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Milwaukee Estate Planning Forum, Inc.

MILWAUKEE ESTATE PLANNING FORUM, INC.

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Council Documents

Document Name Date Added
NJSAs: Death to Irrevocable Trusts
Occhetti_Bogli - MEPF Presentation - NJSAs_ Death to Irrevocable Trusts.pdf (611K)
2023-11-22
2025-2026 Membership Dues Notice
2025-2026 Membership Dues Notice.pdf (731K)
2025-07-22
How to Not Ruin Your Clients' Kids with Money
2025 12 03 -- Mark A. Shiller -- How to Not Ruin Your Clients' Kids with Money -- MEPF 4907-6897-4118 v.3.pdf (771K)
2025-12-02

Meeting Presentations

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UPCOMING EVENTS

October 31, 2026

2026-2027 Membership Dues

See Event Details

November 4, 2026

Artificial Intelligence - Benefits and Ethical Issues

Nancy Rapoport

See Event Details

December 2, 2026

Wisconsin Pooled Trusts

Life Navigators Representative(s)

See Event Details

February 3, 2027

Grantor Trust Traps

Vada Lindsey

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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