About Us

MESSAGE FROM THE PRESIDENT

Dear Members and Guests,

Welcome to the official website of the Milwaukee Estate Planning Forum, Inc.  Our website is designed primarily to keep you apprised of upcoming Forum events and to assist you in finding qualified professionals and resources related to the field of estate planning.

Our membership constituency includes a diverse array of professionals working in the greater Milwaukee, Wisconsin area, including attorneys, accountants, bankers and trust officers, financial planners, insurance agents, appraisers and representatives from various charitable organizations.  We are a diverse group of professionals committed to expanding estate planning knowledge and expertise, growing professional contacts and relationships, and, ultimately, enhancing the community by facilitating superior client service.

As we move into and through the 2015-2016 year, the Forum can reflect on an admirable history centered primarily on keeping its membership uniquely and comprehensively informed on cutting-edge estate planning developments and established strategies.  Over the years, this has been accomplished by attracting national figures to address the membership and showcasing prominent local practitioners at educational monthly dinners.

The Forum is looking forward to another great year of educational and social meetings while attracting new members.

Please feel free to browse our website for more information on the Forum and its members, as well as events planned for the season, membership criteria and applications and website links of particular interest.

Very truly yours,

Wendy Rusch, President