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Boldly Go Where No Estate Plan Has Gone Before 2025

Product ID: CA3788W
Presented By: State Bar of Wisconsin PINNACLE

Let’s get digital

With more of our lives (and our wealth) moving online, estate planning professionals must evolve to ensure clients’ digital assets are protected and passed on to the next generation. Clients with substantial digital assets will seek tech-savvy firms with digital awareness and established practices for managing online and offline wealth.

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Interested in becoming a Certified Paralegal? Find out more.

State Bar of WI Certified Paralegal

 

Interested in sponsoring this program? Find out more.

Pricing

Member $149.00

Non-Member $199.00

Credits

2 CLE

Date and Time

Tuesday, April 22, 20253:00 PM - 5:00 PM CT

Add to Calendar 4/22/2025 3:00:00 PM 4/22/2025 5:00:00 PM America/Chicago Boldly Go Where No Estate Plan Has Gone Before 2025

Let’s get digital

With more of our lives (and our wealth) moving online, estate planning professionals must evolve to ensure clients’ digital assets are protected and passed on to the next generation. Clients with substantial digital assets will seek tech-savvy firms with digital awareness and established practices for managing online and offline wealth.

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Let’s get digital

With more of our lives (and our wealth) moving online, estate planning professionals must evolve to ensure clients’ digital assets are protected and passed on to the next generation. Clients with substantial digital assets will seek tech-savvy firms with digital awareness and established practices for managing online and offline wealth.

Read More ↓

Attorney Peter Harbach is a partner at Hooper Law Office and the former president of the Wisconsin Council of Estate Planning Attorneys. Peter teaches nationally on elder law topics, including Medicaid’s expanded estate recovery laws and Veteran Pension benefit planning. He is a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys (NAELA), the Wisconsin Council of Estate Planning Attorneys, and the Elder Law Section of the State Bar of Wisconsin. He is accredited by the Department of Veterans Affairs.

Peter earned his undergraduate degree in Criminology and Law Studies from Marquette University as a recipient of the St. Ignatius Academic Scholarship. He then attended Marquette University Law School, focusing his studies on estate planning and family law.

Attorney Sarah J. Kons is a partner at Hooper Law Office, LLC. She grew up in the Fox Valley and returned after completing her education to build her practice and serve her community through education and comprehensive planning. Sarah focuses on estate planning, elder law, assisting families in planning for loved ones with disabilities, and business planning, including entity formation, exit strategies, and succession planning, with a special emphasis on the evolution of the family farm.

After attending the University of Wisconsin Oshkosh for her Undergraduate Degree, she earned her Juris Doctor at Marquette University Law School. Sarah believes strongly in the benefits of education and teaches on both a local and national level. She presents to a wide variety of audiences, including the general public, financial advisors, insurance agents, attorneys, and various other professionals. She has also written numerous articles and several books on the topics of estate planning, elder law, special needs planning, and transitioning family-owned businesses.

Sarah is a member of the National Steering Committee on Special Needs through NAELA and a past president of the Wisconsin Council of Estate Planning Attorneys. She is a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys (NAELA), Protected Tomorrows, WINAELA (Wisconsin Chapter), and the Elder Law Section of the State Bar of Wisconsin. Sarah is also accredited with the Department of Veterans Affairs.

  • Stay ahead in estate planning by mastering digital asset management
  • Provide more comprehensive and informed guidance to clients with digital holdings
  • Receive guidance on privacy laws, data security, and risk management
  • Gain a competitive edge by offering specialized digital asset planning services
  • Draft digital estate plans, create legal documents granting executors access to digital accounts, and advise clients how to manage their digital assets effectively
  • Paralegals
  • Estate planning attorneys
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