A Practical Look at the Complexities of the Practice
Get right to the heart of the complex and diverse problems that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, taxes, final account discrepancies, and more. Enhance your mastery of estate administration - register today!
Clear the gray areas when sorting through probate and non-probate assets.
Review difficult scenarios in administering estates that include trusts.
Guard the estate against unverified creditor claims and make certain all the qualified debts are paid in full.
Ensure tax reporting for the estate and the decedent is beyond reproach.
Handling Complex Assets
Trusts in Estate Administration
Creditor Claims, Liens, Sale of Assets, Insolvency
Advanced Tax (and Related) Issues
Complex Distributions, Final Accounting, and Estate Closing
Beneficiary Disputes, Will and Trust Contests, Probate Litigation
Continuing Legal Education WI CLE
- 7.00Approval Exp. 12/31/2024
Approved for up to 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.
Sarah J. Barnes is an attorney and trust officer with Wealth Enhancement Trust Services, LLC, in Madison, Wisconsin, where she handles all levels of trust and estate administration matters. Ms. Barnes previously was in private practice for many years, where she practiced in the areas of estate planning and elder law. She earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Ms. Barnes's professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. She serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars, and has served as guest faculty at the University of Wisconsin - Madison. Ms. Barnes is admitted to practice in the state of Wisconsin.
Jennifer R. Heinz is an attorney in Eau Claire, Wisconsin, with more than 20 years of legal experience. Her practice centers around helping individuals and families with their estate planning, trust administration, probate and real estate needs. She is an active educator and speaker who enjoys sharing the importance of good estate planning. Ms. Heinz works with clients from all walks of life, regularly providing advice to clients with complex estate planning needs and assisting clients with simple wills and powers of attorney. Prior to founding Jennifer Heinz Law, LLC, she served as an assistant district attorney for Eau Claire County, and as faculty at Chippewa Valley Technical College teaching legal and government courses. Ms. Heinz has, and continues to be involved in a wide variety of civic organizations. She is vice-president of the Chippewa Falls Area School Board, and serves on the Board of Directors for the Heyde Center for the Arts and the Advisory Board for the CVTC Paralegal Program. Ms. Heinz graduated from the University of Wisconsin - Madison with a degree in education, and received her law degree from the University of Wisconsin Law School. She is licensed to practice in both Wisconsin and Minnesota.
Rebecca Mason is an attorney with Rebecca Mason Law, LLC. Ms. Mason specializes in estate planning, estate administration, guardianships, and small business advising. She practices in all Wisconsin courts, including the Federal District Courts for the Eastern and Western districts of Wisconsin, the Seventh Circuit Court of Appeals, and the United States Supreme Court. Ms. Mason earned her B.A. degree from Lawrence University and her J.D. degree from the University of Wisconsin, Madison.
George S. Peek is a shareholder with von Briesen & Roper, s.c. in the firm's Trusts & Estates Section. He assists clients in a broad range of estate planning and administration services, including estate and trust administration, preparation of estate planning documents, and representations in guardianships/conservatorships, and is a frequent presenter in these areas. Mr. Peek deals with estate and probate tax issues. In addition, he has litigated several complex estate planning issues including inheritance disputes. Beyond his estate planning practice, Mr. Peek counsels both for profit and not-for-profit businesses on organization, succession, reorganization and real estate. His experience includes contracting, corporate governance, and risk management, and is premised on gaining an understanding of his clients' financial and non-financial goals. Mr. Peek serves as a panel arbitrator for the State Bar of Wisconsin Panel of Fee Arbitrators for Wis. Stats. Ch. 788 disputes. He earned his B.A. degree from the University of Nebraska-Omaha and his J.D. degree from Marquette University Law School. Mr. Peek is a member of the State Bar of Wisconsin, American Bar Association, Seventh Circuit Bar Association and the Milwaukee Bar Association. Mr. Peek is admitted to practice in Wisconsin, Illinois, U.S. District Court, Eastern and Western districts of Wisconsin, Western District of Michigan and the U.S. Court of Appeals, Seventh Circuit.
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