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41st Annual Estate Planning Update 2020

Product ID: CA3031R6
Presented By: State Bar of Wisconsin PINNACLE

Examining estate planning essentials

Effective estate planning means the difference between confusion and clarity. The 41st Annual Estate Planning Update will ensure attorneys of all experience levels are clear on the latest developments in state and federal estate planning legislation and case law, as well as planning options for:

  • Married couples
  • Gifting to minors during their lifetime
  • Managing co-owned real estate
Read More ↓

Sponsored By

SVA Trust

Wisconsin Lawyers Mutual Insurance Company

Wispact

 

Interested in sponsoring this program? Find out more.

Pricing

Member $259.00

Non-Member $339.00

Credits

7 CLE

Date and Time

Thursday, December 31, 20208:30 AM - 4:10 PM CT

Add to Calendar 12/31/2020 8:30:00 AM 12/31/2020 4:10:00 PM America/Chicago 41st Annual Estate Planning Update 2020

Examining estate planning essentials

Effective estate planning means the difference between confusion and clarity. The 41st Annual Estate Planning Update will ensure attorneys of all experience levels are clear on the latest developments in state and federal estate planning legislation and case law, as well as planning options for:

  • Married couples
  • Gifting to minors during their lifetime
  • Managing co-owned real estate
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Examining estate planning essentials

Effective estate planning means the difference between confusion and clarity. The 41st Annual Estate Planning Update will ensure attorneys of all experience levels are clear on the latest developments in state and federal estate planning legislation and case law, as well as planning options for:

  • Married couples
  • Gifting to minors during their lifetime
  • Managing co-owned real estate
Read More ↓

Sponsored By

Program Chairs and Presenters

Melissa S. Kampmann
Ruder Ware, L.L.S.C.
Wausau

Randy S. Nelson
von Briesen & Roper, S.C.
Milwaukee

Presenters

Benjamin P. Brunette
Selinger & Brunette LLC
Madison

Jeff A. Goldman
DeWitt LLP
Madison

Ashley L. Hawley
Ruder Ware, L.L.S.C.
Wausau

Joseph M. Higgins
Foley & Lardner LLP
Madison

Megan L.W. Jerabek
von Briesen & Roper, S.C.
Madison

Melissa Cover Selinger
Selinger & Brunette LLC
Madison

H. Wes Taylor
Foley & Lardner LLP
Madison

8:30 a.m. : Recent Developments in Estate Planning

  • Federal case law
  • Federal legislation
  • Wisconsin case law
  • Wisconsin legislation

H. Wes Taylor, Joseph M. Higgins

9:45 a.m. : Break

10:00 a.m. : Nelson’s Rules of Thumb When Estate Planning for Married Couples

  • Most common estate plans used
  • Factors to consider
  • Impact of marital property law
  • Impact of tax exemptions
  • Rules of thumb for when to consider each plan

Randy S. Nelson

11:15 a.m. : Drafting Trusts: The Good, the Bad and What does that mean?

  • Clauses mandating the consideration of other resources
  • How to handle vacancies in appointed positions
  • Don’t forget your tax apportionment clauses
  • Drafting for flexibility
  • Common trust terms

Ashley L. Hawley, Melissa S. Kampmann

12:15 p.m. : Lunch

1:15 p.m. : When You Are Ready to Give, But They Are Not Ready to Receive - Lifetime Gift Planning to Minors

  • Funding 529 and ABLE Accounts
  • Gifting to custodial accounts
  • Planning with irrevocable trusts

Megan L. W. Jerabek

2:05 p.m. : The Estate Planner’s Real Estate Toolbox

  • Probate avoidance strategies
  • Using trusts and LLCs to manage co-owned real estate
  • Marital property considerations
  • Wisconsin’s real estate transfer fee and exemptions

Benjamin P. Brunette, Melissa Cover Selinger

2:55 p.m. : Break

3:10 p.m. : Dealing with Ambiguities in Estate and Trust Procedure

  • Overview of procedural gaps and ambiguities in the Trust Code (Ch. 701) and Probate Code (Ch. 879)
  • How lawyers and courts have dealt with these issues
  • Proposed changes to the statutes to address them
  • Best practices for commencing a proceeding, notice, the scope of the initial hearing, objections, and other procedural issues

Jeff A. Goldman

4:10 p.m. : Program Concludes

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

  • Help clients address marriage and children in their estate plans
  • Counsel clients on their best options for navigating real estate ownership
  • Get a refresher in common issues in drafting trusts
  • Stay up-to-date with legislative and case law developments
  • Understand how to deal with ambiguities in the trust and probate codes
  • Estate planning practitioners
  • Probate attorneys
  • Elder law attorneys
  • General practice attorneys

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 discount only applies to the live webcast and webcast replays of this seminar – not to CLE OnDemand. RPPT members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount. The RPPT Section may discontinue this discount at any time.


Book Sale – Save 20%

Eckhardt’s Workbook for Wisconsin Estate Planners

Save 20% on Eckhardt’s Workbook for Wisconsin Estate Planners.* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. Demystify the estate planning process with the book that contains decades of expertise from some of Wisconsin’s most respected estate planning attorneys.

Use discount code CA3031 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 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.

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