Past Events

May 20, 2019 Madison Estate Council Meeting: Social Security Planning
April 30, 2019 Grantor Charitable Lead Trusts
April 22, 2019 Madison Estate Council Meeting: Trending Topics in Estate Planning
February 25, 2019 Madison Estate Council Meeting: Trends in Long-Term Care Planning
November 26, 2018 Madison Estate Council Meeting: Recent Developments in Estate Planning
October 29, 2018 Madison Estate Council Meeting: Who's Your Client When Everybody is Your Client
May 21, 2018 Madison Estate Council Meeting: Life Insurance Traps for the Unwary & Annual Meeting
February 26, 2018 Madison Estate Council Meeting: What Every Planner Needs to Know About Bankruptcy
January 22, 2018 Madison Estate Council Meeting: Practical Implications of a Low Return Environment
November 27, 2017 Madison Estate Council Meeting: Vehicles for Funding Charitable Giving
October 23, 2017 Madison Estate Council Meeting: How Different Members of a Client's Planning Team Use Financial Information
May 22, 2017 Madison Estate Council Meeting
April 24, 2017 Madison Estate Council Meeting
October 17, 2016 The Lifecycle of Retirement Benefits with Natalie Choate
May 16, 2016 Effect of Media Coverage of Financial Markets on Consumer and Investor Decisions
April 18, 2016 Planning Mistakes Fiduciaries Frequently Encounter
November 16, 2015 Marital Property and Prenuptial Agreements
October 19, 2015 Estate Planning for Same-Sex Couples after the Obergefell Decision
May 18, 2015 Wisconsin Trust Code Follow-Up
April 20, 2015 Discretionary Distribution Standards in Trusts
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