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Eckhardt's Workbook for Wisconsin Estate Planners

Product ID: AE0047_SUB
Published By: State Bar of Wisconsin PINNACLE
ISBN: 978-1-57862-547-5

Part of the Books Unbound Library Collection: Estate Planning, Probate & Elder Law

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.

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Part of the Books Unbound Library Collection: Estate Planning, Probate & Elder Law

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.

Read More ↓

930+ pp.; 7th ed. 2018-19
Includes 2020-21, 2021-22 and 2023-24 supplement  

  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

The 2023-2024 supplement includes a number of changes such as:

  • Revised dollar amounts for relevant exclusions and exemptions
  • Updates regarding making an anatomical gift
  • Information regarding amended actuarial tables affecting valuation methods for annuities, interests for life or a term of years, and remainder or reversionary interests
  • Tax Court analysis of adequate disclosure requirements, timing of gifts, and charitable deductions
  • Expanded discussion of fiduciary duties in the context of family limited partnerships and including assets contributed to a partnership in an estate
  • Revised treasury regulations pertaining to partner signatures on written statements regarding elections

 

The 2021-2022 supplement includes a number of changes such as:

  • Updates to dollar amounts for relevant exclusions and exemptions and to Treasury regulation life expectancy and distribution period tables
  • Temporary waivers and special rules set forth in the Coronavirus Aid, Relief, and Economic Security (CARES) Act
  • Analysis of the American Rescue Plan Act of 2021’s expansion of the child tax credit
  • The Fifth Circuit’s 2021decision regarding treatment of a donor’s gifting and sale of a particular percentage of limited partnership interests
  • The Eleventh Circuit’s 2021 decision regarding a deduction relating to donation of a conservation easement
  • Applicability of proposed Treasury regulations eliminating the requirement that written statements regarding a partnership’s I.R.C. § 754 election be signed by a partner
  • 2021 Wis. Act 23’s correction of a prior expansion of the definition of health care professional 

 

The 2020-2021 supplement includes a number of changes such as:

  • Various effects of the SECURE Act of 2019 and related revisions to revocable trust forms
  • Increased age for required minimum distributions from certain retirement accounts
  • The status of remote notarization related to estate planning documents
  • A revised nonstatutory form power of attorney for health care integrated with a living will and a revised nonstatutory form living will
  • Sample language for adding co-agents to a power of attorney

The 2018-19 revision includes a number of changes such as:

  • New discussion of supported decision-making agreements, which can now be created in Wisconsin under the authority of Wis. Stat. ch. 52
  • A 2018 unpublished Wisconsin Court of Appeals decision discussing the capacity required for execution of a durable power of attorney
  • Extensive changes to sample marital property agreements
  • Nonprobate transfers of real estate under amended Wis. Stat. § 705.15

State Bar of Wisconsin PINNACLE® is the premier publisher of practice guides and handbooks for Wisconsin's attorneys, written by Wisconsin's attorneys. PINNACLE relies on the expertise and contributions of volunteers from within the State Bar of Wisconsin membership to help develop and deliver timely, relevant information to assist Wisconsin's attorneys provide the highest-quality representation and service.

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For an in depth view of the content in this book, please click to view Table of Contents.

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Books UnBound® is the exclusive online digital resource from State Bar of Wisconsin PINNACLE® books that Wisconsin attorneys have trusted and relied on for decades, including all the “brown binders” and other treatises, the Wisconsin Attorney’s Desk Reference, Wisconsin Judicial Benchbooks, and now all of our most recent books previously released in print only. Featuring a fast, user-friendly interface protected by two-factor authentication, a powerful search function, an expanded notes feature, and one-click access to Fastcase and other primary law resources, Books UnBound is a one-stop shop for all your legal research needs.

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Essential Tool for Estate Planners

By Karen Riemer on 6/14/2019

Format: Books UnBound

Excellent reference for anyone practicing in Estate Planning. This has long been the gold standard for handling estates and still is.

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Customer Reviews

Essential Tool for Estate Planners

By Karen R on 6/14/2019

Format: Books UnBound

Excellent reference for anyone practicing in Estate Planning. This has long been the gold standard for handling estates and still is.

2