Feb. 15, 2017 – For everything from details of the Wisconsin Trust Code to martial property agreements, Wisconsin lawyers rely on Eckhardt’s Workbook for Wisconsin Estate Planners, a one-stop reference with a practical, how-to approach.
An indispensable guide to the demanding realm of estate planning, this one-volume treatise from State Bar of Wisconsin PINNACLE® includes extensive discussion of the revised Wisconsin Trust Code, which significantly changed the testamentary landscape.
It addresses conflicts between will and nonprobate transfers, and explains the many ways in which a trust can be created, amended, and revoked. It discusses everything from disposing of tangible personal property to dealing with a client who wants to treat his or her children differently.
The One-Stop, How-to Reference
Eckhardt’s is filled with checklists, examples, tables, charts, and diagrams that simplify and integrate the topical discussions. Annotated sample forms demonstrate how to translate those general principles into real practice.
Attorneys find quick and clear answers to questions about drafting wills with or without trust provisions, nonprobate transfers, estate and inheritance taxes, revocable trusts, gifts, marital property agreements, buy-sell agreements for closely held businesses, living wills and powers of attorney. The book includes considerations that must be addressed when advising unmarried couples regarding estate planning, including tax implications.
It also discusses the various ways unmarried settlors can fund their revocable trusts if they want to avoid probate. Other sections deal with Wisconsin’s adoption of a power of attorney delegating parental power, WISPACT trusts, and digital assets.
The book includes a complete set of forms and letters that print book owners can download by logging into WisBar.org’s Marketplace. The forms are also available online through Books UnBound.
Eckhardt’s represents the efforts of 20 attorney-experts: Susan L. Collins, Mark H.T. Fuhrman, Steven E. Grimm, Elizabeth A. Heiner, Carl Holborn, M. Rhett Holland, Bradley J. Kalscheur, John A. Kussmaul, Judith G. McMullen, Daniel G. Mohan, Randy S. Nelson, J. Lewis Perlson, Carl J. Rasmussen, Linda Roberson, Wendy S. Rusch, Holly Slota, Dean T. Stange, Sheila Boothby Stevens, Peter J. Walsh, and David Weller.
How to Order
Eckhardt’s Workbook for Wisconsin Estate Planners is available both in print and online via Books UnBound, the State Bar’s interactive online library. The print book costs $249 for members and $309 for nonmembers.
Subscribers to the State Bar’s automatic supplementation service will receive future updates at a discount off the regular price. Annual subscriptions to Books UnBound start at $159 per title (single-user price, call for full-library and law-firm pricing).
For more information, or to place an order, visit the WisBar Marketplace or call the State Bar at (800) 728-7788 or (608) 257-3838.
