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Do You Need a Speaker?

Do You Need a Speaker for A Seminar or Presentation?

You've come to the right place! Our attorneys are available for in-person presentations in and around the extended Northeast Wisconsin region or can hold webinars. Times noted are estimates based upon experience and include some time for questions and answers as appropriate.

If interested in booking a speaker, reach out to us today and ask for Christina.

Speaking Topic: Estate Planning

  • Advance Directives

  • Charitable Giving

  • Avoiding Probate

  • Special Needs Series

  • Children’s Trusts

  • Long Term Care

  • Medicaid for the Nursing Home

  • Irrevocable Medicaid Trusts

  • Taxes and Estate Planning

  • Retirement Planning

  • Incapacity vs. Incompetency

  • Pet Trusts

  • Estate Planning for Second Marriages

  • Estate Planning Lessons from Dead Celebrities

  • All about Conservatorships

  • Gun Trusts

  • Estate Recovery

  • Estate Taxes

Speaking Topic: Business

  • Buying or Selling a Business or Product Line

  • General Contract Law

  • Non-Disclosure or Confidentiality Agreements

  • Typical Items of Due Diligence in a Business Transaction? 

  • Buy-Sell Agreements

  • Operating Agreements

  • Business Ownership and Life Insurance Considerations

  • Starting a Business with Family, Friends or Partners

  • Terms and Conditions - What do they mean and why are they important?

Speaking Topic: Real Estate

  • Commercial Real Estate Transactions

  • Typical Items of Due Diligence in a Business Transaction?

  • Cottage or Recreational Property Ownership Agreements

  • For Sale By Owner Real Estate Transactions

Speaking Topic: Estate Planning

  • Estate Planning Check-up - A high level overview of estate planning basics from powers of attorney, wills and trusts to how assets transfer at death.   Note – can provide particular focus such as Estate Planning for Women or a LGBTQ Emphasis. (45-60 minutes)

  • Advance Directives - An in-depth look at health care powers of attorney, living wills and financial powers of attorney. (20-30 minutes)

  • Charitable Giving - An overview of the simple to complex options for meeting your charitable goals (30-45 minutes)

  • Avoiding Probate - What is Probate and ways to avoid it (30-45 minutes)

  • Special Needs Series - Our Special Needs Series Includes:

    • Planning for children with special needs - a general overview (45 minutes)

    • All about special needs trusts (45 minutes)

    • All about guardianships (45 minutes)

  • Children’s Trusts - Structuring children’s trusts for beneficiaries that do not get along or have financial problems preventing inheritance outright (45 minutes)

  • Long Term Care - How can I pay for my nursing and home care needs? (20 minutes)

  • Medicaid for the Nursing Home - An overview of the qualification rules, the 5 year look-back rule and positioning for qualification (45-60 minutes)

  • Irrevocable Medicaid Trusts - How to protect assets from the nursing home and qualify for Medicaid?  (45 minutes)

  • Taxes & Estate Planning - An overview of the income, capital gains (including basis adjustments), gift and estate taxes as it relates to estate planning.  (30 minutes)

  • Retirement Planning - How to coordinate your beneficiary designations with your estate plan to facilitate your goals and maximize tax savings (45 minutes)

  • Incapacity vs. Incompetency - Yes there is a difference and yes it can matter! (30 minutes)

  • Pet Trusts - Can I leave money to my Dog? (30 minutes)

  • Estate Planning for Second Marriages - (45 minutes)

  • Estate Planning Lessons from Dead Celebrities- (30 minutes)

  • All about Conservatorships - A Britney Spears case study with WI application (30 minutes)

  • Gun Trusts - What are they and do I really need one?  (30 minutes)

  • Estate Recovery - My parents received Medicaid, now what? (30 minutes)

  • Estate Taxes - What can I do to avoid them?  A general overview (45-60 minutes)

Speaking Topic: Business

  • Buying or Selling a Business or Product Line

    Where to begin, the overall process, and what you can expect when buying or selling a business or a product line. (60 minutes)

  • General Contract Law

    Why contracts are important, how they are formed and enforced, and how they can protect you and your business. (45 minutes)

  • Non-Disclosure or Confidentiality Agreements

    Why they are important to protect you and your business from unauthorized disclosures of important information. (45 minutes)

  • Typical Items of Due Diligence in a Business Transaction?

    What items should potential buyers often request to see before the buyer is required to move forward with the transaction?  How does a Seller provide these documents to a Buyer? (30 minutes)

  • Buy-Sell Agreements

    A buy and sell agreement is a contract stipulating how an owner’s share of a business is reassigned if that partner dies, becomes disabled, or otherwise leaves the business.   Learn how they can help you and your business. (45 minutes)

  • Operating Agreements

    An Operating Agreement is an organizational document used by limited liability companies outlining a business' financial and management structure. An Operating Agreement  governs the internal operations of an LLC and is agreed upon by an LLC’s owners.  Learn how a solid Operating Agreement can help you and your business. (45 minutes)

  • Business Ownership and Life Insurance Considerations

    Common techniques used by business owners to ensure that there will be enough funding to “buy-out” other owners in the event one owner passes away, and other financing techniques. (45 minutes)

  • Starting a Business with Family, Friends or Partners

    What to know, common pitfalls, why having written documentation is crucial, and other related party ownership matters. (30 minutes)

  • Terms and Conditions - What do they mean and why are they important?

    How you can set your business up for success by having clear terms and conditions of purchase or sale in place. (30 minutes)

Speaking Topic: Real Estate

  • Commercial Real Estate Transactions

    Discussion regarding the overall process, common pitfalls, financing options, due diligence process, and related topics when buying or selling commercial real estate. (45 minutes)

  • Typical Items of Due Diligence in a Business Transaction?

    What items should potential buyers often request to see before the buyer is required to move forward with the transaction?  How does a Seller provide these documents to a Buyer? (30 minutes)

  • Cottage or Recreational Property Ownership Agreements

    Discussion regarding how you can keep the family cottage or recreational property in the family and prevent disputes by having a clearly written agreement in place. (30 minutes)

  • For Sale By Owner Real Estate Transactions

    Discussion regarding how buyers and sellers can move forward with a real estate transaction without needing realtor assistance. (30 minutes)

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