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Step-by-Step Estate Planning I 2020

Product ID: CM2961
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Young Lawyers Division of the State Bar of Wisconsin

You can plan on it

Want to know the secret to becoming a top-notch estate planner? Go back to the basics. Step-by-Step Estate Planning I breaks down and explains the practice area’s core components in the context of today’s laws.

Dive into estate planning’s fundamental concepts with thorough examinations of:

  • Basic will drafting
  • Estate and gift taxes
  • Generation-skipping transfer tax
  • Various types of trusts
  • Powers of attorney
  • Advanced directives
  • Marital property agreements
Read More ↓

Sponsored By

Wispact

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

Quantity:

Endorsed by the Young Lawyers Division of the State Bar of Wisconsin

You can plan on it

Want to know the secret to becoming a top-notch estate planner? Go back to the basics. Step-by-Step Estate Planning I breaks down and explains the practice area’s core components in the context of today’s laws.

Dive into estate planning’s fundamental concepts with thorough examinations of:

  • Basic will drafting
  • Estate and gift taxes
  • Generation-skipping transfer tax
  • Various types of trusts
  • Powers of attorney
  • Advanced directives
  • Marital property agreements
Read More ↓

Sponsored By

Philip J. Miller
Husch Blackwell LLP
Waukesha

Catherine M. Priebe
Certus Legal Group, Ltd.
Milwaukee

8:00 a.m. : Registration

8:30 a.m. : Drafting a Basic Will

  • Initial client interview
  • Obtaining the information
  • Intestate rules
  • Elements of a good document
  • Pitfalls – the need for clarity
  • Coordinating with other documents
  • Execution
  • Updating the will

Philip J. Miller

9:30 a.m. : An Introduction to Tax Issues in Estate Planning

  • Overview of the Federal Estate Tax
  • Overview of the Federal Gift Tax
  • Overview of the Wisconsin Estate Tax
  • Working with the marital deduction and unified credit

Philip J. Miller

10:30 a.m. : Break

10:45 a.m. : An Introduction to Tax Issues in Estate Planning (continued)

  • Reducing taxable estates through lifetime giving
  • Generation-skipping transfer tax and other issues

Philip J. Miller

11:00 a.m. : General Uses of Trusts in Estate Planning

  • Testamentary vs. living trusts
  • Revocable vs. irrevocable trusts
  • Common uses of trusts
  • Probate avoidance
  • Grantor vs. non-grantor trusts for income tax purposes

Catherine M. Priebe

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

1:00 p.m. : General Uses of Trusts in Estate Planning (continued)

  • Special trusts
  • Trust modification/termination and use of nonjudicial settlement agreements

Catherine M. Priebe

1:15 p.m. : Avoiding Guardianship

  • Powers of attorney
  • Advanced health care directives

Philip J. Miller

1:45 p.m. : Marital Property Agreements in Estate Planning

  • Default property classification rules
  • Types of agreements
  • Uses of agreements
  • Traps for the unwary
  • Special considerations for life insurance and retirement plans
  • Planning for assets in common law jurisdictions
  • Alternatives to marital property agreements

Catherine M. Priebe

2:45 p.m. : Break

3:00 p.m. : Ethical Issues Faced by the Estate Planning Practitioner

  • Identifying your client
  • Joint representation of spouses
  • Conflict of interest
  • Dealing with the disabled client
  • Competence
  • Confidentiality

Philip J. Miller, Catherine M. Priebe

4:00 p.m. : Question and Answer

4:15 p.m. : Program Concludes

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

  • Learn the nuts and bolts of drafting basic wills
  • Receive an overview of estate and gift taxes
  • Explore the different types of trusts and how to use them in planning
  • Understand power of attorney and health care advance directives
  • Find out how marital property agreements fit in estate planning
  • Identify and avoid ethical pitfalls
  • Estate planners
  • Elder law attorneys
  • General practitioners
  • New attorneys starting out in estate planning
  • Established attorneys new to estate planning
  • Experienced estate planners seeking a refresher

YLD Discount!

Young Lawyers Division members receive a $20 discount on tuition. Discount applied automatically upon log-in.


RPPT Section Discount!

Real Property, Probate, and Trust Law Section members receive a $50 discount on this seminar!* Discount applied automatically upon log-in.

*The $50 discount only applies to live, live webcast, and webcast replays versions of this seminar – not 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.


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.** Find decades of expertise from some of Wisconsin’s most respected estate planning attorneys.

Use discount code CA2961 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.

BYP

The Build Your Practice Series from State Bar of Wisconsin PINNACLE® introduces you to the fundamentals of various practice areas. Gain the tools and information you need to develop a new area of practice and expand your firm's offerings. Build Your Practice Series programs are endorsed by the State Bar's Young Lawyers Division.

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