Past Events
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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