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. This series will cover advanced concepts and applications related to the estate planning practice and is designed for established attorneys who may be looking to incorporate estate planning into their practice as well as offer valuable insights to attorneys who are new to the practice.
Attendees will learn about federal and Wisconsin estate taxes, planning opportunities for retirement benefits and IRA’s and how to strategically plan for specific family matters such as second marriages and blended families.
This seminar will take place at the Radisson Milwaukee West Hotel in Milwaukee, WI on February 28, 2019 from 8:30 AM – 4:00 PM. For more details, please visit the State Bar of Wisconsin Website.