Past Events

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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