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March 2020

Free

The Special Needs Planning Toolbox

March 3 @ 6:30 pm - 8:00 pm
Washtenaw ISD, 1819 South Wagner Rd
Ann Arbor, MI 48106 United States
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Presenter: Joelle Gurnoe-Adams

Joelle Gurnoe-Adams focuses her practice on special needs and estate planning, trust administration, guardianship and conservatorship, and advising families who have a loved one that is elderly or has a disability. She received her Bachelor’s degree from the University of Michigan and her Juris Doctorate with honors from Wayne State University Law School. Joelle has received several honors for her work, including the Washtenaw County Human Services Communication Skills Awards, the Mark Weiss Endowment for Public Interest Achievement, and the…

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Probate Litigation-New Discovery Rules

March 20 @ 10:45 am - 11:30 am
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Douglas Chalgian

Attorney Douglas Chalgian will be presenting at the 18th Annual Spring Conference of the  Elder Law  and Disability Rights Section of the State Bar of Michigan.   He will be co presenting with Attorney Harley Manela on Probate Litigation and The New Discovery Rules.  For more information and to register visit http://connect.michbar.org/elderlaw/home

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Elder Abuse Task Force

March 20 @ 1:00 pm - 2:30 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Christopher Smith

Attorney Christopher Smith will be presenting on the Elder Abuse Task Force at the 18th Annual Elder Law and Disability Rights Section of the State Bar of Michigan Spring Conference.  To register and for more information visit http://connect.michbar.org/elderlaw/home

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April 2020

Special Needs Planning

April 15 @ 6:00 pm - 8:30 pm
Salem-South Lyon District Library, 9800 Pontiac Trail
South Lyon, MI 48178
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Presenter: Joelle Gurnoe-Adams

Attorney Joelle Gurnoe-Adams will be presenting on Special Needs Planning at the Salem-South Lyon District Library, this event is open to the public.  To register call the Library at (248) 437-6431

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May 2020

60th Annual Probate & Estate Planning Institute- Special Advanced Session

May 15 @ 1:30 pm - 3:30 pm
Grand Traverse Resort, 100 Grand Traverse Resort Blvd
Williamsburg, MI 49690 United States
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Presenter: James Spica

Attorney Jim Spica will be presenting at a Special Advance Session:  Purposes of Concealment under Michigan's New Undisclosed Trust Statue/Proposal.  This will cover: trusts without beneficiaries beneficiaries without knowledge duties without rights ends without means.   For more information about the 60th Annual Probate and Estate Planning Institute visit http://www.icle.org  

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60th Annual Probate and Estate Planning Institute- Disability Planning Track

May 16 @ 11:00 am - 11:30 am
Grand Traverse Resort, 100 Grand Traverse Resort Blvd
Williamsburg, MI 49690 United States
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Presenter: David Shaltz

Attorney David Shaltz will be presenting Debunking Five Medicaid Urban Legends,  In this session David will cover: Understanding Medicaid's role in health care for older and disabled clients Identifying opportunities to help clients avoid delays in Medicaid eligibility. Planning to preserve assets and income for the community spouse. Avoiding costly mistakes that cause the loss of Medicaid coverage. Top resources for helping you solve your clients' Medicaid planning issues. For more information about the Annual Probate and Estate Planning Institute…

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