Inside Track: New Supplement to PINNACLE Estate Planning Bestseller Now Available:

State Bar of Wisconsin

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  • Inside Track

    New Supplement to PINNACLE Estate Planning Bestseller Now Available

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    If you do estate planning, you need the State Bar of Wisconsin PINNACLE Eckhardt's Workbook for Wisconsin Estate Planners for its indispensable guidance in this demanding area of practice.

    Nov. 7, 2012 – Ask any attorney who does estate planning – this area of the law is complex and technical. Eckhardt’s Workbook for Wisconsin Estate Planners, published by State Bar of Wisconsin PINNACLE and updated in November 2012, provides indispensable guidance to this demanding area of practice. Considered a “must-have” among Wisconsin attorneys, Eckhardt’s will be your one-stop reference book, with its practical how-to approach and numerous checklists, examples, tables, charts, and diagrams that simplify and integrate the topical discussions. Annotated sample forms demonstrate how those general principles work in real practice.

    Readers will 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, and much more. This latest supplement highlights developments in the law since the publication of the 2011 supplement, including 2012 income tax rates, updated language in author-drafted forms; considerations when advising same-sex couples regarding estate planning; and a new section discussing who may enter a marital property agreement. New this year is discussion of Wisconsin’s adoption of a power of attorney delegating parental power.

    The book also includes a CD with the complete set of forms and letters from the book. The forms are also available online through Books UnBound®.

    Eckhardt’s Workbook for Wisconsin Estate Planners represents the efforts of more than 15 attorney-experts: Susan L. Collins, John C. Frank, Joyce Littlejohn Kiel, John A. Kussmaul, Judith G. McMullen, Daniel G. Mohan, Randy S. Nelson, J. Lewis Perlson, Carl J. Rasmussen, Linda Roberson, Wendy S. Rusch, Dean T. Stange, Sheila Boothby Stevens, Paul J. Tilleman, and Stephen R. White. Supplement authors include Mark H.T. Fuhrman, Steven E. Grimm, Elizabeth A. Heiner, Carl Holborn, Bradley J. Kalscheur, Peter J. Walsh, and David Weller.

    Order Today

    Eckhardt’s is available in print, or online via PINNACLE’s subscription-based online library, Books UnBound. The print book costs $249 for members, and $309 for nonmembers (both plus tax and shipping). Subscribers to the State Bar’s automatic supplementation service will receive future updates at a 10 percent discount off the regular update price. Annual subscriptions to Books UnBound start at $149 per title and $649 for the full library (single-user prices; call for firm pricing). To order Eckhardt’s Workbook for Wisconsin Estate Planners, or for more information, contact the State Bar at (800) 728-7788 or (608) 257-3838.