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39th Annual Estate Planning Update 2018

Product ID: CM2812
Presented By: State Bar of Wisconsin PINNACLE

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

An estate planning education

Without proper planning, your clients lose control over how their estates are handled after death. Help ensure your client’s wishes are carried out with fresh insights and effective strategies from the 39th Annual Estate Planning Update.

Hear all about the latest developments in state and federal case law and legislation. Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand Seminar
Course manual
Course manual and CD

Pricing

Member $49.00

Non-Member $99.00

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

An estate planning education

Without proper planning, your clients lose control over how their estates are handled after death. Help ensure your client’s wishes are carried out with fresh insights and effective strategies from the 39th Annual Estate Planning Update.

Hear all about the latest developments in state and federal case law and legislation. Read More ↓

Sponsored By

Program Chairs:

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

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

Presenters:

Richard Charles Grosenick
Internal Revenue Service Office of the Chief Counsel
Small Business/Self-Employed
Milwaukee

Katie Hanley
von Briesen & Roper, s.c.
Milwaukee

Dera L. Johnsen-Tracy
Horn & Johnsen, S.C.
Madison

H. Wes Taylor
Foley & Lardner LLP
Madison

Shanna N. Yonke
Ruder Ware L.L.S.C.
Wausau

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. : A 21st Century Estate Planning Issue: Who's Your Issue?

  • Trusts and powers of appointment
  • Class of beneficiaries
  • State law impact
  • Future medical developments
  • Importance of drafting

Randy S. Nelson

11:00 a.m. : Fiduciary Responsibilities In Wisconsin

  • Advising trustees under the Wisconsin Trust Code
  • Protecting attorneys that serve as trustee

Melissa S. Kampmann, Shanna N. Yonke

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

1:15 p.m. : The Only Sure Things: Death and Taxes

  • Overview of collection matters in estate and gift cases
  • IRS challenges in a year of budget cuts

Richard Charles Grosenick

2:15 p.m. : Break

2:30 p.m. : Planning Essentials for Small and Modest Estates

  • Essential documents
  • Maintaining the estate plan
  • Considerations for guardianship
  • Avoiding probate
  • Common misconceptions and mistakes with revocable trusts

Dera L. Johnsen-Tracy

3:20 p.m. : Fiduciary Income Taxation after the New Tax Law

  • The TCJA as it applies to income taxation of trusts and estates
  • The new Form 1041 deduction rules
  • The new §199A deduction related to businesses owned by trusts and estates

Katie Hanley

4:10 p.m. : Program Concludes

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

  • Receive an overview of recent developments in state and federal case law and legislation
  • Find out who qualifies as issue when assisted reproductive technology is used
  • Learn best practices for advising a fiduciary under the new trust code
  • Gain insight into tax collection in estate and gift cases
  • Explore a variety of issues in estate planning for small and modest estates
  • Understand the unique tax reporting requirements of IRC Section 199A deductions
  • Estate planning practitioners
  • Probate lawyers
  • Elder law attorneys
  • Family law practitioners
  • General practitioners

Book Sale – Save 20%

Eckhardt’s Workbook for Wisconsin Estate Planners

Save 20% on Eckhardt’s Workbook for Wisconsin Estate Planners. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.** Demystify the estate planning process with decades of expertise from some of Wisconsin’s most respected estate planning attorneys. Use discount code CA2812 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 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.

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