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Eckhardt's Workbook for Wisconsin Estate Planners

Product ID: AK0047
Published By: State Bar of Wisconsin PINNACLE
ISBN: 978-1-57862-547-5

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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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 2020-2021 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 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  • A 2018 unpublished Wisconsin Court of Appeals decision discussing the capacity required for execution of a durable power of attorney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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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.

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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.

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Books Unbound - Online. Onpoint. Unlimited.

Have questions? Interested in a training session at your office? Contact Carol Chapman by email or phone at (800) 444-9404 ext. 6113.

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