Past Events

May 17, 2021 Estate and Long-Term Planning For Incapacity and Special Needs
Meghan Tiegen and Mark Johnson
April 19, 2021 Madison Estate Council - Case Study Discussion Groups
Case Study Discussion
February 22, 2021 The Partnership Freeze as an Alternative to a GRAT/SIDGT
Lawrence Macklin
November 19, 2020 Tax Planning & the 2020 Election
Courtney Rosenberger, Policy Research w/ Strategas & Kelsey Clair – Tax Strategists w/ Baird
November 16, 2020 Growing Your Practice In a Virtual Environment
Dan Truehl, Director of Training at LIFT Consulting
October 19, 2020 Planning After the CARES and SECURE Acts
Rebecca Warren, Senior Manager, Private Client Services – RSM
August 17, 2020 "Madison Estate Council Reconnect Summer Meeting: Looking for Your Ideas"
May 18, 2020 CANCELED - Madison Estate Council Annual Meeting & Topic & Speaker (TBD)
April 21, 2020 POSTPONED - Madison Estate Council *Member Only* Event: "Transition by Design: Successful Succession of the Family Business and Wealth"
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
March 19, 2020 POSTPONED: Madison Estate Council *Member Only* Event: Lunch-N-Learn: "Basis Step Up Strategies in Light of Portability and Tax Law Changes"
Steven B. Gorin, JD, CPA, AEP
February 17, 2020 Madison Estate Council Meeting: Heckerling Update
Attorney Mark A. Shiller, Certus Legal Group
January 16, 2020 Madison Estate Council *Member Only Event*: Lunch N Learn: "Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle"
Page Snow, Chief Philanthropic Officer at Foundation Source
November 18, 2019 Madison Estate Council Meeting: Charitable Giving - Giving Methods & Tax Implications
E.G. Schramka CPA, JD, ABV, PFS, CIRM
October 23, 2019 Madison Estate Council 2019 Fall Seminar with Robert S. Keebler, CPA, MST, AEP (Distinguished)
Bob Keebler
September 16, 2019 Madison Estate Council Meeting: Q& A Discussion with Dane County Probate Officials
Commissioner Ben Schulenberg & Deputy Probate Registrar Danell Behrens
May 23, 2019 Madison Estate Council Meeting: Social Security Planning
Gail Buckner
April 30, 2019 Grantor Charitable Lead Trusts
Lani Starkey and Randy Huston
April 22, 2019 Madison Estate Council Meeting: Trending Topics in Estate Planning
Jonathan Morton | Tammy Parks | Robert Cummisford
February 25, 2019 Madison Estate Council Meeting: Trends in Long-Term Care Planning
Dave Duffrin
November 26, 2018 Madison Estate Council Meeting: Recent Developments in Estate Planning
Attorney Wes Taylor
October 29, 2018 Madison Estate Council Meeting: Who's Your Client When Everybody is Your Client
Janet Rae Montgomery
May 21, 2018 Madison Estate Council Meeting: Life Insurance Traps for the Unwary & Annual Meeting
John Zimdars
February 26, 2018 Madison Estate Council Meeting: What Every Planner Needs to Know About Bankruptcy
Jane F. (Ginger) Zimmerman-Murphy Desmond
January 22, 2018 Madison Estate Council Meeting: Practical Implications of a Low Return Environment
Michael Dubis
November 27, 2017 Madison Estate Council Meeting: Vehicles for Funding Charitable Giving
Ann Casey-Madison Community Foundation | Jennifer Hannon-Godfrey & Kahn | Tony Oomen-Fidelity Charitable
October 23, 2017 Madison Estate Council Meeting: How Different Members of a Client's Planning Team Use Financial Information
Tom Dott-First Business Bank | Cathy Durham-Capital Valuation Group | Greg Monday-Reinhart Boerner Van Deuren | Karen Prochaska-Porter & Sack | Stig Rahm-Morgan Stanley (Granite River Group)
May 22, 2017 Madison Estate Council Meeting
Mark J. Bradley and Melissa S. Kampmann - Ruder Ware LLSC (Wausau, WI)
April 24, 2017 Madison Estate Council Meeting
Tom Pauloski - Bernstein Global Wealth Management
October 17, 2016 The Lifecycle of Retirement Benefits with Natalie Choate
Natalie Choate
May 16, 2016 Effect of Media Coverage of Financial Markets on Consumer and Investor Decisions
John Diehl - Hartford Funds
April 18, 2016 Planning Mistakes Fiduciaries Frequently Encounter
Stacey Singer - The Northern Trust Company
November 16, 2015 Marital Property and Prenuptial Agreements
Marta Myers and Liz Heiner - Boardman & Clark LLP
October 19, 2015 Estate Planning for Same-Sex Couples after the Obergefell Decision
Benjamin P. Brunette - Whyte Hirschboeck Dudek SC
May 18, 2015 Wisconsin Trust Code Follow-Up
Victor Schultz, Prairie Financial Group/Waukesha State Bank
April 20, 2015 Discretionary Distribution Standards in Trusts
BMO Harris Bank
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