| June 25, 2025 |
Milwaukee Estate Planning Forum - 1st Annual Social Event
|
| June 4, 2025 |
Estate Planning and AI
Eric G. Pearson, Foley & Lardner LLP |
| May 7, 2025 |
The Effective Use of Mediation in Estate Matters
Chuck Blumenfeld, Blumenfield & Shereff, LLP |
| March 31, 2025 |
2025 Prorated Annual Dues
N/A |
| March 5, 2025 |
Heckerling Update
Victor Schultz | Prairie Trust |
| February 5, 2025 |
What High Wealth Taxpayers Need to Know About the IRS
Michael Gregory |
| December 4, 2024 |
Special Location @ Harley-Davidson Museum (PEACE Room) - Keeping the Pooch Out of Probate
Carol Wessels |
| November 6, 2024 |
What do Comparable Sales, Values & Tax Court have in Common?
Tim Luke, Freedman's | Hindman |
| October 2, 2024 |
Trust & Estates Litigation – Recent Cases
|
| September 4, 2024 |
Life Settlements and Insurance Valuation Solutions for Estate and Tax Professionals
Jamie L. Mendelsohn |
| June 5, 2024 |
Wisconsin Trust Code 2024 Trailer Bill - An Overview
Attorney Victor Schultz, Prairie Trust |
| May 1, 2024 |
Remote Witnessing & Execution of Estate Planning Documents
|
| April 30, 2024 |
2024 Annual Dues
N/A |
| April 3, 2024 |
No April Meeting
TBD |
| March 6, 2024 |
Education Funding Strategies
George Peek, von Briesen & Roper, s.c. |
| February 7, 2024 |
Heckerling Update 2024
Mark A. Shiller, Certus Legal Group |
| January 3, 2024 |
No January Event
|
| December 6, 2023 |
National Speaker: Ethical Considerations when Representing Vulnerable Adults
Sandra D. Glazier, Lipson Neilson P.C. |
| November 1, 2023 |
Transaction Planning: A Cross-Disciplinary Approach
Panel Guests |
| October 4, 2023 |
NJSAs: Death to the Irrevocable Trust
Kristin Occhetti & Abigail Bogli, Quarles & Brady LLP |
| September 6, 2023 |
Red Alert!!! The Corporate Transparency Act is Coming and Every Estate Planner Needs to Know About It
Attorney Randy Nelson, von Briesen & Roper, s.c. |
| June 7, 2023 |
What Every Estate Planner Should Know About Social Security
Ruth Driscoll, Driscoll Law LLC |
| May 3, 2023 |
Split Dollar Planning Strategies to Finance ILIT Premiums
John Muth and Dan McLennon, Northwestern Mutual |
| April 5, 2023 |
No April Meeting
|
| March 1, 2023 |
Charitable Planning Strategies
Jason J. Kohout and Emmaline S. Jurgena, Foley & Lardner LLP |
| February 15, 2023 |
2023 Annual Dues
N/A |
| February 1, 2023 |
Heckerling Update
David Patzer, Godfrey & Kahn, S.C. |
| January 4, 2023 |
No January Meeting
n/a |
| December 7, 2022 |
NATIONAL SPEAKER: Anticipating Will Contests and How to Avoid Them
Prof. Gerry Beyer, Texas Tech University School of Law |
| November 2, 2022 |
The Intersection of Estate Planning and Elder Law
Attorney Emily Hall and Attorney Samuel Azinger |
| October 5, 2022 |
NATIONAL SPEAKER: 100% of Marriages End: Elective Share and Community Property Planning for Modern Love and Migrating Couples
Prof. Terry L. Turnipseed, Syracuse University College of Law |
| September 7, 2022 |
SECURE Act Regulations
Scott Grenier and Tim Steffen, Robert W. Baird & Co. |
| June 1, 2022 |
Heckerling Update
Atty. Cathy Priebe |
| May 4, 2022 |
Ethics and Estate Planning
Attorney Timothy Pierce of the State Bar of Wisconsin |
| March 2, 2022 |
VIRTUAL ONLY: Business Ownership Disclosure under Proposed FinCEN Regulations (Corporate Transparency Act)
Atty. James Howard |
| February 2, 2022 |
NOW VIRTUAL ONLY: Strategies for Trusts Hammered by High Income Tax Rates
Atty. Steve Gorin |
| January 31, 2022 |
2022 Annual Dues
N/A |
| December 1, 2021 |
Transferring Business Interests During Lifetime: How to Have Your Cake and Eat It Too
Attys. Kathryn Muldoon and Wendy Rusch |
| November 3, 2021 |
Issues and Remedies in Inheritance Litigation
Attys. Peter Walsh, Barry White, Aaron Foley |
| October 6, 2021 |
Panel Discussion 2021 v. 2022 for Capital Gain Recognition and Charitable Giving
Mandy Nowaczynski CPA, Atty Peter Smiley MS-T, Atty Thomas Nichols, Atty Maura Cook Lamensky, Leah Schmid CPA CFP |
| September 1, 2021 |
New Kids on the Block(chain): Planning with Bitcoin & Cryptocurrency
Attorney Abigail Earthman |
| June 2, 2021 |
What the Cool Kids are Doing in Estate Planning
Sam Donaldson |
| May 26, 2021 |
Heckerling Update
Victor Schultz (Prairie Trust) |
| March 3, 2021 |
The Roller Coaster Experience when Serving as a Court-Appointed Fiduciary
Attorney Shannon Allen (DeWitt LLP) |
| February 3, 2021 |
Important Issues in Modern Trust Design
Lawrence J. Macklin, Esq., CPA, AEP (Bank of America) |
| December 2, 2020 |
Opportunity Zone Funds & Estate Planning
Attorney Hamang Patel (Michael Best) & Attorney Amy Kiiskila (Michael Best) |
| November 4, 2020 |
Life Settlement Legal and Ethical Responsibilty
Jon Mendelsohn and Jamie Mendelsohn from the Ashar Group, LLC |
| October 7, 2020 |
The Warhol in the Closet: Estate Planning for Unique Assets
Jonathan Ingrisano (Godfrey & Kahn), Jennifer Olk (Godfrey & Kahn), Sara Mulloy (Hindman Auctions), John Shannon (Guardian Fine Art), Robert Holton (BMO Private Bank) |
| September 9, 2020 |
How to Protect Your Firm From Hackers, Data, Thieves, & Tech Invaders
Christopher Shattuck |
| June 3, 2020 |
Canceled
Samuel Donaldson - To be re-scheduled |
| March 4, 2020 |
Gifts of Real Estate and Grantor Charitable Lead Trusts
Colin Nemeth |
| February 5, 2020 |
Heckerling Highlights
Mark Shiller |
| January 30, 2020 |
2020 Annual Dues
|
| December 4, 2019 |
Estate Planning and Divorce: A Family Law Perspective
Christy Brooks |
| November 6, 2019 |
Making Retirement Benefits Payable to Trusts
Natalie Choate |
| October 2, 2019 |
Elder Abuse and Financial Exploitation: A Wisconsin Approach
Jessica Liebau |
| September 4, 2019 |
Current Developments in Business Valuation
John Emory, Jr. |
| June 5, 2019 |
Considerations for Legal, Accounting and Investment Professionals When Asked to Serve As a Trustee
Maureen O'Leary & Andrew Willms |
| May 1, 2019 |
Supported Decision Making Agreements
Victoria Davis Davila |
| March 6, 2019 |
The Use of Asset-Specific Trusts in Estate Planning
Phil Miller |
| February 18, 2019 |
2019 Annual Dues
|
| February 6, 2019 |
Heckerling Institute Highlights
David Patzer |
| December 5, 2018 |
2018 Tax Updates
Ryan Laughlin & Tom Eling |
| November 7, 2018 |
How Can Estate Planners Help Elderly Clients Make Better End-of-Life Decisions
Dr. Sam Harrington |
| October 3, 2018 |
How to Work with the IRS on Estate And Gift Issues
Michael Gregory, Michael Gregory Consulting |
| September 5, 2018 |
Fiduciary Implications of Responsible Investing
Adam Peck & Matt Drvaric, Riverwater Partners |
| June 6, 2018 |
Planned Giving in 2018 and Beyond: Income Tax Changes Set the Stage for a Different Conversation about Philanthropy
Michelle McKinnon, McGuire Woods LLP |
| May 2, 2018 |
Tax Act of 2017 (Specifically IRC Sec. 199A and related law change) on Estate Planning
Richard Kollauf CFP, CPA, AEP, BMO Private Bank |
| March 7, 2018 |
Incorporating Tax Basis Planning in the Estate Plan
David Handler, P.C. |
| February 7, 2018 |
Heckerling Institute Highlights
Victor Schultz |
| December 5, 2017 |
How to Maximize the Impact of Clients' Philanthropy
Betsy Brill and Kirk Hoopingarner, JD |
| November 1, 2017 |
Proactive Planning Ideas in Uncertainty
Richard E. Kait, JD, LLM, CLU, ChFC |
| October 4, 2017 |
Insider Tips to Navigating the College Process
Cozy Wittman, College Inside Track |
| September 6, 2017 |
Mediation or Litigation: The Positive Impact of Process Choice on Resolving Family Estate Issues
Rachel Monaco-Wilcox, J.D. |
| June 7, 2017 |
Estate Planning for Clients with Disabilities, Chronic illness, and Other Challenges
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD |
| May 3, 2017 |
Working with Creatives: Copyright in Estate Planning
Elizabeth Russell, Russell Law |
| April 5, 2017 |
April Meeting - Cancelled due to addition of June Meeting
|
| March 1, 2017 |
Issues with Trust Situs
Mark Shiller |
| February 1, 2017 |
Heckerling Institute Highlights
Catherine Priebe |
| December 7, 2016 |
Charitable Conversations: Donor Advised Funds, Private Foundations, and More
Ken Nopar, NAEPC Speaker |
| November 2, 2016 |
Impact of IRS Proposed 2704 Regulations
Robert Keebler |
| October 5, 2016 |
Digital Assets: Update on Digital Property Act
Ken Barczak & Ben Brunette |
| September 7, 2016 |
Valuations Including S-Corps and Discounts
Bryan Browning, Valuation Research Corp. |
| May 4, 2016 |
Beneficiary Designations and How To Disinherit Your Family
Paul Viren |
| April 6, 2016 |
Six Attributes of Successful Families In Business
Robert Holton |
| March 2, 2016 |
Health Care Power of Attorney
Panel |
| February 3, 2016 |
MEPF Membership Meeting - Heckerling Update
Mark Shiller |
| January 6, 2016 |
AEP Informational Session
|
| December 2, 2015 |
Hot IRS Issues and Identity Theft and Beyond
Michael Goller |
| November 4, 2015 |
MEPF Membership Meeting
Philip Miller |
| October 7, 2015 |
MEPF Membership Meeting
Carlyn McCaffrey |
| September 2, 2015 |
MEPF Membership Meeting
Heide Hughes, Seasons Hospice |
| May 4, 2015 |
MEPF Membership Meeting
Natalie B. Choate |
| April 1, 2015 |
MEPF Membership Meeting
Michael Murray, Jim Mohr, Mark Shiller, Linda Mertz |
| March 4, 2015 |
MEPF Membership Meeting
Victor Schultz, Susan Collins, Gardner Govan |
| February 4, 2015 |
MEPF Membership Meeting
Dave Patzer (Godfrey & Kahn S.C) |
| December 3, 2014 |
MEPF Membership Meeting
John D. Emory Jr., (Emory & Co) |
| November 5, 2014 |
MEPF Membership Meeting
Megann Hendrix (Walny Legal Group) |
| October 1, 2014 |
MEPF Membership Meeting
Benetta P. Jenson (J.P. Morgan) |
| September 3, 2014 |
MEPF Membership Meeting
Bernard A. Krooks (Littman Krooks, LLP) |
| September 3, 2014 |
MEPF Board Meeting
|
| August 20, 2014 |
MEPF Board Meeting
|
| June 4, 2014 |
Summer Social
|
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