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DTSTART:20250604T220000Z
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LOCATION:Wisconsin Club, 900 W. Wisconsin Ave., Milwaukee, WI
UID:2700020250604T220000ZSelecting the Right Trustee
DTSTAMP:20260602T024640Z
DESCRIPTION:\nJason Kohout and Stephanie Derks will present "Selecting the Right Trustee" to discuss different factors in choosing a trustee and different options to bifurcate or delegate the trustee's duties.\n \nAbout our Speakers:\n \nJason Kohout is a partner with Foley & Lardner LLP. He is the chair of the firm’s Family Offices Team and assists families and business owners in tax planning, business succession, and philanthropy. In addition, he works extensively with nonprofit organizations in the areas of governance, fundraising and tax exemption matters. Jason’s broad experience, in conjunction with his in-depth knowledge of tax, corporate and trust law, allows him to provide creative and practical solutions for his clients, especially for clients that own businesses or have philanthropic interests or nonprofit organizations focused on governance or fundraising.\n\n\n \nStephanie Derks  is a senior counsel with Foley & Larner LLP and concentrates her practice on estate planning for high-net-worth families and family offices, estate and business succession planning for closely held business owners, trust and estate administration, tax compliance, and other wealth planning matters. Stephanie understands the unique dynamics involved when working with families and family-owned companies. She strives to provide creative and comprehensive solutions to achieve clients’ estate, business, and tax planning goals. She is a member of the firm’s Estates and Trusts Practice.\n \n____________________________________________________________________\n \nMENU\n \nSalad:  Iceberg, Mesclun, and Romaine Lettuces accented with Grape Tomatoes, Cucumbers, Shredded Carrots then dressed in Champagne Balsamic Vinaigrette and topped with Garlic Basil Croutons\n \n \n \nEntrée: Vodka Chicken, Basil Garlic Marinated Chicken Breast with Classic Vodka Sauce served over Scallion Risotto with Provencal Vegetable Sauté and Shaved Parmesan Cheese\n \nor\n \nVegetarian Option\n \n(Please request Vegetarian Option or note any dietary restrictions in RSVP)\n \n____________________________________________________________________\n \nThank you to our Sponsors:\n \n\n \n\n \n\n \n\n \n\n \n\n \n \n \n \n
SUMMARY:Selecting the Right Trustee - Milwaukee Estate Planning Forum, Inc. 
PRIORITY:3
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