Annual Waukesha County Estate Planners Board Meeting
The annual Waukesha County Estate Planners Board Meeting was held on Wednesday, July 16. Please see the Agenda prepared for this meeting for further details.
Waukesha County Estate Planning Council
Board Meeting
Proposed Agenda
July 16, 2014
1. Approval of Minutes – July 12, 2013 Board Meeting
2. Introduction of Volunteer Executive Assistant
3. Treasurer’s Report
4. 2014-2015 Board
a. New director at large
b. Succession plan for 2015-2016
Position Current Proposed
President Susan Baran Kris Havlik
Vice President Kris Havlik Chris Menden
Secretary/Treasurer Debbie Robb Debbie Robb
Past President (1) Jill Martin Susan Baran
Director At Large Chris Menden Open
Director At Large Tom Strandberg Tom Strandberg
Director At Large Mike Kaiser Mike Kaiser
5. Annual Dues Increase
6. Membership Committee
7. 2014-2015 Meetings (Sep. 18, Oct. 16, Nov. 20, Jan. 22, Feb. 19, Mar. 19)
a. Location
b. Meeting format
2013: 5:00 networking, 5:45 announcements & salad, 6:00 presentation, 6:45 dinner
2012: 5:15 networking, 6:00 announcements & salad, 6:10 presentation, 7:00 dinner
c. November open bar
d. Potential topics/speakers
Heckerling Update
New Medicaid Laws Related to Nursing Home Care - Attorney Joanne Leifheit, LLC
Same Sex Planning After Windsor - Jeff Billings, Godfrey & Kahn
Estate Planning for Digital Assets - William Hughes, Foley & Lardner
Non-Financial Strategies for Succession Planning - Eric Weiner or Dean Fowler
Gamete Trusts & Pet Trusts – Stephanie Rapkin LLC
Estate Planning & Divorce – Sally Merrill & Christy Brooks
FLPs – Wendy Rusch
IRAs & Beneficiary Designation Issues
Ethics & Technology – Nerino Petro
Elder Law Issues for Everyone – Carol Wessels
Appraisal Issues & Estate Taxes – Maggie Stoeffel, Leslie Hindman Auctioneers
Trust Situs Issues – Mark Schiller