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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

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