The presentation will provide background and address key considerations related to the estate planning process, including the goals for estate planning, how assets are transferred and taxed after a death, and common approaches to estate planning, including wills and trusts. There will also be time reserved for the presenter to answer questions you may have about the estate planning process.
Our presenter:
Regina Butler, JD*
Estate Planning Specialist, Principal
Regina serves as an Estate Planning Specialist at Orgel Wealth Management, assisting our clients by collaborating with their legal team to facilitate comprehensive, timely, and cost-efficient estate planning and business succession planning solutions. Before joining Orgel Wealth Management, Regina practiced law for over seven years, focusing on complex estate and business succession planning.
Regina earned her Bachelor of Science in economics and geography from the University of Wisconsin–Madison. Regina also holds a Juris Doctor from the University of Wisconsin Law School, graduating magna cum laude, Order of the Coif. During this time, Regina served as Note and Comment Editor for the Wisconsin Law Review.
*Orgel Wealth Management does not provide legal or accounting advice.
The event will be from noon to 1:30 pm in the Memorial Student Center. Lunch will be provided.