PRESENTations BY
Willms-O'Leary, S.C.

At Willms-O'Leary, 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 a Willms-O'Leary, S.C. attorney presenting to your organization.

Following is a selection of our presentations:

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


An Overview of Trusts
National  Business Institute
By Atty. Peter Smiley
December 18, 2019


Revocable Living Trusts
National  Business Institute
By Atty. Peter Smiley
December 18, 2019


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


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


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


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


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


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


30 Steps to Probate
National Business Institute
By Atty. Peter Smiley
December 12 - 13, 2018


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


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


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


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


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

Schedule an appointment with us today.

Meet with a knowledgeable attorney who specializes in your area of law.

FIND US Willms-O’Leary Law Firm, 414 N. Main St., Thiensville, WI 53092
CALL US P: (262) 238-6996 or (800) 238-6996
F: (262) 238-6999