About the Program
With day planners, electronic assistants, and an assortment of other personal organizers keeping us on schedule, we’re a well-planned society. In the short-term.
But with nearly 1,000,000 people turning age 65 every year in this country, estate planning should be on more people’s radar. Especially since getting an estate in order and preserving assets for family and loved ones can be such a complex process.
Attend the 27th Annual Estate Planning Update to build upon your base of knowledge. Afterwards, you’ll be able to quickly and confidently handle your client’s needs ... no matter if they’ve been planning their estate, or not.
Save yourself some time, and your clients their earnings by:
- Understanding the issues surrounding funding marital deduction formulas.
- Studying the impact of the April 2006 trailer bill (the new, new probate code) and the changes to wills and trusts, among other topics.
- Learning exactly what you need to know about annuities including advantages/disadvantages, tax considerations, and dealing with annuities when the annuitant is disabled.
It’s the kind of valuable information, including the latest case law, you won’t find anywhere else. Only this popular Update seminar brings together Wisconsin’s most accomplished estate planning practitioners to share their expertise with you.
Once you’ve heard what these leading practitioners say,
you’ll be able to devise the best strategies for your clients -
minimizing their tax burden, while maximizing the assets they can pass
on. You’ll definitely have the makings of a winning plan.
Register today!
Purchasing an on-demand education event means that you agree to the terms of use. Only the purchaser will have access to the on-demand education event and credits. On-demand education cannot be used to obtain ethics and professional responsibility credits. After the purchase the customer will get immediate access to the event via myStateBar for 90 days.
