Leadership

	MILWAUKEE ESTATE PLANNING FORUM, INC.	MEMBER LOGIN
	MEMBER LOGIN

	President/Board of Directors Jennifer Bogli, CPA Mohr CPAs LLP (414) 244-9942 Send Message to Member
	Vice President/Board of Directors Kelly O. Dancy, J.D. Walny Legal Group, LLC (414) 751-7531 Send Message to Member
	Treasurer/Board of Directors Thomas J Eling, CPA Wipfli, LLP 414-666-8669 Send Message to Member
	Secretary/Board of Directors Maureen O'Leary Willms-O'Leary, S.C. 262-238-6996 Send Message to Member
	Membership Chair/Board of Directors Jeffrey C. Green, CFP® U.S. Bank Private Wealth Management (414) 765-6446 Send Message to Member
	Program Chair/Board of Directors Tammy Wishowski, CPA Scribner Cohen and Co., S.C. (414) 271-1700 Send Message to Member
	Past President/Board of Directors Robert J. Holton BMO Private Bank (414) 287-8809 Send Message to Member
	Administrative Assistant Claire McDonough Marquette University Law School Send Message to Member

THIS LIST IS FOR MEMBERS ONLY AND IS NOT TO BE USED FOR MARKETING PURPOSES.

UPCOMING EVENTS

October 7, 2020

The Warhol in the Closet: Estate Planning for Unique Assets

Jonathan Ingrisano (Godfrey & Kahn), Jennifer Olk (Godfrey & Kahn), Sara Mulloy (Hindman Auctions), John Shannon (Guardian Fine Art), Robert Holton (BMO Private Bank)

See Event Details

November 4, 2020

Life Settlement Legal and Ethical Responsibilty

Jon Mendelsohn and Jamie Mendelsohn from the Ashar Group, LLC

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December 2, 2020

Opportunity Zone Funds & Estate Planning

Attorney Hamang Patel (Michael Best) & Attorney Amy Kiiskila (Michael Best)

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February 3, 2021

Heckerling Highlights

See Event Details