Multi-Generational Planning for the Family Cabin or Vacation Property 2019

Product ID: CA2904D
Presented By: State Bar of Wisconsin PINNACLE

This program is an excerpt from the Annual Real Estate Update 2018.

Assume nothing, question everything

There’s no room for assumptions when it comes to the fate of the future ownership and management of a family property. It’s important that your clients don’t assume their beloved property will pass along seamlessly to the next generation.

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OnDemand Seminar

Pricing

Member $89.00

Non-Member $139.00

Credits

1 CLE

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This program is an excerpt from the Annual Real Estate Update 2018.

Assume nothing, question everything

There’s no room for assumptions when it comes to the fate of the future ownership and management of a family property. It’s important that your clients don’t assume their beloved property will pass along seamlessly to the next generation.

Read More ↓

Ashley L. Hawley is an associate attorney in the Wausau-headquartered firm of Ruder Ware and has more than 8 years of practice in the estate planning realm. At Ruder Ware, Ashley drafts wills, trusts and other planning documents, as well as handles the formation of entities for estate planning and business purposes, asset protection, gifting and transfers of assets. She recognizes that planning for a client’s legacy can be an extremely sensitive life event and works diligently to customize plans that align with her clients’ life situation, goals, and values.

A graduate of the University of Wisconsin and UW Law School, Ashley is also an active member of both the Elder Law and Real Property, Probate, and Trust sections of the State Bar of Wisconsin.

Shanna N. Yonke is an associate in the Wausau-headquartered firm of Ruder Ware. In her six years of practice at Ruder Ware, Shanna has developed an interest in working with closely held business owners, assisting them with estate planning, business interests, drafting of complex trusts, and LLC operating agreements.

Shanna has also been honored numerous times for her active community involvement. Her most recent awards include: the 2016 Volunteer of the Year Award from the United Way of Marathon County, ATHENA Young Professional Leadership Award Recipient from the Wausau Region Chamber of Commerce, and the Above & Beyond Award Recipient from United Way Women in Action.

  • Learn three steps to start the succession planning process
  • Know ten issues that every operating agreement should address
  • Comprehend how to structure decision making and resolve disputes amongst future generations
  • Real estate lawyers
  • Estate planning lawyers
  • Business law attorneys
  • General practitioners
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