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