• Fiduciary Duties
• Essential Steps in Trust Distribution and Termination
• New Tools to Clarify/Modify a Trust
Agenda
Faculty
Elizabeth A. Heiner
Boardman & Clark LLP
- Attorney with Boardman & Clark LLP
- Practices in area of estate planning, probate and trust administration
- Adjunct instructor at the University of Wisconsin Law School, teaching a course on Trust Drafting
- Member of the Wisconsin Trust Code Trailer Bill Committee
- Member of the Wisconsin Trust Code Committee and Wisconsin Probate Code Trailer Bill Committee
- Co-wrote the State Bar of Wisconsin publication Eckhardt’s Workbook for Wisconsin Estate Planners
- Frequent lecturer on estate planning and trust administration issues
- J.D. degree, cum laude and Order of the Coif, University of Wisconsin Law School; M.A. degree, Northwestern University; B.A. degree, Phi Beta Kappa, Northwestern University
- Can be contacted at 608-283-1702 or [email protected]
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