Estate planning is an essential task for anyone who wants to assure that their assets are distributed according to their wishes after their death with minimal legal oversight and cost. Join us as attorney Peter Osman discusses Wills versus Trusts: the specifics of and benefits/shortfalls of each and how to decide which you need.
Attorney Peter C. Osman, is a partner at and cofounder of BORAKOVE/OSMAN LLC, a boutique estate planning and business planning law firm in Madison, WI. He is a graduate of the University of Wisconsin Law School, and a Wisconsin-licensed attorney. He pursued his undergraduate studies at both the University of Minnesota – Twin Cities and the University of Wisconsin – Madison, receiving his BA with honors. Peter focuses his practice in the areas of estate planning, elder planning, business planning, and estate administration. As part of his practice, Peter has received extensive continuing education in the areas of Estate Planning, Estate Settlement, and Elder Law. The attorneys of Borakove/Osman LLC focus their practice on assisting clients at all levels of estate planning and have developed customized strategies to fit client needs at many different service levels and price points. This ensures that each client receives an estate plan that is right for their family, their goals, and their budget.
Peter regularly holds educational workshops for clients, professional advisors, and local businesses and organizations. The topics of his workshops focus on his specialty areas of practice, including estate planning, use of wills and trusts, charitable planning, special needs planning, Medicaid qualification, probate, estate settlement, trust administration and planning for taxable estates. Attorney Osman is a member of WealthCounsel, LLC, a collaborative, nationwide network of top estate planning attorneys, as well as the Madison Estate Counsel. He is a member of the Real Property, Probate, and Trust Law and Elder Law Sections of the State Bar of Wisconsin.
If you have preliminary questions for the speaker, please send to Program Coordinators Tom Eggert at email@example.com and Rick Daluge at firstname.lastname@example.org by Wednesday, February 1.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Friday, February 3, 2023.
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
NOTE: The weblink and virtual call information will be included in the meeting reminders registrants receive.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218