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44th Annual Estate Planning Update 2023

Product ID: CA3522D
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

Plan wisely

Effective estate planning can mean the difference between confusion and clarity for your clients when a relative or business partner dies. The 44th Annual Estate Planning Update keeps you informed on important trends in estate planning and offers guidance on complex planning situations.

You’ll start with an overview of recent case law and legislation at the state and federal levels. Then veteran practitioners will help you answer planning questions such as:

  • Do I need to involve the attorney general’s office to modify a charitable trust?
  • What are the best tactics for making retirement beneficiary designations?
  • Which tax strategies should I use for charitable contributions?
  • How does the SECURE Act 2.0 affect 529 plans?
  • Who is my “client” in a post-death administration?
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $269.00

Non-Member $349.00

Credits

7.5 CLE

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

CLE Credits are available only if viewed prior to 12/31/2024.

EPR credit is not available for OnDemand programs.

Quantity:
Maximum quantity must be less than or equal to 1.

Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

Plan wisely

Effective estate planning can mean the difference between confusion and clarity for your clients when a relative or business partner dies. The 44th Annual Estate Planning Update keeps you informed on important trends in estate planning and offers guidance on complex planning situations.

You’ll start with an overview of recent case law and legislation at the state and federal levels. Then veteran practitioners will help you answer planning questions such as:

  • Do I need to involve the attorney general’s office to modify a charitable trust?
  • What are the best tactics for making retirement beneficiary designations?
  • Which tax strategies should I use for charitable contributions?
  • How does the SECURE Act 2.0 affect 529 plans?
  • Who is my “client” in a post-death administration?
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Program Chairs and Presenters

Melissa S. Kampmann
Ruder Ware, L.L.S.C.
Wausau

Randy S. Nelson
von Briesen & Roper, S.C.
Milwaukee

Presenters

Jeffrey S. Billings
Godfrey & Kahn, S.C.
Milwaukee

Joseph M. Higgins
Foley & Lardner LLP
Madison

Jason J. Kohout
Foley & Lardner LLP
Milwaukee

George S. Peek
von Briesen & Roper, S.C.
Milwaukee

H. Wes Taylor
Foley & Lardner LLP
Madison

Peter J. Wyant
Wyant Law Offices, S.C.
Racine

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. The New Connelly Trap for Insured Buy-Sell Agreements

  • Designing buy-sell agreements
  • Fixing the estate tax value of the business
  • Connelly v US (8th Cir. 2023)
  • Using a life insurance LLC

Randy S. Nelson

10:55 a.m. Modifying Charitable Trusts

  • What is a charitable trust?
  • What is the process to modify a charitable trust?
  • What is the role for the attorney general?

Melissa S. Kampmann

11:45 p.m. Lunch (on your own)

1:00 p.m. Education Funding Strategies

  • A bird’s eye view of higher education funding
  • General strategies for education funding
  • Gift tax considerations
  • 529 Plans & Secure Act 2.0
  • Using education trusts

George S. Peek

1:50 p.m. Charitable Gifts with Appreciated Property

  • Income tax planning around sale event
  • Assignment of income doctrine
  • Qualified appraisal requirements

Jason J. Kohout

2:40 p.m. Break

2:55 p.m. Estate Planning Considerations for Retirement Beneficiary Designations in Light of the SECURE Acts

  • Overview of the Required Minimum Distribution (RMD) Rules
  • Spousal Rollovers
  • Naming a Trust as Beneficiary
  • Tips, Tricks and Pitfalls Every Planner Should Know

Jeffrey S. Billings

3:45 p.m. Ethical Issues Confronting Attorneys in Post-Death Administrations

  • What are the problems with applying the rules of professional conduct to trusts and estates practitioners?
  • What are the sources of law and resources available to an attorney?
  • Which people are entitled to information about the deceased client's plan?
  • Who is the client and to whom do the attorney's duty flow?
  • What are the best practices when communicating with beneficiaries?
  • What are common conflicts of interest in post-death administrations and how should they be dealt with?

Peter J. Wyant

4:35 p.m. Program Concludes

  • Hear recommendations for structuring buy-sell agreements to avoid unintentional tax burdens
  • Develop sound strategies for higher education funding
  • Discover tips, tricks, and pitfalls for retirement beneficiary designations every estate planner should know
  • Understand the process for modifying charitable trusts
  • Review strategies for making charitable gifts with appreciated property
  • Recognize and avoid ethical missteps in post-death administrations
  • Estate planning lawyers
  • Probate attorneys
  • Attorneys advising small businesses
  • General practitioners

Real Property, Probate and Trust Law Section members — save $50!*

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 applies only to the in-person, live webcast, and webcast replay versions 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. Log in to view the discounted section rate.


Book Bonus!

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*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/24. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of libraries. Discount cannot be combined with any other offers.

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