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Estate Planning seminar for asset managers, closely held business owners and executives

October 1, 2014

The Appleton office of Godfrey & Kahn, S.C. in partnership with the Community Foundation for the Fox Valley Region, Inc. cordially invite you to a complimentary seminar for asset managers, closely held business owners and executives. This seminar will focus on how increased federal Estate Tax exemptions, portability and the new Wisconsin Trust Code are changing the way individuals think about estate and tax planning, and how transactional matters and corporate succession planning can and should be integrated with estate planning. Topics and speakers include:

  • Introduction and Opening Remarks Jeffrey D. Riester, Attorney, Godfrey & Kahn, S.C.  
  • The Rules Have Changed: New Flexibility for Wisconsin Trusts and Estate Planning Opportunities for Individuals and Business Owners David H. Patzer, Attorney, and Jeffrey S. Billings, Attorney, Godfrey & Kahn, S.C.  
  • “Time is on my Side”: Maximizing Value and Integrating Estate Planning with M&A Opportunities Timothy J. McCoy, Attorney, and Laura H. Meronk, Attorney, Godfrey & Kahn, S.C.  
  • Community Foundation Update Curt Detjen, President & CEO, Community Foundation for the Fox Valley Region, Inc.

Date October 01, 2014 Schedule 3:30 - 4:00 p.m. Registration 4:00 - 5:30 p.m. Program 5:30 - 6:30 p.m. Networking Reception

Location Butte des Morts Country Club  3600 West Prospect Avenue Appleton, Wisconsin 54914

RSVP Please RSVP by September 29 to Stephanie Mason at smason@gklaw.com or 414.287.9532.

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