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Thought Leadership

Speaker, "Estate Planning – Beyond the Basics," 2018 State Bar of Wisconsin Annual Meeting & Conference

June 22, 2018

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Private Wealth 
Speaking Engagements

Jennifer Olk will present "Estate Planning – Beyond the Basics," at the State Bar of Wisconsin Annual Meeting & Conference on Friday, June 22, 2018.

This session will dig deeper into three advanced estate planning topics.

  • Dynasty trusts: Learn the pros and cons of dynasty trusts as well as key provisions that should be included.
  • Powers of appointment: Explore the language and consequences of limited vs. general powers of appointment. Receive an update on the new Power of Appointment Act.
  • Agricultural enterprises: Look at topics unique to Wisconsin families with ag businesses, including tax, estate, and business succession planning.

For more information, visit the event website.


Jennifer M. Olk