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