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DTSTART:20230201T230000Z
DTEND:20230202T010000Z
LOCATION:University Club Milwaukee
UID:2301020230201T230000ZHeckerling Update
DTSTAMP:20260701T004746Z
DESCRIPTION:\nAttorney David Patzer will share highlights from Heckerling 2023.\n \nDavid Patzer is the chair of Godfrey & Kahn’s Estate Planning Practice Group in the Milwaukee office and co-Chair of the firm’s Fiduciary Litigation Practice Group.\n \nHis areas of practice include fiduciary income taxation, estate and gift taxation, probate administration, and the preparation of marital agreements, wills, trusts and other estate planning instruments.  Dave often implores estate planning techniques focused on leveraging the use of available tax exemptions including Family Limited Partnerships, Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Charitable Lead Trusts, Charitable Remainder Trusts, sales to defective Grantor Trusts and the creation and administration of family foundations.  He works closely with the firm’s Corporate Practice Group on business succession matters for many of our closely held clients.\n \nMENU\n \nSalad: Baby Kale & Spinach – Beets, Feta, Balsamic Dressing\n \nEntrée: Roasted Chicken Breast – Wild Rice Blend, French Green Beans, Whole Grain Mustard Sauce\n \nor\n \nVegetarian Option (by advance request - please note in RSVP)\n
SUMMARY:Heckerling Update - Milwaukee Estate Planning Forum, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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