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Remote Witnessing and Notarization of Estate Planning Documents 2024

Product ID: CA3638R4
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

Here, there, and everywhere

Traditionally, in-person witnessing and notarization of estate planning documents have been the sole way to confirm the authenticity of documents after a testator, settlor, or principal dies or becomes incapacitated. But when the COVID-19 pandemic struck, state governments across the country were forced to find a different approach. Recognizing the urgent need for a solution, the State Bar of Wisconsin’s Real Property, Probate and Trust Law (RPPT) Section petitioned the Wisconsin Supreme Court seeking issuance of emergency procedures. When the court declined to do so, the section formed the Remote Practice Committee. As a result of that committee’s work, bipartisan legislation on remote witnessing and notarization was passed by the Wisconsin Legislature and signed into law by the governor. The new law, 2023 Wis. Act 130, took effect on March 23, 2024.

A remote chance

Join top-notch estate planning lawyers Philip J. Miller and Catherine M. Priebe for a primer on the new rules at Remote Witnessing and Notarization of Estate Planning Documents. Read More ↓

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Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Wednesday, July 31, 202412:00 PM - 12:50 PM CT

Add to Calendar 7/31/2024 12:00:00 PM 7/31/2024 12:50:00 PM America/Chicago Remote Witnessing and Notarization of Estate Planning Documents 2024

Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

Here, there, and everywhere

Traditionally, in-person witnessing and notarization of estate planning documents have been the sole way to confirm the authenticity of documents after a testator, settlor, or principal dies or becomes incapacitated. But when the COVID-19 pandemic struck, state governments across the country were forced to find a different approach. Recognizing the urgent need for a solution, the State Bar of Wisconsin’s Real Property, Probate and Trust Law (RPPT) Section petitioned the Wisconsin Supreme Court seeking issuance of emergency procedures. When the court declined to do so, the section formed the Remote Practice Committee. As a result of that committee’s work, bipartisan legislation on remote witnessing and notarization was passed by the Wisconsin Legislature and signed into law by the governor. The new law, 2023 Wis. Act 130, took effect on March 23, 2024.

A remote chance

Join top-notch estate planning lawyers Philip J. Miller and Catherine M. Priebe for a primer on the new rules at Remote Witnessing and Notarization of Estate Planning Documents. aagOTNdBczOPpqCrTmAF60877

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Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

Here, there, and everywhere

Traditionally, in-person witnessing and notarization of estate planning documents have been the sole way to confirm the authenticity of documents after a testator, settlor, or principal dies or becomes incapacitated. But when the COVID-19 pandemic struck, state governments across the country were forced to find a different approach. Recognizing the urgent need for a solution, the State Bar of Wisconsin’s Real Property, Probate and Trust Law (RPPT) Section petitioned the Wisconsin Supreme Court seeking issuance of emergency procedures. When the court declined to do so, the section formed the Remote Practice Committee. As a result of that committee’s work, bipartisan legislation on remote witnessing and notarization was passed by the Wisconsin Legislature and signed into law by the governor. The new law, 2023 Wis. Act 130, took effect on March 23, 2024.

A remote chance

Join top-notch estate planning lawyers Philip J. Miller and Catherine M. Priebe for a primer on the new rules at Remote Witnessing and Notarization of Estate Planning Documents. Read More ↓

Philip J. Miller is a partner in the law firm of Husch Blackwell LLP, working in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning. He received his B.S. degree, cum laude, from Boston College and his J.D., cum laude, from Marquette University Law School. Atty. Miller works with individuals, couples, professionals, and business owners to accomplish their objectives while minimizing taxes and expenses and managing risk. His practice includes planning for unique assets, international considerations, and beneficiaries with special needs. He also works with non-profit organizations on tax and governance issues. 

Atty. Miller is a speaker for continuing legal education courses with State Bar of Wisconsin PINNACLE® and is a frequent speaker on the subjects of estate planning, business succession planning, marital property, and probate. He is a former member of the adjunct faculty at Marquette University Law School. Atty. Miller is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a member of the State Bar of Wisconsin, the Milwaukee Estate Planning Forum (Past President), and the Mid-Winter Estate Planning Clinic. He has been listed in Best Lawyers in America since 2007 and named “Lawyer of the Year” for Trusts and Estates in Milwaukee for 2016 and 2018.

Catherine M. Priebe is the co-founder of Certus Legal Group, Ltd., a boutique estate planning and business succession planning law firm with offices in Milwaukee and Madison. Prior to starting her own firm, she chaired the Estates, Trusts & Succession Planning Practice Group of Davis & Kuelthal, S.C. Atty. Priebe has extensive experience advising clients in all aspects of estate planning, business succession planning, gifting strategies, marital property issues, and probate and trust administration. She received her undergraduate degree, magna cum laude, from Marquette University and her law degree, cum laude, from the University of Wisconsin Law School.

Atty. Priebe has received the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils. She is a frequent lecturer on estate planning, including continuing legal education courses for State Bar of Wisconsin PINNACLE. She has also instructed the Estate Planning and Probate section of the Lawyering Skills Course at the University of Wisconsin Law School. Atty. Priebe is a Fellow of the American College of Trust and Estate Counsel, Past Chairperson and Ex-Officio Member of the State Bar of Wisconsin’s Real Property, Probate and Trust Law Section Board of Directors, Past President of the Milwaukee Estate Planning Forum, and the former Vice Chair of the Milwaukee Bar Association’s Estates and Trusts Section. 

Atty. Priebe currently co-chairs the State Bar of Wisconsin Remote Practice Committee and is also a member of the State Bar of Wisconsin and Wisconsin Bankers Association Joint Uniform Trust Code Study Group, Milwaukee Mid-Winter Estate Planning Clinic and Milwaukee Estate Planning Association, as well as Past President of the Association for Women Lawyers and the Association for Women Lawyers Foundation. She is recognized as a Wisconsin Super Lawyer by Law & Politics magazine and has consistently been included in the Trusts and Estates Section of Best Lawyers in America. She is very honored to have been selected as the 2022 Lawyer of the Year in Trusts and Estates for Milwaukee by Best Lawyers in America. Atty. Priebe is AV Preeminent® Peer Review Rated by Martindale Hubbell. She has also been ranked in Chambers High Net Worth: Private Wealth Law since 2017.

  • Discover key changes to the Wisconsin statutes on remote witnessing
  • Know which estate planning documents are covered by the new law
  • Distinguish between remote ink notarization (RIN) and remote online notarization (RON)
  • Identify the potential uses and benefits of remote witnessing and notarization
  • Learn when remote witnessing and notarization should be avoided
  • Estate planning lawyers
  • Family law practitioners
  • Tax lawyers
  • Probate lawyers
  • Anyone who offers estate planning services

Real Property, Probate & Trust Law Section members save $20!*

RPPT Section members receive a $20 discount on the live webcast seminar and webcast replays of this program.

*The $20 Real Property, Probate and Trust Law section member discount only applies to 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.

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