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Estate Planners, Eckhardt's Workbook for Wisconsin
  • AK0047
  • 1-57862-002-3

902+pp; 6th ed. 2014

includes 2015-16 supplement
ISBN: 1-57862-002-3


Only one sourcebook demystifies the increasingly complex and difficult subject of estate planning - Eckhardt's Workbook for Wisconsin Estate Planners. That's why this estate planning classic is a best-seller.

The Workbook is a one-stop reference book with a practical, how-to approach. Checklists, examples, tables, charts, and diagrams simplify and integrate the topical discussions. Annotated sample forms illustrate how general principles can be applied in practice.

Both the print and Books UnBound versions include a complete set of fillable, unannotated forms via download.

Stay current with the latest supplement

The 2015-2016 supplement reflects key changes that have occurred since publication of the sixth edition in 2014, including:

  • The importance of the power to access and manage digital property
  • Status of the Wisconsin Fiduciary Access to Digital Property Act and amended form language
  • Current legal status of same-sex marriages and its effect on estate planning
  • A new form for married persons to dispose of tangible personal property
  • A new “Agreement to Transfer Property Without Probate” form
  • Discussion on self-cancelling installment notes (SCINs)

Summary of contents

  1. The Estate Planning Process: An Overview
  2. Representing the Client: The Basics
  3. Planning Nonprobate Transfers
  4. Drafting a Will Without a Trust
  5. Drafting a Will with Trust Provisions
  6. Drafting When Death Taxes Are Involved
  7. Using Revocable Trusts
  8. Purposes and Techniques of Making Gifts
  9. Marital Property Agreements
  10. Estate Planning for Owners of Closely Held Businesses
  11. Miscellaneous Estate Planning Issues
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