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43rd Annual Estate Planning Update 2022

Product ID: CA3321R
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

The best-laid plans

The new Corporate Transparency Act (CTA) is designed to prevent the creation and use of business entities to facilitate illicit activity such as tax fraud, money laundering, financing of terrorism, and other acts of foreign corruption that threaten national security interests. You may be wondering what that has to do with estate planning, and you’ll find out at the 43rd Annual Estate Planning Update.

Attorneys of all experience levels will benefit from a discussion of recent developments in estate planning and guidance from veteran practitioners on:

  • Reporting requirements under the new CTA
  • Best practices for administering ongoing trusts
  • What to do when someone is surprised to learn
  • they’re a grantor
  • How to track and calculate trust withdrawals
  • And more!
Read More ↓

Sponsored By
LawYaw      Prairie Trust
Wisconsin Lawyers Mutual Insurance Company      Wispact

Interested in sponsoring this program? Find out more.

Pricing

Member $269.00

Non-Member $349.00

Credits

7 CLE

Date and Time

Thursday, November 24, 20228:30 AM - 4:35 PM CT

Add to Calendar 11/24/2022 8:30:00 AM 11/24/2022 4:35:00 PM America/Chicago 43rd Annual Estate Planning Update 2022

Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

The best-laid plans

The new Corporate Transparency Act (CTA) is designed to prevent the creation and use of business entities to facilitate illicit activity such as tax fraud, money laundering, financing of terrorism, and other acts of foreign corruption that threaten national security interests. You may be wondering what that has to do with estate planning, and you’ll find out at the 43rd Annual Estate Planning Update.

Attorneys of all experience levels will benefit from a discussion of recent developments in estate planning and guidance from veteran practitioners on:

  • Reporting requirements under the new CTA
  • Best practices for administering ongoing trusts
  • What to do when someone is surprised to learn
  • they’re a grantor
  • How to track and calculate trust withdrawals
  • And more!
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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 Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

The best-laid plans

The new Corporate Transparency Act (CTA) is designed to prevent the creation and use of business entities to facilitate illicit activity such as tax fraud, money laundering, financing of terrorism, and other acts of foreign corruption that threaten national security interests. You may be wondering what that has to do with estate planning, and you’ll find out at the 43rd Annual Estate Planning Update.

Attorneys of all experience levels will benefit from a discussion of recent developments in estate planning and guidance from veteran practitioners on:

  • Reporting requirements under the new CTA
  • Best practices for administering ongoing trusts
  • What to do when someone is surprised to learn
  • they’re a grantor
  • How to track and calculate trust withdrawals
  • And more!
Read More ↓

Sponsored By

Program Chairs and Presenters:

Melissa S. Kampmann
Ruder Ware, L.L.S.C.
Wausau

Randy S. Nelson
von Briesen & Roper, S.C.
Milwaukee

Presenters:

Ruthann M. Driscoll
Driscoll Law LLC
Wauwatosa

Ashley L. Hawley
Ruder Ware LLSC
Wausau

Joseph M. Higgins
Foley & Lardner LLP
Madison

Jennifer M. Olk
Husch Blackwell LLP
Milwaukee

Victor J. Schultz
Prairie Trust
A Division of Waukesha State Bank
Oconomowoc

H. Wes Taylor
Foley & Lardner LLP
Madison

8:00 a.m. Registration

8:30 a.m. Recent Developments in Estate Planning

  • Federal case law
  • Federal legislation
  • Wisconsin case law
  • Wisconsin legislation

Joseph M. Higgins, H. Wes Taylor

9:45 a.m. Break

10:00 a.m. Red Alert!!! The Corporate Transparency Act is Coming

  • A trap for the unwary estate planner
  • Big impact for closely held entities
  • Report requirements
  • Significant penalties for noncompliance
  • Effective soon - prepare now

Randy S. Nelson

10:50 a.m. Advising the Trustee

  • How to advise the trustee on declining or accepting trusteeship
  • What happens if there is not trustee or trustee wishes to resign
  • What is the trustee accountable for

Ashley L. Hawley, Melissa S. Kampmann

11:45 p.m. Lunch (on own)

1:00 p.m. Irrevocable Trust Planning with Grantor Trusts

  • The benefits of Grantor Trusts
  • Commonly used provisions to create a Grantor Trust
  • Common traps to avoid if your client does not wish to create a Grantor Trust
  • What to do if your client decides Grantor Trust tax status is no longer desired
  • Treating someone other than the Settlor as the granto for tax purposes

Jennifer M. Olk

1:50 p.m. Trust Code Trailer Bill

  • Proposed changes and additions to the Wisconsin Trust Code
  • The status of the bill and potential impacts

Victor J. Schultz

2:40 p.m. Break

2:55 p.m. What Every Estate Planner Should Know about Social Security & Medicare

  • Social Security basics - eligibility, calculation of benefits, adjunct benefits, offsets
  • Medicare basisc - the four parts of Medicare, eligibility, coordination with Social Security 
  • What the future may hold for these benefits

Ruthann M. Driscoll

4:10 p.m. Program Concludes

Following program start time, webcast replay schedule may vary slightly.

  • Understand how the Corporate Transparency Act will impact family limited partnerships and LLCs
  • Get the latest guidance on social security and Medicare benefits
  • Find out when and how to use a grantor trust
  • Pick up helpful tips and practical insight from experienced practitioners
  • Receive important case law and legislative updates from the past year
  • Estate planning practitioners
  • Probate attorneys
  • Elder law attorneys
  • General practitioners
  • Attorneys advising small businesses

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 in-person seminar, live webcast, and webcast replay versions of this seminar – not CLE OnDemand. Section 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

Seminar attendees will enjoy a free two-week trial of the Eckhardt’s Workbook for Wisconsin Estate Planners Books UnBound® title and an invitation to save 20% on either a 1-year subscription to the Books UnBound title or the purchase of the print book.* This best-selling classic is a one-stop reference with a practical, how-to approach that demystifies the complexities of estate planning.

*Attendees will receive information to access the free trial and discount via email after attending the program. 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.

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