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Unwrapping the Elements of Gifts Causa Mortis 2021

Product ID: CA3206D
Presented By: State Bar of Wisconsin PINNACLE

No will, but still a way

In re the Estate of David F. Oaks, the Wisconsin Court of Appeals held that a decedent’s assets were effectively gifted to his significant other pursuant to a note written shortly before his death. Despite Oaks’s failure to execute a will, his wishes were honored because of the “gift causa mortis” doctrine.

In this 50-minute webcast, Emily E. Ames of Hager, Dewick & Zuengler, S.C. will explain the intricacies of the exception to the general rule that testamentary dispositions must comply with the statutory requirements for a valid will.

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OnDemand seminar

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Member $89.00

Non-Member $139.00

Upon purchase, this OnDemand program is available to view for 90 days.

Credits are no longer available for this OnDemand program.

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No will, but still a way

In re the Estate of David F. Oaks, the Wisconsin Court of Appeals held that a decedent’s assets were effectively gifted to his significant other pursuant to a note written shortly before his death. Despite Oaks’s failure to execute a will, his wishes were honored because of the “gift causa mortis” doctrine.

In this 50-minute webcast, Emily E. Ames of Hager, Dewick & Zuengler, S.C. will explain the intricacies of the exception to the general rule that testamentary dispositions must comply with the statutory requirements for a valid will.

Read More ↓

Emily E. Ames is an associate attorney with Hager, Dewick & Zuengler, S.C. She practices in the areas of estate planning, trust and estate administration, and elder law and special needs planning. She also advises clients on the formation and sale of businesses, non-compete and confidentiality agreements, buy/sell agreements, and commercial and residential real estate matters.

Emily is the president of the Brown County Bar Association’s Young Lawyers Association. She earned a B.A. in Linguistics from the University of Michigan and a J.D. from the University of Wisconsin Law School, where she also served as a managing editor for the Wisconsin Law Review.

  • Receive a refresher on the basic requirements for a valid will
  • Understand the elements that satisfy a gift causa mortis
  • Explore probate avoidance techniques
  • Stay current on issues affecting estate administration in Wisconsin
  • Estate planners
  • Elder law attorneys
  • General practitioners
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