Step-by-Step Estate Planning II 2022

Product ID: CA3290W
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Young Lawyers Division and the Real Property, Probate & Trust Law Section of the State Bar of Wisconsin

Take the next step

As Baby Boomers retire, the demand for effective estate planning services has increased. Are you prepared to help your clients with the health care and financial decisions they may soon be facing?

Hone your estate planning skills with the techniques and best practices you’ll learn from Step-by-Step Estate Planning II. It builds on the foundation of Step-by-Step Estate Planning I and is designed for attorneys with some estate planning experience who want to learn more advanced concepts and applications.

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Sponsored By

Wispact

Interested in sponsoring this program? Find out more.

Pricing

Member $269.00

Non-Member $349.00

Credits

7 CLE

Date and Time

Thursday, May 05, 20228:30 AM - 4:00 PM CT

Add to Calendar 5/5/2022 8:30:00 AM 5/5/2022 4:00:00 PM America/Chicago Step-by-Step Estate Planning II 2022

Endorsed by the Young Lawyers Division and the Real Property, Probate & Trust Law Section of the State Bar of Wisconsin

Take the next step

As Baby Boomers retire, the demand for effective estate planning services has increased. Are you prepared to help your clients with the health care and financial decisions they may soon be facing?

Hone your estate planning skills with the techniques and best practices you’ll learn from Step-by-Step Estate Planning II. It builds on the foundation of Step-by-Step Estate Planning I and is designed for attorneys with some estate planning experience who want to learn more advanced concepts and applications.

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No longer available, please choose from options above.

Maximum quantity must be less than or equal to 1.

Endorsed by the Young Lawyers Division and the Real Property, Probate & Trust Law Section of the State Bar of Wisconsin

Take the next step

As Baby Boomers retire, the demand for effective estate planning services has increased. Are you prepared to help your clients with the health care and financial decisions they may soon be facing?

Hone your estate planning skills with the techniques and best practices you’ll learn from Step-by-Step Estate Planning II. It builds on the foundation of Step-by-Step Estate Planning I and is designed for attorneys with some estate planning experience who want to learn more advanced concepts and applications.

Read More ↓

Sponsored By

Bradley J. Kalscheur
Michael Best & Friedrich LLP
Milwaukee

Philip J. Miller
Husch Blackwell LLP
Waukesha

Ann M. Rieger
Davis & Kuelthau S.C.
Brookfield

8:30 a.m. : Drafting for Tax Issues

  • Overview of federal and Wisconsin estate taxes
  • Marital deduction and portability
  • Unified credit
  • Formula clauses
  • Powers of appointment
  • Basis step-up issues
  • Drafting with flexibility for the changing federal exclusion amount

Bradley J. Kalscheur

9:30 a.m. : Planning for Retirement Benefits and IRAs

  • Rules when death occurs before required beginning date
  • Rules when death occurs after required beginning date
  • Spouse vs. non-spouse beneficiary
  • Trust as beneficiary
  • Planning for a “stretch payout”

Philip J. Miller

10:15 a.m. : Break

10:30 a.m. : Gifting Techniques Using Trusts

  • Objective of gifting in trust
  • Advantages and disadvantages of trusts vs. outright gifts
  • Planning for the annual exclusion
  • Insurance trusts
  • Grantor retained interest trusts
  • Spousal Limited Access Trusts (SLATS)
  • The growing importance of income tax planning for trusts

Ann M. Rieger

11:15 a.m. : Mine, Yours, and Ours: Planning for Second Marriages and Blended Familiesing Trusts

  • Planning with prenuptial and marital property agreements
  • Use of exemptions and exclusions
  • Trusts and other estate planning documents
  • Planning for unmarried persons and couples
  • Gifting strategies

Bradley J. Kalscheur

12:00 p.m. : Lunch

1:00 p.m. : Generation-Skipping Transfer Tax Planning

  • Allocation of generation-skipping transfer tax exemption
  • Drafting ideas
  • Dynasty trusts

Philip J. Miller

2:00 p.m. : Break

2:15 p.m. : Use of Family Limited Partnerships/LLCs

  • General concepts
  • Discount planning
  • Control issues
  • Cash flow issues
  • Income tax issues

Ann M. Rieger

3:15 p.m. : Ask the Panel: What Would You Like to Know?

  • A time for open-ended questions for the presenters

Bradley J. Kalscheur, Philip J. Miller, Ann M. Rieger

4:00 p.m. : Program Concludes

Following program start times, webcast replay schedule may vary slightly from above listed times.

  • Go beyond the basics to gain an understanding of estate taxes
  • Learn the ins and outs of gifting in trust
  • Become familiar with the rules of retirement benefits and IRAs
  • Explore the unique estate planning needs of unmarried cohabitating partners, second marriages, and blended families
  • Understand how to use family limited partnerships or LLCs in estate planning
  • Expand your practice by offering more estate planning services
  • Estate planners
  • Elder law practitioners
  • General practitioners
  • Young Lawyers Division members
  • Attorneys new to estate planning
  • Experienced estate planners seeking a refresher

YLD Discount!

Young Lawyers Division members receive a $20 discount on tuition.* Discount applied automatically upon log-in.

*Young Lawyers Division Members are State Bar member attorneys 36 years of age or younger, or within five years of admission to the State Bar of Wisconsin. If you’ve opted out of YLD, you will not receive this discount. The $20 discount only applies to the live webcast and webcast replays, not CLE OnDemand. YLD members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount.


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%!

Eckhardt’s Workbook for Wisconsin Estate Planners

Save 20% on Eckhardt’s Workbook for Wisconsin Estate Planners. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Demystify the estate planning process with the book that contains decades of expertise from some of Wisconsin’s most respected estate planning attorneys.

Use discount code CA3290 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.

BYP

The Build Your Practice Series from State Bar of Wisconsin PINNACLE® introduces you to the fundamentals of various practice areas. Gain the tools and information you need to develop a new area of practice and expand your firm's offerings. Build Your Practice Series programs are endorsed by the State Bar's Young Lawyers Division.

In an effort to keep members and staff as safe as possible, we ask that you be vaccinated or have a current negative COVID test taken no more than 48 hours prior to attending any in-person, official State Bar meeting or event, regardless of its location. Until further notice, masking in group meetings is required by staff and asked of members, regardless of vaccination status. In addition, all event attendees will be required to sign into any in-person events that they attend.

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