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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

Jeffrey Billings

Jeffrey S. Billings

Shareholder

Ashley Farrell

Ashley Farrell

Associate

Jonathan Ingrisano

Jonathan R. Ingrisano

Shareholder

Xavier O. Jenkins

Xavier O. Jenkins

Associate

Kelsey Schanke

Kelsey A. Schanke

Associate

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