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35th Annual Estate Planning Update


Crowne Plaza Milwaukee West
10499 Innovation Dr
Wauwatosa, WI

Presenters: Mark J. Bradley, Melissa S. Kampmann


Ruder Ware Attorneys Mark Bradley and Melissa Kampmann will present on the topic Borrowing Money When Collateral is Held in Trust

Assure clients their legacy will pass to the next generation as planned

Who should attend:

  • Estate planning practitioners
  • Probate attorneys
  • Elder law attorneys
  • Family law attorneys

How you ll benefit:

  • Be current with case law and legislative matters
  • Get sample language for trusts that will receive IRAs
  • Learn about the process of trustee borrowing
  • See how the new Wisconsin Trust Code impacts transactions
  • Know how to prepare for adversarial proceedings

Many clients will experience diminishment or loss of capacity in their later years. A good estate plan not only provides for the transfer of assets at death, but also ensures the proper management of the client s personal and financial affairs during the client s lifetime.

With the new Wisconsin Trust Code in effect, the changes in the areas of estate planning and estate and trust administration this year are especially significant. The practical, relevant issues to be covered at the 35th Annual Estate Planning Update include:

  • The most significant new Wisconsin Trust Code provisions, including sample provisions for wills and trusts and related documents
  • How trustees can borrow money for the benefit of their beneficiaries
  • Drafting tips and suggested language to include in durable powers of attorney, revocable trusts, and other documents to help protect your clients in the event of incapacity
  • The unique issues that arise when a trust is beneficiary of an IRA or qualified plan, and recent developments that could affect your clients

In addition, one session will provide clear-cut guidance on preparing for adversarial proceedings. Learn how to resolve disputes among beneficiaries and advise individuals serving in a fiduciary capacity to avoid potential pitfalls.

As always, there will be a thorough case law and legislative update for both state and federal law. The materials will include tax and non-tax related recent developments, with a greater emphasis on non-tax issues impacting day-to-day estate planning practice. So be prepared to advise your clients on their estate plans by attending the Annual Update. Register today!

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