Estate planning is an essential task for anyone who wants to assure that their assets are distributed according to their wishes after their death with minimal legal oversight and cost. Join us as attorney Peter Osman discusses Wills versus Trusts: the specifics of and benefits/shortfalls of each and how to decide which you need.
Join us as attorney Peter Osman discusses Estate Planning - Where to Start. Peter will talk about Wills and Trusts and why someone might prefer one over the other. He'll talk about the pros/cons of each and how deciding how much control you want over your estate after you pass may lead you to choose one over the other.
Peter Osman has been a frequent speaker to UWRA, and he is back to revisit the question of Wills vs Trusts and how they work after we pass. He is a graduate of the University of Wisconsin Law School and is a Wisconsin-licensed estate planning attorney. He pursued his undergraduate studies at both the University of Minnesota – Twin Cities and the University of Wisconsin – Madison, receiving his BA with honors. Peter focuses his practice in the areas of estate planning and elder planning. As part of his elder planning practice, Peter received extensive training in the areas of Medicaid asset protection planning.
Peter is a member of WealthCounsel, LLC, a collaborative, nationwide network of top estate planning attorneys, as well as the Madison Estate Counsel. He is a member of the Real Property, Probate, and Trust Law and Elder Law Sections of the State Bar of Wisconsin. In his free time, he enjoys golfing, boating, spending time outdoors, and traveling.
Attorney Peter C. Osman, is a partner at and cofounder of BORAKOVE/OSMAN LLC, a boutique estate planning and business planning law firm in Madison, WI. He is a graduate of the University of Wisconsin Law School, and a Wisconsin-licensed attorney. He pursued his undergraduate studies at both the University of Minnesota – Twin Cities and the University of Wisco
If you have preliminary questions for the speaker, please send to Program Coordinators Tom Eggert at tleggert@wisc.edu by Wednesday, January 21.
NOTE: This in-person seminar will be recorded and posted on the website.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Friday, January 23, 2026
Registration:
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
Parking:
Click here for a printable map of Oakwood Community Grounds for Parking and Room location.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu
