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Annual Tax and Charitable Planning Seminar for Professionals

Please join us for the Annual Tax and Charitable Planning Seminar for Professionals presented by the Planned Giving Council of Children’s Hospital of Wisconsin.

Tuesday, November 19, 2019
7:30 a.m. – 11:30 a.m.
Children’s Hospital of Wisconsin – Briggs & Stratton Auditorium (directions)
Please allow adequate time for parking

7:30 a.m. – 8 a.m.: Continental breakfast and networking
8:00 a.m. – 11:30 a.m.: Program *
11:45 a.m. – Noon: Optional Tour

Using ADR to Avoid All-Out Court Battles in Estate and Trust Disputes
Phil Halley, Partner, Husch Blackwell
Karen Tidwall, Partner, Husch Blackwell

Slicing and Dicing Fiduciary Duties
Moderator: Brad Kalscheur, Partner, Michael Best
Sue Hickey, Vice President, Senior Relationship Manager, Legacy Private Trust Company
Jill Martin, Estate Planning Attorney, Annex Wealth Management
Mark Shiller, Attorney and Family Wealth Advisor, Certus Legal Group

The SECURE ACT & RESA – What You Need to Know
Kelsey Berns, Associate, Reinhart Boerner Van Deuren s.c.

Children’s Hospital Speaker
Kyle Herma Landry
Program Manager, School Intervention Program
Herma Heart Institute

Please register by Thursday, November 14, 2019. For questions, please contact Sage Duncan at SDuncan@chw.org or (414) 266-4891.

*Three (3) continuing education credits have been approved.

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If you have questions about any of the seminars we offer, please contact us.