WAUKESHA BAR
PROBATE AND ESTATE PLANNING SECTION
MEETING SCHEDULE

Meeting Location and Time
All meetings will be held at the Country Springs Resort (unless otherwise noted)
    2810 Golf Road, Waukesha, WI
    12:00 Noon – 1:30 PM


September 13, 2011 - 12:00-2:00 PM (Please note time change - 2.0 hours CLE/GAL credits)
Speakers:        Attorney Jeffrey Pitman - Pitman, Kyle & Sicula SC
                        Recognizing Elder & Nursing Home Abuse/Neglect-Role of Attorney

                        Attorney Sally Lunde – Waukesha County Register in Probate
                        Role of the Register Probate

                        Laurie Kohler – Waukesha County
                        Role of Adult Protective Services

                        Joan M. Schmitz – State of Wisconsin
                        Role of Long Term Care Ombudsman

Pitman Nursing Home Abuse PowerPoint presentation
Schmitz Ombudsman PowerPoint outline

November 8, 2011


Tuesday, November 8, 2011
12:00-1:30 PM
The Country Springs Hotel
2810 Golf Rd, Waukesha WI  
Lunch will be provided.    Guests fee:  $15.00

                    Speakers:        
                    Attorney Joanne Leifheit
                    Attorney Paul Erspamer
                    Attorney Olivia Wong

Meeting Materials Here

 

January 10, 2012


Tuesday, January 10, 2012
12:00-1:30 PM
The Country Springs Hotel
2810 Golf Rd, Waukesha WI  
Lunch will be provided.

Speakers:        
Attorney Jonathan Ingrisano, Godfrey Kahn SC
Attorney Susan Hickey, Associated Wealth Management

Topic:        
Trust Fiduciaries & Fiduciary Liability:  Tales from the Trenches/Traps for the Unweary

Materials:  Ingrisano-Hickey outline
                   Corcoran outline


 

March 13, 2012

TBD

 




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