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Legacy Planning for the Family Property 2024

Product ID: CA3717W
Presented By: State Bar of Wisconsin PINNACLE

Keeping it all in the family

Many of us have fond memories of spending time at family properties, whether it’s a farm, cabin, or cottage. Family property owners often dream of passing these properties and traditions to their children and grandchildren. But your clients can’t just assume their beloved vacation homes and cabins will pass seamlessly to the next generation and beyond. How do you ensure your clients’ family vacation home doesn’t become a family argument?

At Legacy Planning for the Family Property, you’ll learn how to create a framework for future ownership and management of family properties. Read More ↓

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Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Tuesday, October 01, 202412:00 PM - 1:00 PM CT

Add to Calendar 10/1/2024 12:00:00 PM 10/1/2024 1:00:00 PM America/Chicago Legacy Planning for the Family Property 2024

Keeping it all in the family

Many of us have fond memories of spending time at family properties, whether it’s a farm, cabin, or cottage. Family property owners often dream of passing these properties and traditions to their children and grandchildren. But your clients can’t just assume their beloved vacation homes and cabins will pass seamlessly to the next generation and beyond. How do you ensure your clients’ family vacation home doesn’t become a family argument?

At Legacy Planning for the Family Property, you’ll learn how to create a framework for future ownership and management of family properties. aagOTNdBczOPpqCrTmAF60877

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Keeping it all in the family

Many of us have fond memories of spending time at family properties, whether it’s a farm, cabin, or cottage. Family property owners often dream of passing these properties and traditions to their children and grandchildren. But your clients can’t just assume their beloved vacation homes and cabins will pass seamlessly to the next generation and beyond. How do you ensure your clients’ family vacation home doesn’t become a family argument?

At Legacy Planning for the Family Property, you’ll learn how to create a framework for future ownership and management of family properties. Read More ↓

Mykayla A. Dado grew up on a seventh-generation dairy farm, where she saw firsthand the hard work and long hours that go into running a family or closely held business. At Ruder Ware, Mykayla assists clients in planning for the transition of ownership and management of family or closely held businesses, including family farms. In addition, she assists clients with drafting wills, trusts, and other planning documents, as well as probate and trust administration. 

Ruth M. Ross is an attorney at Ruder Ware whose experience working at a local bank in Edgar showed her firsthand how clients who had just lost spouses struggled with settling an estate plan when no pre-planning had been done. Ruth assists clients with creating a plan that honors their legacy by identifying their goals and creating a blueprint for how to distribute their assets and take care of their families. 

  • Learn how to create succession plans for the future of family properties
  • Receive tips for fostering decision-making and dispute resolution between generations 
  • Establish a foundation for future ownership and management of family properties
  • Ensure your clients’ family property will be used and maintained according to their wishes 
  • Real estate lawyers
  • Estate planning lawyers
  • Business lawyers
  • Family lawyers
  • General practitioners
  • Estate planning and real estate paralegals
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