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