Past Events

November 19, 2024 MEC November Meeting - Artificial Intelligence: Practical Applications for Professional Advisors
Geoff Moore, Chief Information Officer, Valmark Financial Group
October 22, 2024 MEC October Meeting - How to Not Ruin Your Kids with Money
Mark Shiller, JD, AEP
September 17, 2024 MEC September Meeting - Wisconsin Trust Code Trailer Bill
Victor J. Schultz - President & Chief Fiduciary Officer at Prairie Trust
August 12, 2024 MEC - Virtual Election of Officers 2024-25 Fiscal Year
None
May 14, 2024 MEC May Meeting - Life Insurance and Annuities in a Changed Planning Environment
Steve Parrish, JD, RICP, CLU, ChFC, AEP
April 16, 2024 MEC April Meeting - Coping and Communicating in Times of Stress, Uncertainty and Grief
Amy Florian
March 26, 2024 MEC March Meeting - Heckerling Institute Update
Mark Shiller, JD, AEP
February 20, 2024 MEC February Meeting - Current Issues in Trust and Estate Litigation
Jon Ingrisano, JD
December 5, 2023 MEC December Holiday Social
November 14, 2023 MEC November Meeting - Red Alert!! The Corporate Transparency Act is Coming & Every Estate Planner Needs to Know About It!
Randy Nelson, JD
October 17, 2023 October 2023
Speaker
September 13, 2023 MEC - Virtual Election of Officers
None
May 16, 2023 May Meeting - Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities
Eido M. Walny, JD, AEP, EPLS
February 21, 2023 February Meeting - Michael Amoia, JD, LL.M. (Tax) - Why Real Estate Requires "Real" Estate Planning
Michael Amoia, JD, LL.M. (Tax)
November 15, 2022 MEC Live Event - "The Trust Trailer Code Bill – It is not a Myth"
Victor J. Schultz, JD
September 20, 2022 MEC Live Event - WI LLC Update - Estate Planning Impacts
Attorney Joe Boucher
September 19, 2022 MEC - Virtual Election of Officers
None
September 1, 2022 Volunteer Opportunity - Wisconsin School of Business
John Grande, MSFS, AEP®, CLU®, ChFC®
May 17, 2022 MEC Live Event - Heckerling Update
Attorney Catherine Priebe
April 27, 2022 MEC Volunteer Event - Ronald McDonald House
N/A
April 19, 2022 MEC Live Event - Life Settlements: Creating Value Out of Existing Policies
Michael Michlitsch, CFS®, CRPC®
March 8, 2022 MEC Live Event - The Essential Elements of a Successful Special Needs Plan
Mike Walther CFP/PFS and Ryan McGuire CFP
February 16, 2022 RESCHEDULED - MEC Virtual Networking and CE Event: Re-Broadcast of: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys’ Perspective
Natalia C. Wilson, JD
January 26, 2022 MEC Virtual Networking and CE Event: Re-Broadcast of: NAEPC Webinar: After All That - Lifetime Transfers That Still Work! - Louis A. Mezzullo, JD, AEP® (Distinguished)
Louis A. Mezzullo, JD, AEP® (Distinguished)
January 5, 2022 MEC Virtual Networking and CE Event: Re-Broadcast of: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys’ Perspective
Natalia C. Wilson, JD
December 15, 2021 Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Attorney Abigail Earthman
May 17, 2021 Estate and Long-Term Planning For Incapacity and Special Needs
Meghan Tiegen and Mark Johnson
April 19, 2021 Madison Estate Council - Case Study Discussion Groups
Case Study Discussion
February 22, 2021 The Partnership Freeze as an Alternative to a GRAT/SIDGT
Lawrence Macklin
November 19, 2020 Tax Planning & the 2020 Election
Courtney Rosenberger, Policy Research w/ Strategas & Kelsey Clair – Tax Strategists w/ Baird
November 16, 2020 Growing Your Practice In a Virtual Environment
Dan Truehl, Director of Training at LIFT Consulting
October 19, 2020 Planning After the CARES and SECURE Acts
Rebecca Warren, Senior Manager, Private Client Services – RSM
August 17, 2020 "Madison Estate Council Reconnect Summer Meeting: Looking for Your Ideas"
May 18, 2020 CANCELED - Madison Estate Council Annual Meeting & Topic & Speaker (TBD)
April 21, 2020 POSTPONED - Madison Estate Council *Member Only* Event: "Transition by Design: Successful Succession of the Family Business and Wealth"
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
March 19, 2020 POSTPONED: Madison Estate Council *Member Only* Event: Lunch-N-Learn: "Basis Step Up Strategies in Light of Portability and Tax Law Changes"
Steven B. Gorin, JD, CPA, AEP
February 17, 2020 Madison Estate Council Meeting: Heckerling Update
Attorney Mark A. Shiller, Certus Legal Group
January 16, 2020 Madison Estate Council *Member Only Event*: Lunch N Learn: "Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle"
Page Snow, Chief Philanthropic Officer at Foundation Source
November 18, 2019 Madison Estate Council Meeting: Charitable Giving - Giving Methods & Tax Implications
E.G. Schramka CPA, JD, ABV, PFS, CIRM
October 23, 2019 Madison Estate Council 2019 Fall Seminar with Robert S. Keebler, CPA, MST, AEP (Distinguished)
Bob Keebler
September 16, 2019 Madison Estate Council Meeting: Q& A Discussion with Dane County Probate Officials
Commissioner Ben Schulenberg & Deputy Probate Registrar Danell Behrens
May 23, 2019 Madison Estate Council Meeting: Social Security Planning
Gail Buckner
April 30, 2019 Grantor Charitable Lead Trusts
Lani Starkey and Randy Huston
April 22, 2019 Madison Estate Council Meeting: Trending Topics in Estate Planning
Jonathan Morton | Tammy Parks | Robert Cummisford
February 25, 2019 Madison Estate Council Meeting: Trends in Long-Term Care Planning
Dave Duffrin
November 26, 2018 Madison Estate Council Meeting: Recent Developments in Estate Planning
Attorney Wes Taylor
October 29, 2018 Madison Estate Council Meeting: Who's Your Client When Everybody is Your Client
Janet Rae Montgomery
May 21, 2018 Madison Estate Council Meeting: Life Insurance Traps for the Unwary & Annual Meeting
John Zimdars
February 26, 2018 Madison Estate Council Meeting: What Every Planner Needs to Know About Bankruptcy
Jane F. (Ginger) Zimmerman-Murphy Desmond
January 22, 2018 Madison Estate Council Meeting: Practical Implications of a Low Return Environment
Michael Dubis
November 27, 2017 Madison Estate Council Meeting: Vehicles for Funding Charitable Giving
Ann Casey-Madison Community Foundation | Jennifer Hannon-Godfrey & Kahn | Tony Oomen-Fidelity Charitable
October 23, 2017 Madison Estate Council Meeting: How Different Members of a Client's Planning Team Use Financial Information
Tom Dott-First Business Bank | Cathy Durham-Capital Valuation Group | Greg Monday-Reinhart Boerner Van Deuren | Karen Prochaska-Porter & Sack | Stig Rahm-Morgan Stanley (Granite River Group)
May 22, 2017 Madison Estate Council Meeting
Mark J. Bradley and Melissa S. Kampmann - Ruder Ware LLSC (Wausau, WI)
April 24, 2017 Madison Estate Council Meeting
Tom Pauloski - Bernstein Global Wealth Management
October 17, 2016 The Lifecycle of Retirement Benefits with Natalie Choate
Natalie Choate
May 16, 2016 Effect of Media Coverage of Financial Markets on Consumer and Investor Decisions
John Diehl - Hartford Funds
April 18, 2016 Planning Mistakes Fiduciaries Frequently Encounter
Stacey Singer - The Northern Trust Company
November 16, 2015 Marital Property and Prenuptial Agreements
Marta Myers and Liz Heiner - Boardman & Clark LLP
October 19, 2015 Estate Planning for Same-Sex Couples after the Obergefell Decision
Benjamin P. Brunette - Whyte Hirschboeck Dudek SC
May 18, 2015 Wisconsin Trust Code Follow-Up
Victor Schultz, Prairie Financial Group/Waukesha State Bank
April 20, 2015 Discretionary Distribution Standards in Trusts
BMO Harris Bank
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