Tax Effects of Tax Cuts and Jobs Act, 2017. Wisconsin Association of Accountants Annual Conference. Wisconsin Dells, Wisconsin (July 30, 2018).
Life Cycle of a Business Entity: Special Industry Concerns. American College of Trust and Estate Counsel. Chicago, Illinois (June 21, 2018).
2018 Tax Update for Family Enterprises. Attorneys for Family Held Enterprises. Phoenix, Arizona (April 19, 2018).
Family Office Formation Decision. Attorneys for Family Held Enterprises. Miami, Florida (April 28, 2017).
Administering Unusual Assets. ALI Annual Estate Planning Ind Depth Summer Program at the University of Wisconsin, co-sponsored by Continuing Legal Education for Wisconsin (CLEW) of the University of Wisconsin Law School. Madison, Wisconsin (June 27, 2016).
Inside Baseball with Multiple Models of Family Offices, American College of Trust and Estate Counsel, Boston, Massachusetts (June 18, 2016).
Estate Planning for Business Owners. Annual Summer Program at the University of Wisconsin Co-sponsored by Continuing Legal Education for Wisconsin (CLEW) of the University of Wisconsin Law School. Madison, Wisconsin (June 24, 2015).
Gas and Oil Leases, Planes, Cars & Guns Too: Dealing with Tangible Personal Property in Estate Planning. 58th Annual Estate Planning Illinois Institute for Continuing Legal Education (IICLE) Short Course. Champaign, Illinois (May 13, 2015) and Chicago, Illinois (May 19, 2015).
Estate Planning for Owners of Franchises, Dealerships, and Distributorships. Attorneys for Family Held Enterprises Annual Meeting. Scottsdale, Arizona (April 25, 2015).
• Leading Lawyers (IL) – Trust, Will & Estate Planning Law, Tax Law, 2014, 2015, 2016, 2017
• Certificate in Family Business Advising (CFBA) – Family Firm Institute’s Global Education Network
• Certificate in Family Wealth Advising (CFWA) – Family Firm Institute’s Global Education Network
Michael D. Whitty. “The Jane Austen Plan Club: Lessons for Estate Planners and Their Clients from the Life and Novels of Jane Austen,” Real Property Probate & Trust Law Journal, Vol. 47, No. 3, Winter (2012).
Michael D. Whitty, Co-Author. “Valuing Private Equity Interests in Estate Planning,” Practical Tax Strategies, January (2011).
Michael D. Whitty. “GRAT Expectations: Questioning, Challenging and Litigating the Service Position on Estate Tax Inclusion of Grantor Retained Annuity Trusts,” ACTEC Journal, Vol. 36, No. 1, Summer (2010).
Michael D. Whitty. “Heresy or Prophecy? The Case for Limiting Estate Tax Inclusion of GRATs to the Annuity Payment Right,” Real Property Probate & Trust Law Journal, Vol. 41, No. 2, Summer (2006).
Michael D. Whitty. “Repercussions of Walton,” Probate & Property, May/June (2005).
Michael D. Whitty. “Effects of Low Interest Rates On Investment-Driven Estate Planning Techniques,” Estate Planning, December (2003).
Michael D. Whitty. “Prototype User’s Manual for Family Partnership,” Practical Tax Lawyer, Spring (2003).
Michael D. Whitty and Domingo Such. “Qualified State Tuition Programs Under IRC §529: One of the Best Ways to Save for College,” Trusts & Estates, January (2002).
Michael D. Whitty. “Crummey Trust Computations,” Probate & Property, January/February (1995).
• Fellow, American College of Trust and Estate Counsel