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Wednesday, June 24, 2015

Time Program
10 - 11:30 a.m. Board of Governors Committee Meetings
11:30 a.m. - 1:00 p.m. Board of Governors Awards Luncheon
1:00 - 4:30 p.m. Board of Governors Meeting
3 - 4:40 p.m.
Preconference CLE session: Let Us Help You Put the “Success” in Succession Planning

Preconference CLE session: Let Us Help You Put the “Success” in Succession Planning

Whether you are a new lawyer beginning your solo or small firm practice, a mid-career lawyer transitioning to a solo or small firm practice, or a senior lawyer thinking about retirement, the State Bar can help you with succession planning.

Moderator, Aviva Kaiser, Ethics; Linda Albert, WisLAP; Jeff Brown, Pro Bono; Tim Pierce, Ethics; Tison Rhine, LOMAP

4:45 - 6:00 p.m. Presidential Swearing-In Ceremony & Celebration

Presidential Swearing-In Ceremony & Celebration

Join us as Ralph M. Cagle is sworn in as the 60th president of the State Bar of Wisconsin. All members are welcome to attend the swearing-in celebration. Conference attendees are invited to attend the Kick-Off the Conference Party immediately following the Swearing-In Celebration.

6 - 9 p.m. Kick-Off the Conference Party

Kick-Off the Conference Party

Start your Conference on the right note! Join your colleagues for great food and beverages while you dance to music provided by DJ Dann Smith, one of the most sought after DJs in Wisconsin. His repertoire includes music from the classics like Frank Sinatra to the most current hits of today! New in 2015… Karaoke will be available. Last year’s Kick-Off Party was tons of fun – don’t miss your first opportunity to reconnect with old friends and meet new ones from across the profession. Everyone is invited to attend.

Special thanks to Steinhilber, Swanson, Mares, Marone & McDermott

9 - 10 p.m. University of Wisconsin Law School Alumni Reception

University of Wisconsin Law School Alumni Reception

Continue the celebration with the University of Wisconsin Law School. No UW Law degree required. Everyone is welcome to join Dean Margaret Raymond and other UW Law School faculty to continue the party festivities.

Thursday, June 25, 2015

Time Program Track
6:30 - 7:15 a.m. Fun Run/Walk

Fun Run/Walk

Start your day out on the right foot! Join your colleagues for an energizing 5K run or 2K walk around the Grand Geneva Resort's scenic trails.

Special thanks to the Health Law Section.

6:30 - 7:15 a.m. Sunrise Yoga on the Terrace

Sunrise Yoga on the Terrace

Join us poolside on Thursday morning for a relaxing yoga session. BYOM (Bring your own mat.)

Special thanks to Textnet Digital Court Reporting.

7:15 - 8 a.m. Continental Breakfast with Exhibitors

Continental Breakfast with Exhibitors

Start off your day in the exposition area with a variety of complimentary breakfast items, coffee, and juice as you network with fellow lawyers and learn about valuable products and services.

8 - 8:15 a.m. Conference Welcome & Introduction
8:00 - 9:30 a.m. Opening Plenary American Injustice: Mercy, Humanity, and Making a Difference
Featuring Bryan Stevenson

American Injustice: Mercy, Humanity, and Making a Difference

Featuring Bryan Stevenson

Stevenson’s presentation, American Injustice: Mercy, Humanity and Making a Difference is an unflinchingly honest discussion of defending some of America’s most rejected and marginalized people. He examines why America has the largest prison population in the world – and how the criminal justice system that puts the men, women, and children in these prisons is broken. He explores how excessive punishment and abuse are widespread, and the devastating consequences these actions are having on individual’s lives and entire communities. The stories he tells are heartbreaking, yet inspiring, and motivate audiences to make a change.

Attorney, human rights activist, Executive Director of the Equal Justice Initiative, and author, Bryan Stevenson is one of the country's most visionary legal thinkers and social justice advocates. A MacArthur fellow and founder of the Equal Justice Initiative, Stevenson is a founding leader of the movement against mass incarceration in the U.S. His electrifying TED talk on the subject of injustice has been viewed over one million times. His memoir, Just Mercy, a New York Times Best Seller, is the story of a young lawyer fighting on the frontlines of a country in thrall to extreme punishments and careless justice. It is an inspiring story of unbreakable humanity in the most desperate circumstances, and a powerful indictment of our broken justice system and the twisted values that allow it to continue.

Bryan Stevenson will be available for signing copies of his book, Just Mercy: A Story of Justice and Redemption, from 9:30-10:00 a.m., immediately following the opening plenary session. Special pricing on his book is available from Barnes & Noble, East Towne Mall, in Madison. View “Book Signing” details below for ordering instructions.

For more information on this speaker please visit Penguin Random House Speakers Bureau.

Special thanks to Wisconsin Law Foundation.

9:30 - 10 a.m. Refreshment Break/Book Signing

Book Signing

Stevenson Book-signing at the Annual Meeting and Conference

Copies of Bryan Stevenson's Just Mercy are available for a special conference price of $22.40 (plus tax). The original price is $28.00. Please contact Barnes and Noble at East Towne Mall in Madison at (608) 241-4695, and they will gladly complete your purchase via credit or Barnes and Noble gift card. Your prepaid copy of the book will be available for pick up at the Annual Meeting & Conference on Thursday, June 25 from 7:30 am – 8:30 am outside of Evergreen Ballroom – just prior to the start of the Opening Plenary Session.

In-person purchase

You may also purchase the title at the East Towne Mall, Madison store for the discounted price and bring it with you for signing. Simply let the bookseller know that you are attending the State Bar of Wisconsin Annual Meeting & Conference to receive the special price.

Order online and bring it with you

You may also order the book online at www.barnesandnoble.com and bring it along with you for signing. Prices online may be lower, but you will pay shipping and handling charges.

Onsite purchase

A limited number of books will also be available for purchase at the conference prior to the start of the session.

Book signing session

Bryan Stevenson will be available for a book signing immediately following the Opening Plenary Session from 9:30 am to 10:00 am.

10 - 10:50 a.m. Session 1 How to Settle a Federal Tax Audit with the IRS

How to Settle a Federal Tax Audit with the IRS

Learn the best strategies available to obtain the most favorable settlement for your client at each of the three levels within the IRS (Auditor/Manager, Appeals Officer, and IRS Attorney). In addition, you will analyze:

  • New IRS settlement initiatives (like Fast Track Settlement and Post Appeals Mediation)
  • Information Document Request Program (a very controversial program)
  • When to extend the statute of limitations and the alternatives in doing that
  • When and how to request Technical Advice from the IRS National office
  • How to respond to the Revenue Agent's Report
  • When to ask for a 30-day or 90-day letter
  • Various issues that arise in filing a claim for refund

What will you learn?

  • The best alternatives in settling a case with the IRS
  • When and how to respond to IRS questions
  • How to position the case for settlement at Appeals or with the IRS Attorney if that case cannot be settled with the Agent or Appeals
  • How and when to respond to an IRS 30- or 90-day letter

You also will receive an in-depth outline that can be used as a future reference guide. While a few basic/introductory issues will be addressed, this will be targeted to the attorney who has some experience in dealing with the IRS in tax audits and wants to learn more. IRS collection issues will not be discussed. Questions are encouraged during and after the program.

Daniel B. Geraghty, Whyte Hirschboeck Dudek S.C., Milwaukee
Robert E. Dallman, Whyte Hirschboeck Dudek S.C., Milwaukee

There's a Solution for That: Tech Tips For Common Practice Needs

There's a Solution for That: Tech Tips For Common Practice Needs

Gain practical tech solutions for common law practice needs in a rapid-fire, yet organized fashion at this session. Each mini-discussion will begin with an individual law practice task or need, followed by tech solutions. You will be able to compare current tech offerings and take actionable ideas home to your practice. Pricing and other comparison information will also be included. You will explore software, hardware, mobile apps, gadgets, websites, shortcuts, office equipment, and other technological solutions that may offer time and money saving solutions to your practice.

What will you learn?

  • How these tech products and solutions can help with your specific law-practice needs
  • Why these specific law practice needs are important to the competent practice of law

Tison Rhine, State Bar of Wisconsin, Madison

Emerging Tax and Governance Issues for Nonprofit Organizations

Emerging Tax and Governance Issues for Nonprofit Organizations

The increasing size and scope of the nonprofit sector, coupled with the traditional tax exemptions that have been routinely granted, are causing governments to closely scrutinize the operations of nonprofit organizations to ensure compliance with unique tax and corporate rules. This intermediate level session will help make you aware of these exiting and new tax, governance, and rules issues while helping you to be more effective when representing nonprofit organizations ethically.

What will you learn?

  • Emerging tax and governance issues facing nonprofit organizations
  • The different types of nonprofit organizations
  • The legal issues that commonly arise whether one advises a nonprofit organization or serves on its board

Douglas A. Pessefall, Reinhart Boerner Van Deuren, Milwaukee

10:50 - 11:15 a.m. Refreshment Break
11:15 a.m. - 12:30 p.m. Session 2 President's Forum: Practical Advice for Negotiation, Discovery, Mediation, and Trial

President's Forum: Practical Advice for Negotiation, Discovery, Mediation, and Trial

This session will draw on the 'clinical experience' our Past Presidents have developed over years of litigation practice. Presenters will cover a range of topics, and include practical advice in discovery, negotiation, mediation, and trial.

What will you learn?

  • A better understanding of the litigation process.
  • Practical suggestions for improving your approach to developing and resolving your litigation files more efficiently and with less expense
Ethical Considerations with Pro Bono Volunteering (EPR)

Ethical Considerations with Pro Bono Volunteering (EPR)

Presented by: State Bar of Wisconsin Young Lawyers Division and Wisconsin Lawyers Assistance Program

In this session, we will cover a number of related issues that arise in pro bono service by Wisconsin lawyers, including research on the benefits of volunteering, resources and options for engaging in pro bono service, the ethical duties that apply to pro bono work, and the importance of taking care of your personal wellbeing while you help others. The topics we will cover include representing clients with diminished capacity, terminating representation, avoiding conflicts, limiting the scope of your representation and compassion fatigue. You can do pro bono work and you should. We want you to be proactive, intentional and informed when you undertake this important professional responsibility.

What will you learn?

  • How volunteering can help you lead a healthier, better life
  • How to find and get involved with pro bono work
  • Ethical duties that apply to all pro bono work
  • Ethics rules that apply in specific types of pro bono work (e.g. limited representation and legal clinics)
  • How to monitor and maintain your physical and mental fitness as a volunteer lawyer so that you can provide competent representation.

Aviva Kaiser, State Bar of Wisconsin, Madison
Jeff Brown, State Bar of Wisconsin, Madison
Linda Albert, State Bar of Wisconsin, Madison

Innovation Generation: The Future of Legal Services is Now

Innovation Generation: The Future of Legal Services is Now

We all know that the practice of law is changing, but are you along for the ride? To continue to succeed in the legal profession going forward, you need to find ways to innovate in order to improve outcomes for your clients and for your communities. Legal innovators identified by the State Bar of Wisconsin will share their expertise on how they became legal innovators, and what you can do to create your own solutions to unmet legal needs. You'll explore options for providing legal services outside the scope of your current market and for overcoming challenges to innovation.

What will you learn?

  • The crucial need for innovation in today's sophisticated, rapidly-evolving, technologically-advanced legal market
  • How to inspire others in your organization to work towards a culture of innovation and diversity
  • New strategies to make the services you provide more accessible, more affordable, and more valuable

Thomas J. Watson, WI Lawyers Mutual Insurance, Madison
Syovata K. Deari, Law Office of Syovata K. Edari, Madison
Zeshan Usman, Usman Law Firm LLC, Madison
Michael J. Gonring, Quarles & Brady LLP, Milwaukee
Susan B. Spoerk, Thomson Reuters, Brookfield

12:30 - 1:45 p.m. Networking Lunches

Networking Lunches

  • General Networking Luncheon
    Brissago Restaurant
    The member-networking luncheon promises to provide you with the opportunity to share ideas about the practice of law and its future. You’ll find a rare opportunity to “talk-shop” in a relaxed environment, away from the distractions and stress of the office.

  • Nonresident Lawyers Division Luncheon
    Lakeview Chop House
    Are you crossing the border or coming from even further away? Join your nonresident colleagues from across the country and meet your Nonresident Lawyers Division Board at a luncheon hosted by the NRLD.

  • Senior Lawyer/Young Lawyer Luncheon
    Evergreen III
    Relax, network and enjoy good food at a joint Senior Lawyer/Young Lawyer luncheon presented by the Senior Lawyers and Young Lawyers Divisions. To help break the ice and promote conversation, each table will have fun, provocative, and engaging questions to discuss. All lawyers younger than 36 years old or in their first five years of practice, and senior lawyers 60 years of age and older are invited to participate, make connections, and begin new friendships.

    Special Thanks to Senior Lawyers Division.

1:55 - 2:45 p.m. Session 3
(Please note: there are 4 breakouts available during this session)
Government Enforcement Actions: Strategies for Management

Government Enforcement Actions: Strategies for Management

In today's challenging regulatory climate, companies face an increased risk of government enforcement actions. Congress has created new agencies and granted those agencies new legal authority to pursue businesses for regulatory missteps. More than ever, businesses have to be prepared to respond quickly to the receipt of a subpoena, notice of a regulatory investigation, or even execution of a search warrant.

What will you learn?

  • What these new legal developments are and discuss strategies you can use both prior to receiving notice of a government enforcement action and after an investigation or action has begun
  • The role of compliance planning and enterprise risk management
  • Strategies for managing government investigations or enforcement actions
Is Governmental Immunity still available for Wisconsin Contractors?

Is Governmental Immunity still available for Wisconsin Contractors?

There have been several recent Wisconsin decisions on governmental immunity for contractors, including the Shower Appraisals, 2103 WI 79 and Manning, 2013 AP 1029. These decisions may have narrowed the application of governmental immunity that was previously discussed in Estate of Lyons, 207 Wis. 2d 446 (Ct. App. 1996). The program will explain how and when governmental immunity may be available for contractors working on public projects.

What will you learn?

  • What governmental immunity is
  • When governmental immunity may apply to contractors on public projects
  • How to draft contracts to potentially allow or not allow for contractors to avail themselves of governmental immunity
  • Means and methods versus the Lyons test
  • What property owners may be considered to be third party beneficiaries

Jim Thiel, Thiel, Vu & Associates, Madison
Carrie Cox, WI Dept. of Transportation, Madison
Cameron Simth, WI Dept. of Transportation, Madison

Unauthorized Practice of Law Issues in a Multi-State Practice (EPR)

Unauthorized Practice of Law Issues in a Multi-State Practice (EPR)

Presented by: Nonresident Lawyers Division

Nonresident Wisconsin attorneys often reside or work in jurisdictions where they are not admitted to practice. Could your cross-border activities constitute unauthorized practice of law? Moreover, federal practice in jurisdictions beyond state lines may give rise to UPL questions as well.

What will you learn?

  • What interstate activities are permitted without constituting UPL
  • When federal practice is permitted outside of the jurisdiction where licensed
  • What admission to a federal court means for an out of state attorney
  • How to cross state lines without crossing ethical boundaries

Today, even basic transactions and simple lawsuits regularly extend beyond state lines. When you’re are not careful, you may run afoul of other states' rules regarding unauthorized practice of law. This seminar will help you address cross-border pitfalls and federal or other cross-border practice.

Professor Rapoport is a nationally recognized ethics expert. Tim Pierce is the Wisconsin Bar's resident ethics expert. Jerome Larkin is a senior attorney with the Illinois Attorneys Registration and Disciplinary Commission.

Prof. Nancy Rapoport, Univ of Nevada at Las Vegas, Las Vegas
Timothy Pierce, State Bar of Wisconsin, Madison
Jerome Larkin, IL Atty Reg & Disciplinary Commission, Chicago

Preserving Judicial Independence by Barring Re-Election to the Supreme

Preserving Judicial Independence by Barring Re-Election to the Supreme

Presented by: Judicial Election Steering Committee

The State Bar of Wisconsin is proposing an amendment to the state constitution to change the terms of Supreme Court justices to a single term of 16 years. The purpose is to protect both the appearance and fact of judicial independence on our highest court at a time when much public attention is focused on the subject, both in Wisconsin and across the country. This session will prepare you to be an informed resource in your communities as the debate over judicial selection heats up.

The program will review the various methods of selecting state high courts throughout the country, the challenges that different systems present to judicial independence, and the ethical rules that dictate independence. It will also review material aspects of the history of elections to the Wisconsin Supreme Court. The reasons for the Bar's decision to try to eliminate re-elections to the Supreme Court as a means of shoring up judicial independence will be explored and explained.

The process of amendment the state constitution will also be discussed.

John R. Orton, Curran, Hollenbeck & Orton, S.C., Mauston
Christine Bremer Muggli, Brener & Trollop, S.C., Wausau
Thomas L. Shriner, Jr., Foley & Lardner, L.L.P., Milwaukee

2:45 - 3:15 p.m. Refreshment Break
3:15 - 4:30 p.m. Session 4 Indian Law – An Introduction for Wisconsin Practitioners

Indian Law – An Introduction for Wisconsin Practitioners

Presented by: Indian Law Section

Learn the areas of Indian Law that are most likely to impact your practice and understand the resources that are available to deal with these Indian-law related issues. You’ll also receive an overview of the principles of Indian Law including information on the 11 federally recognized tribes in Wisconsin and the basics of tribal sovereignty. You will gain an awareness of tribal codes and tribal court jurisdiction in relation to state and federal jurisdiction. In addition, you also will have a better understanding of the impact of the Wisconsin Indian Child Welfare Act and treaty.

What will you learn?

  • The basic principles of Indian Law
  • How tribal sovereignty, state/federal laws, treaty rights, and the Wisconsin Indian Child Welfare Act creates a complicated tribal/state/federal jurisdictional maze
  • A basic knowledge of Wisconsin tribes, the jurisdictional issues and an awareness of how this impacts your practice

Kris Goodwill, Menominee Indian Tribe of Wisconsin, Keshena
Caroly G. Grzelak, Ho-Chunk Nation, Black River Falls
Eric Lochen, Lochen Silva, Minneapolis
James Zorn, Great Lakes Indian Fish & Wildlife Commission, Odanah

Ethical Issues When Representing the Government (EPR)

Ethical Issues When Representing the Government (EPR)

Presented by: State Bar of Wisconsin Government Lawyers Division

At this session you will:

  • Tackle representing a governmental organization as a client
  • Learn when advice to a governmental entity or representative is confidential
  • Uncover the ethics considerations at public meetings
  • Understand the duty of the government lawyer to reveal matters of concern to the public
  • Examine the considerations used by OLR in investigating ethics allegations against government lawyers

What will you learn?

  • Gain an appreciation and understanding of the ethical challenges facing government lawyers
  • Learn about the interplay between public records laws, open meetings requirements, attorney-client privilege, and confidentiality issues

Scott E. Post, City Attorney, West Allis
Bill J. Weigel, Office of Lawyer Regulation, Madison

You Can Do It!
Civil Trial Essentials for Young Lawyers.

You Can Do It!
Civil Trial Essentials for Young Lawyers.

Attention young lawyers! Gain the confidence and skills you need to try civil cases early in your career with help from this session. We’ll get you started with:

  • A basic roadmap for preparing the case during the discovery process
  • How to avoid being intimidated by more experienced counsel
  • Ways to remain firm at mediation
  • How to focus on the important details in trial preparation
  • Tips and tricks to executing an efficient plan at trial

The objective of the program will be to create a plan for preparing and trying a simple civil case. You will also learn of a number of resources to research related issues and techniques.

Jesse Blocher, Habush Habush & Rottier, Waukesha
Michael Cerjak, Kasdorf, Lewis & Swietlik SC, Milwaukee

4:40 - 5:30 p.m. Session 5 Frac Sand Mining and the challenges to local land use, construction, and environmental management

Frac Sand Mining and the challenges to local land use, construction, and environmental management

Presented by: Environmental Law Section and Construction & Public Contract Law Section

With the growth of hydrofracking in the U.S. and the availability of frac sand in Wisconsin, frac sand mining, and all of the challenges and issues it presents, continues to be a hot topic in our state. In this session, you will learn the effects that state and federal regulations concerning construction and environmental issues have on local land use decision-making and control. You also will understand recent (and on-going) efforts to modify traditional local control of land use through zoning and police powers.

What will you learn?

  • General construction and environmental considerations and compatibility issues involved in land use planning
  • Local land use controls and tools available to municipalities and counties faced with tough land use decisions (e.g., police powers)
  • How state and federal statutes and regulations affect planning and land use
  • Development issues related to frac sand mining that impact municipalities and/or counties

Jodi Arndt, Law Firm of Conway, Olejniczak & Jerry S.C., Green Bay
Mitchell R. Olson, Axley Brynelson, LLP, Madison

Is Now the Time to Consider a Like-Kind Exchange?

Is Now the Time to Consider a Like-Kind Exchange?

Attorneys are involved in all types of exchange transactions. At this session you will learn the matters you must consider, including:

  • Regulatory and other requirements for "forward" and "reverse" exchanges under Internal Revenue Code Section 1031
  • Relationships with other transaction advisors and participants
  • Document drafting issues and transaction closing considerations

What will you learn?

  • Recommendations regarding purchase agreement and exchange document provisions, accommodation party selection, funds handling procedures, closing statement format and other transaction issues
  • How to evaluate the exchange opportunity
  • The allocation of advisor responsibilities
  • Recent developments in the exchange area

Federal tax reform is currently being debated and repeal of Section 1031 has been suggested; the opportunity to transfer property in an exchange may not extend far into the future. Learn what you can do to help your clients take advantage of this option while it’s still available!

John Sikora, Weiss Berzowski Brady LLP, Milwaukee

Techniques for Drafting a Hall of Fame Appellate Brief

Techniques for Drafting a Hall of Fame Appellate Brief

This entertaining, yet incredibly informative program, will use “real” and familiar cases to provide practical and tangible insights to increase your skills for writing a persuasive brief. During the session you will examine a variety of briefs from famous state and federal cases to identify why they were persuasive to the court and what techniques were used to make them compelling. By attending this program you will take your understanding of the nuts and bolts of writing an appellate brief to the next level of expertise.

What will you learn?

  • Understand the approaches that have prevailed in famous cases
  • Learn the elements necessary to write persuasive and convincing briefs
  • Learn new writing styles and methods

Melissa L. Griepp, Marquette University Law School, Milwaukee

5:30 - 7 p.m. Member Recognition Celebration

Member Recognition Celebration

This is the annual awards event for State Bar members who have gone above and beyond in service to the profession and in offering legal services to the community. Awards are presented by numerous SBW entities and the WI Law Foundation. Everyone who attends the Annual Conference should attend this event to celebrate their peers who do great work in support of the practice of law!

The following awards will be presented at this year's Member Recognition Celebration:

  • Charles Dunn Wisconsin Lawyer Author Award
    Presented to Richard K. Wagner
  • Hotline Attorney of the Year Award
    Presented to Paul Curtis
  • Pro Bono Attorney of the Year
    Presented to Andy DeClercq
  • Pro Bono Organization of the Year
    Presented to Gass Weber Mullins LLC
  • Nonresident Lawyers Division Founder’s Award
    Presented to Donna Jones
  • Dan Tuchscherer Outstanding Public Interest Law Attorney Award
    Presented to Lisa Clay Foley
  • Ryan Klesh Public Interest Legal Worker Award
    Presented to Donn Lind
  • Outstanding Public Interest Law Student Award
    Presented to Nicole Ostrowski, Marquette University Law School and Amelia Maxfield, University of Wisconsin Law School
  • Senior Lawyers Division Leonard L. Loeb Award
    Presented to Margadette M. Demet
  • WisLAP Volunteer of the Year
    Presented to Stephen Compton
  • Judge of the Year Award
    Presented to Hon. William J. Domina
  • Lifetime Jurist Award
    Presented to Hon. William D. Dyke
7 - 10 p.m. A Night in Havana - All Conference Bash

A Night in Havana - All Conference Bash

Join your friends and colleagues for an evening of music, mojitos and more!

Dance to the sounds of D’CalleSon, a 12-piece, Milwaukee-based salsa band with a style all its own. The rhythm, harmonized voices, and brass section guarantee even wall flowers will want to break-out their dancing shoes. It's not just a band, it's a show!

Enjoy complimentary beer, wine, soda and the evening’s signature drink – the mojito! Cuban-influenced heavy hors d’oeuvres will also be served. (You probably won’t need dinner!)

Sponsored by Habush Habush & Rottier S.C.

Back by popular demand (weather permitting): The fire pit and s’mores! Sponsored by Bakke Norman S.C.

7 - 8 p.m. Friends of Bill W.

Friends of Bill W.

Here and Now Meeting
Speaker: Jim M., Milwaukee

10 - Midnight "After-Party" Hosted by the Young Lawyers Division

"After-Party" Hosted by the Young Lawyers Division

Not ready to call it a night? Join your colleagues for a late-night hospitality "after party" hosted by the Young Lawyers Division. All Conference attendees welcome.

Special Thanks to the Young Lawyers Division and Milwaukee Young Lawyers Association.

Friday, June 26, 2015

Time Program Track
7:30 - 8:15 a.m. Continental Breakfast with Exhibitors

Continental Breakfast with Exhibitors

Get fueled up for your CLE sessions! Join your colleagues and vendors for a variety of complimentary breakfast items, coffee, and juice as you network with fellow lawyers and learn about valuable products and services.

8:15 - 9:30 a.m. Session 6 The Litigator's Bankruptcy Toolkit

The Litigator's Bankruptcy Toolkit

Presented by: Litigation and Bankruptcy, Insolvency, and Creditor Rights Section

Bankruptcy is often an outgrowth of litigation. Whether you try contract cases, personal injury claims, or family law disputes, you need to know your options when bankruptcy is filed by the opposing party, or even if your own client files bankruptcy. Our experienced panel will offer guidance, warnings, tips and tricks for dealing with an unexpected bankruptcy filing. - When can you proceed, and when must you stop?

  • What can you learn from bankruptcy schedules and how might you use that information?
  • Protecting your contingent fee
  • Why the bankruptcy Trustee just might be your best friend

What will you learn?

  • Learn when and how bankruptcy might help your lawsuit
  • Learn how you might use bankruptcy to resolve claims a debtor may have against your client
  • Learn how to get useful information from the bankruptcy case

Don't let a bankruptcy filing break your case. The bankruptcy toolkit will give you options.

Helen M. Ludwig, Sengstock, Budny & Ludwig SC, West Allis
Susan V. Kelley, US Bankruptcy Court, Milwaukee

Ethics Lessons from TV Lawyers: "The Good Wife" (EPR)

Ethics Lessons from TV Lawyers: "The Good Wife" (EPR)

The public's perception of the legal profession is influenced by popular television shows such as "The Good Wife." Legal ethics and professional responsibility are often at the heart of each episode, and there is no doubt that "The Good Wife" not only misrepresents the ethical obligations of lawyers, but also presents instances of questionable decision-making. These misrepresentations of the ethical obligations and instances of questionable decision-making provide thought-provoking case studies.

This program will examine some of the ethical issues raised on the show, how the lawyers on the show resolved those issues, and how the lawyers should have resolved the issues. This program will also examine how the conduct of the lawyers in "The Good Wife" affects the public's perception of the legal profession and our clients' expectations about our services.

Ralph Cagle, University of Wisconsin Law School, Madison
Dean Dietrich, Ruder Ware LLSC, Wausau
Aviva Meridian Kaiser, State Bar of Wisconsin, Madison
Timothy J. Pierce, State Bar of Wisconsin, Madison
Margaret Raymond, University of Wisconsin Law School, Madison

Profit Strategies in an Evolving Market

Profit Strategies in an Evolving Market

PINNACLE: Business School for Lawyers

In most markets and for most lawyers, demographic trends, market dynamics and disruptive technologies are putting current revenue streams at risk. Key questions you should be asking of yourself or your firm are:

  • Are you developing new leaders to sustain your firm into the future?
  • Have you addressed key client relationships and critical operational improvements that will support superior client service?
  • Have you identified the core cultural values upon which your success has been built?
  • Are you adapting strategies to support these values into the future for continued success?

What will you learn?

  • Understand the dynamic forces reshaping the competitive marketplace
  • Learn how to adapt technology to improve client service and grow your practice
  • Resolve generational conflicts, create new revenue streams and overcome your own “knowing - doing” gap
  • Define the starting point for building an effective strategic plan

Learn how to respond to the changing legal environment with effective strategic planning to create sustained adaptability and you will have a competitive advantage into the future.

9:30 - 9:50 a.m. Refreshment Break
9:50 - 10:40 a.m. Session 7 Withstanding IRS Attacks on Traditional and 'Edgy' Estate and Gift Tax Planning Techniques

Withstanding IRS Attacks on Traditional and 'Edgy' Estate and Gift Tax Planning Techniques

Discover methods and techniques you can use in representing your clients who would like to transition their wealth and/or business interests to the next generation using prudent and tax-saving techniques. The discussion will help increase your competency in the use of traditional wealth transfer techniques, as well as more unique and edgy alternatives.

What will you learn?

  • How to analyze your clients’ situations and determine the best transfer techniques available for their circumstances
  • Understand how installment sales to different irrevocable trusts, installment sales to family members, self-canceling notes, and private annuities can be used
  • Complex tax consequences
  • Considerations of transfer techniques

Emilly Litznerski Foster, Whyte Hirschboeck Dudek S.C., Madison
Robert E. Dallman, Whyte Hirschboeck Dudek S.C., Milwaukee

What I Learned From WisBar E-lists

What I Learned From WisBar E-lists

Presented by: Solo Small Firm & General Practice Section & LOMAP Advisory Committee

The Practice 411 and Solo Small Firm Listserves are FREE tools available to all State Bar members. The listserves provide a forum for attorneys to ask questions about substantive law, procedural matters, practice management, technology, and to seek referrals. During this program, you will review a few listserve posts and their responses to examine whether the advice given was good, bad, or so-so. Topics will include substantive law, legal procedures, practice management, and ethics.

What will you learn?

  • Some insightful nuances of law and procedure
  • How valuable the listserves offered by the State Bar can be to your practice

The session will demonstrate how using the listserve forums can help you navigate tricky legal issues, choose a phone system, gather advice about ethical situations, and more. This session is intended to be interactive with audience participation and insight welcomed.

Terry Dunst, Bakke Norman, New Richmond
Tison Rhine, State Bar of Wisconsin, Madison
Johanna R. Kirk, Kirk Law Office, L.L.C., Superior

Immigration Consequences in Family Law

Immigration Consequences in Family Law

Many individuals who seek family law assistance also have immigration matters that are affected by their family law cases. In this session you will review the types of immigration relief sought by clients who are engaged in family law matters, including the duty of support arising from the I-864 Affidavit of Support, as well as specific relief offered to juveniles who may be entitled to Special Immigrant Juvenile Status and immigration status for victims of domestic violence.

What will you learn?

  • Methods and procedures to assist these clients
  • The interrelationship between family law issues and immigration consequences and remedies
  • How to protect clients' rights to immigration remedies in their family law cases

Marsha Mansfield, University of Wisconsin-Law, Madison
Matthew M. Gillhouse, MMG Law LLC, Monona

10:40 - 10:55 a.m. Refreshment Break
10:55 - 11:45 a.m. Session 8 The Ethical Implications of High Profile Cases in the Media (EPR)

The Ethical Implications of High Profile Cases in the Media (EPR)

Presented by: Public Education Committee and Media Law Subcommittee

At this session, you will gain guidance for handling the ethical issues that can creep-up during high-profile cases. The discussion will focus on how lawyers and reporters can work together in a manner that informs the public but does not jeopardize the rights of the individuals at the center of the case. Panelists will include both journalists and lawyers who can speak of their experiences with high profile cases and the ethical dilemmas they faced along the way.

What will you learn?

  • Ethical dilemmas that are unique to high profile cases
  • Job demands and ethical requirements that exist for reporters
Employee Benefits - The New Landscape/Rights and Remedies

Employee Benefits - The New Landscape/Rights and Remedies

During this program you will review changes to federal law regarding employee benefits including the Affordable Care Act's snowball effect in the areas of group and individual health insurance products, state and federal/private and public marketplaces, Medicare/Medicaid, prescription drug plans and cafeteria plans. You will also explore the federal courts' reaction to litigants seeking a remedy for this new set of health care rights.

What will you learn?

  • Get an update on the Affordable Care Act and its current status
  • The mechanics of public and private health insurance marketplaces
  • Gain an understanding of the realignment of employer/individual rights and obligations under employee benefit law
  • Review the current list of compliance requirements, potential claims and remedies

Julie A. Lewis, Nowlan & Mouat LLP, Janesville
Barbara J. Zabawa, Center for Health Law Equity LLC, McFarland

Beneficiary Lawsuits Against Trustees

Beneficiary Lawsuits Against Trustees

The program will consist of a panel discussion of issues to consider when representing trustee clients. The discussion will include summaries of fiduciary litigation cases the panel members have been involved with, as well as legal strategies to consider when representing trustees who may become involved in litigation.

What will you learn?

  • To identify the issues to consider when advising trustees
  • The alternatives to consider to avoid litigation between a trustee and the trust beneficiaries

Nate K. Johnson, Reinhart Boerner Van Deuren s.c., Milwaukee
Francis W. Deisinger, Reinhart Boerner Van Deuren s.c., Milwaukee
Guy R. Temple, Reinhart Boerner Van Deuren s.c., Milwaukee
Johanna R. Kirk, Kirk Law Office LLC, Superior

11:45 a.m. - 12:15 p.m. Hotel Check-out

Hotel Check-out

Grand Geneva Resort & Spa check out time is 12:00 noon. Holiday Inn Condos check out time is 10:00 am. Timber Ridge check out time is 11:00 am. Harbor Shores on Lake Geneva is 11:00 am.

12:15 p.m. - 1:00 p.m. Closing Luncheon Closing Luncheon

Closing Luncheon

Continue catching up and making connections, before the closing plenary session. It’s your last chance before the closing program to talk shop and make plans to meet again at the 2016 Annual Meeting and Conference in Green Bay!

1 p.m. - 2 p.m. Closing Plenary Closing Plenary—A Conversation with Mo Rocca

Closing Plenary—A Conversation with Mo Rocca

Expect the unexpected during this Q&A with funny newsman Mo Rocca. From news and comedy to presidential history, from voting in America to Wisconsin cuisine, Rocca will hold forth on both serious and off-beat topics with his unique brand of humor and informed insight. Mr. Rocca's conversations are known to engage and entertain, while making you think. Any and all questions from the audience strongly encouraged.

Mo Rocca is a Correspondent for CBS Sunday Morning and host and creator of the Cooking Channel’s My Grandmother’s Ravioli. He’s also the host of the CBS Saturday morning show Innovation Nation and a frequent panelist on NPR’s hit weekly quiz show Wait, Wait...Don’t Tell Me! Mo spent four seasons as a correspondent on Comedy Central’s The Daily Show with Jon Stewart and four seasons as a correspondent on The Tonight Show with Jay Leno. Mo Rocca began his career in TV as a writer and producer for the Emmy and Peabody Award-winning PBS children’s series Wishbone. He went on to write and produce for other kids’ series, including ABC’s Pepper Ann and Nickelodeon’s The Wubbulous World of Dr. Seuss—a pre-school series combining the whimsy of Seuss characters with the magic of Jim Henson puppetry. Mo is the author of All the Presidents’ Pets, a historical novel about White House pets and their role in presidential decision-making.

Note: The Closing Plenary is not eligible for CLE credit.

Arrangements for the appearance of Mo Rocca made through Greater Talent Network, Inc., New York, NY.

Special thanks to the Business Law Section.

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Presidential Sponsors

Habush Habush & Rottier SC
Wisconsin Law Foundation
Business Law Section

Premier Sponsors

Steinhilber, Swanson, Mares, Marone, & McDermott
WIPFLI CPA and Consultants
Institute for Global Ethics
Godfrey & Kahn S.C.
Family Law Section
Senior Lawyers Division
Hupy and Abraham s.c.

Partner Sponsors

Construction & Public Contract Law Section
Litigation Section
Quarles & Brady LLP
Ruder Ware

Program Sponsors

Bakke Norman S.C.

Becker, Hickey & Poster, S.C.

Calewarts, Duffy, Gagan & Erdman

Davis & Kuelthau, S.C.

Hurley, Burish & Stanton, S.C.

State Bar of Wisconsin Dispute Resolution Section

State Bar of Wisconsin Health Law Section

State Bar of Wisconsin Real Property, Probate & Trust Law Section

State Bar of Wisconsin Solo/Small Firm & General Practice Section

Textnet Digital Court Reporting

Thomson Reuters

Whyte Hirschboeck Dudek S.C.

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