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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.
This is the 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 and the current Newsletter.
http://www.naepc.org/assets/Councils/National/library/news52.html
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 October 16, 2014, the Waukesha County Estate Planning Council welcomed Dr. Eric Weiner for a presentation on Family Legacy Matters, with a heavy emphasis on legacy planning and ethical wills.
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.
http://www.gklaw.com/attorney.cfm?attorney_id=159
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.
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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.
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Attorney Peter Wyant
510 College Avenue
Racine, WI 53403
262-634-1203
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
Affiliations/Memberships
Education
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