Program Chair and Presenter:
Margaret W. Hickey
Becker, Hickey & Poster, S.C.
Milwaukee
Presenters:
Dayna J. Lefebvre
Becker, Hickey & Poster, S.C.
Milwaukee
Jessica A. Liebau
Wessels & Liebau LLC
Mequon
Kate Schilling
Greater Wisconsin Agency on Aging Resources
Madison
Carol J. Wessels
Wessels & Liebau LLC
Mequon
8:30 a.m. Overview of Medical Assistance and Other Related Programs
- Asset and income eligibility
- Spousal impoverishment
- Basic divestment
- Community programs
Margaret W. Hickey
9:20 a.m. Durable Power of Attorney
- Role of legal counsel
- Choice of agents
- Springing or non-springing power
- Gifting provisions
- Other special provisions
Dayna J. Lefebvre
9:45 a.m. Health Care Power of Attorney
- Execution
- Special provisions – “Living Will” statement
- Considering religious influences
- Considering present illness or diagnosis
- Do Not Resuscitate orders
Jessica A. Liebau
10:15 a.m. Break
10:30 a.m. Guardianship and Protective Placement
- Guardianship and protective placement procedures
- Who may petition for guardianship
- Requirements for transfer to a nursing home under the Family Consent Act
- Post appointment pitfalls
- General strategies for handling contentious cases
Kate Schilling
11:15 a.m. Elder Law Case Study: Basic Planning Techniques
- Unavailable assets and purchase of exempt assets
- Divestment planning
- Use of promissory notes and trusts
- Maximizing resources for the community spouse
- Estate planning issues
Dayna J. Lefebvre
12:00 p.m. Lunch
1:00 p.m. Estate Recovery
- Liens against the home
- Recovery from probate estate
- Non-probate recovery
- Act 20 and UTC changes
Dayna J. Lefevbre
2:00 p.m. Ethics
- Ethics of Elder Law practice
- Hypotheticals
Margaret W. Hickey, Carol J. Wessels
2:50 p.m. Question and Answer
3:00 p.m. Program Concludes
- Receive solid grounding in elder law’s essential elements
- Become familiar with medical assistance programs for the elderly
- Understand health care power of attorney and other life planning options
- Find out how guardianships and protective placements work
- Learn planning strategies under the Wisconsin Trust Code
- Explore tactics for estate recovery
- Attorneys who want to add elder law to their practice
- Estate planning and probate lawyers
- Guardians ad Litem for adults
- Family law practitioners
- Elder law attorneys 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.
Book Bonus!
Advising Older Clients and Their Families — 2 Volume Set
Save 15% on Advising Older Clients and Their Families — 2 Volume Set.* Written and reviewed by more than 20 of Wisconsin’s premier elder law attorneys, it’s the foremost guide to elder law, specifically developed for Wisconsin practitioners. Use discount code CA3609 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.
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.