Program Chairs and Presenters:
Melissa S. Kampmann
Ruder Ware, L.L.S.C.
Wausau
Randy S. Nelson
von Briesen & Roper, S.C.
Milwaukee
Presenters:
Aaron J. Foley
von Briesen & Roper, S.C.
Milwaukee
Joseph M. Higgins
Foley & Lardner LLP
Madison
Jessica A. Liebau
Wessels & Liebau LLC
Mequon
Mark D. Munson
Ruder Ware, L.L.S.C.
Wausau
Victor J. Schultz
Prairie Trust
A Division of Waukesha State Bank
Oconomowoc
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, Joseph M. Higgins
9:45 a.m. : Break
10:00 a.m. : What to Do When Your Wisconsin Client is Moving to a Separate Property State
- To preserve the tax benefits of the full basis adjustment
- To minimize issues with WDOR
- To avoid probate and ancillary administration
- To deal with practical issues
Randy S. Nelson
10:50 a.m. : Utilizing Trust Protectors in Practice
- What is the role of the Trust Protector in trust documents and are there limits on the Trust Protector’s authority?
- Is the Trust Protector serving in a fiduciary or non-fiduciary capacity?
- Utilizing the Trust Protector in “real life”
Melissa S. Kampmann, Shanna N. Yonke
11:45 a.m. : Lunch
1:00 p.m. : Charitable Planning for Sales of Businesses and Other Assets
- Timing of donation
- Amount of charitable deduction
- Income recognized upon donation
- Unrelated business taxable income to charity
- S corporation stock traps
Aaron J. Foley
1:50 p.m. : What Every Estate Planning Attorney Should Know About Medicaid Eligibility
- Medicaid eligibility for an individual
- Medicaid eligibility for a married couple
- Medicaid eligibility due to gifts and transfers
- Estate recovery
Mark D. Munson
2:40 p.m. : Break
2:55 p.m. : Where Estate Planning and Elder Law Collide: Considerations for Working with Older Clients
- Understanding capacity standards and assessing client capacity
- Best practices for avoiding document contests
- Navigating conflicts of interest in “elder” estate planning and long-term care planning
- Addressing elder abuse while preserving client autonomy
Jessica A. Liebau
3:45 p.m. : Claims at Death When There is No Probate
- Funded revocable trusts
- Joint tenancies
- Life insurance and retirement benefits
- Notices
- Statute of limitations
Victor J. Schultz
4:35 p.m. : Program Concludes
- Assess the best planning options for Wisconsin clients moving out of state
- Find techniques for charitable planning for sale of a business or other assets
- Analyze whether to take on the role of trust protector
- Issue spot for clients who may need to enter a nursing home
- Review best practices for working with elderly clients
- Navigate claims at death when there is no probate
- Know the latest in state and federal estate planning legislation and case law
- Estate planning practitioners
- Probate attorneys
- Elder law attorneys
- General practice attorneys
Real Property, Probate and Trust Law Section Discount
Real Property, Probate and Trust Law Section members receive a $50 discount on seminar tuition!* Section members must be logged in to view discounted tuition option.
*The $50 discount only applies to the live webcast and webcast replays of this seminar – not to 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%
Marital Property Law & Practice in Wisconsin
Save 20% on Marital Property Law & Practice in Wisconsin.* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. Quickly find the answer to any question involving marital property and/or property classification. Useful for any practitioner in the areas of family law, taxation, bankruptcy/creditor-debtor, and estate planning.
Use discount code CA3147 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.