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Robert Alexander, JD, LLM, AEP, EPLS

Attorney Robert G. Alexander, JD, LL.M., AEP, EPLS, is the President and majority shareholder of Alexander & Klemmer, S.C., located in Milwaukee, Wisconsin, and Secretary of the National Association of Estate Planners & Councils (NAEPC). Mr. Alexander entered into private practice in 1978 and concentrates his practice in the areas of wealth transfer, asset protection and family business planning, including discretionary dynasty trusts, federal estate and gift taxation; trust and estate administration; fiduciary income taxation; life insurance planning; retirement planning; charitable planning; business organization and succession planning and international tax planning. He has earned professional designations as a Board Certified Estate Planning Law Specialist (EPLS) as accredited by the American Bar Association, and as an Accredited Estate Planner (AEP) by the National Association of Estate Planners & Councils (NAEPC). He is AV rated by Martindale-Hubbell, its highest rating in legal ability and ethical standards, and is a Wisconsin Super-Lawyer.     [ Click for More ]


 


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CE101 - General Session: Financial Service Regulation in the Post-2009 World and its Impact on Financial Advisor Practitioners 
Date/Time:
October 8, 2010   7:30am - 9:30am
 
Length:
1 Slide  
 
Format:
 
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CE402 - The New Dynamics of Modern Wealth Transfer and Asset Protection Planning - 2011 and Beyond! 
Date/Time:
October 9, 2010   2:45pm - 4:45pm
 
Length:
219 Slides  
 
Format:
   
  Audio / Slides
 

 
CE601 - General Session: What's Hot and What's Not in Financial, Estate, and Business Planning and What to Do About it 
Date/Time:
October 10, 2010   9:30am - 11:45am
 
Length:
1 Slide  
 
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  Audio / Slides
 

 
002 - CASE STUDY: “It’s Not Personal, Sonny, It’s Strictly Business” When the Family Business Passes from One Generation to the Next 
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Date/Time:
November 2, 2008   7:30am - 9:30am
 
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  Video Only
 

 
304 CE - Advanced Estate and Asset Protection Planning with Tax-Qualified Dollars 
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Date/Time:
November 1, 2008   9:45am - 11:45am
 
Length:
02h 07m 20s - 541 Slides  
 
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  Audio / Slides
 

 
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