todd W. Simpson, Warner Norcross & Judd LLP, Grand Rapids 12:15pm Questions and Answers *All registrants receive access to MP3 audio recordings and materials from this track. PAST ATTENDEES RAVE MP3* Disability Planning Track Constance L. Brigman, Law Office of Constance L. Brigman PC, Wyoming Dealing with the Aging Client Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ Assisting Clients with End-of-Life Decisions Constance L. Brigman, Law Office of Constance L. Brigman PC, Wyoming The Non-Tax Reasons for Decanting Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ MP3* An excellent program for people of all levels of experience in estate and probate planning. Hayley E. Rohn-Dave Couzens Lansky Fealk Ellis Roeder & Lazar PC, Farmington Hills Exceeded my expectations! Excellent update informative and engaging speakers! Linda E. Bloch Allen Brothers PLLC, Detroit The Institute provides great topics and comprehensive updates crucial to the success of my estate planning practice. S. Tutt Gorman Winters Gorman PLLC, Ionia An opportunity to immerse yourself in crucial and and pertinent topics targeted specifically for estate planners. Kathleen F. Cook Law Office of Kathleen F. Cook, Charlotte 5

6 ICLE s 53RD ANNUAL Probate & Estate Planning INSTITUTE PLYMOUTH: JUNE 14 15, 2013 PLYMOUTH SCHEDULE June 14, 7:30am 6:00pm Moderator: Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor 7:30am Continental Breakfast 7:30am Making the Most of Your ICLE Resources Demonstration by ICLE Staff 8:30am Welcoming Remarks and Announcements Mark K. Harder, Chair, Probate & Estate Planning Section of the State Bar of Michigan, Warner Norcross & Judd LLP, Holland 8:50am Probate and Trust Law Cases Phillip E. Harter (retired judge), Chalgian & Tripp Law Offices PLLC, Battle Creek 9:15am The Future of the Practice of Law Jonathan Blattmachr, Eagle River Advisors, 10:20am Networking Break TRACKS Advanced Planning Track Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor 10:35am The Critical Importance of Powers of Appointment Jonathan Blattmachr, Eagle River Advisors, 11:10am Tax Update: 2013 and Beyond Jonathan Blattmachr, Eagle River Advisors, 11:45am Planting the Gift Annuities Garden Robin D. Ferriby, Community Foundation for Southeast Michigan, Detroit 12:15pm Questions and Answers core concepts Track Douglas A. Mielock, Foster Swift Collins & Smith PC, Lansing The Top Ten Super Powers in Your Durable Power of Attorney Michele C. Marquardt, DeMent and Marquardt PLC, Kalamazoo Fundamentals of Funding Trusts Douglas A. Mielock, Foster Swift Collins & Smith PC, Lansing Filling Out the Medicaid Application: A Step-By-Step Guide Douglas G. Chalgian, Chalgian & Tripp Law Offices PLLC, East Lansing; Amy Rombyer Tripp, Chalgian & Tripp Law Offices PLLC, Jackson 12:30pm Mentoring 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 Estate Planning For Noncitizens and Nonresident Aliens Raj A. Malviya, Miller Johnson, Grand Rapids 2:50pm Joint Revocable Trusts: When to Use and When Not to Use Louis S. Harrison, Harrison & Held LLP, Chicago, IL 3:35pm Networking Break tracks Law Practice Management and Technology Track John D. Mabley, Smith & Mabley PLC, Farmington Hills 3:50pm Animating Your Estate Planning Practice Through Social Media Louis S. Harrison, Harrison & Held LLP, Chicago, IL 4:40pm Running Your Estate Planning Practice on an ipad John D. Mabley, Smith & Mabley PLC, Farmington Hills 5:15pm Marketing and Serving Your Clients Online Brendan B. Chard, The Modern Firm LLC, Ann Arbor 5:45pm Questions and Answers 6:00pm Reception Estate Profiling Track Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor Estate Planning for the Young Family Diane Kuhn Huff, Scott & Huff PC, Traverse City Estate Planning for Remarrying Seniors: Will You Still Marry Me When I m 64? George F. Bearup, Smith Haughey Rice & Roegge, Traverse City Estate Planning for the Farm-Owning Family Todd W. Hoppe, Foster Swift Collins & Smith PC, Grand Rapids Special Video Presentation 6

7 REGISTER TODAY! SCHEDULE June 15, 7:30am 12:40pm Moderator: Amy N. Morrissey, Westerman & Morrissey PC, Ann Arbor 7:30am Continental Breakfast 7:30am Making the Most of Your ICLE Resources Demonstration by ICLE Staff 8:30am Administration of Estates and Trusts with Unique Assets: The Sequel William M. Wright, Wright Beamer PC, Caledonia 9:10am Medicaid and Medicare Update 2013 Lauretta K. Murphy, Miller Johnson, Grand Rapids 9:50am The Ethics of Estate Planning and Elder Law An Interactive Session Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ 10:30am Networking Break TRACKS Litigation Track (Plymouth only) Joseph P. Buttiglieri, Kemp Klein Law Firm, Troy 10:45am What You Can Learn from Celebrity Estate Battles Andrew W. Mayoras, Barron Rosenberg Mayoras & Mayoras PC, Troy 11:20am The Keys to Successful Discovery in Probate Matters Joseph P. Buttiglieri, Kemp Klein Law Firm, Troy 11:55am The Final Word: Judge Mack Tackles Probate Litigation Hon. Milton L. Mack Jr., Chief Judge, Wayne County Probate Court, Detroit 12:25pm Questions and Answers Special Video Presentation *All registrants receive access to MP3 audio recordings and materials from this track. Special Thanks To Our Sponsors MP3* PLATINUM SPONSORS Disability Planning Track Constance L. Brigman, Law Office of Constance L. Brigman PC, Wyoming Dealing with the Aging Client Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ Assisting Clients with End-of-Life Decisions Constance L. Brigman, Law Office of Constance L. Brigman PC, Wyoming The Non-Tax Reasons for Decanting Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ MP3* GOLD SPONSORS Probate & Estate Planning Section of the State Bar of Michigan SILVER SPONSORS 7

8 ICLE s 53RD ANNUAL Probate & Estate Planning INSTITUTE YOU CHOOSE! MAY 9 11, 2013 OR JUNE 14 15, 2013 Schedule Details Plenary Sessions Making the Most of Your ICLE Resources how to get around within the resources resources explained including specific features tips to find what you need quickly overview of your primary law research tool using the ICLE Community ICLE resources on your mobile device what s coming soon your questions answered SPECIAL ADVANCED SESSION: Tax Aspects of the Rule Against Perpetuities (Acme only) vesting and possession distinguished for planning purposes the Delaware tax trap the GST tax effective date regulations perpetuities reform legislation James P. Spica, Dickinson Wright PLLC, Detroit SPECIAL BASIC SESSION: New Lawyers: You Have the Floor! (Acme only) ask your practice management and substantive questions in this open forum Michele C. Marquardt, DeMent and Marquardt PLC, Kalamazoo; Sarah L. Ostahowski, Sarah L. Ostahowski PLLC, Shepherd; David L. Skidmore, Warner Norcross & Judd LLP, Grand Rapids Administration of Estates and Trusts with Unique Assets: The Sequel review of more unique assets, including timeshares and guns completely updated and expanded unique asset chart William M. Wright, Wright Beamer PC, Caledonia Estate Planning For Noncitizens and Nonresident Aliens residency for estate tax and applicable transfer tax laws know your country: common law vs. civil law treaty application and analysis noncitizen spouse: marital deduction and planning alternatives foreign trusts: planning and pitfalls Raj A. Malviya, Miller Johnson, Grand Rapids The Ethics of Estate Planning and Elder Law An Interactive Session real-world examples of common ethical problems with audience participation discussion, review, and maybe resolution on how to proceed Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ The Future of the Practice of Law how has the practice of law evolved over the past 40 years? what changes will impact legal practice over the next decade? how can lawyers prepare for the future? what are the consequences of not evolving? how will future changes affect the delivery and cost of legal services? Jonathan Blattmachr, Eagle River Advisors, Joint Revocable Trusts: When to Use and When Not to Use why a joint trust rather than an individual trust tax and marital planning with the joint trust funding the joint trust trustees and their powers other drafting tips Louis S. Harrison, Harrison & Held LLP, Chicago, IL The Landscape in Lansing and Recent Legislation for Probate and Estate Planners Harold Schuitmaker, Schuitmaker Cooper Schuitmaker Cypher & Knotek PC, Paw Paw Medicaid and Medicare Update 2013 latest Michigan and federal developments status of estate recovery legislation and enforcement 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, Miller Johnson, Grand Rapids 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 advanced PLANNING Track The Critical Importance of Powers of Appointment tax and non-tax reasons for modifying trusts by decanting what are powers of appointment and why are they critically important? the dangers and opportunities that arise with powers of appointment how powers of appointment can increase or decrease estate and income taxes Jonathan Blattmachr, Eagle River Advisors, Planting the Gift Annuities Garden how gift annuities work: a fruitful demonstration legal and tax rules planning opportunities gift annuity administration considerations Robin D. Ferriby, Community Foundation for Southeast Michigan, Detroit Tax Update: 2013 and Beyond estate and gift tax updates charitable tax updates Jonathan Blattmachr, Eagle River Advisors, core concepts Track Filling Out the Medicaid Application: A Step-By-Step Guide when to complete the application line-byline steps your complete timelines Douglas G. Chalgian, Chalgian & Tripp Law Offices PLLC, East Lansing; Amy Rombyer Tripp, Chalgian & Tripp Law Offices PLLC, Jackson MODERATORS 8 Plenary/Advanced Planning Track/Estate Profiling Track Amy N. Morrissey Westerman & Morrissey PC Ann Arbor Core Concepts Track Douglas A. Mielock Foster Swift Collins & Smith PC Lansing Disability Planning Track Constance L. Brigman Law Office of Constance L. Brigman PC Wyoming

9 Secure Your Clients for Generations The Institute of Continuing Legal Education Schedule Details continued Fundamentals of Funding Trusts real property issues retirement plan assets transfer on death security registration dry trusts Douglas A. Mielock, Foster Swift Collins & Smith PC, Lansing The Top Ten Super Powers in Your Durable Power of Attorney lifetime transfers applications and benefits management estate planning fiduciary powers, rights, and obligations Michele C. Marquardt, DeMent and Marquardt PLC, Kalamazoo disability planning Track Assisting Clients with End-of-Life Decisions family consent statute why clients need the medical POA and what should be in it hierarchy of the medical decision-making process Constance L. Brigman, Law Office of Constance L. Brigman PC, Wyoming Dealing with the Aging Client clients with diminished capacity ethical requirements and ER 1.14 practical considerations and tips Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ The Non-Tax Reasons for Decanting decanting availability and limitations fixing flawed special needs trusts avoiding unnecessary marital trusts protecting beneficiaries and trustees Robert B. Fleming, Fleming & Curti PLC, Tucson, AZ Estate Profiling Track Estate Planning for the Farm- Owning Family knowing your client s business and assets special Michigan real property rules dealing with cash poor, land rich estates fairness versus equality in distributions Todd W. Hoppe, Foster Swift Collins & Smith PC, Grand Rapids Estate Planning for Remarrying Seniors: Will You Still Marry Me When I m 64? pre- and postnuptial agreements Social Security and retirement account planning elective share and allowances Medicaid benefits medical and financial decisionmaking portability and other tax issues George F. Bearup, Smith Haughey Rice & Roegge, Traverse City Estate Planning for the Young Family married and unmarried parents naming a guardian and conservator for minor children asset considerations for the house and 401(k)s advising young families on life insurance wills vs. trusts Diane Kuhn Huff, Scott & Huff PC, Traverse City law practice management and technology Track Animating Your Estate Planning Practice Through Social Media social media that estate planners should tune into the dos and don ts and how tos of new communication channels manage the ever-evolving social media landscape Louis S. Harrison, Harrison & Held LLP, Chicago, IL Marketing and Serving Your Clients Online tips for improving your law firm s online presence online marketing strategy: what works and what doesn t new revenue and client service opportunities Brendan B. Chard, The Modern Firm LLC, Ann Arbor Running Your Estate Planning Practice on an ipad client meetings, files, and communications with an ipad document production in the ipad environment billing and collection techniques with an ipad ethical issues to consider John D. Mabley, Smith & Mabley PLC, Farmington Hills litigation Track The Final Word: Judge Mack Tackles Probate Litigation (Plymouth only) the long arm of probate jurisdiction: the right case? the right party? key court rules mediation-early and often on to trial Hon. Milton L. Mack Jr., Chief Judge, Wayne County Probate Court, Detroit The Keys to Successful Discovery in Probate Matters (Plymouth only) e-discovery scope of discovery in probate proceedings timing discovery what discovery to avoid and why Joseph P. Buttiglieri, Kemp Klein Law Firm, Troy What You Can Learn from Celebrity Estate Battles (Plymouth only) was Jimmy Hendrix s legacy controlled by undue influence? Whitney Houston s battle over life insurance Anna Nicole Smith: from strip club to the US Supreme Court Andrew W. Mayoras, Barron Rosenberg Mayoras & Mayoras PC, Troy Trust and estate administration Track Administration of Joint Trusts (Acme only) division of assets at the first death tax issues: potential problems and pitfalls the case of the rogue surviving spouse Wendy Zimmer Linehan, Greenleaf Trust, Birmingham Trust Administration: Discretionary Distributions (Acme only) common discretionary standards and limitations ambiguous and empty phrasings process and documentation protections available to trustee Todd W. Simpson, Warner Norcross & Judd LLP, Grand Rapids View from the Register s Counter (Acme only) how the courts handle common scenarios court rules, forms, and more administrative and procedural updates Michael J. McClory, Chief Deputy Probate Register, Wayne County Probate Court, Detroit; Susan B. Flakne, Probate Register, Kent County Probate Court, Grand Rapids Law Practice Management and Technology Track John D. Mabley Smith & Mabley PLC Farmington Hills Litigation Track Joseph P. Buttiglieri Kemp Klein Law Firm Troy Trust and Estate Administration Track Wendy Zimmer Linehan Greenleaf Trust Birmingham 9

10 ICLE s 53RD ANNUAL Probate & Estate Planning INSTITUTE YOU CHOOSE! MAY 9 11, 2013 OR JUNE 14 15, 2013 Two Convenient Locations ACME Hotel Information Grand Traverse Resort & Spa 100 Grand Traverse Village Boulevard Acme, MI F P A block of rooms has been reserved at a discounted rate at the Grand Traverse Resort and Spa. Reserve by April 8, 2013, with the resort either online at and enter the group code ICLE13 or by calling and mentioning ICLE. Registrants are responsible for their own hotel expenses. Golf The Bear $70 midweek/$85 weekend The Wolverine $55 midweek/$65 weekend Spruce Run $40 midweek/$45 weekend Rental clubs available Twilight rates begin at 2:30 pm The Bear $50 The Wolverine $45 Spruce Run $30 Call ext for tee times. Please mention ICLE for discounted rates. Based on availability. Proper dress code enforced. B icycling Tour Friday, May 10, 2013 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. W inery Tour Friday, May 10, 2013 Tour local wineries. Registration and payment handled on-site. SPA special Mention ICLE and receive $15 off each spa service of $99 or more. Call ext or [email protected] to reserve your spa experience. To view a complete spa menu visit Please mention ICLE to receive this special. Not valid with any other offers. Certain restrictions may apply. Reservations are required. Gratuity not included. PLYMOUTH Hotel Information The Inn at St. John s Five Mile Road Plymouth, MI P F A block of rooms has been reserved under ICLE/Probate for the nights of June 13 14, The room rate is $139/night. For a reservation call Reservations must be made by May 30, Registrants are responsible for their own hotel expenses. Golf Golf course located at The Inn at St. John s. Saturday, June 15, % Discount Valid for 9 or 18 holes with cart. Call for tee times 10 Please mention Probate & Estate Planning when reserving your tee times to ensure rates. Based on availability.

11 Secure Your Clients for Generations The Institute of Continuing Legal Education PAST ATTENDEES RAVE Essential seminar for practitioners serious about estate planning and administration. Tina S. Gray Tina S. Gray PC, Williamston Printed handbook & electronic download included FREE new this year! or choose electronic download only and SAVE $25! Use coupon code SAVE25 when you register online at Seminar Registration Prices guaranteed until 06/15/13 Name MI Bar # ICLE P Ship # Firm Address City State Zip Phone Fax Register for the following institute (includes printed handbook and electronic download 1 ) SEMINAR title and NUMBER 53Rd annual PROBATE & estate PLANNING INSTITUTE 13CI-6530 (acme) 53RD annual PROBATE & estate PLANNING INSTITUTE 13CI-6530 (Plymouth) DATES 05/09 11/13 06/14 15/13 seminar fees $395 General $195 NEW LAWYER $365 Cosponsor Section Member (0 3 Yrs in Practice P72600+) $345 ICLE PARTNERS FREE JUDGES 3 $295/Atty 4+ attorneys from the same firm 2 Register for the following seminar (includes printed handbook) SEMINAR title and number Blattmachr Breaks It Down: An Interactive Discussion of Trusts and Life Insurance 13CR-6528 (ACME) Date 05/08/13 mentoring lunch, may 10 (acme only) FREE Select materials format 1 PRINTED Handbook & electronic download FREE Can t attend? Order the printed handbook PRINTED Handbook title and NUMBER 53rd annual PROBATE & estate PLANNING INSTITUTE electronic download only SAVE $25* PRINTED Handbook fee $175 NOTE: Must attend seminar to receive materials. Seminar materials not for sale or posted online. fees $245 General $215 Cosponsor Section Member $215 ICLE PARTNERS 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) $ 9.54 Institute registration subtotal $ *ELECTRONIC DOWNLOAD ONLY DISCOUNT $25.00 blattmachr seminar registration total $ Total amount due (DISCOUNTS MAY NOT BE COMBINED) $ Check # checks payable to: icle Charge my: visa Mastercard Discover Am ex CREDIT CARD # SIGNATURE FOR CREDIT CARD EXP DATE 1 Registrants will receive the printed handbook and electronic download if no format is specified. Select electronic download only discount or enter SAVE25 online to save $25 off registration fee. Materials will be posted online before the seminar. 2 Please attach additional sheet listing attorneys attending. 3 Current sitting full-time Family Law and Probate judges attend free and must complete order form or call ICLE to register. 4 Cost of shipping includes sales tax on shipping. 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 April 25, After April 25, a $45 handling fee will be assessed. No refunds will be issued after May 2, Cancellation Policy PLYMOUTH: In order to receive a full refund, you must notify ICLE by May 31, After May 31, a $45 handling fee will be assessed. No refunds will be issued after June 7, Cancellation Policy blattmachr seminar: In order to receive a full refund, you must notify ICLE by April 24, After April 24, a $45 handling fee will be assessed. No refunds after May 1, 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. REGISTER TODAY! 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) Call (with credit card) Fax (with credit card) Mail (form with payment) ICLE, 1020 Greene St. Ann Arbor, MI BP

12 ICLE s 53RD ANNUAL Probate & Estate Planning INSTITUTE REGISTER TODAY! may 9 11, 2013 GRAND TRAVERSE RESORT & SPA, ACME OR JUNE 14 15, 2013 THE INN AT ST. JOHN S, PLYMOUTH Secure Your Clients for Generations Cosponsored By: Probate & Estate Planning Section of the State Bar of Michigan