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Practical Ideas for Organizing your Estate Plan ... and Doing Good in the World

THURSDAY, OCTOBER 29 | 12:00 to 1:00 p.m. CT

Presented by Katie Hofman, Associate Vice President, Planned Giving, Marquette University; Cathy Steinhafel, Law '89, Senior Director of Development, Planned Giving, Marquette University; and Karin Werner, Founder, Werner Law Group

Join us for a look at a strategic “road map” that explores ways and resources that can help you create, update, and organize relevant documents and directives common to most estate plans. The program will also include a discussion of trending charitable giving issues and recommended reading to bolster your knowledge … and incentivize you to get started.

More about this session

Katie Hofman oversees the planned giving team at Marquette. She has been a philanthropic advisor for more than 18 years, initially with the Milwaukee Art Museum and at Marquette since 2005. She practiced law in Chicago, Illinois, and New York State and is a native of Cleveland, Ohio. She earned her B.A. from Saint Mary’s College (Notre Dame, Indiana) and her J.D. from DePaul University.

Cathy Steinhafel, Law '89, joined Marquette in 2009 and has helped its alumni, parents and friends make transformational lifetime and legacy gifts unique to their philanthropic interests. Her prior experience includes gift planning at the Greater Milwaukee Foundation, private legal practice, in-house bond counsel, corporate governance law and capital campaign management. She earned her B.S.B. in Finance from the University of Indiana, Bloomington and her J.D. from Marquette University Law School.

Karin Werner: After a career as senior counsel and an estate planning, trusts, and nonprofit organization lawyer with Foley & Lardner LLP, Karin established her own firm to provide value-centered, personalized estate planning and philanthropic counsel to families of all sizes. She has given legal advice to nonprofits since 2003 and has taught the Nonprofit Law course at Marquette University Law School since 2008. Karin is a graduate of Duke University School of Law, cum laude, and earned her bachelor’s degree from Princeton University. 

 

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