PRESENTations 

At O'Leary-Guth Law Office, S.C. our attorneys have expertise in a variety of topics, including estate planning, probate, tax, business, long-term care planning needs and much more.  We are often invited to speak to the community and professional groups.  Please let us know if you are interested in an attorney presenting to your organization.

Following is a selection of our presentations:

Multi-State Hot Topics Panel Presentation
American College of Trust and Estate Counsel: Great Lakes Regional Meeting
Westin, Michigan Avenue in Chicago
By Atty. Maureen O'Leary, co-presenter for Wisconsin
December 10, 2022

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The Intersection of Estate Planning and Elder Law
Milwaukee Estate Planning Forum
By Atty. Sam Azinger, co-presenter
November 2, 2022

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What To Do First When a Loved One Dies
Thiensville-Mequon Rotary Club
By Atty. Alicia Bernards
June 21, 2022

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Marquette Tax Law Panel Presentation
Marquette University Law School: Tax Law Society
By Atty. Maureen O'Leary, co-panelist
October 25, 2021 

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Protection of Estates and Heirs from Creditor Claims, Divorce and Taxation
Marquette University Law School: Estate Planning Workshop
By Atty. Maureen O'Leary, Guest Speaker
March 22, 2021

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Death May Become More Taxing
The Market Commentator Podcast
By Atty. Maureen O'Leary, Guest
March 3, 2021

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Fiduciary Income Taxation Issues
Waukesha County Estate Planning Council
By Atty. Maureen L. O'Leary
October 15, 2020

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10 Estate Planning Nightmares and How to Avoid Them
J.P. Morgan Chase Presentation
By Atty. Maureen L. O'Leary
July 17, 2020

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Making Changes to Existing Trusts: Modifications, Decanting, and Other Creative Approaches
National  Business Institute
By Atty. Maureen L. O'Leary
April 20, 2020

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Lawyers Need Estate Plans Too - Issues to Consider When Estate Planning for Lawyers
Ozaukee Bar Association
By Atty. Maureen L. O'Leary
February 5, 2020

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What Estate Planners Should Know About Income Taxation of Trusts & Estates
Milwaukee Bar Association
By Atty. Maureen L. O'Leary
October 1, 2019

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Trusts Used for Tax Reduction
National Business Institute
By Atty. Maureen L. O'Leary
September 20, 2019

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Grantor Trusts
National Business Institute
By Atty. Maureen L. O'Leary
September 20, 2019

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Considerations for Legal, Accounting and Investment Professionals When Asked to Serve as a Trustee
Milwaukee Estate Planning Forum
By Atty. Andrew J. Willms and Atty. Maureen L. O'Leary
June 5, 2019

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Estate, Tax and Wealth Planning Seminar
Providence Place
By. Atty. Sam Azinger
April 4, 2019

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Local Government Relations Meeting
Mequon-Thiensville Chamber of Commerce
By Atty. Sam Azinger
April 2, 2019

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Charitable Giving Strategies
Thiensville-Mequon Rotary Club
By Atty. Maureen L. O'Leary
June 12, 2018

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Trust Administration: Top Challenges
National Business Institute
By Atty. Maureen L. O'Leary
February 16, 2018

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Business Succession Planning in Wisconsin: Conflict Prevention and Resolution
State Bar of Wisconsin
By Atty. Maureen L. O'Leary (w/ co-presenter Atty. Jacques Condon)
January 10, 2018

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Trusts 101
National Business Institute
By Atty. Maureen L. O'Leary
December 19, 2017

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Estate Administration from Start to Finish
National Business Institute
By Atty. Maureen L. O'Leary
August 28, 2017