BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20260319T220000Z
DTEND:20260320T000000Z
LOCATION:Milwaukee Mariott West
UID:2757720260319T220000ZWhat Investment Advisors Need to Know About Trust Investing/Disputes
DTSTAMP:20260526T130645Z
DESCRIPTION:\nJoin us for a discussion on what investment advisors need to know about trust investing and disputes.  Jason Kohout and Abbey Magnuson will co-present on the topic.\n \n \n \nAbout Jason Kohout and Abbey Magnuson:\n \nJason Kohout is a partner practicing with Foley & Lardner LLP. He advises nonprofit organizations in all\n aspects of formation, ongoing operations, and transactions such as mergers, conversions, and asset sales.\n He has formed numerous nonprofit and tax-exempt organizations.\n \n\n Jason works with health care systems, social service agencies, universities, and other tax-exempt\n organizations regarding issues such as unrelated business income tax, structuring of affiliated organizations,\n investments in joint ventures, and executive compensation matters.\n \n\n He advises a number of organizations regarding political and advocacy efforts, including the formation and\n operation of section 501(c)(4) social welfare organizations and political action committees.\n Jason has also worked extensively in nonprofit corporate governance, including drafting specialty governing\n provisions for bylaws and developing detailed conflict of interest policies. He advises directors and trustees\n regarding fiduciary duties and excess benefit and self-dealing rules.\n \n\n Jason focuses a considerable portion of his practice on planning complex charitable gifts, and he works for\n both individual donors and local and national organizations in this area. He has advised both donors and\n charities on how to facilitate tax-advantaged contributions, including contributions of interests in operating\n entities and in highly appreciated assets. He has formed numerous charitable vehicles to achieve\n benefactors’ tax and giving objectives, including charitable remainder unitrusts, charitable lead trusts, private\n foundations, and supporting organizations. He works with a number of large company private foundations.\n \nJason serves on the firm’s Trust Investment Committee, which provides advice to the firm’s fiduciaries\n regarding investment decisions. He works with a variety of investment managers and provides insight into\n clients’ non-public investments. He serves as a trustee of multiple charitable trusts. He also serves on the\n board of the firm’s political action committee.\n \nAbbey Magnuson helps high-net-worth individuals and families with a broad range of estate planning matters.\n Her experience includes developing comprehensive estate plans to make use of available estate, gift, and\n generation-skipping transfer tax exemptions; tax planning for estates, trusts, and beneficiaries; coordinating\n and working with family offices, including facilitating a CEO search for a multi-generational family office;\n planning for special purpose charitable vehicles, including charitable remainder trusts and charitable lead\n trusts; and long-term planning for private foundations and implementation of strategic goals.\n \nAbbey concentrates her practice in trust and estate administration and has experience in fiduciary\n responsibilities and liability. She regularly:\n Advises trustees and personal representatives on management and administrative matters to fulfill fiduciary responsibilities. Counsels trustees regarding fiduciary duties, rights and interest of beneficiaries, and best practices to mitigate liability. Advises trustees of a single purpose, donor-created charitable trust, including review of distribution and beneficiary communication requirements to maintain special “supporting organization” status, trustaccounting, and requirements of trust beneficiaries. Administers ongoing operations of a private foundation, including grant making, grant agreements, distribution calculations, self-dealing and conflicts of interest, investment and cash management, and succession planning. \nAbbey is a member of the Corporate and Estate Planning Practice Groups and the Family Offices and\n Manufacturing Sectors.\n
SUMMARY:What Investment Advisors Need to Know About Trust Investing/Disputes - Waukesha County Estate Planning Council, Ltd. 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR