Agenda / Content Covered

1. WHERE TO BEGIN? - AN OVERVIEW OF TRUSTS
   8:30 - 9:30, Written by Chelsea Utt. Presented by Chelsea Utt in Saginaw, Matthew S. Fedor in Lansing and Molly P. Petitjean in Grand Rapids.
   1. Main Terms Defined
   2. Major Laws Governing Creation and Administration of Trusts
   3. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
   4. Revocable vs. Irrevocable
   5. Determining Your Client's Planning Needs
   6. Reasons for Drafting a Trust
   7. Deciding Which Type of Trust to Use
2. REVOCABLE LIVING TRUSTS
   9:30 - 10:30, Written by Gregory C. Hamilton. Presented by Gregory C. Hamilton in Saginaw, Lansing and Grand Rapids.
   1. Traditional Estate Planning vs. Revocable Trust Planning
   2. Credit Shelter Trusts
   3. Marital Deduction Trusts
   4. Qualified Terminable Interest Trusts (QTIPs)
   5. Funding the Trust
   6. Drafting Tips and Samples
   7. Common Mistakes to Avoid
   8. Tax Consequences
3. TRUSTS USED FOR TAX REDUCTION
   10:45 - 12:00, Written by Gregory C. Hamilton. Presented by Gregory C. Hamilton in Saginaw, Lansing and Grand Rapids.
   1. Charitable Remainder Trusts
   2. Qualified Domestic Trusts
   3. Qualified Personal Residence Trusts (QPRTs)
   4. Defective Trusts
   5. Education Trusts for Children and Grandchildren
   6. Generation Skipping Trusts
   7. Funding the Trust
4. ESTATE PLANNING FOR THE DISABLED
   1:00 - 2:15, Written by Chrysa Milholland. Presented by Chrysa Milholland in Saginaw, Matthew S. Fedor in Lansing and Catherine C. Metzler in Grand Rapids.
   1. The Types of Special Needs Trusts and Their Specific Purposes
   2. Who Can Be the Beneficiary
   3. Drafting Tips and Samples
5. GRANTOR TRUSTS
   2:30 - 3:40, Written by Nicolas Camargo. Presented by Nicolas Camargo in Saginaw and Lansing, and Molly P. Petitjean in Grand Rapids.
   1. What Grantor Trusts are Used for
   2. Types of Grantor Trusts
   3. Provisions Triggering Grantor Trust Status
   4. Funding the Grantor Trust - Who Is the Grantor?
   5. Drafting Tips and Samples
   6. Taxation Considerations - When to File the Return?
   7. Administrative Power
6. ETHICAL CONSIDERATIONS
   3:40 - 4:40, Written by Nicolas Camargo. Presented by Nicolas Camargo in Saginaw and Lansing, and Molly P. Petitjean in Grand Rapids.
   1. Who is Your Client?
   2. Confidentiality in Third Party Communications
   3. Assessing The Client's Capacity
   4. Avoiding Fraudulent Transfers

Accreditation Details:

NICOLAS CAMARGO is a senior attorney with Foster Swift Collins & Smith PC, and a part-time magistrate serving in the 52/3 District Court in Rochester Hills, Michigan. Mr. Camargo focuses his practice on probate administration and estate planning, with a specialization in probate litigation, will contests and trust contests. He also represents various mid-sized businesses in day-to-day transactional matters, as well as their commercial litigation needs. Mr. Camargo, formerly an Oakland County assistant prosecutor, has tried numerous cases and has represented several state agencies, such as the Michigan Department of Human Services and the Michigan Department of Environmental Quality. He is admitted to the State Bar of Michigan and in all Michigan state courts. Mr. Camargo is also admitted to practice before the Federal District Court for the Eastern District of Michigan. He is a member of various organizations, including the Oakland County Bar Association; and the State Bar of Michigan, including the Litigation and Estate Planning sections. Mr. Camargo earned his B.A. degree from Marquette University and his J.D. degree from Michigan State College of Law. (Saginaw and Lansing locations)

MATTHEW S. FEDOR is an attorney at Foster Swift Collins & Smith PC, where he focuses his practice in estate planning, business succession planning, probate, trust administration, guardianship and conservatorship, and litigation matters. He is admitted to practice in all Michigan sate courts, including the U.S. District Court for the Eastern District. Mr. Fedor is a member of the State Bar of Michigan, Oakland County Bar Association, and the Detroit Metropolitan Bar Association. He received his B.S. degree from Indiana University and his J.D. degree, cum laude, from Michigan State University College of Law. (Lansing location)

GREGORY C. HAMILTON is a shareholder with Hamilton and Associates, PLLC, where he focuses in the areas of estate planning, asset protection, and business succession planning. He is a speaker on estate planning and business succession issues to lawyers, doctors, CPAs, insurance agents, and money managers. Mr. Hamilton earned his B.S. degree from Michigan State University; his M.S. degree from Wayne State University; and his J.D. degree, cum laude, from Detroit College of Law. He is a member of the State Bar of Michigan (Real Property and Trust Section) and the National Network of Estate Planning Attorneys, where he lectures on issues of estate planning. Mr. Hamilton is a past president of the Wayne County Probate Bar Association, past chairman for the Birmingham Family YMCA, and a member of the National Association of Christian Financial Consultants. (Saginaw, Lansing and Grand Rapids locations)

CATHERINE C. METZLER is a member of Miller, Johnson, Snell & Cummiskey, P.L.C., in the Kalamazoo office, where she practices in the areas of elder law, probate, estate settlement, estate and gift taxation law, and estate planning. She has spoken for National Business Institute on estate settlement and Medicaid issues, ICLE on Medicaid issues, and the Michigan Guardianship Association on guardianship and conservatorship issues. Ms. Metzler earned her B.S. degree from the University of Michigan and her J.D. degree from the University of Oregon. She is a member of the Kalamazoo County (past president) and American bar associations, the State Bar of Michigan (member, Probate and Estate Planning and Elder Law and Disability sections), the Kalamazoo County Elder Abuse Task Force Coalition, and a member of both the local and national chapters of the National Academy of Elder Law Attorneys (NAELA). (Grand Rapids location)

CHRYSA MILHOLLAND is an attorney with Chalgian & Tripp Law Offices PLLC, in Midland, Michigan. She is a graduate of the University of Florida College of Law and a member of the State Bar of Michigan. She is a recipient of the Institute for Continuing Legal Education’s (ICLE) Probate and Estate Planning certification and a member of the Northeastern Michigan Estate Planning Council. Ms. Milholland is also the vice president of the Reece Endeavor of Midland, a nonprofit that provides homes to individuals with special needs. In addition, she graduated from the American Bankers Association Trust School and is certified trust and financial advisor. (Saginaw location)

MOLLY P. PETITJEAN is an attorney with the law firm of Buhl, Little, Lynwood & Harris, PLC, where she practices in the areas of estate planning, estate and trust administration, probate and trust litigation, and business succession planning. She received her B.A. degree, with honors, from Marquette University; and her J.D. degree, magna cum laude, from Michigan State College of Law. Ms. Petitjean spent the first years of her legal career practicing for Peterson, Johnson & Murray in Madison, Wisconsin. She is a member of the Ingham County Bar Association, the State Bar of Michigan (member, Young Lawyers Division) and the State Bar of Wisconsin. (Grand Rapids location)

CHELSEA UTT is an attorney with Chalgian & Tripp Law Offices PLLC, where she practices in the areas of estate planning, trust and estate administration, and long-term care Medicaid planning. She also focuses on handling student loan issues. Ms. Utt received her Bachelor's of Applied Arts degree in psychology from Albion College. She graduated from Michigan State University College of Law with a J.D. degree. Ms. Utt is a member of the Probate and Estate Planning Section of the State Bar of Michigan, the National Network of Estate Planning Attorneys, and the Northeastern Michigan Estate Planning Council. (Saginaw location)