Eighth Annual Fiduciary Law Symposium

Join us on Thursday, September 11 from 12:00 - 4:00 p.m. for our annual Fiduciary Law Symposium as we explore important issues facing institutional trustees in Wisconsin. The Symposium offers trust professionals the opportunity to gain legal insights and to exchange ideas while earning CLE and/or CTFA credit.

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Topics covered:

Estates and Trusts in the Movies: What We Can Learn from Hollywood’s Depictions

30 minutes | Jonathan Ingrisano & Mark Thomson

Join Mark Thomson and Jonathan Ingrisano for an entertaining lunch as they examine the portrayal of wills, trusts and the administration process in popular movies. Learn lessons from the silver screen relating to professional fiduciaries and their legal obligations towards beneficiaries. Then discover how these storylines might unfold differently under Wisconsin law.
 

Court Petitions and NJSAs: Creative Problem Solving After the Trailer Bill

50 minutes | Jonathan Ingrisano & Ryan Van De Hey

Ryan Van De Hey and Jonathan Ingrisano talk litigation avoidance and creative problem-solving. Last year’s Trust Code amendments made multiple changes that add to Wisconsin trustees’ ability to address problematic trust scenarios (and beneficiaries) and preempt contentious litigation. Those amendments also facilitate beneficiaries’ use of NJSAs in scenarios that often require trustees’ proactive response. Join us in discussing the tools in the toolbox – new and old – that trustees have at their disposal to meet their duties while minimizing risk.
 

The One Big, Beautiful Tax Update Panel Discussion

50 minutes | Jeff Billings, Sarah McNally, Helaina Metcalf & Jordan Taylor

This presentation will provide a timely update on key federal tax developments under the One Big Beautiful Bill (H.R. 1), including federal tax updates that may impact both individuals and closely held businesses, the permanent increase to estate, gift, and GST tax exemptions and the expanded capital gains exclusion for Qualified Small Business Stock (QSBS). Attendees will also explore the estate, GST, and income tax consequences of early trust termination, with a focus on recent IRS Private Letter Rulings that reveal how overlooked income tax consequences, particularly at termination, can trigger significant and unexpected liabilities. The session will highlight practical strategies for trust planning, gifting, and liquidity event preparation in today’s shifting tax landscape.
 

AI, Digital Assets and Cybersecurity: Technology Challenges Facing Fiduciaries

50 minutes | David Konkel & Zach Willenbrink

Attorneys David Konkel and Zach Willenbrink explore the rapidly evolving intersection of technology and fiduciary responsibility. Common factual scenarios will be used to examine some of the most pressing technology issues that corporate trust companies face today. Attendees will gain practical insight into legal, operational, and compliance challenges such as the increasing risks posed by deployment of AI tools, safeguarding digital asset portfolios, evolving privacy laws, and cyber breach response duties. The session is designed to equip fiduciaries with a deeper understanding of how to navigate emerging technological threats while upholding their obligations in an evolving digital landscape.

Interested in attending? Please contact marketing@gklaw.com.