WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

Join us for a deep dive into the planning implications of the recent Connelly v. United States decision from the United States Supreme Court.  Randy Nelson will explain the implications of the decision on (1) designing buy-sell agreements, (2) fixing the estate tax values of businesses, and (3) using life insurance LLCs.

Randy is a Shareholder with von Briesen & Roper, s.c., focusing his practice on estate planning, advising family businesses, tax planning, trust administration and probate. He is a Certified Public Accountant and was an Adjunct Professor at Marquette University Law School where he taught estate planning for over 30 years. He is a frequent speaker at continuing education courses for lawyers and CPAs on the subjects of estate planning and tax planning. He is the author of the chapter “Estate Planning for Owners of Closely Held Businesses” in Eckhardt’s Workbook for Wisconsin Estate Planners published by the State Bar of Wisconsin.

Randy is currently the chair of the State Bar of Wisconsin (SBW) Drafting Committee which is working on the Wisconsin Uniform Fiduciary Income and Principal Act, a member of the State Bar of Wisconsin/Wisconsin Bankers Association (SBW/WBA) Drafting Committee working on the trailer bill to modify the Wisconsin Trust Code, and a member of the SBW Drafting Committee which is working on the Wisconsin Uniform Power of Appointment Act. He chaired the SBW/WBA Drafting Committee responsible for the Wisconsin Uniform Principal and Income Act which was passed in 2005 and was a member of the SBW/WBA Drafting Committee responsible for the Wisconsin Trust Code which was passed in 2013.