Events
Upcoming Events
April 2021
Caring for the Aging Parent
April 21 @ 6:00 pm - 7:00 pm
Presenter: A. Michelle Lane
Attorney Michelle Lane will be the presenter for the virtual program. "Caring for the Aging Parent" as part of the MSUFCU Financial Seminars. Michelle will cover what legal documents would be helpful if you are the caregiver of an aging parent or other family members. The is a free event open to the public. To register go to https://msufcu.webex.com/msufcu/onstage/g.php?MTID=e377bc1d052670c45a1584b7fa39dfda4
May 2021
61st Annual Probate and Estate Planning Institute
May 20 - May 21 @ 9:00 am - 4:00 pm
Presenter: Susan Chalgian
Attorney Susan Chalgian will be presenting in an "on-demand" session as part of the Disability Planning Track. "How to Use SBO Trust When Planning for Long-Term Care" Recent Developments in SBO trust for a community spouse: when to use, drafting, divestment review, alternatives, Medicaid and non-Medicaid planning. SBO trust for a disabled person: when to use, drafting, disability qualification, consequences for the disabled person, alternatives, Medicaid and Non-Medicaid Planning. ...
Basic Planning with Powers
May 20 @ 1:45 pm - 3:45 pm
Presenter: James Spica
Attorney Jim Spica will present at the 61st Annual Probate and Estate Planning Institute via Live Stream in the Special Advance Session: Basic Planning with Powers. This session will include: The Delaware Trap under PPTPA after SB 721 (2020). The Delaware Tax Trap un the USRAP-IRC 2038 and powers to grant powers- springing contingent testamentary powers. To register for this conference go to http://www.icle.org/probate
June 2021
NBI Virtual Presentation " Michigan Medicaid Asset Planning: A Practical Toolkit"
June 04 @ 1:45 pm - 3:30 pm
Presenter: Susan Chalgian
Attorney Susan Chalgian will be presenting two session as part of this all day training. The first will be " Ensuring Spousal Protections from 1:45-2:30 pm The second will be " Asset Transfer in Crisis Planning. To sign up for this training go to http://www.nbi-sems.com