Remote Witnessing & Execution of Estate Planning Documents
*** ONE-TIME SPECIAL MAY LOCATION - MILWAUKEE CLUB, 706 N. JEFFERSON ST., MILWAUKEE, WI ***
Please join us to address a timely topic, Wisconsin's new law and procedures authorizing remote witnessing and notarization of estate planning documents. In person witnessing and notarization of estate planning documents has always served to ensure the authenticity of a document when the testator, settlor, or principal is no longer able to confirm authenticity. The COVID-19 pandemic created a need to deviate from that. Our speakers will discuss how the State of Wisconsin has addressed the need to introduce 21 century technology into the document execution process while keeping the safeguards necessary to ensuring the authenticity of each document and minimizing the opportunity for fraud, undue influence, or duress.
About our speakers:
Philip J Miller, Husch Blackwell - 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. On countless occasions, he has provided fiduciary counseling to trustees when they needed guidance or intervention to help disgruntled beneficiaries understand trusts.
Catherine M. Priebe, Certus Legal Group - Catherine is the co-founder of Certus Legal Group, Ltd., a boutique estate planning and business succession planning law firm with offices in Milwaukee and Madison. Prior to starting her own firm, she chaired the Estates, Trusts & Succession Planning Practice Group of Davis & Kuelthau, s.c. Ms. Priebe has extensive experience advising clients in all aspects of estate planning, business succession planning, gifting strategies, marital property issues, and probate and trust administration. She received her undergraduate degree, magna cum laude, from Marquette University and her law degree, cum laude, from the University of Wisconsin Law School. Ms. Priebe has received the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils.
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MENU
Salad: Roasted Beet Salad with Mixed Greens, Goat Cheese, Toasted Pecans & Balsalmic Vinaigrette
Entrée: Red Wine Braised Beef Short Ribs with Garlic Pomme Puree, Natural Sauce & Brussels Sprouts
or
Vegetarian Option
(Please request Vegetarian Option or note any dietary restrictions in RSVP)
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Thank you to our sponsors:
