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September 14, 2017, 10:00 AM - 12:00 PM @ New Berlin Public Library- Community Room
Given recent rules, it is not easy to plan to preserve assets. Learn how Wisconsin Trust laws allow families to use an irrevocable trust and appointment of a “trust protector.” Law Attorney Rollie Hanson will explain probate and Medicaid rules, such as the look back period. CPA Bryan Stutzki will talk about tax issues, like gifting during your lifetime. Hear basics of Federal Estate Tax. Learn about tax issues associated with establishing and funding an Irrevocable Trust versus a Revocable Trust. Open to the Public & All Ages Welcome. Refreshments will be Provided.
September 14, 2017, 6:00 PM @ Mayors Conference Room