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DTSTART:20250320T220000Z
DTEND:20250321T000000Z
LOCATION:Milwaukee Mariott West
UID:2617620250320T220000ZHeckerling Institute on Estate Planning - 2025 Update
DTSTAMP:20260416T174301Z
DESCRIPTION:\nJoin us for an update on the latest trusts and estates developments from the 59th Annual Heckerling Institute on Estate Planning.  Victor Schultz will provide an overview of the most interesting and talked about developments from this year’s institute.\n \nALL RSVPS MUST BE RECEIVED BY MARCH 13, 2025.\n \nThe dinner menu is as follows:\n \nCaesar Salad\n Chicken En Croute with Green Beans and Roasted Fingerling Potatoes\n Devil's Food Cake​\n \nIf you have any dietary restrictions, please note them in the Special Requests section of your RSVP.\n \nAs President and Chief Fiduciary Officer of Prairie Trust, Victor is charged with overseeing trust services and related fiduciary issues, including personal trust and estate settlement.\n \nVictor joined Prairie in November of 2013, and now serves as President and Chief Fiduciary Officer of the entire wealth management division. Prairie Trust’s services focus on trust administration, with niche expertise in directed and delegated trusts, special needs trusts (including serving as trustee of the Life Navigators pooled trust), estate settlement, and serving as independent trustee in conflicted family matters.\n \nVictor has been one of the leaders in modernizing and rewriting Wisconsin’s laws on trust, including the Wisconsin Trust Code, Wisconsin Principal and Income Act and the Wisconsin Prudent Investor Act. He served as co-chair of the study groups that drafted and enacted the Wisconsin Trust Code in December of 2013 and the Trust Code trailer bill in March 2024. Victor is a frequent speaker and has spoken to and served on numerous committees and study groups. He is a leading advocate for the corporate trustee business in Wisconsin and serves as a director of the Wisconsin Bankers Association Trust Banking Section and WBA Government Relations Committee. He also serves on the boards of the Ellinger Foundation, the Children’s Hospital Planned Giving Council, the Life Navigators Trust Committee, the Wispact Attorney Advisory Council, Waukesha County Community Foundation and the Waukesha County Business Alliance. In 2020, Victor became the first fiduciary counsel in Wisconsin to be appointed as a fellow of The American College of Trust and Estate Counsel (ACTEC), which recognizes those with exceptional skill in, and who have significantly contributed to the field of, trust and estate law.\n
SUMMARY:Heckerling Institute on Estate Planning - 2025 Update - Waukesha County Estate Planning Council, Ltd. 
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