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Step-by-Step Estate Planning II 2019

Product ID: CA2860D
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Young Lawyers Division of the State Bar of Wisconsin

Plan to learn a lot

You know the basics. Now it’s time to take your estate planning skills to the next level with Step-by-Step Estate Planning II. It’s your guide to more advanced concepts and complex situations with a closer look at:

  • Federal and state estate taxes
  • Retirement benefits and IRAs
  • Gifting through trusts
  • Generation-skipping transfer tax
  • LLCs and LLPs
Read More ↓

Sponsored By

Wispact

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand Seminar
Course manual
Course manual and CD

Pricing

Member $249.00

Non-Member $329.00

Credits

7 CLE

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

Endorsed by the Young Lawyers Division of the State Bar of Wisconsin

Plan to learn a lot

You know the basics. Now it’s time to take your estate planning skills to the next level with Step-by-Step Estate Planning II. It’s your guide to more advanced concepts and complex situations with a closer look at:

  • Federal and state estate taxes
  • Retirement benefits and IRAs
  • Gifting through trusts
  • Generation-skipping transfer tax
  • LLCs and LLPs
Read More ↓

Sponsored By

Bradley J. Kalscheur
Michael Best & Friedrich LLP
Milwaukee

Philip J. Miller
Husch Blackwell LLP
Waukesha

Ann M. Rieger
Davis & Kuelthau S.C.
Brookfield

8:00 a.m. : Registration

8:30 a.m. : Drafting for Tax Issues

  • Overview of federal and Wisconsin estate taxes
  • Marital deduction and portability
  • Unified credit
  • Formula clauses
  • Powers of appointment
  • Basis step-up issues
  • Drafting with flexibility for the changing federal exclusion amount

Bradley J. Kalscheur

9:30 a.m. : Planning for Retirement Benefits and IRAs

  • Rules when death occurs before required beginning date
  • Rules when death occurs after required beginning date
  • Spouse vs. non-spouse beneficiary
  • Trust as beneficiary
  • Planning for a “stretch payout”

Philip J. Miller

10:15 a.m. : Break

10:30 a.m. : Gifting Techniques Using Trusts

  • Objective of gifting in trust
  • Advantages and disadvantages of trusts vs. outright gifts
  • Planning for the annual exclusion
  • Insurance trusts
  • Grantor retained interest trusts
  • Charitable trusts
  • The growing importance of income tax planning for trusts

Ann M. Rieger

11:15 a.m. : Mine, Yours, and Ours: Planning for Second Marriages and Blended Familiesing Trusts

  • Planning with prenuptial and marital property agreements
  • Use of exemptions and exclusions
  • Trusts and other estate planning documents
  • Planning for unmarried persons and couples
  • Gifting strategies

Bradley J. Kalscheur

12:00 p.m. : Lunch (on your own)

1:00 p.m. : Generation-Skipping Transfer Tax Planning

  • Allocation of generation-skipping transfer tax exemption
  • Drafting ideas
  • Dynasty trusts

Philip J. Miller

2:00 p.m. : Break

2:15 p.m. : Use of Family Limited Partnerships/LLCs

  • General concepts
  • Discount planning
  • Control issues
  • Cash flow issues
  • Income tax issues

Ann M. Rieger

3:15 p.m. : Ask the Panel: What Would You Like to Know?

  • A time for open-ended questions for the presenters

Bradley J. Kalscheur, Philip J. Miller, Ann M. Rieger

4:00 p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

  • Discover how to draft in compliance with federal and Wisconsin estate tax laws
  • Know the rules of retirement benefits and IRAs
  • Explore gifting techniques using trusts
  • Learn planning strategies for second marriages, blended families, and unmarried couples
  • Understand generation-skipping transfer taxes
  • Find out how to use Family Limited Partnerships and LLCs
  • Estate planners
  • Elder law attorneys
  • General practitioners
  • New attorneys starting out in estate planning
  • Established attorneys new to estate planning
  • Experienced estate planners seeking a refresher

YLD Discount!

Young Lawyers Division members receive a $20 discount on tuition. Discount applied automatically upon log-in.


Book Sale – Save 20%!

Wisconsin Probate System: Forms and Procedures Handbook

Save 20% on Wisconsin Probate System: Forms and Procedures Handbook. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Find a comprehensive summary of the law plus sample documents for efficiently probating an estate.

Use discount code CA2860 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.

BYP

The Build Your Practice Series from State Bar of Wisconsin PINNACLE® introduces you to the fundamentals of various practice areas. Gain the tools and information you need to develop a new area of practice and expand your firm's offerings. Build Your Practice Series programs are endorsed by the State Bar's Young Lawyers Division.

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