Council Information

The Milwaukee Estate Planning Forum was formed as a result of the merger between the Milwaukee Estate Planning Council and the Milwaukee Estate Counselors Forum in 2008. The Milwaukee Estate Planning Forum provides continuing educational programs for estate planning professionals.

The Milwaukee Estate Planning Forum meets eight times per year on the first Wednesday of the month from September through December, February, March, May and June at the University Club of Milwaukee. The meeting schedule is:

  • 5:00 pm Networking
  • 5:30 pm Meeting Announcements and Dinner
  • 6:10 pm Speaker & Presentation

Guests are encouraged to attend and are always welcome.

Speakers discuss recent estate planning developments or issues of importance for the various estate planning disciplines. Presentations are intended to qualify for appropriate continuing education credits.



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