Program Chair and Presenter:
Jessica A. Liebau
Wessels & Liebau LLC
Mequon
Presenters:
Amy M. Burger
The Law Office of Attorney Amy M. Burger
Hubertus
Victoria L. Davis
Davila Davis & Pledl, S.C.
Milwaukee
Margaret Wrenn Hickey
Becker, Hickey & Poster, S.C.
Milwaukee
Mark T. Johnson
Johnson Teigen LLC
Fitchburg
Sara K. Micheletti
McCarty Law LLP
Appleton
Blaine Patino
Canellos & Patino LLC
Wauwatosa
Heather B. Poster
Becker, Hickey & Poster, S.C.
Milwaukee
Jessica Schober
Braun Schober Schober & Mitchell, S.C.
New Berlin
Bruce A. Tammi
Bruce A. Tammi Law Office
Oconomowoc
Benjamin S. Wright
Wright Elder Law
New Richmond
8:30 a.m. Fair Decision Hearings & Case Law Update
- Notable fair hearing decisions published this year
- Recent case law and MEH updates
Amy M. Burger, Benjamin S. Wright
9:20 a.m. What Didn’t Pass in Legislation and What to Watch
Bruce A. Tammi, Victoria L. Davis Davila
10:15 a.m. Break
10:30 a.m. Current Topics in Medicaid
Margaret Wrenn Hickey, Heather B. Poster
12:00 p.m. Lunch (Networking Lunch sponsored by ELSN Section)
1:00 p.m. Wisconsin's Uniform Trust Decanting Act: An Update on the New Law
- Terminology of the new law
- Various situations for decanting
- Explore the process for trust decanting
- Compare decanting with other options for modifying trusts
Mark T. Johnson
1:55 p.m. Confidentiality, Capacity, and Conflicts of Interest in Guardianship and Estate Planning
Moderator: Jessica A. Liebau
Panel: Jessica Schober Braun, Blaine Patino, Sara K. Micheletti
3:15 p.m. Program Concludes
- Gain insight into recent fair hearing decisions and case law
- Learn what legislation didn’t pass and what to watch for
- Explore current topics in Medicaid
- Receive an update on Wisconsin’s Uniform Trust Decanting Act
- Know how to address confidentiality, capacity, and conflicts of interest in guardianship and estate planning
- Elder law attorneys
- Guardians ad litem for adults
- Estate planning and probate lawyers
Book Bonus!
Advising Older Clients & Their Families – 2 Volume Set
Save 15% on the Advising Older Clients & Their Families – 2 Volume Set.* In it, you’ll find the practice pointers, tips, charts, forms, and other tools to help you build and maintain a successful elder law practice. Use discount code CA3669 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.
Attendees at the in-person seminar will have a special opportunity to meet and talk with presenters at a complimentary luncheon sponsored by the State Bar’s Elder Law and Special Needs Section.