Upcoming Events

2017 | July 13

Adding Flexibility to Trustee Appointments

• Financial Planning Association of Wisconsin (Wales, WI)

 

2017 | April 1

Estate Planning for the Visually Impaired

• Presentation to Private Client  Event (Milwaukee)

 

2017 | February 11

The Benefits of an Independent Corporate Trustee

• Presentation to Private Client  Event (Milwaukee)

 

2016 | May 13

Challenges and Solutions in Trust Design and Plan Execution in Wisconsin

• Wisconsin Institute of CPA’s (Milwaukee)

 

2015 | November 19

Trust Implementation and Administration

• Racine Kenosha Estate Planning Council

 

2015 | April 9

Choosing and Preparing Your Trustee

• Presentation to Private Client Event (Illinois)

 

2014 | November 19

A Professional Trustee’s Perspective of the new Wisconsin Trust Code

• Association of Women Lawyers (Milwaukee)

 

2014 | September 12

A Trustee’s Perspective on the new Wisconsin Trust Code

• Fox Valley Estate Planning Council (Appleton)

 

2014 | September 10

A Trustee’s Perspective on the new Wisconsin Trust Code

• Geneva Area Estate Planning Council (Lake Geneva)

 

2014 | May 6

Choosing and Preparing Your Trustee

• Public Presentation at Lake Forest Place (Illinois), contact us for more information.

 

2014 | April

Options and Considerations in Selecting a Trustee

• Panelist at Private Client Event (Chicago)

 

2013 | April

Choosing and Preparing Your Trustee

• Presentation to Private Client Event (Milwaukee)

2012 | October

Choosing and Preparing Your Trustee

• Presentation to Private Client Event (Wausau)

 2012 | June

Choosing and Preparing Your Trustee

• Presentation to Private Client Event (Milwaukee)

2012 | March

Estate Plan Design vs. Plan Execution

• Presentation to Private Estate Planner Luncheon (Chicago)

Addressing Five Common Concerns With Planned Estates

• Presentation to Financial Planning Association of Southern
Wisconsin – Practice
Management Meeting (Milwaukee)

One Corporate Trustee’s ILIT Model

• Presentation to Winnebagoland Estate Planning Council (Oshkosh)

2011 | April

Estate Plan Design vs. Plan Execution

• Presented to Winnebagoland Estate Planning Council  (Oshkosh)

2011 | March

Estate Plan Design vs. Plan Execution

• Presentation to Milwaukee Estate Planning Forum (Milwaukee)

Choosing and Preparing Your Trustee

• Presentation to Private client event (Milwaukee)

Addressing Five Common Concerns With Planned Estates

• Presentation to NAIFA – Madison (Madison)

2011 | February

Estate Plan Design vs. Plan Execution

• Presentation to Fox Valley Estate Planning Council (Appleton)

2011 | January

Choosing and Preparing Your Trustee

• Presentation to private client event (Stevens Point)

• Presentation to statewide training/meeting for representatives of national insurance firm (Lakewood)

2010 | December

The Role and Responsibilities of Trustees

• Presentation to regional alliance of estate planning professionals (Milwaukee)

2010 | November

The Role and Responsibilities of Trustees

• Presentation to partners of national CPA/accounting firm (teleconference)

2010 | July

Estate Plan Design vs. Plan Execution

• Presentation to regional alliance of estate planning professionals

• Presentation to wealth planning practice group of regional law firm (Milwaukee)

2010 | April

Estate Plan Design vs. Plan Execution

• Presentation to Estate Planning Counsel of N.E. Wisconsin (Green Bay)

2009 | November

Addressing Five Common Concerns with Planned Estates

• Presentation to national wealth management firm (teleconference)