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Step-by-Step Estate Planning II 2024

Product ID: CA3592W
Presented By: State Bar of Wisconsin PINNACLE

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

Estate planning for everyone

As more Baby Boomers retire, the demand for effective estate planning services increases. And now younger generations are making pragmatic decisions about planning ahead for retirement.1 Are you prepared to help clients of all ages plan for the health care and financial decisions they need to make?

Sharpen your estate planning skills with the techniques and best practices you’ll learn at 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’d like to learn more advanced concepts and applications.

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Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $269.00

Non-Member $349.00

Credits

6.5 CLE

Date and Time

Wednesday, February 28, 20248:30 AM - 3:30 PM CT

Add to Calendar 2/28/2024 8:30:00 AM 2/28/2024 3:30:00 PM America/Chicago Step-by-Step Estate Planning II 2024

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

Estate planning for everyone

As more Baby Boomers retire, the demand for effective estate planning services increases. And now younger generations are making pragmatic decisions about planning ahead for retirement.1 Are you prepared to help clients of all ages plan for the health care and financial decisions they need to make?

Sharpen your estate planning skills with the techniques and best practices you’ll learn at 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’d like 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 of the State Bar of Wisconsin and the Real Property, Probate & Trust Law Section of the State Bar of Wisconsin

Estate planning for everyone

As more Baby Boomers retire, the demand for effective estate planning services increases. And now younger generations are making pragmatic decisions about planning ahead for retirement.1 Are you prepared to help clients of all ages plan for the health care and financial decisions they need to make?

Sharpen your estate planning skills with the techniques and best practices you’ll learn at 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’d like to learn more advanced concepts and applications.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Bradley J. Kalscheur
Michael Best & Friedrich LLP
Milwaukee

Philip J. Miller
Husch Blackwell LLP
Milwaukee

Ann M. Rieger
Amundsen Davis LLC
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 Families

  • 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

2:10 p.m. : Break

2:25 p.m. : Use of Family Limited Partnerships/LLCs

  • General concepts
  • Discount planning
  • Control issues
  • Cash flow issues
  • Income tax issues
  • Use for Family Vacation Home

Ann M. Rieger

3:30 p.m. : Program Concludes

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

  • Learn how to draft in compliance with federal and Wisconsin estate taxes
  • Understand the rules of retirement benefits and IRAs
  • Explore gifting techniques using trusts
  • Discover planning strategies for second marriages, blended families, and unmarried couples
  • Gain clarity on generation-skipping transfer taxes
  • Find out how to use family limited partnerships and LLCs
  • New attorneys seeking to establish an area of practice
  • Established attorneys new to estate planning
  • Experienced estate planners seeking a refresher
  • Elder law practitioners
  • General practitioners

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 in-person, live webcast, and webcast replay versions of this seminar – 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 Real Property, Probate and Trust Law section member discount only applies to in-person, live webcast, and webcast replay versions of this seminar – not CLE OnDemand. RPPT members using Ultimate Passes, other CLE passes, or other discounts are not eligible for this offer. The RPPT Section may discontinue this discount at any time.


Book Bonus!

Wisconsin Attorney’s Desk Reference
Save 15% on Wisconsin Attorney’s Desk Reference.* Think of it as an encyclopedia for lawyers, covering 35 topics in 11 practice areas. Use discount code CA3592 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 purchase of libraries. Discount cannot be combined with any other offers.

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.

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