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38th Annual Estate Planning Update 2017

Product ID: CM2666
Presented By: State Bar of Wisconsin PINNACLE

Put your affairs in order

Effectively counsel your clients to ensure their wishes are carried out with help from the 38th Annual Estate Planning Update. It digs deeper into trends and issues today’s attorneys must be familiar with in order to best serve their clients.

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OnDemand Seminar

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Member $49.00

Non-Member $99.00

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Put your affairs in order

Effectively counsel your clients to ensure their wishes are carried out with help from the 38th Annual Estate Planning Update. It digs deeper into trends and issues today’s attorneys must be familiar with in order to best serve their clients.

Read More ↓

Program Chairs:

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

Randy S. Nelson
von Briesen & Roper, s.c.
Milwaukee

Faculty:

Ashley L. Hawley
Ruder Ware, L.L.S.C.
Wausau

Megan L. W. Jerabek
von Briesen & Roper, s.c.
Madison/Milwaukee

Bradley J. Kalscheur
Michael Best & Friedrich LLP
Milwaukee

Philip J. Miller
Husch Blackwell LLP
Waukesha

H. Wes Taylor
Foley & Lardner LLP
Madison

8:00 a.m. : Registration

8:30 a.m. : Recent Developments in Estate Planning

  • Federal case law
  • Federal legislation
  • Wisconsin case law
  • Wisconsin legislation

H. Wes Taylor

9:45 a.m. : Break

10:00 a.m. : Nonjudicial Settlement Agreements - New Flexibility for Irrevocable Trusts

  • Practical uses and cautions
  • Technical requirements
  • Determining the qualified beneficiaries
  • Sample language

Randy S. Nelson

11:00 a.m. : Decanting Irrevocable Trusts

  • Meaning of “decanting” and comparison to modification via a non-judicial settlement agreement
  • When should an irrevocable trust be decanted
  • How to decant an old trust to a new trust (and what the new trust can say)
  • Tax effects of decanting
  • What should trusts drafted or amended in Wisconsin after July 1, 2014, say about decanting

Bradley J. Kalscheur

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

1:15 p.m. : Available Creditor Protection for Married Couples

  • Marital Property and Creditors Rights
  • Using QTIP Trusts for Asset Protection
  • Using Domestic Asset Protection Trusts for Credit Protection

Ashley L. Hawley, Melissa S. Kampmann

2:15 p.m. : Break

2:30 p.m. : Non-Probate Transfers: A Practical Guide to Probate Avoidance

  • Non-Probate Transfers by Title: What’s in a Name
  • Marital Property Agreements: (Washington) Will I have to go to Court
  • Use of Revocable Trusts: To Fund or Not to Fund – That is the Question
  • Beneficiary Designations: The Dog Ate My Homework (is No Excuse)
  • Samples and Examples

Megan L. W. Jerabek

3:20 p.m. : What is a Gun Trust and Why Does My Client Need One?

  • The Federal law that gave rise to the concept of a gun trust.
  • Advantages of holding firearms in trust.
  • Key provisions for an effective trust.

Philip J. Miller

4:10 p.m. : Program Concludes

  • Receive an overview of recent developments in state and federal case law and legislation
  • Learn techniques for properly decanting a trust
  • Discover why your clients should hold their firearms in a trust
  • Understand the importance of nonprobate transfers in your estate planning practice
  • Explore creditor protection options for married people
  • Find out more about nonjudicial settlement agreements
  • Estate planning practitioners
  • Probate lawyers
  • Elder law attorneys
  • Family law practitioners
  • General practitioners
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