Step-by-Step Estate Planning II

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State Bar of Wisconsin Seminar Series; Milwaukee, WI

Ann Rieger of the Corporate & Securities, Nonprofit Institutions & Tax-Exempt Organizations, Tax, and Trusts & Estates Service Groups will be presenting, Gifting Techniques Using Trusts and The Use of Family Limited Partnerships/LLCs in Estate Planning at the State Bar of Wisconsin’s Step-by-Step Estate Planning Series II.

This series will cover advanced concepts and applications related to the estate planning practice and is designed for established attorneys who may be looking to incorporate this into their practice as well as offer valuable insights to attorneys who are new to the estate planning practice.

Attendees will learn about federal and Wisconsin estate taxes, planning opportunities for retirement benefits and IRA’s and how to strategically plan for specific family matters such as second marriages and blended families.


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