Michigan CLE - All Courses
This is a listing of CLE Courses for Michigan. Please make your selection below of Michigan CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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10 Clauses Fiduciaries Hate
Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions. Trust documents need to be comprehensive and clear. The use of certain terms or confusing language can make it nearly impossible for fiduciaries to enforce a grantor’s wishes. How terms are de... More Info
$501General Credit -
Selling a Family Business
More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are notoriously complicated, both from the personal and economic perspective. Today, more and more families are thinking about selling their businesses, raising issues including family upheaval and tax issues that need to be considered. This CLE cou... More Info
$501General Credit -
An Introduction to Private Investment Funds
An overview of the legal and practical considerations when establishing a private equity fund, real estate fund, or hedge fund. We will review the relevant sections of the Investment Company Act of 1940 (the “40 Act”), the Investment Advisers Act of 1940 (the “Advisers Act”), and the rules promulgated thereunder, including the most commonly used exceptions to registration under the 40 Act and Advisers Act. We will also review relevant provisions of the Securities Act of 1933 (the “33... More Info
$501.25General Credits -
Planning for Tangibles
What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues. More Info
$501General Credit -
Quid Pro Quo for Charitable Gifts
A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a charity exceeds the cost of the meal). Special rules apply regarding deductions for QPQ gifts. Speakers will take you through the requirements so you can keep your clients out of trouble and help them get a charitable deduction. More Info
$501General Credit -
Fiduciary Responsibility Related to Art Assets
Selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, what type of due diligence do people need to be doing and appraisals and what's changed with Covid-19 and trends fiduciaries should be aware of. The art world is often considered a good place to invest, but like in most areas, knowledge is power. This CLE course will tell you everything you need to know in order to effectively manage fiduciary responsibilities for art investment. Sel... More Info
$501General Credit -
How to Handle Appraisals for Donations of Property
Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary issues. For example, appraisers may give a high range thinking they’re doing the donor a favor when actually the appraisal may be too high in today's market. The panel will also discuss how the 30% of adjusted gross income limit on gifts o... More Info
$501General Credit -
Investment Strategies for Trusts
Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in the absence of specific guidance in the trust documents. For example, the Uniform Prudent Investor Act, which has been adopted by many states, requires trustees to follow certain rules when investing trust assets. Our panelists will review t... More Info
$501General Credit -
Unequal Inheritances: A Final Parental Communication
A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course will address all of these issues and discuss factors to consider when helping your client with this determination. More Info
$501General Credit -
Intriguing Insurance and Related Issues
This CLE course is a survey of issues that are looming under the headlines, or have in some cases been the source of headlines but are unresolved. Mr. Kornblum will identify various areas in insurance law and related areas that he believes will be important in the future. His focus is on giving you some insight to these areas so you can be on the lookout for cases involving them or similar issues. This is a 'heads up' approach to the Insurance Law Practice. More Info
$501General Credit