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DTSTART:20200205T230000Z
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LOCATION:University Club of Milwaukee
UID:1780020200205T230000ZHeckerling Highlights
DTSTAMP:20260701T005544Z
DESCRIPTION:\nJoin us for a summary of the Heckerling Institute Highlights provided by Atty. Mark Shiller, of Certus Legal Group.  \n \nMark 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.  \n \nMark 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.  \n \n \n \nMenu\n \nBaby Beet Salad\n \nRomaine, Roasted Beets, Spiced Hazelnuts, Goat Cheese, Balsamic Vinaigrette\n \nSmoked Barbeque Chicken\n \nFresh Corn, Southern Bread Stuffing, Orange Relish\n \n \n \nJennifer Bogli CPA\nVice President/Board of Directors, [Milwaukee Estate Planning Forum, Inc.](http://www.milwaukeeepf.org/)\n\nMohr CPAs LLP\n10361 Innovation Drive Suite 150, Milwaukee, WI 53226\nEmail: jbogli@mohrcpas.com\nPhone: (414) 244-9942\n \n \n \n\n \n         \n
SUMMARY:Heckerling Highlights - Milwaukee Estate Planning Forum, Inc. 
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