Estate Planning in Depth 2017

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