About Us

MESSAGE FROM THE PRESIDENT

Dear Members and Guests,

Welcome to the official website of the Milwaukee Estate Planning Forum, Inc., designed to keep you apprised of upcoming Forum events, allow you to register for those events and assist you in finding qualified estate planning professionals and resources.

Our membership roster includes a diverse array of professionals working in the greater Milwaukee, Wisconsin area, including attorneys, accountants, bankers and trust officers, financial planners, wealth advisors, insurance agents, appraisers and valuation experts and representatives from various charitable organizations.  Our members are dedicated to expanding estate planning knowledge and expertise, growing professional contacts and relationships, and, ultimately, enhancing the community by facilitating a collaborative approach.

The Forum has a proud tradition of providing members an opportunity to gain knowledge on cutting-edge estate planning developments and timely tax planning ideas as well as updates regarding established strategies.  This has been accomplished by attracting a diverse selection of both national speakers and prominent local practitioners at the eight educational dinners hosted annually at the University Club.

The 2019-20 Forum board is committed to another great year of timely educational presentations, the ongoing promotion of networking opportunities among our members and the active pursuit of vital new members.

Please consider regularly browsing our website for more information on the Forum and its members, as well as Forum events, membership criteria and applications, the board nominated AEP designation program and other website links of particular interest.

Best regards,

Robert Holton, President