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Legal Issues of the Aging 2024

Product ID: CA3669D
Presented By: State Bar of Wisconsin PINNACLE

Co-produced with the Elder Law and Special Needs Section of the State Bar of Wisconsin

Develop your elder law know-how

Ten years after the adoption of the Wisconsin Trust Code, the long-awaited Trust Code Trailer Bill introduced changes to the administration of trusts and the power to decant trusts. Get up to speed on Wisconsin’s Uniform Trust Decanting Act and other crucial legal, financial, and legislative issues affecting older clients at Legal Issues of the Aging 2024.

Gain valuable insights and guidance from veteran practitioners on the new Uniform Trust Decanting Act, including:

  • Terminology in the new law
  • Various situations for decanting
  • The process for trust decanting
  • Comparing decanting with other options for modifying trusts
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $289.00

Non-Member $369.00

Credits

6.5 CLE

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

EPR credit is not available for OnDemand programs.

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

Co-produced with the Elder Law and Special Needs Section of the State Bar of Wisconsin

Develop your elder law know-how

Ten years after the adoption of the Wisconsin Trust Code, the long-awaited Trust Code Trailer Bill introduced changes to the administration of trusts and the power to decant trusts. Get up to speed on Wisconsin’s Uniform Trust Decanting Act and other crucial legal, financial, and legislative issues affecting older clients at Legal Issues of the Aging 2024.

Gain valuable insights and guidance from veteran practitioners on the new Uniform Trust Decanting Act, including:

  • Terminology in the new law
  • Various situations for decanting
  • The process for trust decanting
  • Comparing decanting with other options for modifying trusts
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Program Chair and Presenter:

Jessica A. Liebau
Wessels & Liebau LLC
Mequon

Presenters:

Amy M. Burger
The Law Office of Attorney Amy M. Burger
Hubertus

Victoria L. Davis
Davila Davis & Pledl, S.C.
Milwaukee

Margaret Wrenn Hickey
Becker, Hickey & Poster, S.C.
Milwaukee

Mark T. Johnson
Johnson Teigen LLC
Fitchburg

Sara K. Micheletti
McCarty Law LLP
Appleton

Blaine Patino
Canellos & Patino LLC
Wauwatosa

Heather B. Poster
Becker, Hickey & Poster, S.C.
Milwaukee

Jessica Schober
Braun Schober Schober & Mitchell, S.C.
New Berlin

Bruce A. Tammi
Bruce A. Tammi Law Office
Oconomowoc

Benjamin S. Wright
Wright Elder Law
New Richmond

8:30 a.m.  Fair Decision Hearings & Case Law Update

  • Notable fair hearing decisions published this year
  • Recent case law and MEH updates

Amy M. Burger, Benjamin S. Wright

9:20 a.m.  What Didn’t Pass in Legislation and What to Watch

Bruce A. Tammi, Victoria L. Davis Davila

10:15 a.m. Break

10:30 a.m. Current Topics in Medicaid

Margaret Wrenn Hickey, Heather B. Poster

12:00 p.m. Lunch (Networking Lunch sponsored by ELSN Section)

1:00 p.m. Wisconsin's Uniform Trust Decanting Act: An Update on the New Law

  • Terminology of the new law
  • Various situations for decanting
  • Explore the process for trust decanting
  • Compare decanting with other options for modifying trusts

Mark T. Johnson

1:55 p.m. Confidentiality, Capacity, and Conflicts of Interest in Guardianship and Estate Planning

Moderator: Jessica A. Liebau
Panel: Jessica Schober Braun, Blaine Patino, Sara K. Micheletti

3:15 p.m. Program Concludes

  • Gain insight into recent fair hearing decisions and case law
  • Learn what legislation didn’t pass and what to watch for
  • Explore current topics in Medicaid
  • Receive an update on Wisconsin’s Uniform Trust Decanting Act
  • Know how to address confidentiality, capacity, and conflicts of interest in guardianship and estate planning
  • Elder law attorneys
  • Guardians ad litem for adults
  • Estate planning and probate lawyers

Book Bonus!

Advising Older Clients & Their Families – 2 Volume Set
Save 15% on the Advising Older Clients & Their Families – 2 Volume Set.* In it, you’ll find the practice pointers, tips, charts, forms, and other tools to help you build and maintain a successful elder law practice. Use discount code CA3669 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 through 12/31/25. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.

Attendees at the in-person seminar will have a special opportunity to meet and talk with presenters at a complimentary luncheon sponsored by the State Bar’s Elder Law and Special Needs Section.

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