The Use of Asset-Specific Trusts in Estate Planning

Date: Wednesday, March 6, 2019
Time: 5:00pm - 7:00pm
Location: University Club of Milwaukee
Speaker: Phil Miller

Join us for a conversation with Phil Miller, partner at Husch Blackwell, on the use of asset-specific trusts in estate planning. Most trusts used in estate planning are purpose-driven trusts; designed to accomplish such things as avoid probate, leverage the estate tax or generation-skipping transfer tax exemption, or preserve assets for a spendthrift or special needs beneficiary.  This presentation looks at trusts designed around the assets they hold rather than specific tax or other objectives.

Phil counsels clients on estate planning, business succession planning, probate and trust administration, marital property and tax planning. He helps them achieve their objectives while minimizing taxes and expenses, and managing risk. Phil is proficient in matters involving unique assets, international considerations and beneficiaries with special needs. For more than 20 years, Phil has presented at two courses he helped create for the State Bar of Wisconsin’s Continuing Legal Education Department, PINNACLE. In both, he shares current and practical legal information and resources. Phil also speaks frequently to community groups about estate planning, business succession planning, marital property and probate. Additionally, he taught at Marquette University Law School for five years. We are pleased to have him present on the use of asset-specific trusts to our members. 



Kale Salad

Lacinato Kale, Butternut Squash, Toasted Pepitas, Currants, Feta, Sherry Vinaigrette

Shrimp Scampi

Shrimp, Garlic Butter, White Wine, Linguine, Broccoli

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