Trusts Estates and Succession Planning
Strafford Webinar | Estate Planning & New IRS Partnership Audit Rules

Strafford Webinar | Estate Planning & New IRS Partnership Audit Rules

The new partnership audit rules will have a significant impact on trusts holding partnership assets. Tax attorney, Mark G. Kmiecik will be presenting, “Estate Planning and New IRS Centralized Partnership Audit Rules: Impact on Trusts Holding Partnership Interest”. This discussion will guide estate planning counsel and trust advisers on the impact...

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CEO Breakfast & Strategy Series 2018

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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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 23,...

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32nd Annual DBE Workshop and Secretary’s Golden Shovel Awards

32nd Annual DBE Workshop and Secretary’s Golden Shovel Awards

Davis & Kuelthau construction and litigation attorney, Brian Pfeil has been invited to speak at the 32nd Annual DBE Workshop and Secretary’s Golden Shovel Awards. His discussion, Who Has the Liability?, will provide insight on how project managers can effectively safeguard their companies prior to the start of projects, how best to open the...

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Trusts 101 – NBI Seminar

Trusts 101 – NBI Seminar

Corporate and trusts and estates attorney, Jacqueline L. Messler will be presenting Trusts Used for Tax Reduction in conjunction with NBI’s Trusts 101 program. The focus of this program is to examine the challenges associated with different types of trusts by understanding their characteristics and explore how to minimize common mistakes when...

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Next Generation Manufacturing Summit 2017

Davis & Kuelthau is a proud sponsor of BizTimes Media’s Next Generation Manufacturing Summit taking place on Wednesday, October 4, 2017. This forum will provide an interactive panel discussion with CEOs from southeastern Wisconsin companies who will share their best operation strategies and provide insightful solutions on how they compete in...

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Family & Closely Held Business Summit 2017

Davis & Kuelthau is a proud sponsor of BizTimes Media’s Family & Closely Held Business Summit taking place on Wednesday, July 12, 2017. 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...

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CEO Breakfast & Strategy Series 2017

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...

read more
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 23,...

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Northern Trust Economic Trends 2017

Davis & Kuelthau is a proud sponsor of the Northern Trust Economic Trends 2017 forum. This annual forum provides a content rich overview of the year ahead with a vibrant discussion among Wisconsin business leaders and industry experts on the U.S. economy as well as a sneak peek of the emerging local and national trends in business,...

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