Thomas J. Kroll
Thomas J. Kroll Attorney at Law
Whitefish Bay
F. Brian McElligott
Law Offices of F. Brian McElligott
Wauwatosa
David P. Weller
Boardman & Clark LLP
Madison
8:00 a.m. : Registration
8:30 a.m. : Deciding on the Procedure/The Initial Interview and Gathering of Information
- Client conference checklist
- Summary procedures
- Choosing formal or informal procedures
- Transferring net-probate assets
David P. Weller
9:30 a.m. : Initiation of the Estate
- Filing the petition/application
- Notice requirements – who needs to know
- Preparing a budget
- Marshaling assets and preparing an inventory
F. Brian McElligott
10:00 a.m. : Break
10:25 a.m. : Claims Against the Estate
- Requirements for a claim/giving notice to known creditors
- Procedures for contest
- Priority in an insolvent estate
- Marital property issues
Thomas J. Kroll
10:55 a.m. : Estate Tax Returns
- What assets to include and how to value them
- Allowable deductions
- Required attachments
- Filing thresholds
Thomas J. Kroll
11:55 a.m. : Question and Answer
12:05 a.m. : Lunch (on your own)
1:15 p.m. : Income Tax Considerations
- Decedent’s final return
- Fiduciary income tax returns
- Interplay with death tax
David P. Weller
2:15 p.m. : Final Accounting, Distribution and Closing the Estate
- Final accounting valuations
- Alternate methods for closing an administration
- Timing of distributions
- Handling distributions to minors and trusts
- Filing the Statement to Close/Final judgment
F. Brian McElligott
3:05 p.m. : Question and Answer
3:15 p.m. : Program Concludes
Following program start times, webcast replay schedule will vary slightly from above listed times.
- Receive a comprehensive overview of probate proceedings
- Know what to do at every stage in the probate process
- Understand income and inheritance tax implications
- Learn which form of accounting is best to use
- New attorneys starting out in probate
- Established lawyers new to probate
- Experienced probate attorneys 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 CA2883 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.
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.