On Borrowed Time: Emergency Estate Planning 2018

Product ID: CA2772D
Presented By: State Bar of Wisconsin PINNACLE

On Borrowed Time: Emergency Estate Planning offers strategies and solutions for accelerating the process while also ensuring you haven't overlooked anything. In addition, learn what to do if your client's medical issues are affecting with the case with guidance on:

  • Determining mental capacity
  • Communicating when the client no longer can
  • Establishing a guardianship or power of attorney
Read More ↓

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Select a Format

OnDemand Seminar
Course manual
Course manual and CD

Pricing

Member $249.00

Non-Member $329.00

Credits

7 CLE

Credits are no longer available for this OnDemand program.

Quantity:
Maximum quantity must be less than or equal to 1.

On Borrowed Time: Emergency Estate Planning offers strategies and solutions for accelerating the process while also ensuring you haven't overlooked anything. In addition, learn what to do if your client's medical issues are affecting with the case with guidance on:

  • Determining mental capacity
  • Communicating when the client no longer can
  • Establishing a guardianship or power of attorney
Read More ↓

Program Chairs and Presenters:

Laurie Ellis-McLeod, AIF, RFC
AERIE Preferred Financial Group
Madison

Dera L. Johnsen-Tracy
Horn & Johnsen S.C.
Madison

Presenters:

Gail C. Groy
Axley Brynelson LLP
Madison

David S. Kowalski
Kowalski Family Law LLC
Madison

Kate Schilling
Greater Wisconsin Agency on Aging Resources
Madison

8:00 a.m. : Registration

8:30 a.m. : A Client Walks Into Your Office… An Overview of the Issues

8:45 a.m. : Emergency Medical Choices and Execution

  • Guardianship – using Power of Attorney or through the courts? Advantages and disadvantages to each.
  • Capacity – unspoken ways to determine if someone has capacity, and how to address clients who are in and out of capacity (on medications for example)
  • Communication – how to proceed if the client loses the ability to communicate

Dera L. Johnsen-Tracy

9:45 a.m. : Break

10:00 a.m. : A Look Behind the Curtain: Expediting the Process from Financial Institution’s Perspective

  • How institutions operate: banks, fund companies, life insurance companies
  • Anticipating stumbling blocks and how to overcome them
  • Priorities of the financial institution
    • Consolidation of documents relating to banking, insurance, online passwords, contact information
    • Changing beneficiaries and expediting the process
    • Funding trusts – strategies to do this quickly

Laurie Ellis McLeod

11:15 a.m. : Considerations for Different Family Structures

  • Parents of minor children – is a guardianship necessary?
  • Parents whose children are young adults
  • Unmarried couples
  • People with no family or support system
  • Divorced clients – revisiting the final divorce order for guidance on life insurance, beneficiaries
  • Preserving grandparents rights for the client’s parents

David S. Kowalski

12:15 p.m. : Lunch (on your own)

1:15 p.m. : Public Benefits

  • Medicare
  • VA Benefits
  • Social Security: disability, survivor benefits
  • Benefits for those with low income: SSDI, Medicaid, funeral assistance, Food Share, energy assistance

Kate Schilling

2:45 p.m. : Break

3:00 p.m. : Preserving the Personal Injury or Wrongful Death Lawsuit

  • Preserving client’s statement/account of the accident
  • When to involve a PI lawyer
  • Ramifications of initiating a claim before death or after – on behalf of the estate

Gail C. Groy

3:50 p.m. : Program Concludes

  • Discover ways to overcome mental capacity, communication, and guardianship issues
  • Find out how banks, life insurance companies, and other financial institutions expedite estate planning needs
  • Understand actions to take based on the client's family structure or lack thereof
  • Learn how to determine if your client is eligible for any public benefits
  • Know how to preserve information for a personal injury or wrongful death suit
  • Estate planning lawyers
  • Elder law attorneys
  • Probate lawyers
  • General practitioners

Book Sale – Save 20%!

Eckhardt's Workbook for Wisconsin Estate Planners
Save 20% on Eckhardt's Workbook for Wisconsin Estate Planners. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Whether you're a new or veteran estate planner, it's an essential tool for assisting your clients in planning for the future.

Use discount code CA2772 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

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