Prairie Trust

🌟 Thank you to everyone who attended our Lunch & Learn! 🌟 Save the date for our next event in the CE Luncheon Series: Addressing the Estate Planning Needs of Modern-Day Clients 📅 Date: Tuesday, August 20, 2024 🕛 Time: 12:00 - 1:30 PM 📍 Location: N16W23321 Stone Ridge Drive, Waukesha 🎓 Presented by: Cannon Financial Institute 📚 CE credits available: CTFA, CFP, CPA/EA, LEGAL CLE, and CWS Click here for details and to register: https://trst.in/tfTYWW We look forward to seeing you there!

We're excited to announce the promotions of Terry Doyle to VP – Fiduciary Sales and Jean Durham to AVP – Trust Counsel at Prairie Trust®, Waukesha State Bank's division. Their expertise and dedication continue to elevate our services. Congratulations, Terry and Jean! To know more: https://trst.in/3LyJWz #friendlybankers

Mark your calendar for our next CE Luncheon Series event! Join us on Tuesday, July 23, 2024, from 12:00 - 1:30 p.m. for a complimentary webinar on the "Nuts and Bolts of Trust Terminations." Learn about navigating trust terminations with precision, addressing key considerations such as identifying beneficiaries, proper asset allocation, tax implications, and more. Don't miss out – secure your spot now: https://trst.in/ik9SLI

Thank you to everyone who attended today's Lunch & Learn! Our next one will be on Tuesday, July 23 from 12:00 - 1:30 pm at our Prairie Trust office. Topic: Nuts and Bolts of Trust Terminations. Click here for details and to register: https://trst.in/5W6ObG Presented by Cannon Financial Institute. CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.

Unlock the secrets to efficient estate settlement! From organizing finances to selecting the right executor, discover essential steps to ensure a seamless transition. Click below to learn more! https://trst.in/7lpBDg

In observance of Memorial Day, our office will be closed today, Monday the 27th. Enjoy the day with your loved ones, and remember to honor those who sacrificed for our freedom.💙🦅

Prairie Trust is proud to announce that President & Chief Fiduciary Officer Victor Schultz co-chaired the joint study committee that drafted the Wisconsin Trust Code Trailer Bill, which was signed into law by Governor Evers on March 21, 2024 as 2023 Act 127. The Bill clarifies various issues and adopts new uniform law provisions that have arisen since the Wisconsin Trust Code was enacted and became effective July 1, 2014. The Trailer Bill enactment is the culmination of more than eight years of effort by a joint State Bar and Wisconsin Bankers Association study committee. Read more here >> https://trst.in/0jjIsK

Thank you to everyone who attended today's Lunch & Learn! Our next one will be Tuesday, June 18 from 12:00 - 1:30 pm at our Prairie Trust office and will be on Ethics Issues in a Contemporary Estate Planning Process. Click here for details and to register: https://trst.in/J3bvei Presented by Cannon Financial Institute. CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.

Thanks to everyone that joined us at the Legend of Merrill Hills for our client appreciation event tonight. We hope you enjoyed the food, music and conversations.

Join us at our upcoming continuing education Lunch & Learn event on Tuesday, May 21 from 12:00 - 1:30 PM at the Prairie Trust office. This month's topic is Marital Agreements from A to Z. Click here for details and to register: https://trst.in/J3bvei Presented by Cannon Financial Institute. CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.