WAUKESHA COUNTY ESTATE PLANNING COUNCIL, LTD.

Join us for an update on the rules regarding Remote Witnessing and Remote Notarization of Estate Planning Documents.  Cathy Priebe and Phil Miller, who were instrumental in Wisconsin’s adoption of laws allowing remote witnessing and notarization of estate planning documents, will explain the requirements to effectively take advantage of these new laws.

ALL RSVPS MUST BE RECEIVED BY JANUARY 9, 2025.

The dinner menu is as follows:

Mixed Baby Field Greens
Braised Beef Short Ribs
Broccolini
Garlic Mashed Potatoes
Crème Brule

If you have any dietary restrictions, please note them in the Special Requests section of your RSVP.

Catherine M. Priebe is the co-founder of Certus Legal Group, Ltd., a boutique estate planning and business succession planning law firm with offices in Milwaukee and Madison. Prior to starting her own firm, she chaired the Estates, Trusts & Succession Planning Practice Group of Davis & Kuelthau, s.c. Ms. Priebe has extensive experience advising clients in all aspects of estate planning, business succession planning, gifting strategies, marital property issues, and probate and trust administration. She received her undergraduate degree, magna cum laude, from Marquette University and her law degree, cum laude, from the University of Wisconsin Law School. Ms. Priebe has received the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils.

Ms. Priebe is a frequent lecturer on estate planning, including continuing legal education courses for the State Bar of Wisconsin. She has also instructed the Estate Planning and Probate section of the Lawyering Skills Course at the University of Wisconsin Law School. Ms. Priebe is a fellow of the American College of Trust and Estate Counsel, Past Chairperson and Ex-Officio Member of the State Bar of Wisconsin Real Property, Probate & Trust Law Section Board of Directors, Past President of the Milwaukee Estate Planning Forum, and the former Vice Chair of the Milwaukee Bar Association’s Estates and Trusts Section. She currently co-chairs the State Bar of Wisconsin Remote Practice Committee and is also a member of the State Bar of Wisconsin and Wisconsin Bankers Association Joint Uniform Trust Code Study Group, Milwaukee Mid-Winter Estate Planning Clinic and Milwaukee Estate Planning Association, as well as Past President of the Association for Women Lawyers and the Association for Women Lawyers Foundation.

Ms. Priebe is recognized as a Wisconsin Super Lawyer by Law & Politics Magazine and has consistently been included in the Trusts and Estates Section of Best Lawyers in America. She is very honored to have been selected as the 2022 “Lawyer of the Year” in Trusts and Estates for Milwaukee by Best Lawyers in America. Ms. Priebe is AV Preeminent® Peer Review Rated by Martindale Hubbell.

For Phil, estate and business succession planning is more than a job; it’s a passion he pursues, employing his strong tax and accounting background to clients’ benefit.

Phil counsels clients on estate planning, business succession planning, probate and trust administration, marital property and tax planning. He helps them achieve their objectives while minimizing taxes and expenses, and managing risk.

Phil is proficient in matters involving unique assets, international considerations and beneficiaries with special needs. On countless occasions, he has provided fiduciary counseling to trustees when they needed guidance or intervention to help disgruntled beneficiaries understand trusts.