Building an estate plan with a client is a rewarding but oftentimes complicated practice.
From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client's financial and personal interests are carried out without complication.
This CLE is designed for attorneys who are new to estate planning, and our experienced speakers will guide you through the entire estate planning process, passing on valuable tips along the way.
The following Key topics will be discussed:
- Drafting Fiduciaries, Forms and Clauses
- Living Trusts (Revocable vs. Irrevocable)
- Funding a Trust
- Probate Basics
- Potential Tax Pitfalls (Estate, Gift, Marital Deduction, etc.)
- Financial/Medical Power of Attorney
- Advance Health Care Directives
- Wealth Transfer Charitable Tax Deduction
08:15 – 08:45 |
Registration |
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08:45 – 09:15 |
Essentials of Attorney/Client Relations |
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09:15 – 10:15 |
Understanding Wills and Trusts |
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10:15 – 10:45 |
Basics of Probate |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
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12:00 – 12:15 |
Charitable Giving Considerations |
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Attorney Jason Crye
Miller & Miller Law, L.L.C. – Milwaukee, WI
Jason Crye is the firm's primary estate planning lawyer. Jason gets to know his clients personally and learns what they want and need when it comes to staying in the driver's seat and protecting their families and assets in the future. Whether you are curious about wills, trusts, powers of attorney or other legal tools, he will be happy to answer any questions you have.
Jason earned his law degree in 2008 from the Roger Williams University School of Law, where he was a three-year recipient of the law school Dean's Scholarship, and he earned a bachelor's degree in history from Christendom College in 2004. He is admitted to practice law in Wisconsin and before the U.S. District Court, Eastern District of Wisconsin.
Prior to joining the firm, Jason was a solo practitioner in general practice.
Education and Honors
Roger Williams University School of Law (J.D., 2008) Law School Dean's Scholarship (2005-06, 2006-07, 2007-08) Public Service Award (2008, over 65 hours of pro bono legal assistance during law school) CALI Awards (for highest grade in class): Comparative Law, Legal History, Comparative Constitutional law
Christendom College (B.A., History, 2004) Zeiter Foundation Scholarship (2002) Dean's List (multiple semesters) Editor-in-Chief of college literary journal (2002-04)
Director of Cultural Affairs, Student Council (2003)
Court Admissions
U.S. District Court, Eastern District of Wisconsin, 2010
Selected Publications
Book Review: Computer Fraud Casebook: The Bytes that Bite by Joseph T. Wells, Wisconsin Lawyer Magazine, May 2010
Ancient Constitutionalism: Sir Edward Coke's Contribution to the Anglo-American Legal Tradition , The Journal Jurisprudence, 2009
Bar Admissions
Wisconsin, 2008
U.S. District Court Eastern District of Wisconsin, 2010
Education
Roger Williams University School of Law, Bristol, Rhode Island
J.D.
Honors: Dean's List
Christendom College
B.A.
Honors: Dean's List
Major: History
Attorney Joanne Leifheit
Law Office of Joanne Leifheit – Pewaukee, WI
Attorney Joanne Leifheit has been licensed to practice in Wisconsin since 1996. Her practice focuses on estate planning, probate, guardianships, and elder law. Joanne served as a contract attorney for the Waukesha County Corporation Counsel's office from 2003 to 2009, handling County guardianship petitions. She has also served as president of the Waukesha County Bar Association Probate and Estate Planning Section. Her practice is located in Pewaukee, Wisconsin. Joanne is a lifelong equestrienne and also loves to spend time during the summer camping in northern Wisconsin. She is married and has two dogs.
Live CLE • Estate Planning Basics
March 15, 2012 • Milwaukee, WI
Total WI CLE credits: 3.9 hours
This course is pending approval through the Wisconsin Board of Bar Examiners.
Aloft Milwaukee Downtown
1230 Old World Third Street
Milwaukee, Wisconsin 53212
Start 08:45 AM – Finish 12:15 PM
$200 First Registrant
Add Associate $100 dollars*
Add Paralegal $100 dollars*
$125 Young Lawyers – Under 4 years acceptance to the Bar.**
*Young Lawyers with under 4 years acceptance to the Bar may use the coupon code YL75 to receive the $75 discount when checking out.
**Discounts can not be combined.
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