Estate Planning for Young Families

This outline is designed to provide basic information about estate planning for a typical family with minor children.

The topics addressed in this outline include:

  • What is Estate Planning?
  • Why should I have an estate plan?
  • What documents do I need?
  • How do I get started?
  • Will my estate be taxed? Will my heirs be taxed?

Disclaimer: This outline is designed to be educational and informative, but it is not legal advice. The areas of law covered in this outline are constantly evolving and subject to change. Each situation is unique, and each case should be addressed to fit the unique situation.

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Procedural Defects in Enacting Ordinance Can Block Enforcement of Ordinance

Clerks and other local government officials are reminded that it is very important to cross their “T’s” and dot their “I’s” when enacting ordinances, or an otherwise valid enforcement action of that ordinance is subject to challenge and may fail.

In a recent appellate decision, Town of Presque Isle, v. Holly Iwakiri, the Court of Appeals reversed a circuit court ruling that Holly Iwakiri was barred from attacking the validity of an ordinance on procedural grounds. Ms. Iwakiri had received ordinance citations violating the Town’s boating ordinance (speeding in a no wake zone and water skiing after 5:00 p.m.). Ms. Iwakiri did not dispute whether or not she was in violation of the ordinance, rather she attacked the ordinance as invalid on several grounds. The circuit court had found the ordinance was validly enacted. The appeals court reversed in part, finding that there was a factual dispute as to whether the ordinance had been properly enacted – specifically, whether or not the ordinance had been properly published. (The appeals court affirmed the remainder of the circuit holdings in favor of the Town).

Register Now – Feb. 1 Breakfast with Bakke

“Human Resources and Employment Law: What You Need to Know NOW” is the topic of the February 2012 installment of “Breakfast with Bakke Norman”. The panel discussion will be held at the New Richmond Campus of WITC on Wednesday, February 1, 2012, with registration starting at 7:30 a.m. and the discussion running from 8 a.m. to 10 a.m.

A panel of guest speakers will share their insights and experiences on topics including: The Affordable Care Act; innovative employee benefit plans; emerging issues in HR and avoiding litigation. Speakers include:

  • Linda Skoglund, Employee Benefits Specialist and Corporate President at JA Counter;
  • Joanne Jackson, Human Resources Director at Amery Regional Medical Center and 2011 Wisconsin SHRM President;
  • Joey Monson-Lillie, Human Resources Director at Cardinal Glass; and
  • Pete Reinhardt, Shareholder and Employment Law Attorney at Bakke Norman.

Attendees will also be able to ask questions of the panelists. Coffee and other refreshments will be provided.

Space is limited. RSVP by emailing Janet King at: jking@bakkenorman.com.

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“You Snooze, You Lose” – Don’t sit on Your Rights.

A recent unpublished court of appeals case serves as a reminder that statutes of limitations and other statutory and regulatory deadlines are (almost always) non negotiable. In Tsamardinos, v. Town of Burlington, the Tsamardinos brought suit against the Town because of water drainage allegedly caused by deficient storm water runoff design of a town road and some subdivisions with the drainage area of the road. Although the Tsamardinos brought a number of, arguably, substantive claims regarding taking without compensation, nuisance, trespassing, etc., the circuit court never reached the merits of the case, finding instead that the claims were time barred. The appeals court affirmed.