930+ pp.; 7th ed. 2018-19
Includes 2020-21, 2021-22 and 2023-24 supplement
- The Estate Planning Process: An Overview
- Representing the Client: The Basics
- Planning Nonprobate Transfers
- Drafting a Will Without a Trust
- Drafting a Will with Trust Provisions
- Drafting When Death Taxes Are Involved
- Using Revocable Trusts
- Purposes and Techniques of Making Gifts
- Marital Property Agreements
- Estate Planning for Owners of Closely Held Businesses
- 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
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