materials page 1 PROBATE & ESTATE PLANNING SECTION Agendas and Attachments for: • Meeting of the Committee on Special Projects (CSP); • Meeting of the Council of the Probate and Estate Planning Section Saturday, January 20, 2018 9:00 am University Club 3435 Forest Road Lansing, Michigan 48910 materials page 2 Probate and Estate Planning Section of the State Bar of Michigan Notice of Meetings Meeting of the Section’s Committee on Special Projects (CSP) And Meeting of the Council of the Probate and Estate Planning Section January 20, 2018 9:00 a.m. University Club 3435 Forest Road Lansing, Michigan 48910 The meeting of the Section’s Committee on Special Projects (CSP) meeting will begin at 9:00 am and will end at approximately 10:15 am. The meeting of the Council of the Probate and Estate Planning Section will begin at approximately 10:30 am. If time allows and at the discretion of the Chair, we will work further on CSP materials after the Council of the Section meeting concludes. David P. Lucas, Secretary Vandervoort, Christ & Fisher, PC 70 Michigan Ave. West, Suite 450 Battle Creek, Michigan 49017 voice: (269) 965-7000 fax: (269) 965-0646 email: [email protected] Meeting Schedule for 2017-2018 January 20, 2018 February 17, 2018 March 24, 2018 April 21, 2018 June 16, 2018 September 8, 2018 (Annual Section Meeting) materials page 3 CALL FOR MATERIALS Council Meetings of the Probate and Estate Planning Section Due dates for Materials for Committee on Special Projects All materials are due on or before 5:00 p.m. of the Thursday falling 9 days before the next CSP meeting. CSP materials are to be sent to Geoffrey Vernon, Chair of CSP ([email protected]). Schedule of due dates for CSP materials, by 5:00 p.m.: February 8, 2018 March 15, 2018 April 12, 2018 June 7, 2018 August 30, 2018 (for September meeting) Due dates for Materials for Council Meeting All materials are due on or before 5:00 p.m. of the Friday falling 8 days before the next Council meeting. Council materials are to be sent to David Lucas, Secretary ([email protected]). Schedule of due dates for Council materials, by 5:00 p.m.: February 9, 2018 March 16, 2018 April 13, 2018 June 8, 2018 August 31, 2018 materials page 4 STATE BAR OF MICHIGAN PROBATE AND ESTATE PLANNING SECTION COUNCIL Officers of the Council for 2017-2018 Term Office Officer Chairperson Marlaine C. Teahan Chairperson Elect Marguerite Munson Lentz Vice Chairperson Christopher A. Ballard Secretary David P. Lucas Treasurer David L.J.M. Skidmore Council Members for 2017-2018 Term Year Elected to Current Term (partial, first Current Term Eligible after Council Member or second full term) Expires Current Term? Caldwell, Christopher J. 2015 (1st term) 2018 Yes (1 term) Clark-Kreuer, Rhonda M. 2015 (2nd term) 2018 No Goetsch, Kathleen M. 2015 (1st term) 2018 Yes (1 term) Lynwood, Katie 2015 (1st term) 2018 Yes (1 term) Mysliwiec, Melisa M.W. 2016 (1st partial term) 2018 Yes (2 terms) Hentkowski, Angela M. 2017 (1st partial term) 2018 Yes (2 terms) Labe, Robert C. 2016 (1st term) 2019 Yes (1 term) Mills, Richard C. 2016 (1st full term) 2019 Yes (1 term) New, Lorraine F. 2016 (2nd term) 2019 No Piwowarski, Nathan R. 2016 (1st term) 2019 Yes (1 term) Hasan, Nazneen H. 2016 (1st term) 2019 Yes (1 term) Vernon, Geoffrey R. 2016 (2nd term) 2019 No Jaconette, Hon Michael L. 2017 (2nd term) 2020 No Kellogg, Mark E. 2017 (2nd term) 2020 No Lichterman, Michael G. 2017 (1st term) 2020 Yes (1 term) Malviya, Raj A. 2017 (2nd term) 2020 No Olson, Kurt A. 2017 (1st term) 2020 Yes (1 term) Savage, Christine M. 2017 (1st term 2020 Yes (1 term) materials page 5 Ex Officio Members of the Council John E. Bos; Robert D. Brower, Jr.; Douglas G. Chalgian; George W. Gregory; Henry M. Grix; Mark K. Harder; Philip E. Harter; Dirk C. Hoffius; Brian V. Howe; Shaheen I. Imami; Stephen W. Jones; Robert B. Joslyn; James A. Kendall; Kenneth E. Konop; Nancy L. Little; James H. LoPrete; Richard C. Lowe; John D. Mabley; John H. Martin; Michael J. McClory; Douglas A. Mielock; Amy N. Morrissey; Patricia Gormely Prince; Douglas J. Rasmussen; Harold G. Schuitmaker; John A. Scott; James B. Steward; Thomas F. Sweeney; Fredric A. Sytsma; Lauren M. Underwood; W. Michael Van Haren; Susan S. Westerman; Everett R. Zack materials page 6 Probate & Estate Planning Section Plan of Work 10/1/2017 - 9/30/2018 Statutory/Legislative Court Rules, Council Organization & Professional Education & Service to the Public & Procedures and Internal Procedures Responsibility Members Forms Action -SB Journal Probate & Estate Planning - Jajuga fix; HB 4410 -HB 4821 and HB Pending -Streamline agenda of Section focused edition (Nov. 18) -Assisted Reproductive Technology 4822 (public Council meeting -Amicus briefs in Brody, Mardigian, administrators) -Property Tax Uncapping Exemptions SB 540 - Promotion of "Who Should I Trust?" -Michigan Community Property Trust Act Program* (Oct /17) -Tenants by Entirety Property in Trust bill -58th Annual P&EP Institute -Certificates of Trust legislation (May/June 2018) -Committee use of SBM Connect -Listserv upgrade to SBM Connect Priority -Directed and Divided Trusts -e-filing in courts - who does the -Communications with members* Items -EPIC/MTC Updates (with COLA) -SCAO Meetings* attorney for -Social events for Section members the fiduciary -MTC Notice Fix -New forms based -Liaise with local bar associations represent? on EPIC/MTC -Social media & website* updates legislation -Mardigian -Brochures* legislative fix -Annual Institute/ICLE seminars* Secondary -Standby Guardians for minors and LIIs -Review Ch. 5 of -Opportunities with ICLE Priority -Premarital and Marital Agreements Act MCR for potential - updates (incl. -Guardianship, Conservatorship, and Other attorney protective Arrangements Act representation, but -Expand Personal Residence Exemption not fiduciary -attorney for the fiduciary (Perry v Cotton exception) issue) -Agents to settle trusts -Breakey fix – PRE Priority To -Brody fix needed? -Probate Court Opinion Bank -State Bar of Michigan Be -Allard fixes, HB 4751, HB 4959 - -payee -Mentor program 21st Century Practice Task Determined -Charitable Trust statute update accounts - Force Report -Undisclosed Trusts materials page 7 -HB 4589 / SB 345?– financial exploitation; 65 y.o. vulnerable adults in financial transactions -HB 5037 implanting tracking device in wards -SB 49 compensation for professional guardian -??Dignified Death (Family Consent) Act -HB 4905PRE after death & nursing home -Passed in the 2015-16 Legislative Session but we want to review/suggest changes: -Probate court jurisdiction over G/C proceedings (SB 270 (PA 498 of 2016) which added Sections 5301b & 5402a to EPIC. -??Update to uniform voidable transactions act (SB 982 (PA 552 of 2016) which amended secs. 1-3 of MCL 566.31 and adds secs. 14-15. -Did not pass in the 2015-16 Session and will need to be reintroduced: • ILIT trustee exoneration bill (SB 1010) -Pending/working with Bankers: • Tenants by Entirety Property bill *ongoing materials page 8 CSP Materials materials page 9 PROBATE & ESTATE PLANNING COUNCIL COMMITTEE ON SPECIAL PROJECTS MEETING AGENDA JANUARY 20, 2018 (9:00 - 10:00 AM) The entire duration of the Committee on Special Projects meeting will be utilized to dis- cuss the Legislation Development and Drafting Committee's proposed omnibus EPIC legislation. We intend to obtain a vote to recommend to the Probate & Estate Planning Council that a public policy position be taken in support of the proposed legislation and that the chair of the Legislation Development & Drafting Committee be authorized to make nonsubstantive changes to such legislation during the legislative process. The text of the proposed omnibus legislation follows this agenda. materials page 10 Legislative Development and Drafting Committee EPIC Omnibus Update – Presented at Council Committee on Special Projects, 1/20/18 This document was last edited 1/11/18 (changes from prior CSP are highlighted) 1 MCL 700.1106 Definitions; M to P.............................................................................................. 3 2 MCL 700.1210 Cost-of-living adjustment ................................................................................... 6 3 MCL 700.2519 Statutory will ....................................................................................................... 7 4 MCL 700.3605 Demand for bond by interested person ............................................................. 17 5 MCL 700.2722 Honorary trusts; trusts for pets .......................................................................... 18 6 MCL 700.2806 Definitions relating to revocation of probate and nonprobate transfers by 7 divorce; revocation by other changes of circumstances. .................................................. 20 8 MCL 700.3916 Disposition of unclaimed assets ........................................................................ 21 9 MCL 700.3917 Duties of county treasurer ................................................................................. 22 10 MCL 700.3918 Distribution to person under disability ............................................................. 24 11 MCL 700.3959 Subsequent administration. ............................................................................... 26 12 MCL 700.3981 Delivery of modest amounts of cash not exceeding $500 and decedent’s 13 wearing apparel ................................................................................................................. 27 14 MCL 700.3982 Court order distributing small estates ............................................................... 28 15 MCL 700.3983 Collection of personal property by sworn statement ........................................ 29 16 MCL 700.5102 Payment or delivery .......................................................................................... 30 17 MCL 700.531new Standby Guardian; qualifications ................................................................. 31 18 MCL 700.5301 Appointment of guardian for incapacitated individual by will or other writing 33 19 MCL 700.5310 Resignation or removal of guardian .................................................................. 35 20 MCL 700.5313 Guardian; qualifications .................................................................................... 36 21 MCL 700.5314 Powers and duties of guardian .......................................................................... 38 22 MCL 700.7103 Definitions......................................................................................................... 42 23 MCL 700.7105 Duties and powers of trustee; provisions of law prevailing over terms of trust 46 24 MCL 700.7110 Others treated as qualified beneficiaries ........................................................... 48 25 MCL 700.7302 Representation; holder of power of revocation or amendment or power of 26 appointment. 49 27 MCL 700.7402 Creating trust; requirements .............................................................................. 51 28 MCL 700.7408new Trust for care of pet .................................................................................... 52 29 MCL 700.7409new Noncharitable purpose trust ........................................................................ 53 30 MCL 257.236 [Motor Vehicle Code; Administration, Registration, Certificate of Title and 31 Anti-Theft] Procuring title to vehicle acquired by operation of law; validity of registration 32 upon death of owner; application for title by surviving spouse or heir; proof of death; 33 certification; petition ......................................................................................................... 54 34 MCL 324.80312 [Natural Resources and Environmental Protection Act; Part 803 Watercraft 35 Transfer and Certificate of Title] Certificate of title for watercraft; issuance; compliance; 1 of 59