Program Chairs and Presenters
Melissa S. Kampmann
Ruder Ware, L.L.S.C.
Wausau
Randy S. Nelson
von Briesen & Roper, S.C.
Milwaukee
Presenters
Jamie B. Barwin
von Briesen & Roper, S.C.
Milwaukee
Kelly Dancy
Walny Legal Group LLC
Milwaukee
Joseph M. Higgins
Foley & Lardner LLP
Madison
Dayna J. Lefebvre
Becker, Hickey & Poster, S.C.
Milwaukee
Kass Longie
Foley & Lardner LLP
Madison
Victor J. Schultz
Prairie Trust a Division of Waukesha State Bank
Oconomowoc
Peter J. Wyant
Wyant Law Offices, S.C.
Racine
8:30 a.m. Welcome and Introductions
8:35 a.m. Ethical Issues Confronting Trust & Estate Attorneys Before Their Clients Die
- How to structure the representation of married clients.
- Conflicts of interest in blended families.
- Ethical concerns when planning for nursing home expenses.
- Conflicts of interest for owners of closely held businesses.
- Conflicts of interest when representing multiple generations of a family.
Dayna J. Lefebvre, Peter J. Wyant
9:25 a.m. Connelly v. United States
Randy S. Nelson
10:15 a.m. Break
10:30 a.m. Creditor Protection in Estate Planning
Melissa S. Kampmann
11:20 p.m. Unraveling Representation
- Unpacking the Power of Representation: Key Concepts and Real-World Impact
- Mastering Representation: Practical Strategies for Maximizing Impact
- Navigating the Complexities: Apply Representation Statutes to Unique Scenarios
Jamie B. Barwin
12:10 p.m. Lunch
1:10 p.m. Trust Termination
Victor J. Schultz
2:00 p.m. Fixing a Broken Trust: Irrevocable Trust Modifications
- Options for modifying irrevocable trusts under the Wisconsin Trust Code
- Practical pointers and discussion of logistics for accomplishing such modifications
- Discussion of when to use one mechanism over the other and traps to avoid
Kelly Dancy
2:50 p.m. Break
3:05 pm Recent Developments in Estate Planning
- Federal case law
- Federal legislation
- Wisconsin case law
- Wisconsin legislation
Joseph M. Higgins, Kass Longie
4:30 p.m. Program Concludes
This program originally presented on November 8, 2024.
- Delve into hot topics including modifying irrevocable trusts, credit protection, and more
- Explore the implications of the Supreme Court’s decision in Connelly v. U.S.
- Receive sample language and forms you can use in your estate planning practice
- Review the nuts and bolts of trust terminations and how to use them
- Analyze ethical issues confronting trust and estate lawyers before a client’s death
- Estate planning and probate lawyers
- Elder law practitioners
- Attorneys advising small businesses
- Family lawyers
- Tax lawyers
- General practitioners
Real Property, Probate and Trust Law Section Discount
Real Property, Probate and Trust Law Section members – save $50 on this seminar!*
*The $50 discount applies only to the in-person, live webcast, and webcast replay versions 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 Bonus!
Eckhardt’s Workbook for Wisconsin Estate Planners
Save 15% on the Eckhardt’s Workbook for Wisconsin Estate Planners.* This best seller is your source for mastering the increasingly complex subject of estate planning. Use discount code CA3689 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 the purchase of libraries. Discount cannot be combined with any other offers.