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Planning Essentials for Small & Modest Estates 2023

Product ID: CA3436R10
Presented By: State Bar of Wisconsin PINNACLE

Good things come in small packages

Not every client’s estate requires complex gift, estate, or generation-skipping transfer tax planning. But those with a smaller net worth still need good estate planning counsel to protect what they have. Find out practical information for how to help this clientele at Planning Essentials for Small and Modest Estates.

It’s ok to sweat the small stuff

Probate can be costly, time consuming, and ultimately result in the estate not being distributed as the decedent would have wished. Help your clients avoid this scenario with best practices to address essential activities such as:

  • Naming beneficiaries
  • Appointing a guardian for minor children
  • Appointing a health care agent
  • Appointing trustees to manage assets in case of incapacity
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Thursday, June 01, 202312:00 PM - 1:00 PM CT

Add to Calendar 6/1/2023 12:00:00 PM 6/1/2023 1:00:00 PM America/Chicago Planning Essentials for Small & Modest Estates 2023

Good things come in small packages

Not every client’s estate requires complex gift, estate, or generation-skipping transfer tax planning. But those with a smaller net worth still need good estate planning counsel to protect what they have. Find out practical information for how to help this clientele at Planning Essentials for Small and Modest Estates.

It’s ok to sweat the small stuff

Probate can be costly, time consuming, and ultimately result in the estate not being distributed as the decedent would have wished. Help your clients avoid this scenario with best practices to address essential activities such as:

  • Naming beneficiaries
  • Appointing a guardian for minor children
  • Appointing a health care agent
  • Appointing trustees to manage assets in case of incapacity
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Good things come in small packages

Not every client’s estate requires complex gift, estate, or generation-skipping transfer tax planning. But those with a smaller net worth still need good estate planning counsel to protect what they have. Find out practical information for how to help this clientele at Planning Essentials for Small and Modest Estates.

It’s ok to sweat the small stuff

Probate can be costly, time consuming, and ultimately result in the estate not being distributed as the decedent would have wished. Help your clients avoid this scenario with best practices to address essential activities such as:

  • Naming beneficiaries
  • Appointing a guardian for minor children
  • Appointing a health care agent
  • Appointing trustees to manage assets in case of incapacity
Read More ↓

Sponsored By

Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC, where she focuses her legal practice in the areas of estate planning, probate, and guardianship.

Dera has given numerous presentations about estate planning and living trusts, including special issues applicable to realtors, small business owners, farmers, pet owners, young families, LGBT families, and families with special needs children.

She was awarded the State Bar of Wisconsin’s 2016 Pro Bono Attorney of the Year Award for her work with the Wisconsin Wills for Heroes program and the Basic Estate Planning Clinic for Seniors and Veterans. Dera is a 2008 graduate of Marquette University Law School.

  • Understand the importance of estate planning for small and modest estates
  • Learn how to assist clients who will not face transfer tax concerns
  • Discover the best methods to avoid probate
  • Gain insights into the benefits of using a will vs. a revocable living trust
  • Estate planning lawyers
  • Elder law attorneys
  • Solo and small-firm practitioners
  • General practitioners
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