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40th Annual Estate Planning Update 2019

Product ID: CA2932R9
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Real Property, Probate, and Trust Law Section

In this 40th Annual Update We Trust

Trust us, the 40th Annual Estate Planning will tell you everything you need to know about trusts—and more! Learn about the latest in state and federal estate planning legislation and case law, as well as the latest revisions coming to the trust and estate accounting rules. Lawyers of all experience levels will gain relevant estate planning techniques for working with clients with a diverse range of needs.

Read More ↓

Sponsored By
Prairie Trust logo      Wispact logo

 

American Cancer Society logo   

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand Seminar
Course manual
Course manual and CD

Pricing

Member $259.00

Non-Member $339.00

Credits

7.5 CLE

Date and Time

Friday, January 24, 20208:30 AM - 4:45 PM CT

Add to Calendar 1/24/2020 8:30:00 AM 1/24/2020 4:45:00 PM America/Chicago 40th Annual Estate Planning Update 2019

Endorsed by the Real Property, Probate, and Trust Law Section

In this 40th Annual Update We Trust

Trust us, the 40th Annual Estate Planning will tell you everything you need to know about trusts—and more! Learn about the latest in state and federal estate planning legislation and case law, as well as the latest revisions coming to the trust and estate accounting rules. Lawyers of all experience levels will gain relevant estate planning techniques for working with clients with a diverse range of needs.

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Endorsed by the Real Property, Probate, and Trust Law Section

In this 40th Annual Update We Trust

Trust us, the 40th Annual Estate Planning will tell you everything you need to know about trusts—and more! Learn about the latest in state and federal estate planning legislation and case law, as well as the latest revisions coming to the trust and estate accounting rules. Lawyers of all experience levels will gain relevant estate planning techniques for working with clients with a diverse range of needs.

Read More ↓

Sponsored By

Program Chairs and Presenters

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

Randy S. Nelson
von Briesen & Roper, S.C.
Milwaukee

Presenters:

Jeff A. Goldman
DeWitt LLP
Madison

Peter E. Grosskopf
Grosskopf Law Office LLC
Eau Claire

Megan L.W. Jerabek
von Briesen & Roper, S.C.
Madison

David H. Patzer
Godfrey & Kahn, S.C.
Milwaukee

H. Wes Taylor
Foley & Lardner LLP
Madison

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


 

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. : Fiduciary Accounting – What’s Old is New Again

  • Uniform Fiduciary Income and Principal Act (UFIPA)
  • Uses of unitrusts – conversion to and express
  • Governing law
  • Who is entitled to accountings
  • Drafting suggestions

Randy S. Nelson

10:50 a.m. : Directed Trusts: Advantages of Dividing Administrative, Distribution, and Investment Roles

  • Use as a flexible tool to separate the traditional role of a trustee into multiple distinct and specialized roles
  • Attractive planning solutions for clients with special assets and circumstances

Melissa S. Kampmann, Shanna N. Yonke

11:40 a.m. : Lunch (on your own)

1:00 p.m. : Reviewing and Potentially Revising “Irrevocable Trusts” under the Wisconsin Trust Code

  • Decanting
  • Non-Judicial Settlements
  • Trust Protectors
  • Court Proceedings

David H. Patzer

1:50 p.m. : What every estate planner should know about special needs trusts

  • Issue spotting – what estate planners should be aware of
  • Can you prepare the necessary documents?
  • When is referral to another attorney appropriate?

Peter E. Grosskopf

2:40 p.m. : Break

2:55 p.m. : What’s Yours is Mine… Or Maybe Not? The Use of Marital Property Agreements in Estate Planning

  • Wisconsin’s marital property law
  • Marital property agreements and their enforcement
  • Until we say “I don’t” – marital property planning for divorce
  • ‘Til death do us part – marital property planning for death

Megan L.W. Jerabek

3:45 p.m. : Fiduciary Litigation Trends that Impact Estate Planners

  • MacLeish v. Boardman – expansion of liability to administration using the Auric standard and using purpose and intent clauses in trusts or wills
  • Trustee provisions regarding assets and investments - pitfalls of boiler plate provisions
  • Judicial review of an agent’s actions under Wis. Stat. 244.16 – what planners should know about gifting and compensation

Jeff A. Goldman

4:45 p.m. : Program Concludes

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

  • Hear about the latest revisions included in the Uniform Fiduciary Principal and Income Act (UFPIA)
  • Assess whether and how to decant a trust
  • Help your clients provide for individuals with special needs in their estate plans
  • Find out how to effectively utilize directed trusts
  • Discover potential pitfalls of using boilerplate language in trust documents
  • Understand ways to challenge or defend a marital property agreement
  • Get your state and federal estate planning legislation and case law update
  • 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 the Eckhardt’s Workbook for Wisconsin Estate Planners. Demystify the estate planning process with the book that contains decades of expertise from some of Wisconsin’s most respected estate planning attorneys. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.*

Use discount code CA2932 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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