Estate Planning Conference

Milwaukee, WI – April 7, 2008 – Weiss Berzowski Brady LLP will present an Estate Planning Conference on Tuesday, June 10, 2008 from 3:00 p.m. to 5:00 p.m. at the Wisconsin Club, 900 West Wisconsin Avenue, Milwaukee, Wisconsin. This complimentary program will be followed by a reception offering the opportunity to interact with the attorneys of Weiss Berzowski Brady LLP.

Topics on the Agenda:

  • Status of Estate Tax Laws
  • Anatomy of an Estate Plan
  • Avoiding Probate
  • Estate Planning for Vacation Homes
  • Use of Roth IRAs and IRA “Stretch” Distributions
  • Special Needs Trusts
  • Incentive Trusts
  • Protective Trusts

Presenters will be Randy S. Nelson, Dwight H. Ellis, Philip J. Miller, Nancy M. Bonniwell, and Caitlyn A. Beaudry, all of whom are members of the Estate Planning Practice Group at Weiss Berzowski Brady LLP.

Our goal is to make this a practical course where participants will learn something useful in their planning and at the same time take part in an enjoyable and informal conference.

Admission and parking are complimentary, but reservations are required.

For more information, or to make reservations, please contact Sherri Sment at 414-276-5800 or sls@wbb-law.com.

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