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38th Annual Estate Planning Update - 2017
  • CA2666D

Attention Ultimate Pass Holders!
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:

WisPACT
Prairie Financial

Who should purchase:

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

How you’ll benefit:

  • Receive an overview of recent developments in state and federal case law and legislation
  • Learn techniques for properly decanting a trust
  • Discover why your clients should hold their firearms in a trust
  • Understand the importance of nonprobate transfers in your estate planning practice
  • Explore creditor protection options for married people
  • Find out more about nonjudicial settlement agreements

*Endorsed by the Real Property, Probate, and Trust Law Section of the State Bar of Wisconsin

Put your affairs in order

Only four in ten U.S. adults have a will or living trust.1 That leaves a large majority of people with incomplete or nonexistent estate planning.

Effectively counsel your clients to ensure their wishes are carried out with help from the 38th Annual Estate Planning Update. It digs deeper into trends and issues today’s attorneys must be familiar with in order to best serve their clients.
Veteran practitioners will share insights and guidance on topics such as:

  • Recent state and federal legislation and case law
  • Decanting trusts
  • Nonjudicial settlement agreements
  • Qualified beneficiaries
  • Creditor protections for married people

Advice for avoiding probate

Clear the way for clients to smoothly and directly move assets to beneficiaries with nonprobate transfers. Discover if a nonprobate transfer is a smart move in common scenarios. Plus, explore situations where assets are best left to estate administration.

Pulling the trigger on gun trusts

Do you count hunters, marksmen, or gun collectors among your clientele? Learn the pros and cons of holding firearms in trust. Receive an introduction to the National Firearms Act and how it laid the foundation for gun trusts. Also, understand how to create an effective trust.

Estate planning essentials in one place

If you want tools and tips for counseling clients on the intricacies of appropriate estate planning, then make plans to attend the 38th Annual Estate Planning Update. Purchase today!


Book Sale – Save 20%

Eckhardt’s Workbook for Wisconsin Estate Planners

Save 20% on Eckhardt’s Workbook for Wisconsin Estate Planners. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* It’s the book containing expertise from some of Wisconsin’s most respected estate planning attorneys.

Use discount code CA2666 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. 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.

 

1 https://www.caring.com/articles/estate-planning-by-the-numbers-infographic

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