Probate & Estate Planning Institute, 66th Annual

Get up-to-the-minute insight on the latest changes affecting Michigan probate and estate planning. Learn how the new FinCEN real estate disclosure requirements are reshaping transactional responsibilities, dive into fresh caselaw, and get practical approaches for navigating challenging questions of capacity with substituted and supported decision-making.

Here are just some of the can’t-miss sessions everyone will be talking about:

FinCEN Real Estate Disclosure Requirements
Learn what’s changing under the new federal rules for residential real estate transactions. Discover how the latest compliance standards impact attorneys and settlement agents responsible for filings.

Nathan R. Piwowarski, McCurdy Wotila & Porteous PC, Cadillac

Caselaw Update
Stay on top of recent Michigan and federal probate and estate planning decisions. Explore the key takeaways shaping strategies and client outcomes in today’s evolving legal landscape.

David L. J. M. Skidmore, Warner Norcross + Judd LLP, Grand Rapids

Substituted Decision-Making Meets Supported Decision-Making: Practical Tips for Navigating the Gray Areas of Capacity
Navigate the complex standards around capacity with practical tips. Gain clarity on guardianships, powers of attorney, and advising clients when the law isn’t clear-cut.

Christopher W. Smith, Chalgian & Tripp Law Offices, Southfield