Feb. 5, 2025 – It’s never too early to start planning for your CLE programs. Among many other programs, State Bar of Wisconsin PINNACLE® offers these programs in February:

Step-by-Step Estate Planning I 2025

7.5 CLE, 1.0 EPR. 8:30 a.m. to 4:15 p.m. on select webcast dates February to October 2025.

Whether you’re just starting out in estate planning or seeking a refresher, a strong grasp on the fundamentals is key to building or maintaining a thriving practice. Step-by-Step Estate Planning I is designed to help you master the core components of estate planning, including:

• drafting a basic will;

• estate and gift taxes;

• different types of trusts;

• powers of attorney;

• marital property agreements;

• and more.

This CLE program includes handling joint representation of spouses, advising clients with diminished capacity, navigating conflicts of interest, and managing conferences about client competence.

This program is endorsed by the State Bar of Wisconsin Young Lawyers Division and the Real Property, Probate & Trust Law Section.

Step-by-Step Estate Planning II 2025

6.5 CLE, in person 8:30 a.m. to 3:30 p.m., Feb. 27, 2025, at the State Bar Center in Madison, and on select webcast dates February through November 2025.

Step-by-Step Estate Planning II is your opportunity to build on the foundational skills from Step-by-Step Estate Planning I and perfect for attorneys with some estate planning experience who’d like to learn more sophisticated concepts and skills.

Explore strategies tailored to today’s complex family and financial dynamics and gain valuable insights into:

• navigating estate, gift, income, and generation-skipping taxes;

• leveraging trusts, LLCs, and family limited partnerships;

• managing IRAs and retirement benefits; and

• addressing unique challenges in second marriages and blended families

Develop the knowledge and skills to help clients secure their legacies and confidently tackle advanced estate planning scenarios, ensuring your clients’ wishes are honored while minimizing tax liabilities and legal complexities.

This program is endorsed by the State Bar of Wisconsin Young Lawyers Division and the Real Property, Probate & Trust Law Section.

Handling a Personal Injury Case from Start to Finish 2025

6.5 CLE, in person 8:30 a.m. to 3 p.m., March 27, 2025, at the State Bar Center in Madison, and on select webcast dates March through October 2025.

When preparing for a personal injury case, you must know the substantive law, of course, but you also need to know a myriad of other skills. This CLE program is a great way to learn or review and refresh tactical skills like pre-suit investigation, finding coverage, and determining if you need expert testimony.

Topics include:

• accepting personal injury cases;

• how to manage expert witnesses;

• case evaluation and investigation;

• avoiding traps;

• setting and managing the client's expectations; and

• answering questions about what it takes to manage a personal injury practice.

This program gives you a step-by-step guide on how to handle a personal injury case. You’ll gain workable tips and practical information that will help you become better organized and more efficient in your personal injury practice.

This program is endorsed by the State Bar of Wisconsin Young Lawyers Division​.

There’s More

Visit the WisBar Marketplace for all PINNACLE programming.