Heckerling Update 2024

Date: Wednesday, February 7, 2024
Time: 5:00pm - 7:00pm
Location: Wisconsin Club, 900 W. Wisconsin Ave., Milwaukee, WI
Speaker: Mark A. Shiller, Certus Legal Group

*** NEW LOCATION - WISCONSIN CLUB, 900 W. WISCONSIN AVE., MILWAUKEE, WI ***

 

Attorney Mark Shiller will share highlights from Heckerling 2024.

Mark Shiller of Certus Legal Group concentrates his practice in the areas of estate planning, tax planning and business law and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges.  

Mark has experience in the preparation and implementation of wills, revocable trusts, irrevocable life insurance and gift trusts, charitable trusts, family limited partnerships, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals of reducing administrative hassles, avoiding taxes, structuring a positive inheritance, incapacity planning, creditor protection and other benefits. When applied to the context of planning involving closely held businesses, Mark assists clients in income tax planning, liability protection, ownership and management succession, and other matters. In addition, Mark often assists his business-owning clients with the incorporation of businesses, the preparation of organizational documents, buy-sell and transfer restriction agreements, and the negotiation and preparation of partnership and employment agreements.

 

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Salad:  Iceberg, Mesclun, and Romaine Lettuces accented with Grape Tomatoes, Cucumbers, Shredded Carrots then dressed in Champagne Balsamic Vinaigrette and topped with Garlic Basil Croutons

 

Entrée: Chicken Cordon Bleu – with Sauce Supreme and Brie-Infused Mashed Potatoes

or

Vegetarian Option

(Please request Vegetarian Option or note any dietary restrictions in RSVP)

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Thank you to our sponsors: 

                                                          

                                                         

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