Sixth Annual Fiduciary Law Symposium
September 14, 2023|Milwaukee, WI|12:00 PM - 4:00 PM
Join us on Thursday, September 14, 2023, from 12:00 - 4:00 p.m. for our Sixth 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.
Topics covered:
Lunch Presentation: The Corporate Transparency Act
Presented by Kelsey Schanke
Cybersecurity Delegation: Reducing Your Risk and Responding to Vendor Breaches
Presented by Ashley Madsen and Zach Willenbrink
So You Want to Get Out of Wisconsin? Tips, Trends, and Pitfalls for State Income Taxation of Trusts
Presented by Jeff Billings
Trustee Conflicts of Interest: Preventing, Identifying, Addressing, and Defending
Presented by Jonathan Ingrisano and Xavier Jenkins
Date & Time
September 14, 2023
12:00 PM - 4:00 PM
Location
Discovery World Pavilion
500 North Harbor Drive
Milwaukee, WI 53202
Speakers
Shareholder
Associate
Shareholder
Associate
Associate
Practices
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