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37th Annual Estate Planning Update - 2016
  • CA2489D

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There is no need to purchase a CLE OnDemand program; as an Ultimate Pass holder, you have access to all CLE OnDemand titles. Click here or select myStateBar at the top of the page, log-in, and choose the myMedia section. All titles will be listed under "My On Demand."

About the Program


Sponsored by:


Prairie Financial
State Bank of Cross Plains
Leslie Hindman Auctioneers
Wealth Cpunsel


Who should purchase:

  • Estate planning practitioners
  • Probate attorneys
  • Family law attorneys
  • Elder law attorneys

How you’ll benefit:

  • Get an overview of recent state and federal case law and legislation
  • Find out how to implement Wisconsin’s Digital Property Act in your practice
  • Understand routine trust provisions
  • Explore how estate planning for farmers differs from traditional planning
  • Learn how to use powers of appointment properly and effectively
  • Know the filing requirements of IRS Form 8971 regarding property acquisition
  • Discover tips on drafting estate plans for your clients' pets

Estate planning essentials

Social media accounts, family pets, farm acreage, new forms and requirements – estate planning in today’s world must take into account a wide variety of circumstances and rules. The 37th Annual Estate Planning Update keeps you informed on important changes and guides you through the complexities of unusual situations.
Start with a big picture overview of recent case law and legislation at the state and federal levels. Then drill down into important issues impacting estate planning by discovering answers to questions such as:

  • How will IRS Form 8971 impact my practice?
  • Why do powers of appointment matter?
  • What do those routine trust provisions really mean?

Plows and pets

In Wisconsin, agriculture is such a vast component of the state’s economy that even if your client isn’t a farmer, he or she is probably related to one. Learn how to provide comprehensive estate planning services and advice to farming clients, including:

  • Naming POA agents, trustees, trust advisors, and trust protectors
  • How to structure transfers of farm entities and real estate in the estate plan
  • Important farm-specific provisions

Another aspect of estate planning that’s becoming more common is the inclusion of pets. Explore options for protecting an animal’s welfare, such as:

  • Caretakers
  • Pet trusts
  • Distributions in wills or revocable trusts

Handling digital assets

Wisconsin’s new Digital Property Act clarifies the process of disclosing digital property like email and social media accounts to fiduciaries and custodians, and helps remove barriers to access.

Learn the importance of incorporating digital property language into your clients’ estate planning documents. Review the Act’s core components and get practical advice for implementing the Act into your estate planning process.

Estate planning made easier

Effective estate planning means the difference between confusion and clarity when a loved one dies. Help your clients avoid probate problems with thorough estate planning. Purchase today for the 37th Annual Estate Planning Update!

Book Sale – Save 20%

Eckhardt’s Workbook for Wisconsin Estate Planners

Save 20% on Eckhardt’s Workbook for Wisconsin Estate Planners through January 20, 2017.* This classic best seller demystifies the increasingly complex and difficult subject of estate planning.

Order online or by calling (800) 728-7788 and use discount code S3374D.

*Discount applies to both print and digital Books UnBound® editions of this title. Discount expires on January 20, 2017, and cannot be applied to previous purchases. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

Original seminar date - 11/11/16

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