Trusts, Estates & Probate

WI Specific

Advanced Estate Administration: A Wisconsin Guide

Credits Available
Credit Status Total
Wisconsin CLE Approved 7 Total
OnDemand
5 hours 49 minutes
Norman Goeschko
Alexander Ullenberg
Michael Bezoian
John Sage
With Norman L. Goeschko from Murray & Goeschko + 3 others
Recorded November 22, 2024
Product ID 99161

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Overview

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.

Abbreviated Agenda

  1. Procedural Hurdles
  2. Trusts in Estate Administration
  3. Beneficiary Disputes, Will and Trust Contests, Probate Litigation
  4. Advanced Tax (and Related) Issues
  5. Handling Complex Assets
  6. Creditor Claims, Liens, Sale of Assets, Insolvency
  7. Legal Ethics in Estate Administration

Related Topics

Product ID 99161

Credit Details

Credits Available
Credit Status Total
Wisconsin CLE Approved 7 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Procedural Hurdles

    1. Choice of Administration, Timeline Overview, and Local Procedure Update
    2. Petitions Best Practices
    3. Commonly Overlooked Sources and Documents
    4. Out-of-State and International Property, Beneficiaries, and Creditors
    5. Multi-Generational Issues

  2. Trusts in Estate Administration

  3. Beneficiary Disputes, Will and Trust Contests, Probate Litigation

  4. Advanced Tax (and Related) Issues

    1. Tax Law Update; Tax Forms, Deadlines, and Extensions
    2. Tax Basis Reporting
    3. Recording Income, Loss
    4. Allowable Expenses and Gray Areas
    5. Tax Liens, Audits, Disputes
    6. Taxation of Digital Assets and Virtual Currency
    7. Charitable Bequests

  5. Handling Complex Assets

    1. Probate vs. Non-Probate Assets
    2. Spousal Claims
    3. Estate Inventory Problems
    4. Family Business and Third-Party Interests
    5. IRAs in Estate Administration
    6. Asset Valuation
    7. Access to Digital Assets
    8. Mineral Rights, Art, Antiques, IP Rights, and Other Unique Assets
    9. Assets Improperly Transferred Prior to Death
    10. Complex Distributions, Final Accounting, and Estate Closing

  6. Creditor Claims, Liens, Sale of Assets, Insolvency

  7. Legal Ethics in Estate Administration

    1. Who is Your Client?
    2. Conflicts of Interest
    3. Attorney Fees and Scope of Representation
    4. Guarding Confidentiality
    5. Breach of Fiduciary Responsibility: Counsel Obligations and Liability

Who Should Attend

This advanced level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Fiduciaries
  • Trustees
  • Enrolled Agents
  • Investment Advisors
  • Paralegals

Speakers

Norman L Goeschko
Norman L.
Goeschko
Murray & Goeschko
Alexander L Ullenberg
Alexander L.
Ullenberg
Ullenberg Law
Michael Bezoian
Michael
Bezoian
DeWitt LLP
John J Sage
John J.
Sage
Schober Schober & Mitchell, S.C.
Speaker bio
Norman L Goeschko

Norman L. Goeschko

Murray & Goeschko
Norman Goeschko

is an attorney and owner of Goeschko Law Offices LLC in Lake Mills, Wisconsin. He focuses the bulk of his law practice on the administration of Probate Estates, Trusts and Guardianship Estates, with a further emphasis on elder financial abuse matters. His experience includes probate, trust and guardianship inventories, administration and accountings; asset discovery, tracing and recovery; establishing kinship and heirship; addressing contested claims in both probate and trust matters; and satisfying creditor claims with non-probate assets. Mr. Goeschko is a member of the State Bar of Wisconsin, the Waukesha and Jefferson County Bar Associations, and chaired the Probate Section of the Waukesha Bar Association for 8 years. He earned his B.A. degree from the Carroll College in Waukesha and his J.D. degree from Vanderbilt University School of Law in Nashville, Tennessee.

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Speaker bio
Alexander L Ullenberg

Alexander L. Ullenberg

Ullenberg Law
Alexander Ullenberg

is the founding attorney of Ullenberg Law Offices SC located in Fond du Lac, Wisconsin. His practice is concentrated in handling large-claims judgment collection throughout the state of Wisconsin. Mr. Ullenberg lectures frequently on unsecured judgment collection issues. He has a B.S.B.A. degree in accounting from Marian College, and a J.D. degree from the University of Wisconsin Law School. Mr. Ullenberg is admitted to practice before all state and federal courts serving Wisconsin and the U.S. Supreme Court.

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Speaker bio
Michael Bezoian

Michael Bezoian

DeWitt LLP
Michael Bezoian

is an attorney at DeWitt LLP, where his practice primarily focuses on preparing comprehensive estate plans for clients with vastly diverse backgrounds, objectives, and net worths. He has extensive experience drafting last wills, powers of attorney, revocable trusts, and irrevocable trusts. In addition, Mr. Bezoian works with clients in preparing and negotiating pre- and post-nuptial agreements. He earned his B.A. degree, summa cum laude, from the University of California, Los Angeles and his J.D. degree, cum laude, from the University of Wisconsin Law School. Mr. Bezoian is admitted to practice law in Wisconsin and before the U.S. District Court for the Western District of Wisconsin.

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Speaker bio
John J Sage

John J. Sage

Schober Schober & Mitchell, S.C.
John Sage

is an attorney at Schober Schober & Mitchell, S.C. He is a member of the Wisconsin Elder Law Section and concentrates his practice in the areas of estate planning, taxation, elder law, probate, business law and real estate law. Mr. Sage earned his bachelor's degree from the University of Wisconsin, Whitewater and his J.D. degree, magna cum laude, from Northern Illinois University. He has also earned certificates as both a certified public accountant (CPA) and as a certified managerial accountant (CMA). Mr. Sage is a member of the Wisconsin and Illinois Bar Associations and is licensed to practice law in Wisconsin and Illinois.

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