Estate Planning Bagels & Coffee with Boardman Clark

Oct 11, 2019 –
7:30 AM to 9:30 AM

Register Below

Developing an effective estate plan involves ensuring that the plan keeps up with developments in the law.  Despite changing law, many of the basic estate planning techniques remain the same.  This seminar will help you understand basic estate planning techniques while also demonstrating how failure to develop a comprehensive plan may cause unintended consequences.

Learn the answers to these questions

  • Is a revocable trust or will right for me?
  • What roles do my fiduciaries play in my estate plan during and after my life?
  • What assets are not covered by my will or trust?
  • What should I consider if I have a beneficiary with special needs?

Presenters

  • Elizabeth Heiner
  • Paul Schmidt
  • Alison Helland
  • Christopher Schmidt
  • David Weller

Location

Alliant Energy Center, Exhibition Hall
1919 Alliant Energy Center Way
Madison, WI 53713

Agenda

Registration and Continental Breakfast - 7:30 a.m.
Presentations - 8:00 - 9:15 a.m.
Questions & Answers - 9:15 - 9:30 a.m.

Registration

The Latest

Department of Public Instruction Updates COVID-19 Special Education Guidance

School Law FYI | 05.12.21

Boardman Clark previously reported on the Department of Public Instruction’s (“DPI”) guidance document COVID-19 Special Education Question and Answer Document (“Question and Answer Document”): Guidance for Public School Districts Serving Students with Disabilities During the Current Closure Related to COVID-19 and Department of Public Instruction Updates COVID-19 Special Education Guidance. DPI published several recent updates to the Question and Answer Document with new information regarding compensatory or recovery services, requests for education records, evaluations, extended school year, use of the “I-10,” planning for additional school closures, and in-home special education services. The updates to the Question and Answer Document are summarized below and the full version of DPI’s guidance may be found here: COVID-19 Special Education Question and Answer Document.

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