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Step-by-Step Estate Planning II 2023

Product ID: CA3402W
Presented By: State Bar of Wisconsin PINNACLE

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

The retirement boom

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

Sharpen 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’d like to learn more advanced concepts and applications.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Pricing

Member $269.00

Non-Member $349.00

Credits

6.5 CLE

Date and Time

Wednesday, February 08, 20238:30 AM - 3:30 PM CT

Add to Calendar 2/8/2023 8:30:00 AM 2/8/2023 3:30:00 PM America/Chicago Step-by-Step Estate Planning II 2023

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

The retirement boom

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

Sharpen 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’d like to learn more advanced concepts and applications.

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

The retirement boom

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

Sharpen 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’d like 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
Amundsen Davis LLC
Brookfield

8:00 a.m. : In-Person Registration

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

2:10 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
  • Estate planners
  • Elder law practitioners
  • General practitioners
  • 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 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!

Advising the Evolving Family

Seminar attendees will enjoy a free two-week trial of the Advising the Evolving Family 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.* Get up-to-date guidance on legal issues affecting modern families, including unique considerations for LGBTQ families and cohabitating unmarried couples.

*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.

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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