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Thursday, November 20, 2025

Estate and Long-Term Planning for Incapacity and Special Needs

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Waukesha County Estate Planning Council, Ltd.

WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

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Leadership

President

Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC®
Shakespeare Wealth Management
262-814-1600
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Vice President

Amy Schneider
First Business Bank
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Secretary/Treasurer

Elizabeth B Taylor, JD
Walden, Neitzke & Taylor, S.C.
2625475517
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Past President

Wendy S. Rusch, JD, AEP®
Reinhart Boerner Van Deuren s.c.
262-951-4518
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Board Member - At Large

Adrianna Christopher, JD
Fiduciary Partners Trust Company
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Board Member - At Large

Mary Youssi
Walny Legal Group LLC
414-751-7531
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UPCOMING EVENTS

November 20, 2025

Estate and Long-Term Planning for Incapacity and Special Needs

Mark Johnson (Johnson Teigen Attorneys at Law)

See Event Details

January 15, 2026

Tax Planning as a Result of the One Big Beautiful Bill Act

Timothy Steffen, CPA-PFS, CFP®, CPWA®, Director of Advanced Planning (Robert W. Baird & Co.)

See Event Details

February 19, 2026

Heckerling Institute on Estate Planning - 2026 Update

Catherine M. Priebe (Certus Legal Group, Ltd.)

See Event Details

March 19, 2026

What Investment Advisors Need to Know About Trust Investing/Disputes

Jason Kohout and Abbey Magnuson (Foley & Lardner LLP)

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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