About the Program
Help your clients plan to provide for those they leave behind by
attending the 29th Annual Estate Planning Update. This popular
annual seminar is a mainstay of keeping practitioners current on the
law.
The State Bar’s Estate Planning Update features some
of Wisconsin’s most accomplished estate planning practitioners
who will share their knowledge and expertise with you as they discuss
the latest and most effective estate planning strategies.
In addition to a timely review of the most significant statutory and
case law developments in the past year, the seminar will focus on:
- Buy-sell provisions with LLCs
- Family limited partnerships
- Getting retirement benefits to trusts
- Drafting flexibility into irrevocable trusts
- Fixing inflexibility in irrevocable trusts
And of course, the appropriate forms will be included.
Give advice on life insurance
A key presentation will help you identify common life insurance
mistakes made by clients, and save your clients money by recognizing
superior management techniques and placement alternatives. The session
includes information on:
- Performance drivers of non-guaranteed, non-variable life
insurance
- Variable life insurance problems
- Optimal management of in-force policies
- Analysis of life settlement decision
If your practice includes estate planning, you are sure to find this
seminar relevant and informative. 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.
