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X-WR-CALNAME:Lake Michigan Estate Planning Council
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X-WR-CALDESC:Events for Lake Michigan Estate Planning Council
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DTSTART;TZID=America/Detroit:20210520T120000
DTEND;TZID=America/Detroit:20210520T133000
DTSTAMP:20260423T040041
CREATED:20210517T233013Z
LAST-MODIFIED:20210517T233013Z
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SUMMARY:Virtual LMEPC Meeting and NAEPC Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity\, Meaning and Purpose
DESCRIPTION:This meeting will be with our local LMEPC members and is a recording of the NAEPC presentation that was made April 21\, 2021.  The speakers for this presentation are Richard S. Franklin\, JD\, LL.M. and Raymond C. Odom\, JD\, CFP®. \nIn this program\, speakers\, Ray Odom and Richard Franklin will provide ideas\, examples and language to prepare trusts and other estate planning documents that are designed to improve well-being.  They will show how to build positivity\, meaning and purpose into trusts\, using positive psychology’s empirical research and other data to support family well-being and flourishing.  Ray will review positive\, research based ways to spend that increase well-being (there’s a shocking absence of such information in trusts & estate literature) and share a “benevolence” model to consider in all wealth transfers. Richard will provide a model for trustees to use in building a well-being baseline and beyond. \n 
URL:https://lmepc.org/event/virtual-lmepc-meeting-and-naepc-webinar-well-being-trusts-the-future-of-imbuing-trusts-with-positivity-meaning-and-purpose/
LOCATION:Online Event
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DTSTART;TZID=America/Detroit:20210217T113000
DTEND;TZID=America/Detroit:20210217T143000
DTSTAMP:20260423T040041
CREATED:20210517T234724Z
LAST-MODIFIED:20210517T234724Z
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SUMMARY:Virtual LMEPC Meeting and NAEPC Webinar:  "Post-Election Estate Planning" by Jonathan G. Blattmachr
DESCRIPTION:This meeting will be with our local LMEPC members and is a recording of the NAEPC presentation that was recorded on April 21\, 2021.  Speaker: Jonathan G. Blattmachr\, Esq.\, AEP® (Distinguished) \n\nAs much estate planning as was required in 2020\, the prospects of massive changes to the tax law means that even more should be undertaken this year. This program will discuss some of the more important changes that will soon be considered in Washington\, from increases in income tax rates\, taxing long term capital gains as ordinary income\, greatly increasing the social security taxes individuals pay\, limiting the benefit of deductions to 28% and a reintroducing of the Pease deduction limitation. In addition to potentially reducing the estate\, gift and GST tax exemptions and increasing the rates for those tax regimes\, many other limitations to curb effective wealth transfer tax planning may be adopted\, including effectively killing GRATs\, limiting annual exclusions to $20\,000 per donor (and not per donee) and making grantor trusts be included in the gross estate of the grantor. Perhaps\, most significant may be the elimination of the tax free step up in basis at death\, with a carryover basis or gain recognition at death regime.
URL:https://lmepc.org/event/virtual-lmepc-meeting-and-naepc-webinar-post-election-estate-planning-by-jonathan-g-blattmachr/
LOCATION:Online Event
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DTSTART;TZID=America/Detroit:20200204T113000
DTEND;TZID=America/Detroit:20200204T133000
DTSTAMP:20260423T040041
CREATED:20200222T195650Z
LAST-MODIFIED:20200612T132359Z
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SUMMARY:The Secure Act: What You and Your Clients Should Know
DESCRIPTION:Presented by Karen Kayes of Warner Norcross + Judd LLP. \nKaren will review the legislation and provide insight on the Setting Every Community Up for Retirement Enhancement Act of 2019\, otherwise known as\, The Secure Act. Learn about planning options for IRAs\, 401(k)s\, RMDS\, and more. \nSocial/Lunch starting at 11:30 AM \nSpeaker/Program: 12:00PM
URL:https://lmepc.org/event/the-secure-act-what-you-and-your-clients-should-know/
LOCATION:Muskegon Country Club\, 2801 Lakeshore Drive\, Muskegon\, 49441
CATEGORIES:Recent
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DTSTART;TZID=America/Detroit:20190226T113000
DTEND;TZID=America/Detroit:20190226T140000
DTSTAMP:20260423T040041
CREATED:20200114T184542Z
LAST-MODIFIED:20200223T023130Z
UID:1403-1551180600-1551189600@lmepc.org
SUMMARY:Drafting and Litigating Pre and Post-Marital Agreements
DESCRIPTION:Featured Speakers: \nDaniel W. Borst of Warner Norcross & Judd. practices in the following:Trusts & estates\, estate settlement & trust administration\, family business & succession planning\, fiduciary representative\, fundamental estate & tax planning\, litigation and dispute resolution. \nSuanne Watt Stay of Rhoades McKee\, is a certified mediator and assists clients in navigating separation\, divorce and co-parenting. She represents and mediates all matters relating to divorce including custody\, complex business assets\, support\, parenting time\, adoption\, guardianship\, paternity and prenuptial agreements. \nMark E. Hills of Varnum LLP\, is a member of the firm’s Litigation and Trial Practice Team\, and chair of the Family Law Team. Mark has an extensive background in vigorously advocating for his clients’ interests in divorce\, post-judgment custody and parenting time modifications\, judgment enforcement\, and grandparenting time disputes. He also has significant experience in high net worth divorce cases. \nSocial/Lunch: 11:30PM\nSpeaker/Program: 12:00PM
URL:https://lmepc.org/event/drafting-and-litigating-pre-and-post-marital-agreements/
LOCATION:Muskegon Country Club\, 2801 Lakeshore Drive\, Muskegon\, 49441
CATEGORIES:Recent
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