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Happy senior parents and their adult daughter surfing the Internet on a computer at home.

Daniel K. Pastron Dec 11, 2025

Advanced estate planning: Trusts and family limited partnership strategies

This webinar explores how trusts and advanced estate planning strategies — including trusts and family limited partnerships — can help high-net-worth individuals secure wealth, reduce tax exposure and transfer assets efficiently.

Financial services
Private client

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Mature businesswoman looking out of window.

Margaret Amsden Jun 12, 2025

Estate tax planning in uncertain times

Major estate tax changes are anticipated in 2026. Attend this webinar for strategies to preserve your wealth and minimize future tax exposure.

Private client
Estate and gift planning

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Audra M. Moncur May 11, 2023

Estate planning: Make the right wealth-transfer decisions

Wipfli specialists will help your decision-making as you prepare for wealth transfer that works for your family dynamics and takes advantage of current tax laws

Private client
Estate and gift planning

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Videos & Webcasts

Advanced estate planning: Trusts and family limited partnership strategies

Estate tax planning in uncertain times

Estate planning: Make the right wealth-transfer decisions