WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

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