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!*
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