Agenda / Content Covered

All times are shown in Eastern time

1. Client Intake and Choice of Planning Tools
   10:00 - 10:30, Jennifer R. Heinz
   1. Assessing Client's Current and Projected Financial State
   2. Clarifying Client Goals, Family Dynamics and Future Medical Costs
   3. Governing Law, Jurisdiction, Judicial Oversight
   4. Tax Consequences of Various Estate Planning Options
   5. Will vs. Revocable Trust
   6. Proper Will Execution and Asset Titling
2. Verifying Testator Capacity and Preventing Undue Influence
   10:30 - 11:00, George S. Peek
   1. Identifying Types of Capacity
   2. Clarifying the Threshold: What the Testator is Expected to be Able to Understand and Do
   3. Ensuring/Documenting Testamentary Capacity at Signing of the Will: Key Questions to Ask
   4. Using the Will as Evidence of Lost Capacity (Assessing Reasonableness of Provisions)
   5. Preventing Undue Influence: Definition, Signs, Prevention
   6. Fact and Expert Witnesses: When and How to Use Them
3. Drafting Spousal Share Provisions: Non-Tax Considerations
   11:15 - 11:45, John R. Bedosky
4. Determining Beneficiary Designations
   11:45 - 12:15, George S. Peek
5. Tax Considerations
   12:45 - 1:45, John R. Bedosky
   1. Portability: DSUE Election on 706 and the Dangers of Solely Relying on Portability
   2. Capital Gains Tax Planning
   3. Income Tax Reduction
   4. Planning for Estate Tax Inclusion in Order to Get Step Up in Basis
   5. Transfers to the Spouse
6. Laying out Fiduciary Duties and Powers
   1:45 - 2:30, Kenneth J. Peace
   1. Designating Primary and Replacement Executors
   2. Will Provisions Granting Fiduciary Power and the Implications of Specific Language
   3. Power of Appointment
7. Distribution Provisions: Planning out Asset Transfers Impeccably
   2:30 - 3:00, Kenneth J. Peace
8. Employing Key Methods to Control Medical Treatment
   3:15 - 4:00, Jennifer R. Heinz
   1. Advance Directives/Medical POAs
   2. End of Life Decisions
9. Legal Ethics
   4:00 - 5:00, Jennifer R. Heinz
   
   1. Mental Capacity of Clients
   2. Attorney Fees, Engagement Agreements, and Client Trust Accounts
   3. Attorney Fiduciary Duty
   4. Protecting Client Confidentiality
   5. Conflicts of Interest and Client Family Dynamics

Accreditation Details:

JOHN R. BEDOSKY is of counsel to Hinman Howard & Kattell, LLP, active in its estate planning practice group, and is a senior consultant with The Lustig Group, LLC. He has extensive experience representing individual and business clients in a variety of estate planning matters, including business succession planning; family wealth accumulation, preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters. Mr. Bedosky is a frequent speaker on topics involving estate planning and estate administration. He has presented at continuing legal education seminars for the New York State Bar Association and the Minnesota State Continuing Legal Education Program. Mr. Bedosky has presented to the Minnesota Society of Certified Public Accountants (CPAs), the McGladrey & Pullen National Tax Conference, the Lutheran Brotherhood Annual Conference, and the Minnesota Planned Giving Conference. He was a speaker for a seminar series sponsored by the ATG Trust Company on planning and drafting for estate planners. Mr. Bedosky has also been a national seminar leader for Foxmoor Continuing Education and delivers full day workshops on trust and estate income taxation. He has been an adjunct professor of law at the University of Minnesota Law School, the University of St. Thomas, and William Mitchell College of Law; an adjunct business taxation professor at the University of Minnesota’s Carlson School of Management; and a visiting professor of law at William Mitchell College of Law.

JENNIFER R. HEINZ is an attorney in Eau Claire, Wisconsin, with over 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 welcomes opportunities to share the importance of estate planning. Ms. Heinz enjoys working 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 Falls Technical College, teaching legal and government courses. Ms. Heinz has and continues to be involved in a wide variety of civic organizations. She currently serves as an elected board member for the Chippewa Falls School District and serves on the CVTC Paralegal Advisory Board. She is a member of the State Bar of Wisconsin and Minnesota State Bar Association, and the Eau Claire, Chippewa and Ramsey County bar associations. Other community volunteer activities include Eau Claire County Drug Court Advisory Board, faculty advisor for CVTC Paralegal and Pride Clubs, Big Brother Big Sister volunteer, foreign-exchange student host family, and in her ever-receding college days was a member of the UW-Madison Women's Rowing team. She and her husband are the proud parents of three much loved children and enjoy traveling and spending time on the water. Ms. Heinz graduated from University of Wisconsin-Madison with a B.S. 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.

KENNETH J. PEACE is an attorney with Resnick & Louis, P.C., where he has focused his practice on estate, probate, and trust administration; and litigation and disputes, including disputed guardianships and conservatorships. His areas of practice also include business and commercial counsel and litigation, and real estate counsel and litigation. Mr. Peace is a member of the State Bar of Arizona, Illinois State Bar Association, the District Court of Arizona, the Supreme Court of Arizona, Valley Estate Planners, Scottsdale Bar Association, Scottsdale Estate Planners, North Phoenix Bar Association, The Central Arizona Estate Planning Council, and the San Carlos Apache Tribal Bar Association. He is judge pro tem for Maricopa County Superior Court. Mr. Peace earned his B.S. degree from the University of Illinois and his J.D. degree from DePaul University.

GEORGE S. PEEK is a shareholder with Crivello Carlson, S.C. He concentrates his practice in the areas of secured lending and transactions, creditor/debtor litigation, business and commercial litigation, and products liability litigation. In the course of his practice, Mr. Peek also provides transactional services in the areas of business entity creation and dissolution, real estate, trusts and estates. He is a member of the American and Milwaukee bar associations. Mr. Peek's bar admissions include the State of Wisconsin, the State of Illinois, the U.S. District Court for the Eastern District of Wisconsin, the U.S. District Court for the Western District of Wisconsin, and the U.S. Court of Appeals for the 7th Circuit. He earned his B.A. degree from the University of Nebraska-Omaha and his J.D. degree from Marquette University Law School.