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Planning Essentials for Small and Modest Estates 2017

Product ID: CA2651D
Presented By: State Bar of Wisconsin PINNACLE

Good things come in small packages

Not every client’s estate requires complex gift, estate, or generation-skipping transfer tax planning. But those with a smaller net worth still need good estate planning counsel to protect what they have. You asked for more information about how to help this clientele, and we’ve answered. Join us for Planning Essentials for Small and Modest Estates.

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OnDemand seminar

Pricing

Member $89.00

Non-Member $139.00

Credits are no longer available for this OnDemand program.

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Maximum quantity must be less than or equal to 1.

Good things come in small packages

Not every client’s estate requires complex gift, estate, or generation-skipping transfer tax planning. But those with a smaller net worth still need good estate planning counsel to protect what they have. You asked for more information about how to help this clientele, and we’ve answered. Join us for Planning Essentials for Small and Modest Estates.

Read More ↓

Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC, where she focuses her legal practice in the areas of estate planning, probate, and guardianship.

Dera has given numerous presentations about estate planning and living trusts, including special issues applicable to realtors, small business owners, farmers, pet owners, young families, LGBT families, and families with special needs children.

She was awarded the State Bar of Wisconsin’s 2016 Pro Bono Attorney of the Year Award for her work with the Wisconsin Wills for Heroes program and the Basic Estate Planning Clinic for Seniors and Veterans. Dera is a 2008 graduate of Marquette University Law School.

  • Understand the importance of estate planning for small and modest estates
  • Learn how to assist clients who will not face transfer tax concerns
  • Discover the best methods to avoid probate
  • Gain insights into the benefits of using a will vs. a revocable living trust
  • Estate planning lawyers
  • Elder law attorneys
  • Solo and small-firm practitioners
  • General practitioners
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