BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Lake Michigan Estate Planning Council - ECPv6.8.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Lake Michigan Estate Planning Council X-ORIGINAL-URL:https://lmepc.org X-WR-CALDESC:Events for Lake Michigan Estate Planning Council REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20200308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20201101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20250218T113000 DTEND;TZID=America/Detroit:20250218T130000 DTSTAMP:20260403T192031 CREATED:20250114T202446Z LAST-MODIFIED:20250114T202644Z UID:3716-1739878200-1739883600@lmepc.org SUMMARY:Prenups & Postnups - Do They Even Matter? DESCRIPTION:Shon Cook has a passion for supporting people through the toughest of times. For 30 years\, she has been representing individuals in nearly every area of the law. Shon presently focuses on family law issues\, including divorce\, custody\, parenting time\, child support\, spousal support\, guardianships\, adoption\, and prenuptial/postnuptial agreements. She is the founder and CEO of Tabono Law\, a firm representing four core values: strength\, confidence\, hard work\, and unity of purpose. Shon is not only sought after by her clients\, but is frequently a speaker on legal issues for the State Bar of Michigan and the Institute of Continuing Legal Education. She helps to train lawyers and Judges throughout the state on vital issues affecting families. \nJoin Shon Cook\, Managing Attorney and CEO of Tabono Law and peers of the Lake Mi Estate Planning Council for lunch to hear about this topic that touches all of our lives. \nOnline payment available below at the “Pay Lunch Reservation”. If paying by mail\, please include your name with $25 (payable to LMEPC) to Kathy Byma -Novotny CPA Group- 800 E Ellis Rd. #584 – Norton Shores\, MI 49441. Payment is available at the door as well – email Maureen at maureen.brading@lpl.com to reserve your spot! URL:https://lmepc.org/event/prenups-postnups-do-they-even-matter/ LOCATION:Spring Lake District Library\, 123 E Exchange St\, Spring Lake\, MI\, 49456 ATTACH;FMTTYPE=image/jpeg:https://lmepc.org/wp-content/uploads/2020/01/zoriana-stakhniv-PUVgHyBgZn8-unsplash-scaled.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20241009T073000 DTEND;TZID=America/Detroit:20241009T090000 DTSTAMP:20260403T192031 CREATED:20240911T192241Z LAST-MODIFIED:20240911T192241Z UID:3670-1728459000-1728464400@lmepc.org SUMMARY:Estate Tax Sunset DESCRIPTION:Join us as we hear from Kayla Kolbe from Parmenter Law and Todd Rohrback & Adriane Schrauben from Hungerford Advisors as they discuss the upcoming sunsetting of the current estate tax law at the end of 2025. URL:https://lmepc.org/event/estate-tax-sunset/ LOCATION:Frauenthal Center\, 427 W. Western Ave\, Muskegon\, MI\, 49440\, United States ATTACH;FMTTYPE=image/jpeg:https://lmepc.org/wp-content/uploads/2024/09/Pamona-Park-sunset-scaled.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20240514T113000 DTEND;TZID=America/Detroit:20240514T130000 DTSTAMP:20260403T192031 CREATED:20240424T193050Z LAST-MODIFIED:20240425T150949Z UID:3612-1715686200-1715691600@lmepc.org SUMMARY:New Legislation Discussion: Uniform Power of Attorney Act DESCRIPTION:Merica S. Dobry & Catherine H. Jacobs of Warner Norcross + Judd LLP will discuss the new legislation adopting the Uniform Power of Attorney Act\, and the ins and outs of the statutory form\, protections offered to MI residents and the nuances of using the statutory form versus custom documents.  We will also talk about using powers of attorney with financial institutions and using these documents to avoid the need for a guardian or conservator. \nAdditionally\, Mike Bradley from Gielow Groom Terpstra & McEvoy will bring us up to date on the changes to the Corporate Transparency Act. \nPlease email any advance questions you may have to: Maureen@myfocusfinancial.com. Please put “LMEPC” in the subject line. Additional questions after the presentation are also encouraged. \nYou can pay online at the “Pay Lunch Reservation” button at the bottom of this page. \nIf you’d like to pay by mail\, please mail a check (payable to LMEPC) to:\nKathy Byma\nNovotny CPA Group\n800 E. Ellis Road\, #584\nNorton Shores\, MI 49441 \nTo track our headcount\, please email Maureen@myfocusfinancial.com with the names of any guests. URL:https://lmepc.org/event/new-legislation-discussion-uniform-power-of-attorney-act/ LOCATION:Terrace Point\, 709 Terrace Point Road\, Ste. 200\, Muskegon\, MI\, 49440\, United States ATTACH;FMTTYPE=image/jpeg:https://lmepc.org/wp-content/uploads/2020/01/overlayimg-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20231024T113000 DTEND;TZID=America/Detroit:20231024T130000 DTSTAMP:20260403T192031 CREATED:20230919T144544Z LAST-MODIFIED:20230919T155004Z UID:3449-1698147000-1698152400@lmepc.org SUMMARY:Long Term Care - help ease your clients' burden DESCRIPTION:Demand for Long Term Care rises every year\, and now 30% of states are considering potential legislation. Are you prepared to discuss Long Term Care options with your clients? \nJeff Levine from Duncan Financial will be our guest and discuss different product options in the market place: traditional\, hybrid and acceleration of benefits. Jeff will also cover state specific licensing requirements\, ongoing continuing education requirements\, client applications and LTC Underwriting\, indemnity versus Reimbursement coverage and more. Help ease your clients’ burden by attending this open discussion on long term care. \nPlease email any advance questions you may have to: Maureen@myfocusfinancial.com. Please put “LMEPC” in the subject line. Additional questions after the presentation are also encouraged. We want to be sure to cover as many aspects of long term care that are of particular interest to our members as possible. \nYou can pay online at the “Pay Lunch Reservation” button at the bottom of this page. \nIf you’d like to pay by mail\, please mail a check (payable to LMEPC) to:\nKathy Byma\nNovotny CPA Group\n800 E. Ellis Road\, #584\nNorton Shores\, MI 49441 \nTo track our headcount\, please email Maureen@myfocusfinancial.com with the names of any guests. URL:https://lmepc.org/event/long-term-care-what-is-new-effective/ LOCATION:United Way of the Lakeshore\, 31 E Clay Ave\, Muskegon\, MI\, 49442 ATTACH;FMTTYPE=image/jpeg:https://lmepc.org/wp-content/uploads/2020/01/vertimg-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20230614T113000 DTEND;TZID=America/Detroit:20230614T130000 DTSTAMP:20260403T192031 CREATED:20230608T193824Z LAST-MODIFIED:20230608T194119Z UID:3433-1686742200-1686747600@lmepc.org SUMMARY:The Secure Act 2.0 DESCRIPTION:Our speakers are Patrick Caine and Daniel Fogarty from Putnam Investments. Dan is the regional consultant and has been with Putnam for 5 years. Patrick is a senior Wealth Management Specialist and researched the Secure Act 2.0 as part of his responsibility to provide unique ways to maximize benefits from taxes\, estate planning\, Social Security/Medicare\, and Washington legislation. \nTogether\, Patrick and Dan bring a wealth of knowledge and insight to the topic of retirement security. They will be joining us to discuss the Secure Act 2.0 and the changes this legislation brings for estate planning in 2023 and beyond. \nPlease email any advance questions you may have to: Maureen@myfocusfinancial.com. Please put “LMEPC” in the subject line. Additional questions after the presentation are also encouraged. We want to be sure to cover as many aspects of the act that are of particular interest to our members as possible. \nIf paying by mail\, please mail a check (payable to LMEPC) to:\nKathy Byma\nNovotny CPA Group\n800 E. Ellis Road\, #584\nNorton Shores\, MI 49441 \nYou can also pay online at the link below. \nTo track our headcount\, please email Maureen@myfocusfinancial.com with the names of any guests. URL:https://lmepc.org/event/the-secure-act-2-0/ LOCATION:Barclay Event Center\, 2330 Barclay Street\, Muskegon\, MI\, 49441 ATTACH;FMTTYPE=image/jpeg:https://lmepc.org/wp-content/uploads/2020/02/louis-velazquez-XWW746i6WoM-unsplash-scaled.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20230208T113000 DTEND;TZID=America/Detroit:20230208T130000 DTSTAMP:20260403T192031 CREATED:20221228T212306Z LAST-MODIFIED:20221228T212306Z UID:1944-1675855800-1675861200@lmepc.org SUMMARY:SafeSeniors of West Michigan DESCRIPTION:Kris Collee (AgeWell Services) and Chris Burnaw (SafeSeniors) are excited to present information about the SafeSeniors program of AgeWell Services. SafeSeniors is a program developed to identify and address elder abuse. The program creates awareness about this important topic and creates relationships between the program’s detectives and professional advisors. Kris and Chris will identify signs to pay attention to regarding potential abuse and will provide outreach materials to us for future reference. Kris and Chris will also educate us on the new Financial Exploitation Prevention Act (“FEPA”) which includes reporting requirements we are now responsible for upholding. Please join us for lunch and learn more about the work being done to protect seniors in our community! \nNetworking begins at 11:30\, with lunch and the presentation beginning at Noon. \nThe cost to attend is $25.00 per member\, and members are encouraged to bring guests at no charge! If paying by mail\, please send your check payable to LMEPC to Kathy Byma\, Novotny CPA Group\, 800 E. Ellis Road #584\, Norton Shores\, MI 49441. Members can also pay for lunch by clicking “Pay Lunch Reservation” below. To track our headcount\, please email guest names to Maureen Brading at maureen@myfocusfinancial.com. We hope to see you there! URL:https://lmepc.org/event/safeseniors-of-west-michigan/ LOCATION:Barclay Event Center\, 2330 Barclay Street\, Muskegon\, MI\, 49441 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20221025T113000 DTEND;TZID=America/Detroit:20221025T130000 DTSTAMP:20260403T192031 CREATED:20220722T135833Z LAST-MODIFIED:20220722T141840Z UID:1873-1666697400-1666702800@lmepc.org SUMMARY:Michigan Trust and Estate Caselaw Update 2021-2022 DESCRIPTION:David Skidmore and Laura Morris of Warner Norcross + Judd will join us to share information about interesting and sometimes entertaining trust and estate cases that have been decided in Michigan courts during 2021 and 2022.  This presentation is filled with helpful updates and will give us information to help better assist our clients. \nNetworking: 11:30AM \nLunch/Presentation: 12:00PM \nTo register\, please click the “Pay Lunch Reservation” button below.  If you prefer to pay by mail\, please send a $25 check (payable to LMEPC) to: Kathy Byma – Novotny CPA Group\, 800 E. Ellis Road\, Suite 584\, Norton Shores\, MI 49444. \nMembers are encouraged to bring guests at no charge!  To track our headcount\, please include the names of any guests with your paper registration or email guest names to maureen@myfocusfinancial.com if paying online. \nWe hope to see you there! URL:https://lmepc.org/event/michigan-trust-and-estate-caselaw-update-2021-2022/ LOCATION:Barclay Event Center\, 2330 Barclay Street\, Muskegon\, MI\, 49441 ATTACH;FMTTYPE=image/jpeg:https://lmepc.org/wp-content/uploads/2022/07/276251107_335840745253239_2831228676659668459_n.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20220511T113000 DTEND;TZID=America/Detroit:20220511T130000 DTSTAMP:20260403T192031 CREATED:20220504T210420Z LAST-MODIFIED:20220504T211105Z UID:1825-1652268600-1652274000@lmepc.org SUMMARY:Key Facts About Social Security Income DESCRIPTION:Please join us for a presentation on Social Security Income from Michelle Franks.  Michelle has been working with clients all over the country to help them understand investments and how to best use income strategies to achieve retirement goals.  Every American has to decide when to take Social Security.  Michelle is going to review strategies to consider when making this decision.  The discussion will cover Social Security and various claiming strategies.  There will be a question and answer session toward the end of the presentation. URL:https://lmepc.org/event/key-facts-about-social-security-income/ LOCATION:Pints & Quarts\, 950 W. Norton Ave.\, Muskegon\, MI\, 49441\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20210520T120000 DTEND;TZID=America/Detroit:20210520T133000 DTSTAMP:20260403T192031 CREATED:20210517T233013Z LAST-MODIFIED:20210517T233013Z UID:1701-1621512000-1621517400@lmepc.org 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 ATTACH;FMTTYPE=image/png:https://lmepc.org/wp-content/uploads/2021/05/Make-a-Difference-Vintage-Instagram-Quote.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20210217T113000 DTEND;TZID=America/Detroit:20210217T143000 DTSTAMP:20260403T192031 CREATED:20210517T234724Z LAST-MODIFIED:20210517T234724Z UID:1709-1613561400-1613572200@lmepc.org 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 ATTACH;FMTTYPE=image/png:https://lmepc.org/wp-content/uploads/2021/05/Blue-and-Red-Voting-Political-Advocacy-.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20200204T113000 DTEND;TZID=America/Detroit:20200204T133000 DTSTAMP:20260403T192031 CREATED:20200222T195650Z LAST-MODIFIED:20200612T132359Z UID:1514-1580815800-1580823000@lmepc.org 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 ATTACH;FMTTYPE=image/jpeg:https://lmepc.org/wp-content/uploads/2020/02/louis-velazquez-XWW746i6WoM-unsplash-scaled.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20190226T113000 DTEND;TZID=America/Detroit:20190226T140000 DTSTAMP:20260403T192031 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 ATTACH;FMTTYPE=image/jpeg:https://lmepc.org/wp-content/uploads/2020/01/zoriana-stakhniv-PUVgHyBgZn8-unsplash-scaled.jpg END:VEVENT END:VCALENDAR