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DTSTART:20241017T220000Z
DTEND:20241018T000000Z
LOCATION:Milwaukee Mariott West
UID:2617220241017T220000ZRecent Developments in Estate Planning
DTSTAMP:20260526T130823Z
DESCRIPTION:\nJoin us for a Recent Developments in Estate Planning discussion lead by Joe Higgins and Wes Taylor of Foley & Lardner LLP.  Joe and Wes will provide a timely update of federal case law, federal legislation, Wisconsin case law, and Wisconsin legislation impacting estate planning.\n \nALL RSVPS MUST BE RECEIVED BY OCTOBER 8, 2024.\n \nThe menu for dinner is as follows:\n \nCountry Garden Salad\n Roast Chicken with Grilled Vegetables and Mushroom Risotto\n Mini Cheesecake with Strawberry Garnish\n \nIf you have any dietary restrictions, please note them in the Special Requests section of your RSVP.\n \nJoseph (Joe) Higgins is a business lawyer and partner with Foley & Lardner LLP in its Estate Planning Practice.\n \nJoe focuses his practice primarily on estate planning and administration, representing owners of closely held businesses, private equity fund principals, and other ultra-high net worth individuals and their families across the country in connection with tax-efficient wealth transfers, charitable giving, and business succession planning. Joe has extensive experience using sophisticated estate planning strategies and structures for these purposes.\n \nWes Taylor advises individuals and families on estate planning, business and wealth succession planning, tax-minimizing planning, disposition and management of sensitive assets, charitable planning, the creation and administration of family foundations, special-needs trust planning, trust and estate administration, and beneficiary mediation. He enjoys working with families to develop effective, customized, and streamlined plans that meet individualized goals, are optimized to provide maximum flexibility, and provide peace of mind. Wes is a partner in the firm’s Estate Planning Practice.\n \nWes is a Chartered Advisor in Philanthropy and assists clients with legacy and succession planning, blending tax-sensitive strategies with clients’ philanthropic goals to achieve positive results for the client, their family, and the community.\n
SUMMARY:Recent Developments in Estate Planning - Waukesha County Estate Planning Council, Ltd. 
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