Agenda / Content Covered

1:00 PM - 4:15 PM Eastern Standard Time

1:00 - 2:30, Jessica A. Liebau

1. Essential Documents Needed at Each Stage of Life
   1. Will/Living Trust
   2. Durable Power of Attorney
   3. Health Care Proxy
   4. Living Will
   5. HIPPAA Power
2. Retirees: Planning for Long-Term Care and Grandchildren
   1. Long-Term Care Planning
   2. Medicaid Planning Irrevocable Trust
   3. Do Adult Children Need to Know Anything About the Parents' Estate Plan?
   4. Adding Grandchildren to the Estate Plan
3. Clients of Advanced Age
   1. Short-Term Income Tax Planning
   2. Limitations on Death Bed Transfers
   3. What Must be Done at the Death of a Spouse
   4. Upstream Planning
   5. Mental Capacity Considerations

2:45 - 4:15, Daniel McGuire

4. Estate Plan for a Young Married Couple
   1. Spousal Share
   2. Will/Living Trust Updates
   3. Planning for Young Parents
      1. Married vs. Single Parent: Unique Planning Challenges
      2. Guardianship and Legal and Financial Custody of the Minor Children
5. Divorced and Remarried Clients
   1. The Effect of Divorce on Estate Planning
   2. What Documents Must Be Updated
   3. Property in Other States
   4. Planning for Step-Children
6. Clients with Charitable Intent
   1. Recording Charitable Gifts
   2. Charitable Bequests
   3. Charitable Trusts

Accreditation Details:

JESSICA A. LIEBAU is a partner with Wessels & Liebau LLC, in Mequon, Wisconsin. She focuses her practice primarily in the areas of elder law, special needs planning, guardianship, guardian ad litem, estate planning, and estate administration. Ms. Liebau is on the Board of the Elder Law and Special Needs Planning Section of the State Bar of Wisconsin. She is a member of the National Academy of Elder Law Attorneys and the Association of Women Lawyers. She currently serves as the editor of the Elder Law and Special Needs Planning Journal of Wisconsin, and is a member of the Trust Committee for Life Navigators, Inc. (formerly ARC of Greater Milwaukee). Ms. Liebau earned her B.A. degree, summa cum laude, from St. Norbert College; and her J.D. degree, cum laude, from Marquette University Law School.  Ms. Liebau frequently presents on topics related to estate planning, elder law, and special needs planning.

DANIEL McGUIRE is counsel with Mansour Gavin L.P.A., in Cleveland, Ohio. Mr. McGuire is an experienced trusts and estates attorney, helping clients obtain solutions based on their unique situations, concerns and goals. He has represented clients in the entire wealth spectrum, and is adept at advising clients to address changing circumstances that require planning for the future. Mr. McGuire is licensed in Ohio and Florida. Before joining Mansour Gavin L.P.A., he was involved with the administrative side of trusts, ensuring the stated goals and intentions of trust grantors were correctly interpreted and executed. Mr. McGuire has served as a mentor to newer trust officers, teaching the practicalities of trust administration, and providing them an accelerated education in the field. He is a member of The Florida Bar and Ohio State and Cleveland Metropolitan bar associations. Mr. McGuire received his B.A. degree from The College of Wooster and earned his J.D. degree from Case Western Reserve University School of Law.