Name: Estate Planning Basics – Ann Arbor
Start: 2025-06-24T18:00:00-04:00
End: 2025-06-24T20:00:00-04:00
Location: Ann Arbor Community Education

Events & Seminars

The attorneys at Estate Planning & Elder Law Services have been invited to serve as Adult Education instructors in many metro Detroit area communities.

Descriptions of the classes we teach and sample class materials:

Descriptions & Class Materials

Register online by clicking on your desired class below.

September 2024

September 17, 2024 @ 6:00 pm

Estate Planning Basics – Brighton | September 17th, 2024

Brighton Community Education 125 S Church St, Brighton, MI, United States

September 24, 2024 @ 6:00 pm

Estate Planning Basics – Pinckney | September 24th, 2024

Pinckney Community Education Pathfinder Conference Room, Board of Education (419), Pathfinder Middle School, 2130 M-36, Pinckney, MI, United States

October 2024

October 1, 2024 @ 6:00 pm

Estate Planning Basics – Ann Arbor | October 1st, 2024

Ann Arbor Community Education and Recreation 1515 S 7th St., Ann Arbor, MI

November 2024

November 12, 2024 @ 6:00 pm

Estate Planning Basics- Brighton | November 12th, 2024

Brighton Community Education 125 S Church St, Brighton, MI, United States

November 21, 2024 @ 6:00 pm

Estate Planning Basics – Pinckney | November 21st, 2024

Pinckney Community Education Pathfinder Conference Room, Board of Education (419), Pathfinder Middle School, 2130 M-36, Pinckney, MI, United States

January 2025

January 21, 2025 @ 6:00 pm

Estate Planning Basics – Ann Arbor | January 21st, 2025

Ann Arbor Community Education and Recreation 1515 S 7th St., Ann Arbor, MI

January 28, 2025 @ 6:00 pm

Estate Planning Basics- Brighton | January 28th, 2025

Miller Intergenerational Center 850 Spencer Rd., Brighton, MI

February 2025

February 4, 2025 @ 6:00 pm

Estate Planning Basics – Pinckney | February 4th, 2025

Pinckney Community Education Pathfinder Conference Room, Board of Education (419), Pathfinder Middle School, 2130 M-36, Pinckney, MI, United States

March 2025

March 18, 2025 @ 6:00 pm

Estate Planning Basics – Pinckney | March 18th, 2025

Pinckney Community Education Pathfinder Conference Room, Board of Education (419), Pathfinder Middle School, 2130 M-36, Pinckney, MI, United States

April 2025

April 1, 2025 @ 6:00 pm

Estate Planning Basics- Brighton | April 1st, 2025

Miller Intergenerational Center 850 Spencer Rd., Brighton, MI

April 15, 2025 @ 6:00 pm

Estate Planning Basics – Pinckney | April 15th, 2025

Pinckney Community Education Pathfinder Conference Room, Board of Education (419), Pathfinder Middle School, 2130 M-36, Pinckney, MI, United States

June 2025

June 24, 2025 @ 6:00 pm

Estate Planning Basics – Ann Arbor

Ann Arbor Community Education Pioneer Room D205, Pioneer High School, 601 W. Stadium Blvd., Ann Arbor, MI, United States

Class Descriptions and Sample Class Files

Estate Planning Basics

Probate, long-term care, and tax laws are constantly changing. Find out how to prevent your assets from going through probate, how to protect unnecessary taxation, how to retain control of your affairs, and how to protect yourself against the costs of long-term care.

Discover the dangers of using joint accounts and quit claim deeds as estate planning tools. Learn about medical and financial powers of attorney, wills, “Ladybird” deeds, and living trusts.

Attendees will learn about how “gifting” can affect them and the recipient, including gift tax laws, capital gains tax laws, as well as the person’s eligibility for Medicaid and Veterans benefits. The class will cover recent changes in Michigan’s real estate laws, which prevent the reassessment of the taxable value of the property for transfers to family members.

Learn about Michigan’s “Estate Recovery” law, whereby the State can seek repayment from a person’s estate for governmental benefits paid, and ways to prevent that from happening.

Long-Term Care / Medicaid Planning

Did you know that 50% of people 65 years or older will spend some time in a nursing home and that it costs $8,000 a month for such care? Because neither health insurance nor Medicare covers these costs, losing one’s life savings to such costs is a natural fear.

The course discusses ways to avoid the nursing home, in-home care options, payment options, long-term care insurance, life insurance conversions and hybrids, Veteran’s and Medicaid benefits, special needs trusts, and more.

There have been significant changes to the Medicaid and VA rules. For example, did you know that paying a caregiver can disqualify you from receiving Medicaid benefits? Learn how to avoid the Medicaid “Estate Recovery” law, which seeks repayment from a person’s estate for benefits paid.

Learn about the VA’s proposed look-back period, which causes ineligibility if you make a gift or purchase an annuity within three years of applying for VA benefits.