Probate & Estate Planning Institute, 66th Annual

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

June 5, 2026 | Vibe Credit Union Showplace, Novi

 

Leading Experts, Practical Solutions 

Ready to hear directly from the best? Don’t miss your chance to get practical solutions from Michigan’s most trusted voices and national heavyweights in probate and estate planning. This event features speakers who set the standard—bringing you strategies you can use right away, critical updates, and proven solutions.


You’ll want to be in the room for these leading speakers (and more):

 

Rosemary Howley Buhl
Buhl Little Lynwood & Harris PLC, East Lansing


Rosemary is an accomplished advisor, advocate, and frequent author on disability and estate planning issues. She returns this year to share her practical strategies for protecting vulnerable clients and tackling elder care and Medicaid challenges.

 

Louis S. Harrison
Harrison LLP, Chicago, IL


A nationally recognized estate planning authority, Louis brings a wealth of experience in lifetime gifting and asset protection trusts. He offers practical approaches for protecting assets in complex family law scenarios and advanced trust planning.

 

Paul S. Lee
Consiglio Advisors LLC, New York, NY


Paul is a global fiduciary strategist, ACTEC Fellow, and NAEPC Estate Planning Hall of Fame inductee with deep expertise in partnership succession and advanced taxation. He demystifies partnership succession at death and provides clear steps for avoiding tax traps and planning mistakes. 

 

Nancy H. Welber
Nancy H. Welber PC, Farmington Hills


A fellow of the American College of Trust and Estate Counsel, Nancy is a go-to expert for complex retirement benefits, special needs planning, and trust administration. She breaks down Secure 2.0 updates, offering practical guidance for planning with retirement accounts and trusts.

Past Attendees Rave

“Excellent! Easy to follow. Taught me something that will change the way I work.”
“Really great at breaking down the process!”
 “Straightforward, clear, great examples.”
“Thorough and practical.”

"You have the best and the brightest from all corners of practice areas in probate."
-Hon. David M. Murkowski, Kent County Probate Court, Grand Rapids