Wispact Update 2024

  • OnDemand seminar
  • Elder Law
View schedule and faculty
Wispact Update 2024

wispact update

Co-produced with Wispact, Inc. and the Elder Law and Special Needs Section of the State Bar of Wisconsin

Trustworthy guidance

Whether creating a Special Needs Trust (SNT) or setting up a guardianship, lawyers working on behalf of elderly or disabled clients are invaluable advocates for people during crucial, challenging moments in their lives. Designed especially for those representing elder or disabled clients and their families, Wispact Update 2024 is packed with insights on the latest developments in elder law, so your skillset stays on the leading edge.

You’ll find advice and direction from veteran attorneys on topics important to practitioners with elder and special needs clients, including:

  • Recent regional and national cases involving SNTs
  • SECURE 2.0 Act updates and analyses
  • Starting and administering Wispact trusts
  • Social Security Administration essentials
  • Resources for communication with clients
8:30 am
Welcome and Overview of Wispact

Kevin Hayde, Executive Director

8:40 am
What You Need to Know About the Creation and Administration of a Wispact Trust

Eric DeGroot, Jon Fischer, Emily Klunick, Kristi Papez, KC Watson, Reg Wydeven

10:10 am
SECURE Act 2.0 Insights and Considerations

Peter J. Wall

11:00 am
Break
11:15 am
Case Law Update

Amy M. Burger, Mary C. Youssi

  • Recent regional and national cases involving Special Needs Trusts
  • Practice tips
11:45 am
Lunch (on your own)
12:45 pm
HUD & HOTMA Regulations and Impacts

Roy W. Froemming

1:35 pm
Break
1:50 pm
Social Security Administration Basics and Issues

Kate Schilling

3:20 pm
Ethically Utilizing Communication Tools and Resources

Jeffrey S. Kause, Timothy J. Pierce, Heather B. Poster, Meghan M. Teigen

4:10 pm
Program Concludes

Program Chairs

Kevin Hayde
Wispact, Inc. · Madison
Kristi Papez
– also presenting, Wispact, Inc. · Madison
Meghan M. Teigen
Johnson Teigen LLC · Fitchburg

Presenters

13 total
Amy M. Burger
The Law Office of Attorney Amy M. Burger · Hubertus
Eric DeGroot
Wispact, Inc. · Madison
Jon Fischer
McCarty Law LLP · Appleton
Roy W. Froemming
Johnson Teigen LLC · Madison
Emily Klunick
Wispact, Inc. · Madison
Jeffrey S. Krause
Affinity Consulting Group · Waterford
Timothy J. Pierce
State Bar of Wisconsin · Madison
Heather B. Poster
Becker, Hickey, & Poster S.C. · Milwaukee
Kate Schilling
Grater Wisconsin Agency on Aging Resources · Madison
Peter J. Wall
Director of Fiduciary Services, True Link Financial · Denver, CO
KC Watson
Wispact, Inc. · Madison
Reg P. Wydeven
McCarty Law LLP · Appleton
Mary C. Youssi
Walny Legal Group LLC · Milwaukee

Sponsored by

Interested in sponsoring this program? Find out more.

  • Understand the process for creating and administering a Wispact trust from start to finish
  • Receive a thorough rundown of Social Security Administration basics and key issues
  • Explore the latest case law on issues affecting elder and special needs clients
  • Discover insights and understand important considerations regarding the SECURE 2.0 Act
  • Pick up helpful tips for responsibly using communication tools with clients
  • Adult guardians ad litem
  • Estate planning lawyers
  • Elder law attorneys
  • Probate lawyers
  • Family lawyers

Book Bonus!

Advising Older Clients & Their Families Vol. I
Save 15% on Advising Older Clients & Their Families Vol. I.* Written and reviewed by more than 60 of Wisconsin’s premier elder law attorneys, it’s the foremost guide to elder law, specifically developed for Wisconsin practitioners. Use discount code CA3615 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 through 12/31/25. For Books Unbound users, discount may be applied to purchase of individual Books Unbound title only and may not be used on purchase of libraries. Discount cannot be combined with any other offers.

Wisconsin Pooled & Community Trusts, Inc. (Wispact) provides for the special needs of persons with disabilities without endangering their eligibility for public benefits or placement on waiting lists. These benefits include entitlement programs such as Supplemental Security Income, Medical Assistance, Social Security Disability Insurance, and Medicare. The benefits also include home and community-based services, such as the Community Integration, Options, and Support Programs. Wispact, Inc., a Wisconsin nonprofit corporation, establishes and manages the trusts.