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Next Meeting:

Thursday, September 17, 2026

Blended Families and the Surviving Spouse who Tries to Circumvent the Estate Plan

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Waukesha County Estate Planning Council, Ltd.

WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

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About Us

The Waukesha County Estate Planning Council is the premier networking resource and professional association for estate planning professionals in Waukesha County and south east Wisconsin.  Meetings are held monthly during fall, winter and spring, including social and networking time, a delicious meal, and educational speakers.

UPCOMING EVENTS

September 17, 2026

Blended Families and the Surviving Spouse who Tries to Circumvent the Estate Plan

Katie Yoder and Laurie Klinkhammer (BMO Wealth Management)

See Event Details

November 19, 2026

Charitable Contributions – Maximizing Deductions in 2026 and Beyond

Randy Nelson (Von Briessen & Roper)

See Event Details

February 18, 2027

Drafting to Avoid Fiduciary Litigation

Aaron Hall and Jessica Taylor (Amundsen Davis)

See Event Details

March 18, 2027

Heckerling Institute on Estate Planning - 2027 Update

Mark Shiller (Certus Legal Group)

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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