Program Chairs and Presenters
Julie M. Bogle (Retired)
BDO USA LLP
Madison
Gregory Monday
Reinhart Boerner Van Deuren, S.C.
Madison
Presenters
Linda S. Balisle
Balisle Family Law Legal Counsel S.C.
Madison
Kelly Dancy
Walny Legal Group LLC
Milwaukee
Jeffrey Goldman
DeWitt LLP
Madison
Maureen Lokrantz (Retired)
U.S. Bank Private Wealth
Madison
Tammy K. Parks (Retired)
Wealth Enhancement Trust Services, LLC
Madison
Timothy J. Pierce
State Bar of Wisconsin
Madison
Mark A. Shiller
Certus Legal Group Ltd
Milwaukee
8:30 am Updates & New Developments
- Recent Wisconsin cases on contracts (including non-competes and mediation)
- Recent Delaware decisions on corporate governance
- Recent changes to the Delaware General Corporation Law
Gregory Monday
9:20 am Trust Administration for Trusts with Closely-Held Business Assets
- Considerations when accepting a trust for administration
- Corporate trustees
- Noncorporate trustees
- Structural considerations – and best practices for successful succession planning
- Trustee Duties
- Administration After Death of Key Person
- Preventing Trouble and Ensuring Compliance
Matthew Ackmann, Tammy K. Parks
10:10 am Break
10:25 am Non-Tax Reasons to Use a Trust
- Non-Tax Benefits of Using Trusts
- Non-Tax Disadvantages of Using Trusts
- Why Use a Corporate Trustee - Advantages and Disadvantages
- Options when Using a Corporate Trustee - Directed Trustee amd Trust Protectors
- Trust Provisions needed for Trust Companies to Act
- How Trust Administration Really Works
Maureen Lokrantz, Tammy K. Parks
11:15 am Purpose Trusts and Entities and Family Enterprises
Mark A. Shiller
12:05 pm Lunch
1:05 pm Panel: Divorce Divisions in SLATs
- What to do when you don’t have a reciprocal SLAT, but then have a divorce and the spouse is not the beneficiary?
- Is there enough to support two households?
- Need to look at the divorce provisions
- Family lawyer and divorce lawyer perspectives
- If you do one SLAT, is that counted as property division?
- Post-nuptial agreements?
Moderator: Julie M. Bogle
Panelists: Linda S. Balisle, Kelly Dancy, Jeffrey Goldman, Mark A. Shiller
2:20 pm Break
2:35 pm Interactive Ethics
- Ethical traps in reciprocal SLATs holding family business stock
- Attorneys serving as trustees, when trusts hold family business stock
- When your G1 clients tell you not to tell your G2 clients
Gregory Monday, David G. Palay, Timothy J. Pierce
3:25 pm Program Concludes
- Gain tools to protect beneficiaries, businesses, and family relationships
- Review trustee duties and structural considerations for trusts holding closely held business assets
- Discover when and why trusts are helpful for more than just tax planning
- Troubleshoot special issues surrounding divorce divisions in Spousal Lifetime Access Trusts (SLATs)
- Receive practical guidance on ethics questions common to closely held businesses
- Business lawyers
- Labor and employment lawyers
- Estate planning lawyers
- Family lawyers
- Solo and small firm practitioners
- General practitioners
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