Step-by-Step Estate Planning I and Step-by-Step Estate Planning II

Transcription

1 CLE SEMINAR Step-by-Step Estate Panning I and Step-by-Step Estate Panning II This Buid Your Practice Series program is endorsed by the Young Lawyers Division of the State Bar of Wisconsin Step-by-Step Estate Panning I SEMINAR: Wednesday, January 31, 2018 I Miwaukee WEBCAST: Wednesday, January 31, 2018 WEBCAST: Friday, February 16, 2018 WEBCAST: Wednesday, February 21, 2018 WEBCAST: Tuesday, February 27, 2018 WEBCAST: Monday, March 5, 2018 WEBCAST: Wednesday, March 14, 2018 Step-by-Step Estate Panning II SEMINAR: Friday, February 23, 2018 I Miwaukee WEBCAST: Friday, February 23, 2018 WEBCAST: Tuesday, March 6, 2018 WEBCAST: Monday, March 12, 2018 WEBCAST: Wednesday, March 21, 2018 WEBCAST: Thursday, March 29, 2018 WEBCAST: Wednesday, Apri 4, 2018

2 CLE SEMINAR Buid Your Practice Estate Panning Series Step-by-Step Estate Panning I Seminar: January 31, 2018 I Miwaukee Webcast: January 31, 2018 Webcast: February 16, 2018 Webcast: February 21, 2018 Webcast: February 27, 2018 Webcast: March 5, 2018 Webcast: March 14, 2018 Step-by-Step Estate Panning II S eminar: February 23, 2018 I Miwaukee Webcast: February 23, 2018 Webcast: March 6, 2018 Webcast: March 12, 2018 Webcast: March 21, 2018 Webcast: March 29, 2018 Webcast: Apri 4, 2018 Advance your skis Thinking about adding estate panning services to your practice? Want to ensure you re up-to-speed on the atest deveopments in the practice area? From wis and to taxes and IRAs, these two compementary seminars cover everything from basic concepts to eading-edge soutions for compex situations. Step-by-Step Estate Panning I introduces you to the fundamentas of the practice. Whether you re new to estate panning or just need a review, become grounded in core concepts. Discover effective methods for drafting wis and working within tax constraints Gain an overview of the different types of and marita property agreements Learn how to avoid the need for guardianship using powers of attorney and advanced directives Identify and avoid potentia ethica pitfas Step-by-Step Estate Panning II buids on the foundation of Estate Panning I. It s designed for attorneys with some estate panning experience who want to earn more advanced concepts and appications. Expore estate panning considerations for today s modern famiies Take a coser ook at estate, gift, income, and generation-skipping transfer taxes Discover techniques for using and famiy imited partnerships for gifting Hep cients pan for retirement using IRAs and retirement benefits Register today! Who shoud attend Estate panners Eder aw attorneys Genera practitioners Young Lawyers Division members Lawyers new to estate panning Experienced attorneys ooking for a refresher How you benefit Step-by-Step Estate Panning I Famiiarize yoursef with fundamenta estate panning concepts Learn how to draft a wi Gain insight into various types of and their uses Understand how different tax issues can impact your estate panning practice Be aware of ethica issues estate panning practitioners frequenty face Step-by-Step Estate Panning II Receive an overview of federa and Wisconsin estate taxes Learn the ins and outs of gifting in trust Examine the rues of retirement benefits and IRAs Expore the unique estate panning needs of unmarried individuas, second marriages, and bended famiies Understand how to use Famiy Limited Partnerships or LLCs in estate panning CREDITS Step-by-Step Estate Panning I has been submitted to the Wisconsin Board of Bar Examiners for up to 7.5 CLE credits incuding 1.0 ethics and professiona responsibiity credit. The ive seminar and ive webcast on January 31, 2018 wi aso be submitted for Minnesota credit. Step-by-Step Estate Panning II has been submitted to the Wisconsin Board of Bar Examiners for up to 7.0 CLE credits. It does not quaify for EPR credits. The ive seminar and ive webcast on February 23, 2018 wi aso be submitted for Minnesota credit. LOCATION Live Seminars Miwaukee, Radisson Miwaukee West 2303 N. Mayfair Rd., Hwy. 100 at North Ave., (414)

3 STEP-BY-STEP ESTATE PLANNING I Facuty Husch Backwe LLP, Waukesha Certus Lega Group, Ltd., Miwaukee Program Schedue 8:00 am Registration 8:30 am Drafting a Basic Wi Initia cient interview Obtaining the information Intestate rues Eements of a good document Pitfas the need for carity Coordinating with other documents Execution Updating the wi 9:30 am An Introduction to Tax Issues in Estate Panning Overview of the Federa Estate Tax Overview of the Federa Gift Tax Overview of the Wisconsin Estate Tax Working with the marita deduction and unified credit 10:30 am Break 10:45 am An Introduction to Tax Issues in Estate Panning (continued) Reducing taxabe estates through ifetime gifting Generation-skipping transfer tax and other issues 11:00 am Genera Uses of Trusts in Estate Panning Testamentary vs. iving Revocabe vs. irrevocabe 7.5 CLE / 1.0 EPR Take the first step in starting your estate panning practice! Common uses of Probate avoidance Grantor vs. non-grantor for income tax purposes 12:00 pm Lunch (on your own) 1:00 pm Genera Uses of Trusts in Estate Panning (continued) Specia Trust modification/ termination and use of nonjudicia settement agreements 1:15 pm Avoiding Guardianship Powers of attorney Advanced heath care directives 1:45 pm Marita Property Agreements in Estate Panning Defaut property cassification rues Types of agreements Uses of agreements Traps for the unwary Specia considerations for ife insurance and retirement pans Panning for assets in common aw jurisdictions Aternatives to marita property agreements 2:45 pm Break 3:00 pm Ethica Issues Faced by the Estate Panning Practitioner Identifying your cient Joint representation of spouses Confict of interest Deaing with the disabed cient Competence Confidentiaity 4:00 pm Question and Answer 4:15 pm Program Concudes Foowing program start time, webcast repay schedues wi vary sighty from above isted times. STEP-BY-STEP ESTATE PLANNING II Take your estate panning skis to the next eve! Facuty Bradey J. Kascheur Michae Best & Friedrich LLP, Miwaukee Husch Backwe LLP, Waukesha Davis & Kuethau, S.C., Brookfied Program Schedue 8:00 am Registration 8:30 am Drafting for Tax Issues Overview of federa and Wisconsin estate taxes Marita deduction and portabiity Unified credit Formua causes Powers of appointment Basis step-up issues Drafting with fexibiity for the changing federa excusion amount Bradey J. Kascheur 9:30 am Panning for Retirement Benefits and IRAs Rues when death occurs before required beginning date Rues when death occurs after required beginning date Spouse vs. non-spouse beneficiary Trust as beneficiary Panning for a stretch payout 10:15 am Break 10:30 am Gifting Techniques Using Trusts Objective of gifting in trust Advantages and disadvantages of vs. outright gifts Panning for the annua excusion Insurance 7.0 CLE Grantor retained interest Charitabe The growing importance of income tax panning for 11:15 am Mine, Yours, and Ours: Panning for Second Marriages and Bended Famiies Panning with prenuptia and marita property agreements Use of exemptions and excusions Trusts and other estate panning documents Panning for unmarried persons and coupes Gifting strategies Bradey J. Kascheur 12:00 pm Lunch (on your own) 1:00 pm Generation-Skipping Transfer Tax Panning Aocation of generationskipping transfer tax exemption Drafting ideas Dynasty 2:00 pm Break 2:15 pm Use of Famiy Limited Partnerships/LLCs Genera concepts Discount panning Contro issues Cash fow issues Income tax issues 3:15 pm Ask the Pane: What Woud You Like to Know? A time for open-ended questions for the presenters Bradey J. Kascheur, Phiip J. Mier, 4:00 pm Program Concudes Foowing program start time, webcast repay schedues wi vary sighty from above isted times.

4 SAVE 20%! Save 20% on Eckhardt s Workbook for Wisconsin Estate Panners! Use discount code CA2714 when you order onine or by caing (800) * Pus, a seminar attendees receive a free two-week tria of the Books UnBound version. Whether you re a new or veteran estate panner, it s an essentia too for assisting your cients in panning for the future. Topics incude: Cient intake Taxation Fiing procedures Nonprobate transfers Wis with and without Marita property agreements And much more Order your copy today! Print Book: #AK0047; 902+pp; 6th ed (incudes suppement) Member: $249 $ Nonmember: $309 $ Books UnBound Subscription: # AE0047 Member: $159 $ Nonmember: $199 $ * Discount appies to both print and digita Books UnBound editions of this tite and cannot be appied to previous purchases. Offer vaid as ong as CLE credit is avaiabe for this program. For Books UnBound users, discount may be appied to purchase of individua Books UnBound tite ony and may not be used on purchase of fu ibrary. About the Buid Your Practice series The Buid Your Practice series from State Bar of Wisconsin PINNACLE introduces you to the fundamentas of various practice areas. Gain the toos and information you need to deveop a new area of practice and expand your firm s offerings. Topics incude bankruptcy, consumer protection, eder aw, estate panning, persona injury, residentia rea estate, traffic aw, and worker s compensation. Buid Your Practice series programs are endorsed by the State Bar s Young Lawyers Division. The 2018 Buid Your Practice series programs are proudy sponsored by: Additiona Estate Panning Toos 38th Annua Estate Panning Update 2017 Receive an overview of recent deveopments in state and federa case aw and egisation. Understand the importance of nonprobate transfers. Learn techniques for propery decanting a trust, and much more. 7 CLE Webcast Repay: Nov. 29 Dec. 8 Dec. 14 Dec. 19 Dec. 27 Dec. 30 Jan. 11 Jan. 26 Jan. 30 The Commony Overooked Issue in Divorce: Estate Panning 2017 Discover how divorce affects wis,, and beneficiary designations. Know what happens to a power of attorney at the time of divorce. Aso, understand the impact of irrevocabe on financia settements. 1 CLE CLE OnDemand Seminar: #CA2650D; Member: $89 Nonmember: $139 Panning Essentias for Sma and Modest Estates 2017 Learn how to assist cients who wi not face transfer tax concerns. Discover the best methods to avoid probate. Pus, gain insights into the benefits of using a wi vs. a revocabe iving trust. 1 CLE CLE OnDemand Seminar: #CA2651D; Member: $89 Nonmember: $139 Wisconsin Probate System: Forms and Procedures Handbook Find a comprehensive summary of Wisconsin probate aw aong with the sampe forms, etters, checkists, and other toos you need to successfuy probate an estate. Print Book: # AK0076; 719+ pp., 4th ed ( supp.) Member: $219 Nonmember: $269 Books UnBound Subscription: # AE0076; Member: $159 Nonmember: $199 Estate Panning/Probate Forms Library These fiabe forms et you do more than just fi in the banks they re practice tempates you can easiy modify and adapt to your needs. The Estate Panning/Probate Forms Library puts neary 300 forms at your fingertips, incuding motions, notices, powers of attorney, and marita property agreements, and is fuy searchabe by tite and keyword. Onine subscription: # FB7000 Member: $129 (Avaiabe ony to State Bar members) WisDocs Estate Panning Revoutionize your estate panning paperwork with this easy-to-use document assemby system. It s a powerfu, user-friendy, mobie system accessibe wherever you have an Internet connection. Create wis, revocabe, marita property agreements, and more. Onine subscription: # DA0001; Member/Nonmember: $299 (Avaiabe ony to attorneys) Consumer Pamphets Series: Wis/Estate Panning This pamphet waks cients through the avaiabe estate panning toos and the uses and advantages of each, incuding wis,, iving, non-testamentary transfers, and durabe powers of attorney. Distribute print pamphets to cients and prospects, or use our icensed content to drive traffic to your firm s website. Consumer Pamphets # GC0104; Pack of 50: Member $20 Nonmember $25 Eectronic License One-year subscription: Member $75 Nonmember $95

5 Registration Onine: Phone: Fax: Mai: credit card or Utimate Pass ony (800) » credit card or Utimate Pass ony (608) » credit card or Utimate Pass ony State Bar PINNACLE Registrations P.O. Box 7158, Madison, WI check, credit card, Passbook, or Utimate Pass STATE BAR CLE/PINNACLE PASSBOOK REGISTRATIONS: Passbook Certificates must be received by the State Bar at east one business day prior to the event. For ive seminars, wak-in registrations with the Passbook Certificates are wecome. REGISTRATION CANCELLATIONS: Pease visit for information on PINNACLE registration canceation poicies. Course materias for those attending the seminar Course materias are provided to seminar attendees in PDF format and are downoadabe from mystatebar on wisbar.org up to four days prior to and 90 days after your seminar. The PDF format is idea for creating an eectronic ibrary that is easiy stored, searched, and shared. PDFs aow you to search mutipe fies at once, copy and paste desired paragraphs, or send the entire PDF to a coeague without eaving your desk. Use Adobe Reader, GoodReader for ipad, or another free downoadabe program to access the fies from your computer, tabet, or mobie device during the seminar to make notes eectronicay, or print reevant sections ahead of time. For ive seminar attendees who prefer to receive course materias in printed format, pease seect the tuition option that incudes printed materias for an additiona $20. You wi aso have access to the PDFs to get the benefit of both options. Young Lawyers Save $20!* PINNACLE knows that you re at the critica point in your career where you re deveoping your skis and practice, which is why Young Lawyers Division Members receive $20 off any of the Buid Your Practice seminars. * Young Lawyers Division Members: State Bar member attorneys 36 years of age or younger or within 5 years of admission to the State Bar of Wisconsin. If you ve opted out of YLD, you wi not receive this discount. Buid Your Practice Estate Panning Series SEMINAR TUITION for each fu day seminar SEMINAR: With PRINTED Course Materias I wi attend the foowing seminar(s): Step-by-Step Estate Panning I Live Seminar Wednesday, January 31, 2018 Miwaukee Live Webcast Wednesday, January 31, 2018 Webcast Repay Friday, February 16, 2018 Webcast Repay Wednesday, February 21, 2018 Webcast Repay Tuesday, February 27, 2018 Webcast Repay Monday, March 5, 2018 Webcast Repay Wednesday, March 14, 2018 SEMINAR: With Downoadabe (PDF) Course Materias Priority Code: S T B WEBCAST SEMINAR: With Downoadabe (PDF) Course Materias State Bar Member $239 $219 $249 YLD Member* $219 $199 $229 Nonmember $319 $299 $329 Utimate Pass Subscriber $20 $0 $0 Passbook Certificate User $ Certificate 1 Certificate 1 Certificate Lawyer Nonawyer Step-by-Step Estate Panning II Live Seminar Friday, February 23, 2018 Miwaukee Live Webcast Friday, February 23, 2018 Webcast Repay Tuesday, March 6, 2018 Webcast Repay Monday, March 12, 2018 Webcast Repay Wednesday, March 21, 2018 Webcast Repay Thursday, March 29, 2018 Webcast Repay Wednesday, Apri 4, 2018 State Bar Member No. Profession Name Firm Name Address City/State/Zip Phone Number Emai Payment: Tuition Amount Encosed $ State Bar Passbook Certificate (enter certificate number) # Check encosed (payabe to State Bar PINNACLE) Utimate Pass God Subscriber Utimate Pass Siver Subscriber VISA MasterCard American Express Discover Exp. Date Card No. Signature To purchase written course materias for those not attending this program, contact the State Bar at (800) NOTICE: By attending this State Bar event, you understand and agree that you may be photographed and/or eectronicay recorded during the event and you hereby grant to the State Bar the right to use and distribute your name and ikeness for promotiona or educationa purposes without monetary compensation. The State Bar assumes no iabiity for such use. Mai to: State Bar PINNACLE Registrations P.O. Box 7158 Madison, WI Event Codes: EP1 CA2714 L W R R2 R3 R4 R5 EP2 CA2715 L W R R2 R3 R4 R5