Great Lakes Bay Estate Planning Council
Thursday, October 23, 2025 - 12:00 noon
Great Hall Banquet & Convention Center, Midland, MI
Topic: ESTATE PLANNING AS IT INTERSECTS WITH PROBATE COURT
Presented by: A. MICHELLE LANE, ATTORNEY AT LAW
Chalgian & Tripp Law Offices, PLLC, East Lansing, MI
Ms. Lane will first provide an overview of estate planning documents. Main topics to be addressed include: why the Probate Court is sometimes involved in an estate administration even when an estate plan has been prepared; to what extent the Probate Court is involved when there is no estate plan in place; capacity issues; common estate planning issues requiring Probate Court involvement; and Probate Court processes. Ms. Lane's Power Point presentation is available to members in our Document Library.
Thursday, September 25, 2025
Topic: PUT THE SUCCESS IN BUSINESS SUCCESSION PLANNING
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Our speaker for the September 25, 2025, meeting was KATHERINE M. SHEEHAN, JD, AEP, ATFA, Wealth Strategist, Managing Director, Crestwood Advisors, LLC, Boston. She explained why succession planning for a business is necessarsy, no matter the business. She indicated that clients with significant business assets present unique and complex planning challenges. Many businesses do not succeed past the first generation. Proper planning and education and developing the right team of advisors for the clients is crucial for success. Ms. Sheehan's Power Point presentation is available to members in our Document Library.
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