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Step-by-Step Estate Planning II
Radisson Milwaukee West
2303 N. Mayfair Rd.
Milwaukee WI
8:30 A.M. - 4:00 P.M. CT
Event ID: CA2715L
Live Seminar

About the Program

The 2018 Build Your Practice series programs are proudly sponsored by:



Who should attend:

  • Estate planners
  • Elder law attorneys
  • General practitioners
  • Young Lawyers Division members
  • Lawyers new to estate planning
  • Experienced lawyers looking for a refresher

How you’ll benefit:

  • Receive an overview of federal and Wisconsin estate taxes
  • Learn the ins and outs of gifting in trust
  • Examine the rules of retirement benefits and IRAs
  • Explore the unique estate planning needs of unmarried individuals, second marriages, and blended families
  • Understand how to use family limited partnerships or LLCs in estate planning

Take your estate planning further

As Baby Boomers retire, the demand for effective estate planning services keeps rising. Are you equipped to help your clients prepare for the health and financial situations they’ll face?

Improve your skills with tools and techniques from Build Your Practice: Step-by-Step Estate Planning II. Building on the foundation of Step-by-Step Estate Planning I, it’s designed for attorneys with some estate planning experience who want to learn more advanced concepts and applications.

Options for leaving a legacy

Step-by-Step Estate Planning II takes a closer look at topics such as:

  • Estate, gift, income, and generation-skipping transfer taxes
  • Using trusts and family limited partnerships for gifting
  • IRAs and retirement benefits
  • Considerations for today’s modern families

Be ready to tackle planning challenges with guidance from Build Your Practice: Step-by-Step Estate Planning II. Register now!

About the Build Your Practice series

The Build Your Practice series from State Bar of Wisconsin PINNACLE® introduces you to the fundamentals of various practice areas. Gain the tools and information you need to develop a new area of practice and expand your firm’s offerings. Topics include bankruptcy, consumer protection, elder law, estate planning, personal injury, residential real estate, traffic law, and worker’s compensation. Build Your Practice series programs are endorsed by the State Bar’s Young Lawyers Division.

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.* Whether you’re a new or veteran estate planner, it’s an essential tool for assisting your clients in planning for the future.

Use discount code CA2715 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.


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* Course materials are provided in PDF format and are downloadable from myStateBar up to 4 days prior to, and 90 days after your seminar. For those who prefer their materials in a printed format, please select the tuition option that includes printed materials. You will also have access to the PDFs.

++ Credits indicated are the number of CLE and EPR credits the event will be submitted to receive from the Wisconsin Board of Bar Examiners based on program length and content. In most cases, the number of credits approved matches the number of credits sought. In rare instances, the number of credits approved by the Board of Bar Examiners (BBE) may vary from the number sought. The final number approved by the BBE will be indicated in your CLE Tracker.
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