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Second Annual Fiduciary Law Symposium

September 12, 2019|Milwaukee, WI|1:30 PM - 6:00 PM

Please join us as we confront important emerging 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.

Topics

  • Fiduciary Taxation Updates and Hot Topics
  • Directed Trusts: Opportunities and Traps for Institutional Fiduciaries
  • Panel Discussion: WUTC Trailer Bill

Who should attend?

This program will benefit in-house legal staff, trust administrators and trust compliance personnel from trust companies and bank trust departments.

Date & Time

September 12, 2019

1:30 PM - 6:00 PM

Location

Godfrey & Kahn's Milwaukee Office

Milwaukee, WI 53202

Speakers

Shannon Braun

Shannon (Brusda) Braun

Jonathan Ingrisano

Jonathan R. Ingrisano

David Patzer

David H. Patzer