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April 2018

Excluded vs Countable Assets and Income Eligibility for Medicaid

April 30
SpringHill Suites by Marriott Lansing, 111 South Market Place Blvd
Lansing, MI 48917
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Presenter: Susan Chalgian

Susan Chalgian  will be presenting on the above topics as part of an all day Medicaid Planning Training Event, organized by NBI for professionals.  Visit their website: www.nbi-sems.com for further information

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May 2018

Probate Litigation and Common Mistakes Trustees and PR make that lead to litigation.

May 8 @ 12:00 pm - 1:00 pm
Ann Arbor City Club, 1830 Washtenaw Ave
Ann Arbor, Michigan 48104
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Attorney Douglas Chalgian will be the guest speaker at the monthly Washtenaw County Bar Association Luncheon.

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Annual Elder Law Update

May 9 @ 12:00 pm - 1:00 pm
Belle Notte, 137 W. Michigan Ave
Jackson, Michigan 49201
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Attorney Douglas Chalgian will be presenting to the members of  the Jackson County Estate Planning Council during their monthly meeting.

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Special Needs Planning

May 11 @ 10:00 am - 10:30 am
Clinton County RESA-Education Center, 4179 South U.S. 127
St. Johns, MI
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Presenter: Amy R. Tripp, JD

Attorney Amy Tripp will be giving a presentation on Special Needs as part of the Clinton County RESA Transition Fair for Parents.  Contact Barbara Heinze for more information at 517-404-0358.

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Special Needs Trust

May 14 @ 6:30 pm - 8:00 pm
First Church of the Nazarene, 3905 Clinton Rd
Jackson, Michigan
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Presenter: Amy R. Tripp, JD

Attorney Amy Tripp will be the guest presenter at the Jackson Area monthly National Alliance on Mental Illness meeting.    Contact Tom Berkmeier for more information at 517-745-9314.

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ICLE Probate and Estate Planning Institute- Case Law Update

May 17 @ 1:30 pm - 2:00 pm
Grand Traverse Resorts, 100 Grand Traverse Resort Blvd
Williamsburg, MI 49690 United States
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Attorney Phillip E. Harter (retired judge) will be opening presenter at  the ICLE Probate and Estate Planning Institute in Traverse City.  For More information and to register go to www.icle.org/probate

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Estate Administration

May 22 @ 11:00 am - 12:00 pm
Presenter: Michelle Lane

Attorney Michelle Lane will be presenting to the Widow and Widowers Support Group hosted by Gorsline Runciman Funeral Home.  Contact Deb Sydlowski for further information and RSVP at 517-331-9745

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Dealing with Spouse’s Elective Shares

May 23
Presenter: Michelle Lane

Attorney Michelle Lane will be presenting on this topic as part of an all day training: The Probate Process from Start to Finish.  This is a training offered by NBI, for further information go to their website:   www.NBI-sems.com

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June 2018
$50

Elder Law- Aging in Michigan Midland

June 5 @ 8:30 am - 4:00 pm
Holiday Inn Midland, 810 Cinema Drive
Midland, MI 48642 United States
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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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ICLE Probate and Estate Planning Institute- Caselaw Update

June 14 @ 8:50 am - 9:30 am
The Inns of St. John in Plymouth MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Attorney Phillip E. Harter (retired judge)  will be the opening presenter of the ICLE Probate and Elder Law Institute, to find out more information and register go to www. icle.org/probate  

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August 2018

Elder Law Basics

August 14 @ 1:00 pm - 2:00 pm
Senior Services, Inc, 918 Jasper St
Kalamazoo, Michigan 49001
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Presenter: Erin Majka, JD

Attorney Erin Majka will be presenting to Senior Volunteers as part of their training at Kalamazoo Senior Services

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$50

Elder Law-Aging in Michigan- Kalamazoo

August 28 @ 8:30 am - 4:30 pm
Holiday Inn Kalamazoo West, 2747 South 11th Street
Kalamazoo, Michigan
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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 2018

Welcome to the 4th Annual Elder Law Institute and Introduction to the Case Study

September 13 @ 9:00 am - 9:30 am
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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Presenter: Amy R. Tripp, JD

Attorney Amy Tripp will open the 4th Annual Elder Law Institute and an Introduction to a Case Study.  To register for the Elder Law institute go to the ICLE website;  www.icle.org

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4th Annual Elder Law Institute- Closing Keynote: Elder Law Town Hall

September 13 @ 4:40 pm - 5:15 pm
The Inns of St. John in Plymouth MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Amy R. Tripp, JD

Ending the first day of the Elder Law Institute,  Attorney Amy Tripp will hold an Elder Law Town Hall meeting with Attorneys Gregory Kish and David Lillesand.  This interactive discussion of new developments, national and local trends, and up-to-the-minute planning strategies in this freewheeling session.

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4th Annual Elder Law Institute- Elder Law Caselaw and Status Update

September 14 @ 9:00 am - 9:50 am
The Inns of St. John in Plymouth MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Attorneys  Christopher W. Smith and Joseph D. Weiler, Jr will be presenting on Case law and Status Update in Elder Law.  Stay ahead of the curve with this practical overview of recent case law and statutory changes in Michigan and around the country.  Focusing on examples that will likely have the biggest impact on elder and special needs practitioners, apply recent law to advance clients' interests and avoid pitfalls.

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4th Annual Elder Law Institute- Interactive Special Needs Administration

September 14 @ 11:35 am - 1:00 pm
The Inns of St. John in Plymouth MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Attorneys Amy Tripp, Sara Schimke, and Kathleen Hogan Aguilar will present on; Administration of a special needs trust can present a variety of thorny issues.  Tack the trust, tax, and distribution challenges plus dig into your role as attorney and trustee.  Using familiar fact patterns, work in teams to craft solutions for the toughest situations.  Walk away with answers to burning questions such as how SSA and MA approve the trust, does the trust need an EIN, what tax return…

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Hands-On Medicaid Part II: Planning Strategies and Divestment

September 14 @ 2:00 pm - 5:00 pm
The Inns of St. John in Plymouth MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Erin Majka, JD

Attorney Erin Majka will be presenting at an add on program for the Elder Law Institute and providing step by step guidance you need.  When it comes to Medicaid divestment and planning, every client has unique needs.  Using a true-to-life case study, you'll explore what happens after a client becomes Medicaid eligible and how to plan for a surviving spouse, all in an interactive group setting.

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$50

Elder Law-Aging in Michigan Ann Arbor

September 19 @ 8:30 am - 4:00 pm
Weber’s Inn, 3050 Jackson Ave
Ann Arbor, Michigan 48103
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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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$50

Elder Law – Aging in Michigan Okemos

September 26 @ 8:30 am - 4:00 pm
Okemos Conference Center, 2187 University Park Drive
Okemos, Michigan 48864
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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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Medicare Traps; 10 Things That Can Harm Medicare Beneficiaries

September 27 @ 9:00 am - 9:30 am
Presenter: Christopher Smith

Attorney Christopher Smith will be presenting to the Wayne County SCAN Group.  This presentation is for members, for more information visit https://www.scangroup.org/  

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October 2018
$50

Elder Law- Aging in Michigan Southfield

October 24 @ 8:30 am - 4:00 pm
American Cancer Society, 20450 Civic Center Drive
Southfield, Michigan
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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.

Find out more »
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