Program Chairs and Presenters
Linda S. Balisle
Balisle Family Law Legal Counsel, S.C.
Madison
Margaret W. Hickey
Becker, Hickey & Poster, S.C.
Milwaukee
Presenters
Kathryn M. Grigg
Axley Brynelson LLP
Madison
Aviva Meridian Kaiser
State Bar of Wisconsin
Madison
Jessica A. Liebau
Wessels & Liebau LLC
Mequon
Gregory M. Monday
Reinhart Boerner Van Deuren, S.C.
Madison
Mark J. Rogers
Angermeier & Rogers LLP
Milwaukee
8:00 a.m. : Registration
8:30 a.m. : Estate Planning and Divorce
- Pre-divorce planning
- Post-divorce planning
- While the action is pending: durable powers of attorney, changing beneficiaries, and limitations on actions with or without a temporary order
Margaret W. Hickey, Mark J. Rogers
9:55 a.m. : Ethics Counsel Reaction
Avivia Meridian Kaiser
10:00 a.m. : Break
10:15 a.m. : Public Benefit Considerations in Divorce
- How to amplify income available using public benefits
- What health benefits are available post-divorce to parties with disabilities?
- Are there benefits to consider for children?
Jessica A. Liebau
11:10 a.m. : Ethics Counsel Reaction
Avivia Meridian Kaiser
11:15 a.m. :Panel Discussion
- Best practices for estate planning changes during divorce
- Public benefits planning during or after a divorce
- Things we wish we had known earlier in our practice
Aviva Meridian Kaiser
Margaret W. Hickey, Jessica A. Liebau, Mark J. Rogers
12:00 p.m. : Lunch (on your own)
1:00 p.m. : Business Counsel and Divorce
- Document drafting: operating agreements and shareholder agreements
- Advisor during the divorce: who is the client?
- Discovery obligations
Kathryn M. Grigg
1:50 p.m. : Family Businesses
- Succession planning: pre-divorce, during divorce, post-divorce
- Documents and clauses
Gregory M. Monday
2:40 p.m. : Ethics Counsel Reaction
Avivia Meridian Kaiser
2:45 p.m. : Break
3:00 p.m. : Treatment of Gifted and Inherited Interests in Divorce
- Case law analysis post Derr v. Derr
- Gifted or inherited business interests
- Trust distributions: asset or income?
Linda S. Balisle
3:50 p.m. : In Conclusion & In Practice: Ethics Issues
- Can I do estate planning for a couple and represent one later in a divorce?
- Business Counsel – when a CEO/shareholder is getting a divorce
- Representing the business and family members in estate planning
Aviva Meridian Kaiser
4:40 p.m. : Program Concludes
Following program start times, webcast replay schedule will vary slightly from above listed times.
- Gain perspective on how estate planning, family law, and business issues intersect, so you can provide more comprehensive representation
- Draft stronger agreements by understanding potential problems in other practice areas
- Learn what to do if your client dies in the middle of a divorce
- Understand how public benefits can be impacted by a divorce
- Family law attorneys
- Estate planning lawyers
- Business lawyers
- General practitioners
Book Sale – Save 20%!
Marital Property Law & Practice in Wisconsin
Save 20% on Marital Property Law & Practice in Wisconsin. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Your simple solution to resolving complex marriage property law issues involving a variety of practice areas.
Use discount code CA2991 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.