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Wispact Update 2024

Product ID: CA3615R5
Presented By: State Bar of Wisconsin PINNACLE

Co-produced with Wispact, Inc. and the Elder Law and Special Needs Section of the State Bar of Wisconsin

Trustworthy guidance

Whether creating a Special Needs Trust (SNT) or setting up a guardianship, lawyers working on behalf of elderly or disabled clients are invaluable advocates for people during crucial, challenging moments in their lives. Designed especially for those representing elder or disabled clients and their families, Wispact Update 2024 is packed with insights on the latest developments in elder law, so your skillset stays on the leading edge.

You’ll find advice and direction from veteran attorneys on topics important to practitioners with elder and special needs clients, including:

  • Recent regional and national cases involving SNTs
  • SECURE 2.0 Act updates and analyses
  • Starting and administering Wispact trusts
  • Social Security Administration essentials
  • Resources for communication with clients
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $269.00

Non-Member $349.00

Credits

7 CLE, 1 EPR

Date and Time

Friday, May 24, 20248:30 AM - 4:10 PM CT

Add to Calendar 5/24/2024 8:30:00 AM 5/24/2024 4:10:00 PM America/Chicago Wispact Update 2024

Co-produced with Wispact, Inc. and the Elder Law and Special Needs Section of the State Bar of Wisconsin

Trustworthy guidance

Whether creating a Special Needs Trust (SNT) or setting up a guardianship, lawyers working on behalf of elderly or disabled clients are invaluable advocates for people during crucial, challenging moments in their lives. Designed especially for those representing elder or disabled clients and their families, Wispact Update 2024 is packed with insights on the latest developments in elder law, so your skillset stays on the leading edge.

You’ll find advice and direction from veteran attorneys on topics important to practitioners with elder and special needs clients, including:

  • Recent regional and national cases involving SNTs
  • SECURE 2.0 Act updates and analyses
  • Starting and administering Wispact trusts
  • Social Security Administration essentials
  • Resources for communication with clients
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No longer available, please choose from options above.

Maximum quantity must be less than or equal to 1.

Co-produced with Wispact, Inc. and the Elder Law and Special Needs Section of the State Bar of Wisconsin

Trustworthy guidance

Whether creating a Special Needs Trust (SNT) or setting up a guardianship, lawyers working on behalf of elderly or disabled clients are invaluable advocates for people during crucial, challenging moments in their lives. Designed especially for those representing elder or disabled clients and their families, Wispact Update 2024 is packed with insights on the latest developments in elder law, so your skillset stays on the leading edge.

You’ll find advice and direction from veteran attorneys on topics important to practitioners with elder and special needs clients, including:

  • Recent regional and national cases involving SNTs
  • SECURE 2.0 Act updates and analyses
  • Starting and administering Wispact trusts
  • Social Security Administration essentials
  • Resources for communication with clients
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Program Chairs:

Kevin Hayde
Wispact, Inc.
Madison

Kristi Papezalso presenting
Wispact, Inc.
Madison

Meghan M. Teigen
Johnson Teigen LLC
Fitchburg

Presenters:

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

Eric DeGroot
Wispact, Inc.
Madison

Jon Fischer
McCarty Law LLP
Appleton

Roy W. Froemming
Johnson Teigen LLC
Madison

Emily Klunick
Wispact, Inc.
Madison

Jeffrey S. Krause
Affinity Consulting Group
Waterford

Timothy J. Pierce
State Bar of Wisconsin
Madison

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

Kate Schilling
Grater Wisconsin Agency on Aging Resources
Madison

Peter J. Wall, 
Director of Fiduciary Services
True Link Financial
Denver, CO

KC Watson
Wispact, Inc.
Madison

Reg P. Wydeven
McCarty Law LLP
Appleton

Mary C. Youssi
Walny Legal Group LLC
Milwaukee

8:30 a.m. Welcome and Overview of Wispact

Kevin Hayde, Executive Director

8:40 am. What You Need to Know About the Creation and Administration of a Wispact Trust

Eric DeGroot, Jon Fischer, Emily Klunick, Kristi Papez, KC Watson, Reg Wydeven

10:10 a.m. SECURE Act 2.0 Insights and Considerations

Peter J. Wall

11:00 a.m. Break

11:15 a.m. Case Law Update

  • Recent regional and national cases involving Special Needs Trusts
  • Practice tips

Amy M. Burger, Mary C. Youssi

11:45 a.m. Lunch (on your own)

12:45 p.m. HUD & HOTMA Regulations and Impacts

Roy W. Froemming

1:35 p.m. Break

1:50 p.m. Social Security Administration Basics and Issues

Kate Schilling

3:20 p.m. Ethically Utilizing Communication Tools and Resources

Jeffrey S. Kause, Timothy J. Pierce, Heather B. Poster, Meghan M. Teigen

4:10 p.m. Program Concludes

  • Understand the process for creating and administering a Wispact trust from start to finish
  • Receive a thorough rundown of Social Security Administration basics and key issues
  • Explore the latest case law on issues affecting elder and special needs clients
  • Discover insights and understand important considerations regarding the SECURE 2.0 Act
  • Pick up helpful tips for responsibly using communication tools with clients
  • Adult guardians ad litem
  • Estate planning lawyers
  • Elder law attorneys
  • Probate lawyers
  • Family lawyers

Book Bonus!

Advising Older Clients & Their Families Vol. I
Save 15% on Advising Older Clients & Their Families Vol. I.* Written and reviewed by more than 60 of Wisconsin’s premier elder law attorneys, it’s the foremost guide to elder law, specifically developed for Wisconsin practitioners. Use discount code CA3615 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 purchase of libraries. Discount cannot be combined with any other offers.

Wisconsin Pooled & Community Trusts, Inc. (Wispact) provides for the special needs of persons with disabilities without endangering their eligibility for public benefits or placement on waiting lists. These benefits include entitlement programs such as Supplemental Security Income, Medical Assistance, Social Security Disability Insurance, and Medicare. The benefits also include home and community-based services, such as the Community Integration, Options, and Support Programs. Wispact, Inc., a Wisconsin nonprofit corporation, establishes and manages the trusts.

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