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Thursday, January 15, 2026

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

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Waukesha County Estate Planning Council, Ltd.

WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

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Heckerling Institute on Estate Planning - 2026 Update

Date: Thursday, February 19, 2026
Time: 5:00pm - 7:00pm
Location: Milwaukee Mariott West
Speaker: Catherine M. Priebe (Certus Legal Group, Ltd.)

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UPCOMING EVENTS

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.)

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February 19, 2026

Heckerling Institute on Estate Planning - 2026 Update

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

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March 19, 2026

What Investment Advisors Need to Know About Trust Investing/Disputes

Jason Kohout and Abbey Magnuson (Foley & Lardner LLP)

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National Association of Estate Planners & Councils

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