Presentations

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.

This year, given the COVID-19 pandemic, the program will be virtual.

Please email us if you are interested in attending or have questions.

Register

Who should attend?

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

Program topics include:

• Attorneys’ Fees in Trust Disputes: A Primer on Navigating the Wisconsin Trust Code
• Estate Planning Opportunities for Your Clients in the Current Economic and Interest Rate Environment
• 2020 Fiduciary Litigation Update

Agenda

1:15 – 1:30 p.m. Registration
1:30 – 4:30 p.m. Program
4:30 – 5:00 p.m. Networking

Speakers

Jennifer Hannon
Managing Partner - Madison office

Jonathan Ingrisano
Shareholder

David Konkel
Attorney

Ryan Van De Hey
Attorney