MEC March Meeting - Heckerling Institute Update

Date: Tuesday, March 26, 2024
Time: 5:30pm - 7:30pm
Location: Madison Club
Speaker: Mark Shiller, JD, AEP


Please join us as Certus Legal Group's Mark Shiller provides an update on the presentations and discussions at this past January's Heckerling Institute on Estate Planning. 

Mark concentrates his practice in the areas of estate planning, tax planning and business law and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges.

Mark has experience in the preparation and implementation of wills, revocable trusts, irrevocable life insurance and gift trusts, charitable trusts, family limited partnerships, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals of reducing administrative hassles, avoiding taxes, structuring a positive inheritance, incapacity planning, creditor protection and other benefits. When applied to the context of planning involving closely held businesses, Mark assists clients in income tax planning, liability protection, ownership and management succession, and other matters. In addition, Mark often assists his business-owning clients with the incorporation of businesses, the preparation of organizational documents, buy-sell and transfer restriction agreements, and the negotiation and preparation of partnership and employment agreements.

Mark has been quoted in such publications as Smart Money, Worth and Investment News, and was an adjunct professor at the University of Wisconsin Law School where he taught business succession planning, and frequently speaks on estate planning topics. His presentations are on a wide variety of subjects and are generally made to groups of attorneys, accountants or other financial professionals.  He is past president of the Milwaukee Estate Planning Forum, and a member of the ABA's Generation Skipping Transfers Committee. 


See Upcoming Event Calendar