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Crowne Plaza Milwaukee West
10499 Innovation Dr
Ruder Ware Attorneys Mark Bradley and Melissa Kampmann will present on the topic Borrowing Money When Collateral is Held in Trust
Assure clients their legacy will pass to the next generation as planned
Many clients will experience diminishment or loss of capacity in their later years. A good estate plan not only provides for the transfer of assets at death, but also ensures the proper management of the client s personal and financial affairs during the client s lifetime.
With the new Wisconsin Trust Code in effect, the changes in the areas of estate planning and estate and trust administration this year are especially significant. The practical, relevant issues to be covered at the 35th Annual Estate Planning Update include:
In addition, one session will provide clear-cut guidance on preparing for adversarial proceedings. Learn how to resolve disputes among beneficiaries and advise individuals serving in a fiduciary capacity to avoid potential pitfalls.
As always, there will be a thorough case law and legislative update for both state and federal law. The materials will include tax and non-tax related recent developments, with a greater emphasis on non-tax issues impacting day-to-day estate planning practice. So be prepared to advise your clients on their estate plans by attending the Annual Update. Register today!