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October Speaker WCEPC
Oct 18, 2018
5:00 PM – 7:00 PM

Board of Directors

President's Message

Prospective Members

Links

2018 WCEPC Members

Drafting and Administering Discretionary Trusts

Estate Planning in the Wake of Divorce

How Estate Planning Professionals Can Add Value During a Divorce Process

Chronic Illness Professional Adviser Presentation

2017 Membership Dues Notice

Website Sponsorship Guide

Membership Application

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.

3rd Thursday of Jan, Feb, Mar, Sep, Oct, Nov; 5pm-7:30pm
Milwaukee Marriott West

W231 N1600 Corporate Court
Waukesha, WI 53186
United States

District Site

Venue Map

March Meeting: Ideas for Planning with Life Insurance

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.

February Meeting: Heckerling Institute Update

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.

January Meeting: Drafting and Administering Discretionary Trusts

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.

November Meeting: Capacity and Your Client

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.