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Fourth Annual Fiduciary Law Symposium

September 23, 2021 11:30 a.m. - 4:30 p.m.
Discovery World

Join us on Sept. 23, 2021 from 11:30 a.m. - 4:30 p.m. 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 at a glance

Cryptocurrency 101 and the Trustee’s Investment Duties 

Presented by Jeffrey Billings

Cybersecurity for Fiduciaries

Presented by Kate Campbell

Fiduciary Protection through Better Documentation: Releases, Consents, Accounts & More 

Presented by Jonathan Ingrisano

2021 New Administration Tax Code Update

Presented by Sarah McNally and David Patzer

Fiduciary Operations Best Practices

Panel Discussion and Open Forum


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