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Browse All > CLE Seminars

Drafting Your First Will or Trust 2023

Product ID: CA3544R9
Presented By: State Bar of Wisconsin PINNACLE

Estate planning advice you can trust

Assets, directives, marital property, distributions, taxes, powers of attorney – at first glance, estate planning can seem like a daunting area of practice. But everyone needs an estate plan, which means that boosting your estate planning skills can help you start or expand your practice. 

If you’re new to estate planning or you’d like to offer estate planning services to your existing clients, Drafting Your First Will or Trust is here to help you start at the beginning. Attorney Reg P. Wydeven will break down the core components you should address when creating wills and trusts for your clients, including: 

  • Identifying a testator or settlor
  • Client directives and options
  • Disaster/failure of beneficiaries clauses
  • Payment of debts, taxes, and expenses
  • Distribution of property
  • Survivorship requirements/provisions
  • Powers of personal representatives and trustees
  • And more!
Read More ↓

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Select a Format

OnDemand seminar

Pricing

Member $149.00

Non-Member $199.00

Credits

2 CLE

Date and Time

Saturday, December 09, 202312:00 PM - 1:40 PM CT

Add to Calendar 12/9/2023 12:00:00 PM 12/9/2023 1:40:00 PM America/Chicago Drafting Your First Will or Trust 2023

Estate planning advice you can trust

Assets, directives, marital property, distributions, taxes, powers of attorney – at first glance, estate planning can seem like a daunting area of practice. But everyone needs an estate plan, which means that boosting your estate planning skills can help you start or expand your practice. 

If you’re new to estate planning or you’d like to offer estate planning services to your existing clients, Drafting Your First Will or Trust is here to help you start at the beginning. Attorney Reg P. Wydeven will break down the core components you should address when creating wills and trusts for your clients, including: 

  • Identifying a testator or settlor
  • Client directives and options
  • Disaster/failure of beneficiaries clauses
  • Payment of debts, taxes, and expenses
  • Distribution of property
  • Survivorship requirements/provisions
  • Powers of personal representatives and trustees
  • And more!
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Estate planning advice you can trust

Assets, directives, marital property, distributions, taxes, powers of attorney – at first glance, estate planning can seem like a daunting area of practice. But everyone needs an estate plan, which means that boosting your estate planning skills can help you start or expand your practice. 

If you’re new to estate planning or you’d like to offer estate planning services to your existing clients, Drafting Your First Will or Trust is here to help you start at the beginning. Attorney Reg P. Wydeven will break down the core components you should address when creating wills and trusts for your clients, including: 

  • Identifying a testator or settlor
  • Client directives and options
  • Disaster/failure of beneficiaries clauses
  • Payment of debts, taxes, and expenses
  • Distribution of property
  • Survivorship requirements/provisions
  • Powers of personal representatives and trustees
  • And more!
Read More ↓

Reg P. Wydeven is a partner at McCarty Law LLP in Appleton. As he’d always hoped, Reg was lucky enough to follow in his father’s footsteps by practicing law at the same firm and advising clients on estate planning, estate settlement, and elder law matters. His dad, Dennis, retired from McCarty Law in 2004 and the two worked closely together until that time. Reg assists clients and is a frequent speaker on matters including estate planning, special needs planning, long-term care planning, and asset protection. 

He has been honored as a Rising Star for his work in elder law and also received the Future 15 Young Professional Award. In addition, he writes a weekly FYI column for The Post Crescent, which provides legal commentary on a wide array of topics such as estate planning, product liability, investments, and unconventional legal news. 

  • Enhance your understanding of fundamental estate planning concepts
  • Learn how to draft a valid, enforceable will from start to finish
  • Receive a complete overview of the provisions in basic wills and trusts
  • Walk away with the skills you need to offer estate planning services to your clients
  • New lawyers
  • Lawyers new to estate planning

Is your first court appearance on the horizon? Drafting your first will or real estate contract? There are firsts for every lawyer, new and experienced, and the Foundational Firsts Series from State Bar of Wisconsin PINNACLE® is designed to help you rise to the occasion. With sessions offering practical, step-by-step guidance on essential legal tasks and procedures you don’t learn in law school, Foundational Firsts programs help build your confidence and your resume. Click here for the full catalog of Foundational Firsts Series programs. 

Reg P. Wydeven is a partner at McCarty Law LLP in Appleton. As he’d always hoped, Reg was lucky enough to follow in his father’s footsteps by practicing law at the same firm and advising clients on estate planning, estate settlement, and elder law matters. His dad, Dennis, retired from McCarty Law in 2004 and the two worked closely together until that time. Reg assists clients and is a frequent speaker on matters including estate planning, special needs planning, long-term care planning, and asset protection. 

He has been honored as a Rising Star for his work in elder law and also received the Future 15 Young Professional Award. In addition, he writes a weekly FYI column for The Post Crescent, which provides legal commentary on a wide array of topics such as estate planning, product liability, investments, and unconventional legal news. 

  • Enhance your understanding of fundamental estate planning concepts
  • Learn how to draft a valid, enforceable will from start to finish
  • Receive a complete overview of the provisions in basic wills and trusts
  • Walk away with the skills you need to offer estate planning services to your clients
  • New lawyers
  • Lawyers new to estate planning

Is your first court appearance on the horizon? Drafting your first will or real estate contract? There are firsts for every lawyer, new and experienced, and the Foundational Firsts Series from State Bar of Wisconsin PINNACLE® is designed to help you rise to the occasion. With sessions offering practical, step-by-step guidance on essential legal tasks and procedures you don’t learn in law school, Foundational Firsts programs help build your confidence and your resume. Click here for the full catalog of Foundational Firsts Series programs. 

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