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Step-by-Step Estate Planning I 2023

Product ID: CA3401M
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the State Bar of Wisconsin's Real Property, Probate & Trust Law Section and Young Lawyers Division

Got any plans?

Experienced estate planners know that in order to rise to the top of your game, sometimes you need to go back to the basics. Whether you’re new to estate planning or you’d like a refresher, Step-by-Step Estate Planning I is your essential guide to the core components of practice.

You’ll delve into the fundamentals of:

  • Drafting a basic will
  • Estate and gift taxes
  • Various types of trusts
  • Powers of attorney
  • Marital property agreements
  • And more!
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

In-person seminar - Madison
Webcast seminar

Pricing

Member $239.00

Non-Member $319.00

Credits

7.5 CLE, 1 EPR

Date and Time

Wednesday, January 25, 20238:30 AM - 4:15 PM CT

Add to Calendar 1/25/2023 8:30:00 AM 1/25/2023 4:15:00 PM America/Chicago Step-by-Step Estate Planning I 2023

Endorsed by the State Bar of Wisconsin's Real Property, Probate & Trust Law Section and Young Lawyers Division

Got any plans?

Experienced estate planners know that in order to rise to the top of your game, sometimes you need to go back to the basics. Whether you’re new to estate planning or you’d like a refresher, Step-by-Step Estate Planning I is your essential guide to the core components of practice.

You’ll delve into the fundamentals of:

  • Drafting a basic will
  • Estate and gift taxes
  • Various types of trusts
  • Powers of attorney
  • Marital property agreements
  • And more!
5302 Eastpark Blvd. Madison, WI 53718 aagOTNdBczOPpqCrTmAF60877

Location

State Bar Center
5302 Eastpark Blvd.
Madison, WI 53718

→ View Map and Directions

Log in to register.

Maximum quantity must be less than or equal to 1.

Endorsed by the State Bar of Wisconsin's Real Property, Probate & Trust Law Section and Young Lawyers Division

Got any plans?

Experienced estate planners know that in order to rise to the top of your game, sometimes you need to go back to the basics. Whether you’re new to estate planning or you’d like a refresher, Step-by-Step Estate Planning I is your essential guide to the core components of practice.

You’ll delve into the fundamentals of:

  • Drafting a basic will
  • Estate and gift taxes
  • Various types of trusts
  • Powers of attorney
  • Marital property agreements
  • And more!
Read More ↓

Sponsored By

Philip J. Miller
Husch Blackwell LLP
Waukesha

Catherine M. Priebe
Certus Legal Group, Ltd.
Milwaukee

8:00 a.m. : In-Person Registration

8:30 a.m. : Drafting a Basic Will

  • Initial client interview
  • Obtaining the information
  • Intestate rules
  • Elements of a good document
  • Pitfalls – the need for clarity
  • Coordinating with other documents
  • Execution
  • Updating the will

Philip J. Miller

9:30 a.m. : An Introduction to Tax Issues in Estate Planning

  • Overview of the Federal Estate Tax
  • Overview of the Federal Gift Tax
  • Working with the marital deduction and federal exemption

Philip J. Miller

10:30 a.m. : Break

10:45 a.m. : An Introduction to Tax Issues in Estate Planning (continued)

  • Reducing taxable estates through lifetime giving
  • Generation-skipping transfer tax and other issues

Philip J. Miller

11:00 a.m. : General Uses of Trusts in Estate Planning

  • Testamentary vs. living trusts
  • Revocable vs. irrevocable trusts
  • Common uses of trusts
  • Probate avoidance
  • Grantor vs. non-grantor trusts for income tax purposes

Catherine M. Priebe

12:00 p.m. : Lunch (on your own)

1:00 p.m. : General Uses of Trusts in Estate Planning (continued)

  • Special trusts
  • Trust modification/termination and use of nonjudicial settlement agreements

Catherine M. Priebe

1:15 p.m. : Avoiding Guardianship

  • Powers of attorney
  • Advanced health care directives

Philip J. Miller

1:45 p.m. : Marital Property Agreements in Estate Planning

  • Default property classification rules
  • Types of agreements
  • Uses of agreements
  • Traps for the unwary
  • Special considerations for life insurance and retirement plans
  • Planning for assets in common law jurisdictions
  • Alternatives to marital property agreements

Catherine M. Priebe

2:45 p.m. : Break

3:00 p.m. : Ethical Issues Faced by the Estate Planning Practitioner

  • Identifying your client
  • Joint representation of spouses
  • Conflict of interest
  • Dealing with the disabled client
  • Competence
  • Confidentiality

Philip J. Miller, Catherine M. Priebe

4:00 p.m. : Question and Answer

4:15 p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

  • Learn the fundamentals of drafting basic wills
  • Receive an introduction to estate and gift taxes
  • Explore different types of trusts and how to use them in planning
  • Understand power of attorney and health care advance directives
  • Examine how marital property agreements can impact estate plans
  • Identify and avoid potential ethical pitfalls in estate planning practice
  • Estate planners
  • Elder law practitioners
  • General practitioners
  • Attorneys new to estate planning
  • Experienced estate planners seeking a refresher

YLD Discount!

Young Lawyers Division members receive a $20 discount on tuition.* Discount applied automatically upon log-in.

*Young Lawyers Division Members are State Bar member attorneys 36 years of age or younger, or within five years of admission to the State Bar of Wisconsin. If you’ve opted out of YLD, you will not receive this discount. The $20 discount only applies to in-person, live webcast, and webcast replay versions of this seminar – not CLE OnDemand.. YLD members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount.


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 Real Property, Probate and Trust Law section member discount only applies to in-person, live webcast, and webcast replay versions of this seminar – not CLE OnDemand. RPPT members using Ultimate Passes, other CLE passes, or other discounts are not eligible for this offer. The RPPT Section may discontinue this discount at any time.


BOOK BONUS!

Eckhardt’s Workbook for Wisconsin Estate Planners

Seminar attendees will enjoy a free two-week trial of the Eckhardt’s Workbook for Wisconsin Estate Planners Books UnBound® title and an invitation to save 20% on either a 1-year subscription to the Books UnBound title or the purchase of the print book.* You’ll find decades of expertise from some of Wisconsin’s most respected estate planning attorneys.

*Attendees will receive information to access the free trial and discount via email after attending the program. 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.

BYP

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.

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