Events

Oct 25, 2016

“It’s More Than Your Will” Planning Workshop

Oct 25, 2016 • 3:00 pm • Oakwood Village – University Woods Center for Arts & Education • 6205 Mineral Point Road, Madison, WI, 53719

Madison Public Library Foundation and Oakwood Foundation offered Madison locals the opportunity to attend a special program.

"It’s More than Your Will – Simple Tips for putting Your Plan in Order"

Melissa Selinger, partner at Selinger & Brunette, LLC, and Steve Brezinski, partner at Axley Brynelson, LLP, shared professional insights regarding the latest in planning for families and charitable gifts.

In addition, attendees learned more about:

  • the recent change to IRA laws
  • the growing trend of beneficiary and payable-upon-death designations
  • updates in the area of charitable gift annuities
  • reasons to consider revisiting a revocable trust
  • Other estate law updates

 

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