Estate Planning Impacts of the One Big Beautiful Bill and Trust Planning with QSBS

Date: Wednesday, September 3, 2025
Time: 5:00pm - 7:00pm
Location: Wisconsin Club, 900 W. Wisconsin Ave., Milwaukee WI
Speaker: Jeffrey S. Billings and Helaina Metcalf

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Jeff Billings and Helaina Metcalf  will present "Estate Planning Impacts of the One Big Beautiful Bill and Trust Planning with QSBS "

About our Speakers:

Jeff Billings is a shareholder and chair of Godfrey & Kahn’s Estates & Trusts practice. He regularly works with families, business owners, executives, doctors, and other professionals to grow, manage and protect wealth. Jeff provides clients with comprehensive planning solutions covering a range of services, including core estate planning, business succession planning, complex gifting strategies, inter-generational wealth planning, estate and trust administration, charitable giving, and asset protection planning. Jeff regularly advises trustees and high-net worth families on the most favorable states to administer trusts and the impacts of state income taxation on inter-generational trust wealth. 

Helaina Metcalf is an associate with Godfrey & Kahn and a member of the Estate Planning, Estate & Trust Administration practice. Her areas of practice include wills and trusts, marital property agreements, business succession planning, estate tax gifting strategies, fiduciary income taxation, estate and trust administration, and probate administration. She works with her clients to develop creative and individualized planning solutions to achieve their personal and financial goals in a tax efficient manner.

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Salad:  Iceberg, Mesclun, and Romaine Lettuces accented with Grape Tomatoes, Cucumbers, Shredded Carrots then dressed in Champagne Balsamic Vinaigrette and topped with Garlic Basil Croutons

 

Entrée: Lightly Egg Battered Chicken Scallopini served with Roasted Garlic Whipped Potatoes, Garlic sautéed Green Beans and Carrots, and Lemon Caper demi-glace

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Vegetarian Option

(Please request Vegetarian Option or note any dietary restrictions in RSVP)

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Thank you to our Sponsors:

 

 

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