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Trustee Training: The Trust Process
Saturday, May 20, 2017 Arrive early to enjoy refreshments.
Clarion Suites at the Alliant Energy Center
Located at: 2110 Rimrock Road Madison, WI 53713

Trustee Training

The Trust Process

Presented by Wilson Law Group

The program will provide attendees with an understanding of estate planning concepts, why a trust is useful in family planning, and an introduction to the trust administration process.  Attendance is a must for every trustee of every trust.  A workbook will be included.  We encourage you and your successor trustees to attend this workshop.  This program is a precursor for the Trustee Training (The Administrative Process) program.




Income Taxes for Trusts
Saturday, May 20, 2017 Arrive early to enjoy refreshments.
Clarion Suites at the Alliant Energy Center
Located at: 2110 Rimrock Road Madison, WI 53713

 

Income Taxes for Trusts

Presented by Wilson Law Group

Income Taxes are often a secondary discussion topic during the course of planning an estate.  However, basic knowledge of trust and estate income tax rules is essential to avoiding common mistakes that can cost thousands of dollars.  This program will provide a practical overview of the issues that arise in connection with the income taxation of trusts and estates.





Trustee Training: Administration Process
Saturday, May 20, 2017 Arrive early to enjoy refreshments.
Clarion Suites at the Alliant Energy Center
Located at: 2110 Rimrock Road Madison, WI 53713

Trustee Training

The Administrative Process

Presented by Wilson Law Group

This program is designed for successor trustees.  Prior attendance at the Trustee Training (The Trust Process) program is encouraged.  This workshop provides trustees with a detailed description of the decisions to be made and the tasks to be completed following the death of a trustmaker. These include valuing assets, administering retirement plans and annuities, dividing and distributing trust assets, and preparing estate and fiduciary income tax returns.  It is valuable to know how to handle these responsibilities before the need exists. 





Travel Today: Tips and Safety
Saturday, May 20, 2017 Arrive early to enjoy refreshments.
Clarion Suites at the Alliant Energy Center
Located at: 2110 Rimrock Road Madison, WI 53713

Travel Today: Tips and Safety

Presented by AAA

Experts in the field of travel will share with you key tips on how to plan for and enjoy a safe trip.  Topics to be covered include:  history of traveling and what has changed, tips for traveling, preparing to fly, special considerations when traveling abroad, most common travel mistakes, Top 10 reasons to work with a travel agent, what to keep in mind when using an online travel service, and packing and luggage considerations.





LegalVault
Saturday, May 20, 2017 Arrive early to enjoy refreshments.
Clarion Suites at the Alliant Energy Center
Located at: 2110 Rimrock Road Madison, WI 53713

LegalVault

Presented by Wilson Law Group

This workshop is for anyone who would like to learn more about the benefits and functions of their LegalVault account.  LegalVault enables you to keep, track, and review your documents outside of your regular estate planning meetings, control access to your estate planning documents, and add additional documents to your vault that requires privacy.  LegalVault also allows physicians and hospitals to have access to your medical directives at a moment’s notice.





Create A Legacy with Your Retirement Account
Saturday, May 20, 2017 Arrive early to enjoy refreshments.
Clarion Suites at the Alliant Energy Center
Located at: 2110 Rimrock Road Madison, WI 53713

Create a Legacy with Your Retirement Account

Presented by Wilson Law Group

The IRS has given directions concerning the stretch-out possibilities of IRAs.  The stretch IRA is one of the most valuable planning tools for your children and grandchildren by turning modest IRAs into multi-million dollar assets for heirs.  If you want your retirement accounts (IRAs, 401K, or 403(b), etc.) to not only benefit you, but also help provide for your children while maintaining complete asset protection, you will want to attend.







© 2017 Wilson Law Group LLC | Disclaimer
7633 Ganser Way, Suite 100, Madison, WI 53719
| Phone: 608-833-4001
15 W. Main Street, P.O. Box 142, Evansville, WI 53536
| Phone: 608-882-6300

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