Gifting Techniques Using Trusts and The Use of Family Limited Partnerships/LLCs in Estate Planning

Ann Rieger will be presenting at the State Bar of Wisconsin’s Step-by-Step Estate Planning Series II. This series will cover advanced concepts and applications related to the estate planning practice and is designed for established attorneys who may be looking to incorporate estate planning into their practice as well as offer valuable insights to attorneys who are new to the practice.

Attendees will learn about federal and Wisconsin estate taxes, planning opportunities for retirement benefits and IRA’s and how to strategically plan for specific family matters such as second marriages and blended families.