Probate & Estate Planning Institute, 66th Annual
May 14-16, 2026 | Grand Traverse Resort, Acme
June 5, 2026 | Vibe Credit Union Showplace, Novi
Hot Topics, Smart Solutions
Michigan estate planners face new rules, shifting legislative priorities, and unique asset types. This year’s event highlights the topics that matter most, with expert guidance you can put to work right away.
Here are just some of the can’t-miss sessions everyone will be talking about:
The Intersection of Lifetime Gifting and Domestic Asset Protection Trusts with Family Law
Structure irrevocable trusts to protect assets in divorce. Learn practical strategies for SLATs and resolving grantor trust concerns postdivorce.
Louis S. Harrison, Harrison LLP, Chicago
Jason S. Ornduff, Harrison LLP, Chicago
What Really Happens When a Partner Dies
Demystify partnership succession at death: explore step-up in basis, planning opportunities before and after, and avoid common pitfalls.
Paul S. Lee, Consiglio Advisors LLC, New York
Legislative Update
Get an overview of the latest state and federal legislative updates, including the top must-know provisions of the One Big Beautiful Bill Act (OBBBA).
Nathan R. Piwowarski, McCurdy Wotila & Porteous PC, Cadillac (Acme)
Howard H. Collens, Collens Estate Law, Huntington Woods (Novi)
Don’t Miss Your Chance to Get Insights Like This
Get a taste of what’s in store by watching this clip from one of 2025’s most highly ranked sessions by popular speaker Amy N. Morrissey: “SECURE Act: Where Are We Now?”
"Very helpful and concise."
-Past Attendee
Even More Hot Topics
Secure 2.0: Must-Know Provisions
Nancy H. Welber, Nancy H. Welber PC, Farmington Hills
View from Probate Counter
Kalie M. Gascho, Kent County Probate Court, Grand Rapids
Jennifer B. Parmalee, Wayne County Probate Court, Detroit
Medicaid, Elder Law, and Disability Update
Rosemary H. Buhl, Buhl Little Lynwood & Harris PLC, East Lansing
"I always learn practical knowledge that is directly applicable to my practice."
-Thomas H. Anthony, Thomas H. Anthony PC, Mount Pleasant