Past Events

September 10, 2025 Annual Update/Review
Doug Chalgian, Esq.
July 9, 2025 Decoding Crypto: Or How I Learned to Stop Worrying and Love the Blockchain
Rich Smith, EA – Crypto Tax Specialist
May 14, 2025 Non-qualified Executive Benefit Design (409A)
Stephen Lowe of Ascent Wealth Partners
March 12, 2025 Estate Planning for the Charitably Inclined
Panel (see event information)
January 8, 2025 Understanding Estate Tax Planning and Complex Strategies that are Commonly Used
Michael D. Shelton of Ferguson Widmayer & Clark PC
November 13, 2024 Distribution of Estate Assets: Where Does All the Stuff Go?
Sharon McRill of Betty Brigade
September 13, 2024 Year in Review
Doug Chalgian, Esq.
July 10, 2024 The all new Uniform Power of Attorney Act
Christine M. Savage - Attorney, Lowe Law Firm, PC
May 1, 2024 Succession Planning for Small Business
Steve Makulski, Esq. - Anderson & Makulski, PC; Jason Sanders – First Midwest Advisors; Tony Baker – County National Bank
March 13, 2024 Economic and Market Update and Outlook
Dr. Charles L. Ballard
January 10, 2024 Handling Small Estates
A. Michelle Lane, Attorney
November 8, 2023 Firearms Planning, Regulations, and Estate Administration (Working Title)
Kelly L. O'Connor, Esq.
September 15, 2023 Annual Update with Doug Chalgian
Douglas Chalgian
July 12, 2023 Evaluating Mental Capacity
Elisabeth Smith, MA, LLP
May 10, 2023 What Secure Act 2.0 Means for Retirement Plans
Anthony Picerni, CIMA® CRPS® AIF®
March 15, 2023 A General Overview of Charitable Trusts for the Probate Practitioner
Brien Winfield Heckman, Assistant Attorney General - Michigan
January 11, 2023 Cybersecurity Risks and Mitigations
Paul Kennedy / Rehmann
November 9, 2022 Elder Abuse Trends & How to Protect Against Them - FBI Presentation
SSA Patrick M. Geahan
September 16, 2022 Annual Year-in-Review
Douglas Chalgian - Chalgian & Tripp Law Offices
July 13, 2022 Investment Risk
TBD
May 11, 2022 Effectively Guiding Clients in Philanthropy
Gregory A. Schupra
March 9, 2022 Elder Financial Exploitation and Abuse
Panel (see below)
January 12, 2022 Tax Update
Steven M. Patch, CPA
November 10, 2021 All Things Cryptocurrency
James Schneider, Ph.D., BlackRock
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
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