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DTSTART:20231004T220000Z
DTEND:20231005T000000Z
LOCATION:The University Club
UID:2501720231004T220000ZNJSAs:  Death to the Irrevocable Trust
DTSTAMP:20260701T004751Z
DESCRIPTION:\nIrrevocable Trusts aren’t so irrevocable as one may think.  The Wisconsin Statutes allow an interested person to enter into a nonjudicial settlement agreement (“NJSA”) to alter specific provisions of an irrevocable trust.  NJSAs provide a powerful and useful tool in the administration of a trust, but estate planners must be aware of the procedure, considerations and risks of NJSAs.  In this presentation, we’ll discuss the basics and structure of NJSAs and considerations to make while drafting NJSAs.\n \nAbout our speakers:\n \nKristin Occhetti is a Partner at Quarles & Brady LLP, focusing her practice on assisting individuals, executives, business owners and other professionals with estate planning, wealth transfer and preservation strategies.  She is especially knowledgeable in preparing estate plans for people with disabled beneficiaries and potential guardianship needs.  Kristin also advises personal representatives, trustees and beneficiaries in complex probate and trust administrations, and she handles various types of disputes and litigation involving estates and/or trusts.\n \nAbigail Bogli is an Associate Attorney at Quarles & Brady LLP, focusing her practice on assisting individuals and families in the creation of estate plans that reflect the client’s personal and financial wishes, including advising clients on multigenerational wealth preservation, tax planning, charitable planning and the efficient administration of trusts and estates.\n \nMENU\n \nSalad \n \nBeet, Arugula, Frisee, Walnut, White Wine Vinaigrette\n \nEntree\n \n Lemon-Herb Airline Chicken Breast \n \nMashed Potato, Butter Broccoli, Rosemary Demi \n \nor Vegetarian Entree upon request\n \nThank you to our sponsors: \n \n                                                        \n \n                                                         \n
SUMMARY:NJSAs:  Death to the Irrevocable Trust - Milwaukee Estate Planning Forum, Inc. 
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