The Trust Code & The Trailer Bill
Join us in person or virtually for this lunch & learn CLE where Victor Schultz will provide an update on the Wisconsin Trust Code. As President and Chief Fiduciary Officer of Prairie Trust, Victor is charged with overseeing trust services and related fiduciary issues, including personal trust and estate settlement. Prairie Trust’s services focus on trust administration, with niche expertise in directed and delegated trusts, special needs trusts (including serving as trustee of the Life Navigators pooled trust), estate settlement, and serving as independent trustee in conflicted family matters.
Victor has been one of the leaders in modernizing and rewriting Wisconsin’s laws on trust, including the Wisconsin Trust Code, Wisconsin Principal and Income Act, and the Wisconsin Prudent Investor Act. He served as co-chair of the study groups that drafted and enacted the Wisconsin Trust Code in December of 2013 and the Trust Code trailer bill in March 2024. Victor is a leading advocate for the corporate trustee business in Wisconsin and serves as a director of the Wisconsin Bankers Association Trust Banking Section and WBA Government Relations Committee. He also serves on the boards of the Ellinger Foundation, the Children’s Hospital Planned Giving Council, the Life Navigators Trust Committee, the Wispact Attorney Advisory Council, Waukesha County Community Foundation and the Waukesha County Business Alliance.
Lunch may be provided, depending on the number of in-person attendees. You will be notified in advance. Please arrive a few minutes early to get settled, as the presentation will start promptly at noon.
RSVP to Megan Ziesmann by November 14th. Let her know whether you plan to attend virtually, via Microsoft Teams, or in person.