THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

12:55        Opening Remarks from our President, Evan Y. Lin, JD, CPA, AEP^®

1:00           Kristi L. Papez, J.D., WisPact, Inc. – Wispact Special Needs Trusts

2:00           Douglas Raines – Valuation Issues and the Kress Case: How the Plaintiffs-Taxpayers Won a Judgment of Over $2.1 Million

3:00           Alex Prodoehl – Bitcoin and Digital Assets; How to Best Discuss “Crypto” with Clients

4:00           Russell Wood, CTFA, AEP^®, – Considerations Surrounding the Use of Individual Trustees Versus Corporate Trustees

5:00           Cocktails

6:00           Member Dinner (Menu details below)

4 CE credits for attorneys, CPAs, CFPs, ChFCs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.

Cost for the seminar is $75 for Estate Planning Council of Northeast Wisconsin members and $150 for nonmembers. Dinner cost is $25 per person - spouses / significant others are invited.

Dinner Menu
     Spring Greens Salad: (Cucumber wrapped baby field greens, roasted beets, pickled green

           grapes, fresh strawberries, candied bacon, gorgonzola cheese with white balsamic vinaigrette)

     Caramelized Five Onion Bisque (Flash-fried leeks, Chantilly cream)

     Entrée – choice of:

            8 oz choice angus beef filet mignon (cabernet demi-glace)

                        or

Cedar plank salmon (bourbon glaze) – served with fondant potatoes, broccolini and glazed rainbow carrots

Thank you to our silver event sponsor

BE A SPONSOR!

GOLD Sponsor at $1,000
This sponsorship level provides the opportunity to give a brief two minute introduction of your firm/company at the seminar, plus your company’s logo will appear in large size on our website, a PowerPoint introduction at the seminar, email invitations and handouts at the seminar.

SILVER Sponsor at $500
This sponsorship level provides your company’s size logo will appear in medium size on our website, a PowerPoint introduction at the seminar, and handouts at the seminar. 

Sponsors, please reply no later than by Monday, April 18, 2021 to ensure appropriate recognition to:
Dan Cape at daniel.cape@raymondjames.com  Questions: 920-272-2273
Please include the following:
Company Name
Contact Person
Phone Number
Email Address
Attachment of company logo