Free

Estate Planning for Professionals Luncheon

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Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Prairie Trust™ invites you to a complimentary luncheon webinar on Estate Planning for Professionals.

When we are engaged by clients who are professionals, such as doctors, lawyers, teachers, architects, etc., there are often special estate planning issues that must be addressed. Given their busy lifestyles, and often lack of interest in and attention to financial and legal matters, clients who are professionals sometimes leave a mess following incapacity and/or death. Among the issues we often encounter with this type of client are:

- Proper disposition of professional practices
- Idiosyncrasies of Section 403(b) plans
- Asset protection trusts and techniques
- Estate planning for intellectual property

Speakers (via webinar):

Charles A. Redd, Stinson Leonard Street LLP
Turney P. Berry, Wyatt, Tarrant & Combs

To reserve your seat, please RSVP by Friday, November 1.

***

Continuing Education:

CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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