January 18, 2018 Meeting

Contact: Emily Loe
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You are invited to the January Meeting. Please click on the button below to attend or decline.

Speaking at this meeting are Jill Martin and Charles Maris. The topic for the meeting is Drafting and Administering Discretionary Trusts, a discussion that will focus on both a legal and administrative perspective. Jill is a Regional Director of Trusts at BMO Private Bank, where she provides customized trust and estate planning advisory services. Charles is an Attorney and Shareholder at Davis & Kuelthau, where he focuses his practice on estate planning and the administration of wills and trusts.

You are encouraged to bring a guest! Please remember that guests may attend only one meeting compliments of the club.  After that, guest meals will be billed to the member host directly at $30 per guest. Also remember that if you RSVP and then do not show up, you will be billed a $30 cancellation fee.

PLEASE REMEMBER THE VENUE: We will continue to hold our 2018 meetings at our new venue -


W231N1600 Corporate Ct, Waukesha, WI 53186​

MEAL: Please remember that for simplicity's sake, your Board has voted to offer a single meal selection. The meal for our January meeting will be: Peppercorn Chicken with Red Currant Mustard-Glaze Sauce, Wild Rice Blend, and Broccolini. Members or guests who have food allergies or dietary restrictions may contact Emily Loe at emily.loe@marquette.edu and every effort will be made to accommodate your needs. 

We will gather in the Lobby Lounge at 5:00 p.m. for happy hour and socializing. We will then be seated in the nearby ballroom and dinner will be served at 5:30 p.m. The presentation will begin at approximately 6:00 p.m.

PLEASE RSVP by Noon on Monday, January 15th. We look forward to seeing you!