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Upcoming Events

March 2019

Special Needs Planning Toolbox

March 20 @ 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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Estate Planning

March 28 @ 11:00 am - 12:00 pm
Spring Arbor Senior Center, 122 Star Rd.
Spring Arbor, MI 49283 United States
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Attorneys Amy Tripp and Carmencita Fulgado-Taylor will speak at the Spring Arbor Senior Center about estate planning, including Powers of Attorney (POA), Patient Advocate Designations (PAD), wills, and trusts. This is a private event for attendees of the Spring Arbor Senior Center. For more information, please contact the Senior Center Coordinator: Shimone Glaspie at 517-750-1010, extension 261.

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April 2019

$50

Elder Law – Aging in Michigan – Jackson

April 10 @ 8:00 am - 4:00 pm
Trellis Gardens at Vista Grande Villa, 2801 Carriage Lane
Jackson, Michigan 49202
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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MSUFCU Seminar: Adult Children Caring for Aging Parents

April 10 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Michelle Lane

Adult children often struggle with the issues that arise when their parents age. Unfortunately, our society does little to prepare people to handle these challenges. This program offers attendees an opportunity to understand the issues and to learn more about terms they probably heard, but may not understand, such as, different housing options, legal documents, government program and Probate Court. To register for this event, call 517-333-2424 or go to www.msufcu.org/events.

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Medicaid Policy Update

April 16 @ 9:40 am - 10:20 am
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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Presenter: David Shaltz

Attorney David Shaltz will be presenting at ICLE's Medicaid and Health Care Planning Update 2019 as part of an all day program.   To register contact ICLE's at www. ICLE.org.

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Let’s Talk About It: Preparing for Directed Trustees – East Lansing

April 16 @ 4:00 pm - 6:00 pm
East Lansing Office, 1019 Trowbridge Rd
East Lansing, MI 48823
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Presenter: Christopher Smith

Join attorney Christopher Smith, Chair of the Elder Law & Disability Rights Section of the State Bar of Michigan, and other members of the C&T special needs planning team for an informative event about the new Directed Trustee Laws in Michigan. There is no cost to attend this event. Michigan’s Directed Trustee Law Eliminates the term “Trust Protector” from Michigan law. Allows discretionary trusts to segregate liability among various types of trustees, and creates the new role of an “Investment…

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Let’s Talk About it: Preparing for Directed Trustees – Southfield

April 23 @ 4:00 pm - 6:00 pm
Southfield Office, 26211 Central Park Blvd., Suite 200
Southfield, 48076 United States
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Presenter: Christopher Smith

Join attorney Christopher Smith, Chair of the Elder Law & Disability Rights Section of the State Bar of Michigan, and other members of the C&T special needs planning team for an informative event about the new Directed Trustee Laws in Michigan. There is no cost to attend this event. Michigan’s Directed Trustee Law Eliminates the term “Trust Protector” from Michigan law. Allows discretionary trusts to segregate liability among various types of trustees, and creates the new role of an “Investment…

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Estate Planning

April 24 @ 12:00 pm - 1:00 pm
Heritage Commons, 13444 Preston Drive
Marshall, Michigan 49068
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Presenter:

Attorney Diane Peters will be presenting on Estate Planning and updates to consider with life changes.  This a lunch and learn at Heritage Commons Senior Center in Marshall Michigan, to register call (269) 558-6150

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Let’s Talk About It: Preparing for Directed Trustees – Midland

April 30 @ 4:00 pm - 6:00 pm
Midland Office, 5820 Eastman Avenue
Midland, 48640 United States
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Presenter: Christopher Smith

Join attorney Christopher Smith, Chair of the Elder Law & Disability Rights Section of the State Bar of Michigan, and other members of the C&T special needs planning team for an informative event about the new Directed Trustee Laws in Michigan. There is no cost to attend this event. Michigan’s Directed Trustee Law Eliminates the term “Trust Protector” from Michigan law. Allows discretionary trusts to segregate liability among various types of trustees, and creates the new role of an “Investment…

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May 2019

$50

Elder Law – Aging in Michigan – Frankenmuth

May 7 @ 8:00 am - 4:00 pm
Independence Village of Frankenmuth, 255 Mayers Rd
Frankenmuth, Michigan 48734
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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How to Protect Estates from Hackers and Identity Thieves

May 16 @ 3:45 pm - 4:15 pm
Grand Traverse Resort, 100 Grand Traverse Resort Blvd
Williamsburg, MI 49690 United States
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Presenter: John D. Mabley

Attorney John Mabley will be presenting at ICLE's  59th Annual Probate and Estate Planning Institute.  His presentation will cover maintaining confidentiality and data security in your law office along with death certificates, financial institutions, and credit reporting agencies.  Accessing exposure from a decedent's digital footprint and preventing fraudulent trust and estate return fillings.   To register for the ICLE Institute visit their website at www.icle.org  

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PACE and MI Choice Waiver Programs

May 17 @ 11:45 am - 12:20 pm
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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Presenter: Erin Majka

Attorney Erin  Majka will be presenting at ICLE's 59th Annual Probate and Estate Planning Institute.  Her presentation will be an introduction to PACE and the MI Choice Waiver program including snap shot date, timing of the application and other unique issues with these programs.  To register for the Institute visit www.icle.org.  

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June 2019

$50

Elder Law – Aging in Michigan – Grand Rapids

June 6 @ 8:00 am - 4:00 pm
Pine Rest Postma Center, 300 68th Street SE
Grand Rapids, Michigan 49548
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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How to Protect Estates from Hackers and Thieves

June 20 @ 11:10 am - 11:40 am
The Inns of St. John in Plymouth MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: John D. Mabley

Attorney John Mabley will be presenting at ICLE's 59th Annual Probate and Estate Planning Institute. His presentation will cover maintaining confidentiality and data security in your law office along with death certificates, financial institutions, and credit reporting agencies. Accessing exposure from a decedent's digital footprint and preventing fraudulent trust and estate return fillings. To register for the ICLE Institute visit their website at www.icle.org

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PACE and MI Choice Waiver Programs

June 20 @ 5:05 pm - 5:40 pm
The Inns of St. John in Plymouth MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Erin Majka

Attorney Erin Majka will be presenting at ICLE's 59th Annual Probate and Estate Planning Institute. Her presentation will be an introduction to PACE and the MI Choice Waiver program including snap shot date, timing of the application and other unique issues with these programs. To register for the Institute visit www.icle.org.

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August 2019

$50

Elder Law – Aging in Michigan – Clare

August 28 @ 8:00 am - 4:00 pm
Doherty Hotel, 604 N. McEwan St
Clare, Michigan 48617
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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September 2019

$50

Elder Law – Aging in Michigan – Port Huron

September 18 @ 8:00 am - 4:00 pm
Blue Water Convention Center, 800 Harker Street
Port Huron, Michigan 48060
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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October 2019

$50.00

Elder Law – Aging in Michigan – Southfield

October 23 @ 8:00 am - 4:00 pm
American Cancer Society, 20450 Civic Center Drive
Southfield, Michigan 48076
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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