Trusts Estates and Succession Planning
SECURE Act Seminar Series – Canceled

SECURE Act Seminar Series – Canceled

Canceled: Strategies to Maximize Benefits Received From Your Retirement Savings Under the Newly Enacted SECURE Act You’ve worked for years to save for retirement.  Knowing how to best position withdrawals from your retirement accounts for you and your beneficiaries is equally critical. The recently enacted SECURE Act greatly impacts qualified...

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CEO Breakfast & Strategy Series 2020

Davis|Kuelthau is proud to be one of the Title Sponsors of the 2019-2020 St. Norbert College’s ‘CEO Breakfast & Strategy Series’. These programs cover a variety of business topics featuring speakers who are significant business and community leaders. They will share their stories related to common business challenges and provide success...

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Next Generation Manufacturing Summit 2019

Davis|Kuelthau is proud to be a sponsor of BizTimes Media’s 14th Annual Next Generation Manufacturing Summit taking place on Wednesday, October 9, 2019. This program is being produced in collaboration with Wisconsin Manufacturing & Technology Show, Milwaukee7, 3M, C.G. Schmidt, Wisconsin Manufacturing Extension Partnership,...

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Family & Closely Held Business Summit 2019

Davis|Kuelthau is a proud sponsor of BizTimes Media’s Family & Closely Held Business Summit taking place on Thursday, June 13, 2019. This program is being produced in collaboration with Morgan Stanley, National Exchange Bank & Trust, SVA and Vistage. This forum will provide an extensive overview on how to navigate many of the complex...

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Step-by-Step Estate Planning II – State Bar of Wisconsin Seminar Series

Step-by-Step Estate Planning II – State Bar of Wisconsin Seminar Series

Ann Rieger of Davis|Kuelthau’s corporate, health care, non-profit organizations, tax, and trusts, estates and succession planning teams will be presenting, Gifting Techniques Using Trusts and The Use of Family Limited Partnerships/LLCs in Estate Planning at the State Bar of Wisconsin’s Step-by-Step Estate Planning Series II on February 28, 2019....

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Estate Planning for Your Animal-Loving Clients | Association of Women Lawyers

Estate Planning for Your Animal-Loving Clients | Association of Women Lawyers

Trusts, Estates and Succession Planning Attorney Jacqueline L. Messler presented to members of the Association for Women Lawyers on Wednesday, January 16, 2019. Her presentation, Estate Planning for Your Animal-Loving Clients addressed the common pitfalls of not having an estate plan, essential items to include in the estate plan, and the types...

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CEO Breakfast & Strategy Series 2019

Davis|Kuelthau is a proud supporter of St. Norbert College’s ‘CEO Breakfast & Strategy Series’. These programs cover a variety of business topics featuring speakers who are significant business and community leaders. They will share their stories related to common business challenges and provide success strategies. Attendees have an...

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Estate Planning for Your Animal-Loving Clients | Association of Women Lawyers

Succession Planning: Continuing Your Legacy | AGC of Greater Milwaukee

Trusts, Estates and Succession Planning Attorney, Jacqueline Messler will be participating in an informational panel discussion with the Association of General Contractors (AGC) of Greater Milwaukee entitled, Succession Planning: Continuing Your Legacy. This discussion will address critical questions for business owners to consider when making a...

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Family & Closely Held Business Summit 2018

Davis|Kuelthau is a proud sponsor of BizTimes Media’s Family & Closely Held Business Summit taking place on Thursday, June 14, 2018. This forum will provide an extensive overview on how to navigate many of the complex issues related to growing a successful and sustainable family and closely held business. Attendees will learn from family...

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