Welcome
Coffee, Breakfast Snacks, and Collegial greetings

Introductions and Small Groups

Brief introductions from all attendees, then break into small groups to learn more about each other. Groups will be arranged to include a mix of experience levels, so this will be an excellent opportunity for questions that might not be as easy to bring up in a large group.

Break and Networking

What’s Wrong with Credit Shelter Trusts and Asset Protected Beneficiary Trusts? Fixing the Problems and the Death of the Clayton QTIP
With the estate tax exemption remaining at high levels, income tax is now a bigger issue for many of our clients in estate planning than the estate tax. Foss Hooper discusses those issues, talks about avoiding capital gains while planning with credit shelter trusts, how to use the formula general power of appointment, the hot topic of BDOTs, and how to apply it all to the WealthDocx drafting software.

Attorney Foss Hooper
Hooper Law Office

Lunch

Lunch is provided to in-person attendees.

Sharing of Materials

Bring along your materials to share. We will discuss sharing materials while eating lunch.

TACS/BizTACS Updates

Status updates from the various Wisconsin Council drafting groups.

Open Discussion: The Chuck Williams Hour

Bring any miscellaneous topics or questions you wish to discuss with the large group. Outlandish examples are encouraged!

Adjourn