Past Events

September 10, 2021 Annual Year-In-Review
Doug Chalgian, Esq.
July 14, 2021 Retirement Plan Changes
Karen Ireland, CFP
May 12, 2021 Conservatorships and Guardianships 101
Panel: Julie Kelley, Jennifer Kelly, Marcia Smith
March 10, 2021 Medicaid Estate Recovery
Rosemary Buhl
January 13, 2021 No-Fault Reform
Caleb J. Allen, CIC and Ronald L. Marienfeld II, JD
November 11, 2020 Tax Review
Steven M. Patch, CPA, CVA
September 11, 2020 Annual Year-End Review (Postponed from May)
Doug Chalgian, Esq.
May 13, 2020 Annual Year-End Review (Cancelled, COVID)
Doug Chalgian, Esq.
April 22, 2020 Cancelled - COVID
Dan Papineau
March 11, 2020 Michigan Uniform Directed Trust Act
Christopher W. Smith, Chalgian & Tripp Law Office
February 12, 2020 How the Department on Aging Can Assist Our Estate Planning Clients Regardless of Asset and Income Levels
Marce Wandell
January 8, 2020 The SECURE ACT
Steven M. Patch, CPA, CVA
December 11, 2019 Trust Modification and Termination
Richard C. Mills
November 13, 2019 Business Valuations: The Who, What, Where, When & Why
Tom Jurasek and Kyle Luttig
October 16, 2019 Partnering to Build Community Philanthropy
Monica Moser
September 6, 2019 Investment Management Compensation
Panel (see event information)
May 8, 2019 Annual Year-End Review
Doug Chalgian, Esq.
April 17, 2019 Economic Update and Outlook
Professor Randall J. Lewis
March 13, 2019 Avoiding The Pitfalls of Joint Ownership As An Estate Planning Tool and Effective Alternatives
Steven E. Makulski and Marc Allen
February 13, 2019 Creative Plans for Blended Families
Tara J. Peterson, Esq.
January 9, 2019 Fiduciary Access to Digital Assets
Howard H. Collens, Esq.
December 12, 2018 Tax Update
Steve Patch, Dan Brown and John Schultz
November 14, 2018 Successful Wealth Transfer Without Doing Harm
Greg Schupra
October 10, 2018 Trust-Owned Life Insurance and Risk Mitigation
Jeffery R. Levine, LIC
September 19, 2018 A discussion on fiduciary responsibilities and opportunities for 401(k) plan sponsors
Paul R. Dowd, CIMA
May 9, 2018 Annual Year In Review
Doug Chalgian
April 18, 2018 Planning for Unique Assets
David P. Larson, Esq.
March 14, 2018 Selecting a Fiduciary
Chad Perrine and Steve Makulski
February 14, 2018 Alternatives to Domestic Asset Protection Trusts
John Mabley, Ric Walton, Kyle O'Malley
January 10, 2018 Tax Reform Update
Steven Patch, CPA - Lally Group
December 13, 2017 Senior Services and Resources at the Local Level
Marce Wandell, MSA, Jackson County Department on Aging Director
November 8, 2017 Long-Term Care Planning: Everything you wanted to know but were afraid to ask.
Panel of Experts Moderated by Brad Brelinski
October 11, 2017 Retirement Asset Planning - Tried/True/Weird/Wild
Amy N. Morrissey
September 8, 2017 Weird and Wild Estate Administration
Richard C. Mills
View Current Events