Still Learning 24: Estate Planning – A Practical Roadmap
This course will take place on the Monday afternoons of Dec. 3 and 10, 2026, 2:00-5:00 p.m., with Attorney Roxanne Lutgen in the Mercer area, or live via Zoom upon request.
This two-day estate planning course provides a clear, practical roadmap for protecting your assets and family under Wisconsin law. Participants will explore essential lifetime legal tools, including 1) financial and healthcare powers of attorney, 2) comparing the mechanics of wills and trusts, 3) navigating the realities of the Wisconsin probate system, and finally 4) other strategies such as transfer-on-death deeds and beneficiary designations to avoid probate and ensure your estate passes smoothly to your loved ones.
Requirements: Participants should have an interest in learning about estate planning.
Roxanne Lutgen is a CPA and attorney who focuses in estate planning, probate, real estate and elder law at Lutgen Law Office LLC in Mercer, Wis. She has prior career experience in contract law, auditing, budgets, financial accounting, and higher education administration..
We recommend signing up at least two weeks ahead of class to ensure class fills and to prevent cancellation.
Instructor: Roxanne Lutgen
Online Registration: Scroll down to our Registration form to register online!
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Offline Registration: Download PDF Registration Form, complete and mail in with payment.
Registration Questions? Contact us or call (715) 862-2032 or (715) 476-2881.
Registration Issues/Troubleshooting: If you are registering with one email address for two or more people, please register each person individually (i.e. do not register all at once, but add students one at a time to checkout). If you continue to have difficulty or have another question, please contact us.
Course Cancellations: Students are encouraged to register at least 2 weeks before the beginning of any Fe University course. A course with less than 4 students 2 weeks before the start date may be cancelled at instructor/FeU discretion, with students’ registrations refunded. If you’re interested in a class, please sign up early! Thank you.
Student Cancellations: If a registered student cancels, registration can be refunded if requested 4 or more days before the course’s start date. We’re afraid cancellation requests made 3 or fewer days before the course’s start date are unable to be refunded.
This “Still Learning After All These Years” series course is priced at a discount, thanks to a generous grant from Bader Philanthropies Inc.