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Madison Wisconsin Estate Planning Blog

Monday, February 3, 2014

Upcoming RWay Member Workshop-Trustee Training

Trustee Training-The Trust Process

Saturday, February 15, 2014 10:00 - 12:00 p.m.
UW Agricultural Research Station - 8502 Mineral Point Road, Verona, 53593
Located at: 8502 Mineral Point Road, Verona, 53593

Who should attend:  Anyone who may serve as a trustee or successor trustee for a living trust.  This includes the surviving spouse, adult children or others you have named in your trust who want to understand how a trust works.  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.

CLICK HERE TO REGISTER


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With Offices in Madison, WI and Evansville, WI, the attorneys at the Wilson Law Group assist clients with Estate & Business Planning, Probate & Trust Administration, Elder Law and Medicaid Planning throughout Southern Wisconsin including Verona, Middleton, Sun Prairie, Cross Plains, Oregon, Black Earth, Janesville, Jefferson, Fort Atkinson, Baraboo, Reedsburg, Richland Center, Mount Horeb, Monroe, Beaver Dam, Dane County, Rock County, Green County, Iowa County, Richland County, Sauk County, Columbia County, Dodge County and Jefferson County.

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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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