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Events

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Register for Our Virtual ProgramsLooking for the Chalgian & Tripp Virtual Programs for professionals in the aging network?

Upcoming Events

March 2021

ACTEC 2021 Annual Virtual Meeting

March 03 @ 12:00 am

Presenter: James Spica

James Spica will be leading a four-member panel discussion of his article “Settlor-Authorized Fiduciary Indifference to Trust Purposes and the Interests of Beneficiaries under the Uniform Trust Code”—which appeared in the Spring 2020 issue of the ABA’s Real Property, Trust and Estate Law Journal—in the State Laws Committee session of the ACTEC 2021 Annual Meeting. For more information go to http://www.ACTEC.org  

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DPOA and PAD- Virtual Care Management Collaborative

March 17 @ 1:00 pm - 4:00 pm

Presenter: Erin Majka

Attorney Erin Majka will be presenting on DPOA and PAD for Integrated Health Partners for their Virtual Care Management Collaborative.  To register got to http://www.intergratedhealthpartners.net/events/552  

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ELDERS Virtual Spring Conference

March 19 @ 9:00 am - 5:00 pm

Presenter: Susan Chalgian

Attorney Susan Chalgian will be part of a panel discussion on Medicaid Updates. More details added when they become available. For more information contact the Elder Law and Disability Rights Section at the State Bar of Michigan https://connect.michbar.org/elderlaw/home

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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  

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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.  ...

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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

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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

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