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.

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930+ pp.; 7th ed. 2018-2019

  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 2018-2019 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  • A 2018 unpublished Wisconsin Court of Appeals decision discussing the capacity required for execution of a durable power of attorney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.

About the Authors

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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 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.