Past Events

October 16, 2025 At the Intersection of College Planning and Estate Planning
Brad Baldridge (Baldridge College Solutions)
September 18, 2025 Social Security Planning
Ruthann Driscoll (Driscoll Law LLC)
March 20, 2025 Heckerling Institute on Estate Planning - 2025 Update
Victor J. Schultz (Prairie Trust)
February 20, 2025 Estate Planning Considerations for Retirement Beneficiary Designations in Light of the SECURE Acts
Scott Grenier and Timothy Steffen (Baird Private Wealth Management)
January 16, 2025 Remote Witnessing and Remote Notarization of Estate Planning Documents in Wisconsin
Catherine M. Priebe (Certus Legal Group, Ltd.) and Philip J. Miller (Husch Blackwell)
November 21, 2024 The New Connelly Trap for Insured Buy-Sell Agreements
Randy S. Nelson (von Briesen & Roper, s.c.)
October 17, 2024 Recent Developments in Estate Planning
Joseph M. Higgins and H. Wes Taylor (Foley & Lardner LLP)
September 12, 2024 Wisconsin Trust Code Trailer Bill - What's New?
Victor J. Schultz (Prairie Trust)
March 21, 2024 Heckerling Update
Attorney Mark Shiller, Certus Legal Group
February 15, 2024 Fiduciary Litigation Update
Attorney Jonathan Ingrisano, Godfrey Kahn
January 18, 2024 Wisconsin's New Business Entity Law
Attorney Adam Tutaj, Meissner Tierney Fisher & Nichols
November 16, 2023 Red Alert!!! The Corporate Transparency Act is Coming and Every Estate Planner Needs to Know About It
Atty. Randy S. Nelson (von Briesen & Roper, s.c.)
October 19, 2023 Education Planning & Recent 529 Plan Developments
Jeannette Haen (Robert W. Baird & Co. Incorporated)
September 21, 2023 Business Succession Planning
Atty. Christine Candace Waldschmidt (First Business Bank)
March 16, 2023 Wisconsin Digital Property Update
Atty. Kenneth P. Barczak (Kenneth P. Barczak LLC)
February 16, 2023 Heckerling Update
Atty. David H. Patzer (Godfrey & Kahn, S.C.)
January 19, 2023 Crypto & Virtual Assets – Can Tax Authorities Keep Up?
Atty. Robert Teuber (von Briesen & Roper, s.c.) and Atty. Courtney Hollander (Quarles & Brady LLP)
November 17, 2022 Issues and Remedies in Inheritance Litigation
Atty. Peter J. Walsh (von Briesen & Roper, s.c.)
October 20, 2022 Responding to Inquiries, Notices and Demands in Light of Recent IRS Trends
Atty. Courtney A. Hollander (Quarles & Brady LLP)
September 15, 2022 Creative Charitable Giving Approaches
Atty. Jason J. Kohout (Foley & Lardner LLP)
May 19, 2022 Heckerling Update
Attorney Catherine M. Priebe
March 17, 2022 What to Do When Your Wisconsin Client is Moving to a Separate Property State
Attorney Randy S. Nelson
February 17, 2022 Gifting to Minors
Attorney Megan Jerabek
January 20, 2022 Treatment of Debts Upon Death and Divorce
Attorney Benjamin Payne
November 18, 2021 The Estate Planner's Real Estate Toolbox
Attorneys Melissa Selinger and Benjamin Brunette
October 21, 2021 Supported Decision Making Agreements
Attorney Victoria L. Davis Dávila
September 1, 2021 New Kids on the Block(chain): Planning with Bitcoin & Cryptocurrency
Attorney Abigail Earthman
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