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Estate Planning in Depth 2017

Estate Planning in Depth 2017

Overview


Bobbi J. Bierhals will speak at the Estate Planning in Depth 2017 at the University of Wisconsin School of Law.

Topics will include:

  • Planning for elderly and disabled clients
  • Fixing old trusts and dealing with trusts in divorce
  • Drafting for modern families and unmarried couples
  • International estate planning
  • Charitable trusts
  • Planning with IRAs
  • State income taxation of trusts
  • Planning with special needs trusts
  • Avoiding planning mistakes with life insurance
  • Nuptial agreements
  • Ethical issues in serving as or representing fiduciaries
  • Business exit and succession planning

Dig Deeper

New York, NY / Speaking Engagements / March 25 – 27, 2026

STEP New York International Estate Planning Institute 2026

Miami, FL / In-person / March 4-5, 2026

HPE Miami 2026

Webinar / Speaking Engagements / February 10 – 11, 2026

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

Key Biscayne, FL / Speaking Engagements / February 9, 2026

Miami EP Council’s 14th Annual Estate Planning Symposium