Document Library

File Name Date Added
2012 Update on Long Term Care Insurance 01/04/2015
10-15-2012 The Fascinating Intersection of Veteran's Benefits and Medicaid 01/04/2015
10-13-2014 Withstanding IRS Attacks on Traditional and 'Edgy' Estate and Gift Tax Planning Technique 01/04/2015
04-22-2013 Trendy and Abused Estate Planning Techniques 01/04/2015
11-21-2011 A Panel Discussion on Medical Decision Making 01/04/2015
10-17-2011 Planning in an Uncertain Planning Environment 01/04/2015
May 2014 - Paying Retirement Benefits to Trusts 01/04/2015
10-21-2013 Maximizing Social Security Benefits 01/04/2015
Life Insurance Ownership Post ATRA 2012-13 01/04/2015
Estate Planning in 2013 01/04/2015
11-17-2014 Clark v. Rameker (Inherited IRAs) 01/04/2015
(April 2014) A Trustee's Perspective of the Key Provisions of the New Wisconsin Trust Code 01/04/2015

Membership Application

File Name Date Added
Madison EPC membership app 11/06/2017
Madison Estate Council Membership Application 11/06/2017

Past Speaker Outlines

File Name Date Added
151116 Marital Property and Prenuptial Agreements 11/30/2015
151019 Estate Planning For Same-Sex Couples After Obergefell 11/30/2015