Next Meeting:
Thursday, October 17, 2024
Recent Developments in Estate Planning
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October 17, 2024
Joseph M. Higgins and H. Wes Taylor (Foley & Lardner LLP)
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November 21, 2024
The New Connelly Trap for Insured Buy-Sell Agreements
Randy S. Nelson (von Briesen & Roper, s.c.)
January 16, 2025
Remote Witnessing and Remote Notarization of Estate Planning Documents in Wisconsin
Catherine M. Priebe (Certus Legal Group, Ltd.) and Philip J. Miller (Husch Blackwell)
February 20, 2025
Estate Planning Considerations for Retirement Beneficiary Designations in Light of the SECURE Acts
Scott Grenier and Timothy Steffen (Baird Private Wealth Management)
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