Program Chairs:
Kevin Hayde
Wispact, Inc.
Madison
Kristi Papez – also presenting
Wispact, Inc.
Madison
Meghan M. Teigen
Johnson Teigen LLC
Fitchburg
Presenters:
Amy M. Burger
The Law Office of Attorney Amy M. Burger
Hubertus
Eric DeGroot
Wispact, Inc.
Madison
Jon Fischer
McCarty Law LLP
Appleton
Roy W. Froemming
Johnson Teigen LLC
Madison
Emily Klunick
Wispact, Inc.
Madison
Jeffrey S. Krause
Affinity Consulting Group
Waterford
Timothy J. Pierce
State Bar of Wisconsin
Madison
Heather B. Poster
Becker, Hickey, & Poster S.C.
Milwaukee
Kate Schilling
Grater Wisconsin Agency on Aging Resources
Madison
Peter J. Wall,
Director of Fiduciary Services
True Link Financial
Denver, CO
KC Watson
Wispact, Inc.
Madison
Reg P. Wydeven
McCarty Law LLP
Appleton
Mary C. Youssi
Walny Legal Group LLC
Milwaukee
8:30 a.m. Welcome and Overview of Wispact
Kevin Hayde, Executive Director
8:40 am. What You Need to Know About the Creation and Administration of a Wispact Trust
Eric DeGroot, Jon Fischer, Emily Klunick, Kristi Papez, KC Watson, Reg Wydeven
10:10 a.m. SECURE Act 2.0 Insights and Considerations
Peter J. Wall
11:00 a.m. Break
11:15 a.m. Case Law Update
- Recent regional and national cases involving Special Needs Trusts
- Practice tips
Amy M. Burger, Mary C. Youssi
11:45 a.m. Lunch (on your own)
12:45 p.m. HUD & HOTMA Regulations and Impacts
Roy W. Froemming
1:35 p.m. Break
1:50 p.m. Social Security Administration Basics and Issues
Kate Schilling
3:20 p.m. Ethically Utilizing Communication Tools and Resources
Jeffrey S. Kause, Timothy J. Pierce, Heather B. Poster, Meghan M. Teigen
4:10 p.m. Program Concludes
- Understand the process for creating and administering a Wispact trust from start to finish
- Receive a thorough rundown of Social Security Administration basics and key issues
- Explore the latest case law on issues affecting elder and special needs clients
- Discover insights and understand important considerations regarding the SECURE 2.0 Act
- Pick up helpful tips for responsibly using communication tools with clients
- Adult guardians ad litem
- Estate planning lawyers
- Elder law attorneys
- Probate lawyers
- Family lawyers
Book Bonus!
Advising Older Clients & Their Families Vol. I
Save 15% on Advising Older Clients & Their Families Vol. I.* Written and reviewed by more than 60 of Wisconsin’s premier elder law attorneys, it’s the foremost guide to elder law, specifically developed for Wisconsin practitioners. Use discount code CA3615 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.
Wisconsin Pooled & Community Trusts, Inc. (Wispact) provides for the special needs of persons with disabilities without endangering their eligibility for public benefits or placement on waiting lists. These benefits include entitlement programs such as Supplemental Security Income, Medical Assistance, Social Security Disability Insurance, and Medicare. The benefits also include home and community-based services, such as the Community Integration, Options, and Support Programs. Wispact, Inc., a Wisconsin nonprofit corporation, establishes and manages the trusts.