Program Chairs and Presenters
Melissa S. Kampmann
Ruder Ware, L.L.S.C.
Wausau
Randy S. Nelson
von Briesen & Roper, S.C.
Milwaukee
Presenters
Benjamin P. Brunette
Selinger & Brunette LLC
Madison
Jeff A. Goldman
DeWitt LLP
Madison
Ashley L. Hawley
Ruder Ware, L.L.S.C.
Wausau
Joseph M. Higgins
Foley & Lardner LLP
Madison
Megan L.W. Jerabek
von Briesen & Roper, S.C.
Madison
Melissa Cover Selinger
Selinger & Brunette LLC
Madison
H. Wes Taylor
Foley & Lardner LLP
Madison
8:30 a.m. : Recent Developments in Estate Planning
- Federal case law
- Federal legislation
- Wisconsin case law
- Wisconsin legislation
H. Wes Taylor, Joseph M. Higgins
9:45 a.m. : Break
10:00 a.m. : Nelson’s Rules of Thumb When Estate Planning for Married Couples
- Most common estate plans used
- Factors to consider
- Impact of marital property law
- Impact of tax exemptions
- Rules of thumb for when to consider each plan
Randy S. Nelson
11:15 a.m. : Drafting Trusts: The Good, the Bad and What does that mean?
- Clauses mandating the consideration of other resources
- How to handle vacancies in appointed positions
- Don’t forget your tax apportionment clauses
- Drafting for flexibility
- Common trust terms
Ashley L. Hawley, Melissa S. Kampmann
12:15 p.m. : Lunch
1:15 p.m. : When You Are Ready to Give, But They Are Not Ready to Receive - Lifetime Gift Planning to Minors
- Funding 529 and ABLE Accounts
- Gifting to custodial accounts
- Planning with irrevocable trusts
Megan L. W. Jerabek
2:05 p.m. : The Estate Planner’s Real Estate Toolbox
- Probate avoidance strategies
- Using trusts and LLCs to manage co-owned real estate
- Marital property considerations
- Wisconsin’s real estate transfer fee and exemptions
Benjamin P. Brunette, Melissa Cover Selinger
2:55 p.m. : Break
3:10 p.m. : Dealing with Ambiguities in Estate and Trust Procedure
- Overview of procedural gaps and ambiguities in the Trust Code (Ch. 701) and Probate Code (Ch. 879)
- How lawyers and courts have dealt with these issues
- Proposed changes to the statutes to address them
- Best practices for commencing a proceeding, notice, the scope of the initial hearing, objections, and other procedural issues
Jeff A. Goldman
4:10 p.m. : Program Concludes
Following program start times, webcast replay schedule will vary slightly from above listed times.
- Help clients address marriage and children in their estate plans
- Counsel clients on their best options for navigating real estate ownership
- Get a refresher in common issues in drafting trusts
- Stay up-to-date with legislative and case law developments
- Understand how to deal with ambiguities in the trust and probate codes
- Estate planning practitioners
- Probate attorneys
- Elder law attorneys
- General practice attorneys
Real Property, Probate and Trust Law Section Discount
Real Property, Probate and Trust Law Section members receive a $50 discount on seminar tuition!* Section members must be logged in to view discounted tuition option.
*The $50 discount only applies to the live webcast and webcast replays of this seminar – not to CLE OnDemand. RPPT members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount. The RPPT Section may discontinue this discount at any time.
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. Demystify the estate planning process with the book that contains decades of expertise from some of Wisconsin’s most respected estate planning attorneys.
Use discount code CA3031 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.