750+ pp.; 5th ed., 2018-19
Includes 2020-21 and 2022-23 supplement
1. Probate Practice Aids
- Introduction
- Summary of Master Information List
- Master Information List
- Cash Requirements Worksheet
- Estate Progress Worksheets
- Critical Date Chart
2. Planning the Representation
- Introduction
- Outline of Planning the Representation
- Forms and Letters
3. Informal Probate
- Introduction
- Outline of Informal Probate Procedures
- Fact Pattern
- Comparison of Informal Probate Forms & Formal Probate Forms
- Forms and Letters
4. Formal Probate
- Introduction
- Outline of Formal Probate Procedures
- Procedural Guide to Initial Hearing on Petition for Administration
- Procedural Guide to Hearing on Final Account
- Comparison of Informal Probate Forms & Formal Probate Forms
- Forms and Letters
5. Summary Procedures
- Introduction
- Outline of Summary Procedures
- Forms and Letters
Forms Index
Subject Index
Bonus materials!
- Downloadable Forms
- Sample letters
- Checklists
- Tax forms and instructions
The 2022-2023 supplement includes a number of changes such as:
- Updated exemption amounts
- Replacement of agency and court forms with most current versions
- Revised sample tax returns
The 2020-2021 supplement includes a number of changes such as:
- An updated Transfer by Affidavit form and new related forms
- A revised letter of representation
- A 2020 change by the Wisconsin Legislature regarding whether a death certificate must be filed with the termination of decedent’s interest form
- Tax regulations proposed in 2020, clarifying whether certain deductions are miscellaneous itemized deductions (and thus affected by the suspension of the deductibility of miscellaneous itemized deductions)
The 2018-19 revision includes a number of changes such as:
- The effects of the Tax Cuts and Jobs Act
- Updated forms and instructions on how to use them
- Efiling instructions and tips
- The newly combined Termination of Decedent’s Interest form
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.
About the Authors
For an in depth view of the content in this book, please click to view Table of Contents.
See Where Your Research Takes You
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.
Immediate benefits include:
- The knowledge and experience of seasoned practitioners to help you hone your competitive edge and break into new areas
- User-friendly interface with tools to ensure easy navigation: Google search; dashboard; linked tables of contents; resume-research option that allows you to pick up where you left off
- Free access for your support staff (for individual subscriptions only)
- The convenience of linking directly to case law, decisions, and statutes through Fastcase™
- Easy access to integrated supplements, forms and checklists, author pages, and tables of authorities
- Links to relevant news and events
Firm Subscriptions
Firm prices for titles and libraries are determined by the number of lawyers in a firm. To determine the cost of your firm's subscription, please call customer service at (800) 728-7788.
More Information:
Notice:
By purchasing and using the Books Content provided on the site, you signify your agreement to all terms, conditions, policies and notices contained or referenced in the terms of the license. If you do not agree with any provision of this license, do not purchase any of the Books Content. You must treat the Books Content like any other copyrighted material. To view the full agreement, please click here.
By purchasing and using the Books Content provided on the site, you signify your agreement to all terms, conditions, policies and notices contained or referenced in the terms of the license. If you do not agree with any provision of this license, do not purchase any of the Books Content. You must treat the Books Content like any other copyrighted material. To view the full agreement, click here.
Auto Supplementation Service Available
To help you keep your books up to date and save money, the State Bar offers an automatic supplementation service for print books. With this service, new supplements and revisions are mailed automatically with an invoice. The invoice includes the cost of the supplement or revision at a 10% discount, the standard postage and handling charge, and Wisconsin sales tax. Return privileges apply, and you may cancel your subscription at any time. If you DO NOT wish to subscribe to new supplements or revisions, please opt out at checkout or notify Customer Service after you order at (800) 728-7788.
Supplements are automatically integrated (at no extra charge) for Books UnBound Subscriptions.
Need books for a crowd?
Discounted pricing is available for orders of 10 or more copies. We offer educational discounts to instructors who would like to use our books for a class.
For information about these options or becoming a PINNACLE books distributor, please contact us at (800) 728-7788 or service@wisbar.org.
Try Books UnBound for Free
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.
Take a peek!
Have questions? Interested in a training session at your office? Contact our Books UnBound team at sbwbooks@wisbar.org or by phone at (800) 444-9404 ext. 6113.