The Waukesha County Estate Planning Council is the premier networking resource and professional association for estate planning professionals in Waukesha County and south east Wisconsin.  Meetings are held monthly during fall, winter and spring, including social and networking time, a delicious meal, and educational speakers.

Club Information


3rd Thursday of Jan, Feb, Mar, Sep, Oct, Nov; 5pm-7:30pm
Milwaukee Marriott West
W231 N1600 Corporate Court
Waukesha, WI  53186
United States
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Speaking at this meeting is William Hughes. Will is senior counsel and a business lawyer with Foley & Lardner LLP. He counsels individuals and families on all matters of estate planning to transfer wealth in the most tax-efficient manner. He is also a member of the Milwaukee Estate Planning Forum and the Iowa Academy of Trust and Estate Counsel. 

Speaking at this meeting is Victor Schultz. Victor is President and Chief Fiduciary Officer of Prairie Financial Group, where he oversees the day-to-day management and fiduciary issues of the wealth management division, including person trust services, retirement plan services, investment management, operations, and compliance. 

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.

Speaking at this meeting is Heather Poster. Heather is an attorney at Becker, Hickey & Poster, where she focuses her practice on family law, estate planning, elder law, including trusts for the disabled, Title 19 (Medicaid) planning and guardianship. Heather also currently serves on the boards for the Wisconsin Chapter of the National Academy of Elder Law Attorneys (NAELA) and for WisPACT, Inc., the non-profit organization that oversees pooled and community trusts for the elderly and the disabled. She is an advisor and past board member of the State Bar of Wisconsin’s Elder Law Section Board.
The September presentation will focus on a myriad of post-divorce issues including challenges faced in updating documents such as irrevocable trusts. Ms. Hendrix is an Attorney with Walny Legal Group, where she focuses her practice on estate planning, family law, and elder law. Megann's special areas of expertise include ​collaborative divorce, divorce mediation, tranditional divorce, and prenuptial and postnuptial agreements.  Because of Megann’s knowledge in both family law and elder law, she also often represents clients or consults with clients in an “elder divorce.”
·        July 2017  Council Update Letter from NAEPC
·        Planning for a New Fiscal Year
·        2017/2018 “No Charge” Speaker Program Kit Released
·        Special Council Discount Program for 54th Annual NAEPC Advanced Estate Planning Strategies Conference
This is the latests NAEPC newsletter which is sent to one of our board members.  Sharing it here for all members to benefit.  Click the link to be directed to the NAEPC Website to view all Newsletters.  Click "Read More" below right to see the actual content of the January/February Newsletter.
On February 16, 2017, Attorney Catherine Priebe will present to the Council.  Attorney Priebe concentrates her practice in the areas of estate planning, business succession and fiduciary law with Certus Legal Group, Ltd. The presentation topic is the Heckerling Update.  As the premiere conference for estate planning professionals, the Heckerling Institute on Estate Planning provides unparalleled educational and professional development opportunities for all members of the estate planning team.  While not all of us can attend this week-long conference, we are fortunate to have a local attorney willing to share with our group the highlights of what is being discussed on a national level. 
This month's meeting will feature Attorney Caitlyn B. Sikorski on the topic of Non-Judicial Settlement Agreements for Trusts.  This area of practice should be of great interest to practitioners as we evaluate out of court resolution to disputes as well as the need for trust amendment.  Caitlyn B. Sikorski is a shareholder in Reinhart’s Trusts and Estates Practice where she focuses on litigation, including breach of trust, breach of fiduciary duty, undue influence, and significant construction and reformation matters. She represents individual and corporate fiduciaries, beneficiaries, and other parties involved in will, trust and intra-family related disputes and matters. Caitlyn is also experienced in prenuptial and marital property agreements, succession planning and guardianship as well as gift and generation-skipping tax issues and general estate, tax, and wealth transfer planning.
At the upcoming meeting of the Waukesha County Estate Planning Council on November 19, 2015, Robert J. Holton from Cleary Gull will conduct a presentation on Six Practices of Successful Families in Business.  Mr. Holton frequently speaks on topics surrounding successful families in business and has been published locally, nationally, and internationally.
On October 15, 2015, the WCEPC welcomed Bryan Browning of Valuation Research Corp. Bryan provided those in attendance with an excellent example of a mock-valuation.  The process and methodology was shown and some excellent interaction between our own accounting and planning experts and Mr. Browning.  A copy of the presentation materials is available to members through the member login on this site.
On September 17, 2015, the WCEPC welcomed Susie Bauer and Brian Wielgus from Baird for a panel discussion of 529 Savings Plans as estate planning tools. Brian and Susie provided excellent answers to a serious of questions about 529 Plans in the context of estate planning. A copy of the presentation materials is available to members through the member login on this site.
On March 19, 2015, members and guests welcomed Attorney Carol Wessels, an elder law attorney who has worked with seniors, their families, people with special needs, and other lawyers for over 22 years.  Attorney Wessels gave a wonderful presentation on “Medicaid Tips for Estate Planners". Members can access the outline once signed in.

On February 19, 2015, members and guests welcomed Attorney David Patzer to review the most important issues relayed at the 2015 Heckerling Institute on Estate Planning. Members can access his outline once signed in.

On September 18, 2014, members and guests welcomed local attorney and director of advanced planning at Northwestern Mutual, William R. Hughes. He shared a presentation on estate planning for digital assets. Members can reference his outline in once logged in on this page.

On March 20, 2014, members and guests welcomed local attorney J. Gardner Govan of Godfrey & Kahn who shared with the group highlights from the 2014 Heckerling Institute Conference.  Members can reference his outline in once logged in on this page.



J. Gardner Govan is the former chair of Godfrey & Kahn’s Estate Planning Group in the Milwaukee office, where his practice is concentrated in the areas of estate planning, business succession planning, taxation and probate administration.

Gardner has been a frequent speaker to many lay and professional groups, including the State Bar of Wisconsin, the Milwaukee Bar Association, the Waukesha Estate Planning Council, the Estate Counselors Forum, Mid-Winter Estate Planning Clinic, the Milwaukee Estate Planning Council and the CLEW Tax Workshops.

Gardner received his preparatory school education at Phillips Academy and Swarthmore High School and received his undergraduate education at Harvard University and the University of North Carolina at Chapel Hill. He graduated from the University of Wisconsin-Madison Law School magna cum laude where he was selected to the Order of the Coif. Gardner has been named as a Wisconsin Super Lawyer since 2005 and has been listed in Best Lawyers in America since 2006.

Gardner is a Fellow of the American College of Trust and Estate Counsel and is a Board member of the Real Property, Probate and Trust Law Section of the Wisconsin State Bar. He is also a member of the American Bar Association, the State Bar of Wisconsin, the Milwaukee Bar Association and Mid-Winter Estate Planning Clinic.


780 North Water Street
Milwaukee, WI
53202-3590 USA
TEL • 414.287.9440
FAX • 414.273.5198


Attorneys Kate McChrystal and Peter Wyant shared their insight with members about how the divorce court might address inherited assets.  Topics included appreciation and income from inherited assets, maintenance, property division, tracing and mixing.  Marital property law ought to be on the forefront of every planners mind when helping clients plan.


Attorney Kate McChrystal--- Gagne & O'Halloran LLC


TELEPHONE (414) 273-5551

Attorney McChrystal graduated cum laude from Marquette University Law School in 2010. During law school she interned for Judge Michael J. Dwyer in the Milwaukee County Circuit Court Family Division as well as clerked for a Wisconsin family law firm. Those experiences solidified her interest in family law, her sole area of practice.  

Prior to attending law school, Attorney McChrystal worked as a teacher educating children at preschool, grade school, and middle school levels. Her background working with children and her familiarity with the complicated issues surrounding children’s special education and developmental needs is an asset to any case involving children, but especially those with the potential for complex child custody issues.

Attorney McChrystal has also participated in the Marquette Small Claims Mediation Clinic and completed coursework in mediation, negotiation, and dispute resolution. Whether a client’s case trajectory is collaborative divorce, mediation, negotiation, or litigation, Attorney McChrystal believes that each client deserves a competent, creative advocate. The goal is to proceed through an action with class and efficiency. Attorney McChrystal’s focus is an empathetic approach incorporating strong statutory and financial knowledge and creative problem solving.

Attorney McChrystal is a member of the State Bar of Wisconsin, the Milwaukee Bar Association, the Association of Women Lawyers, the Leander J. Foley Matrimonial Inns of Court, and FUEL Milwaukee. She is also the President of the Junior Board of the AIDS Resource Center of Wisconsin and a member of the Marquette Law School Board of Recent Graduates.




Attorney Peter Wyant


510 College Avenue

Racine, WI 53403


Peter Wyant is an attorney at Wyant Law Offices, S.C.  Peter focuses his practice on estate and wealth transfer planning, along with trust and estate administration.  He works with clients of all backgrounds to develop and implement the proper estate plan for each client’s unique situation.  Peter also advises clients on tax issues and Wisconsin's marital property law.

In addition to estate planning and administration, Wyant Law Offices, S.C. advises clients on matters relating to business law and commercial real estate, and the firm has attorneys with decades of experience in these practice areas. 

Prior to attending law school, Peter led horseback rides and pack trips in Yellowstone National Park, and also volunteered as an English teacher in a rural village in Ecuador. 

Representative Matters and Experience

  • Represents individuals in the preparation of estate planning documents to transfer wealth and minimize tax exposure
  • Advises closely held business owners on succession planning issues
  • Assists fiduciaries with trust and estate administrations


  • Milwaukee Bar Association
  • State Bar of Wisconsin
  • American Bar Association
  • Racine and Kenosha Estate Planning Council
  • Wisconsin Law Review


  • J.D., magna cum laude, University of Wisconsin Law School

B.A., with distinction, University of Wisconsin


WCEPC Member and Trust Code Committee Co-Chair, Victor Schultz provided an overview to members of the new Wisconsin Trust Code at our January Meeting.


Victor Schultz
Senior Vice President
Head of Personal Trust
Prairie Financial Group, a division of Waukesha State Bank
51 E St Paul Avenue
PO Box 648
Waukesha WI 53187-0648