Heckerling Highlights

Date: Wednesday, February 5, 2020
Time: 5:00pm - 7:00pm
Location: University Club of Milwaukee
Speaker: Mark Shiller

Join us for a summary of the Heckerling Institute Highlights provided by Atty. Mark Shiller, of Certus Legal Group.  

Mark 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 negotation and preparation of partnership and employee agreements.  

 

Menu

Baby Beet Salad

Romaine, Roasted Beets, Spiced Hazelnuts, Goat Cheese, Balsamic Vinaigrette

Smoked Barbeque Chicken

Fresh Corn, Southern Bread Stuffing, Orange Relish

 

Jennifer Bogli CPA
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.

Mohr CPAs LLP
10361 Innovation Drive Suite 150, Milwaukee, WI 53226
Email: jbogli@mohrcpas.com
Phone: (414) 244-9942

 

         

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