wisconsinfuneraltrust.org
WFT Liquidating Trust | Trust Agreement
https://wisconsinfuneraltrust.org/trust-agreement
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. Minutes of the August 12, 2015 Board of Directors Meeting Proposing An Amendment to the Trust Agreement. Ziegler Capital Management, LLC. Komisar Brady and Co., LLP. Fiduciary Partners, Inc. Blog at WordPress.com. Follow “WFT Liquidating Trust”. Get every new post delivered to your Inbox. Build a website with WordPress.com.
uwwbap.org
Links | Beta Alpha Psi | Epsilon Rho Chapter | University of Wisconsin-Whitewater
http://uwwbap.org/links
Beta Alpha Psi Epsilon Rho Chapter University of Wisconsin-Whitewater. Beta Alpha Psi National Association. American Institute of Certified Public Accountants (AICPA). Wisconsin Institute of Certified Public Accountants (WICPA). Baker Tilly Virchow Krause, LLP. Cohen Fund Audit Services. Deloitte and Touche, LLP. Ernst and Young, LLP. Grant Thornton, LLP. Jannsen and Co., S.C. Komisar Brady and Co., LLP. Meicher CPAS, LLP. Reilly, Penner and Benton, LLP. Scribner, Cohen and Co. SC. Strohm Ballweg, LLP.
wisconsinfuneraltrust.org
WFT Liquidating Trust | Receivership Archives
https://wisconsinfuneraltrust.org/receivership-archives
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. In September 2012, the Dane County Circuit Court. Appointed business attorney John Wirth. As the Receiver of the Wisconsin Funeral Trust (now known as the WFT Liquidating Trust). This appointment came after the Wisconsin Department of Justice and the Wisconsin Department of Financial Institutions discovered that the Trust had a deficit of at least $21 million. On June 12, 2015. Fiduciary Partners, Inc.
wisconsinfuneraltrust.org
WFT Liquidating Trust | Press Releases
https://wisconsinfuneraltrust.org/resources/press-releases
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. PRESS RELEASE, AUGUST 29, 2014. CREDITING RATE MOTION STATEMENT. PRESS RELEASE, AUGUST 4, 2014. WFT LIQUIDATING TRUST AND WISCONSIN FUNERAL DIRECTORS ASSOCIATION REACH SETTLEMENT AGREEMENT. Agreement also reached with Department of Financial Institutions. PRESS RELEASE, OCTOBER 2, 2013. FUNERAL TRUST RECEIVER ANNOUNCES 100 PERCENT PARTICIPATION IN SETTLEMENT. PRESS RELEASE, JUNE 19, 2013. New Investment...
wisconsinfuneraltrust.org
WFT Liquidating Trust | FINANCIAL REPORTS
https://wisconsinfuneraltrust.org/financial-information
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. ASSET AND LIABILITY AND OPERATING STATEMENTS as of July 2016. INVESTMENT ADVISOR’S REPORTS. ANNUAL AUDIT OR COMPILATION. Year-End (March 31) 2015 Compilation. Ziegler Capital Management, LLC. Komisar Brady and Co., LLP. Fiduciary Partners, Inc. Blog at WordPress.com. Follow “WFT Liquidating Trust”. Get every new post delivered to your Inbox. Build a website with WordPress.com.
wisconsinfuneraltrust.org
WFT Liquidating Trust | KEY COURT DOCUMENTS
https://wisconsinfuneraltrust.org/key-court-documents
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. Receiver’s Final Report. Notice of Motion and Motion by the Receiver for an Order to Retroactively Modify the Crediting Rate Applied to Accounts. Order Directing the Investment of the Trust’s Assets and Approving an Interim Investment Policy. Receiver’s Interim Litigation Report. Notice of Hearing on Motion Regarding Order Directing Investment of Assests. Joint Motion for Order Approving Settlement.
wisconsinfuneraltrust.org
WFT Liquidating Trust | Account Balance
https://wisconsinfuneraltrust.org/account-balance-2
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. To access your current account balance, click here. Please note: only funeral directors can access these accounts. Ziegler Capital Management, LLC. Komisar Brady and Co., LLP. Fiduciary Partners, Inc. Create a free website or blog at WordPress.com. Follow “WFT Liquidating Trust”. Get every new post delivered to your Inbox. Build a website with WordPress.com.
wisconsinfuneraltrust.org
WFT Liquidating Trust | Board
https://wisconsinfuneraltrust.org/board
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. The WFT Liquidating Trust operates pursuant to a court-approved Trust Agreement and is overseen by a three-member board (including the Trustee) made up of experienced financial professionals who work to manage policy and meet the fiduciary responsibilities of the Trust. A copy of the Trust Agreement is available here. Edward M. Brady, Trustee. John P. Devine, Board Member. Ziegler Capital Management, LLC.
wisconsinfuneraltrust.org
WFT Liquidating Trust | Forms
https://wisconsinfuneraltrust.org/forms-2
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. Below are the reimbursement forms that will be required. There is one form for Guaranteed Contracts, and one form for Non-Guaranteed Contracts. You can obtain the forms by clicking on the links below. Otherwise, Fiduciary Partners or the Receiver can provide them to you. Reimbursement – Guaranteed. Reimbursement – Non-Guaranteed. Fiduciary Partners, Inc. 3913 West Prospect Avenue, Suite 201.
wisconsinfuneraltrust.org
WFT Liquidating Trust | Funeral Home Links
https://wisconsinfuneraltrust.org/funeral-home-links-2
Formerly known as Wisconsin Funeral Trust. Funeral Home Settlement Agreement. Receiver’s Final Report. Ziegler Capital Management, LLC. Komisar Brady and Co., LLP. Fiduciary Partners, Inc. Blog at WordPress.com. Follow “WFT Liquidating Trust”. Get every new post delivered to your Inbox. Build a website with WordPress.com.
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