Probate & Estate Planning Institute, 66th Annual

May 14-16, 2026 | Grand Traverse Resort, Acme

June 5, 2026 | Vibe Credit Union Showplace, Novi

Critical Changes and Practical Answers for 2026

New to probate and estate planning? Get practice-ready guidance you can use right away—from what’s changing under the new FinCEN real estate disclosure requirements to the fundamentals new lawyers need most. Bring your real-world questions to a judgment-free forum, hear directly from the bench on common probate-court mistakes, and learn concrete steps for funding client trusts correctly.

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

 

New Lawyers, You Have the Floor (Acme Only)
Judgment-free open forum for questions and practice advice.

Katie L. Ringler, Dawda PLC, Bloomfield Hills
Ashley Kagey, Attorney, Buhl Little Lynwood & Harris PLC, East Lansing

 

Top Mistakes Lawyers Make in Probate Court
Clear guidance and take-it-with-you tips from the bench.

Elizabeth L. Luckenbach, Dickinson Wright PLLC, Troy
Hon. Sara A. Schimke, Macomb County Probate Court, Mount Clemens

 

Trust Fund, Baby! Tips, Tricks, and Basics for Getting Our Clients’ Trusts Funded Properly
Concrete steps for setting up trusts and avoiding pitfalls.

Mara Kent, Ferguson Widmayer & Clark PC, Ann Arbor

Practical Advice from People Who’ve Been There

This clip from last year’s institute features Raymond A. Harris offering the kind of practical, field-tested advice you’ll experience throughout the event. Raymond breaks down value-based billing for probate estates.

 

"I always learn practical knowledge that is directly applicable to my practice."

-Thomas H. Anthony, Thomas H. Anthony PC, Mount Pleasant