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Seminars

Thursday, October 16, 2014

RWay Client Workshop - LegalVault

Thursday, October 23, 2014 6:30 p.m. to 7:30 p.m.
UW Agricultural Research Station
Located at: 8502 Mineral Point Road, Verona, WI 53593

 

Who should attend:  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 annual/biennial 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.

 

 CLICK HERE TO REGISTER

 


Monday, June 9, 2014

Upcoming RWay Member Workshop

Trustee Training-The Administrative Process

Thursday, June 19, 2014 6:30 p.m.-8:00 p.m.
UW Agricultural Research Station- 8502 Mineral Point Road, Verona, WI 53593

Who should attend:  This program is designed for your successor trustees.  Prior attendance at the Trustee Training (The Trust Process) program is highly encouraged.  The Administrative Process workshop will provide trustees with a detailed description of the decisions to be made and the tasks to be completed following the death or incapacity 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 important to know how to handle these responsibilities before the need exists.  We encourage you and your successor trustees to attend this workshop.

Monday, June 2, 2014

Upcoming RWay Member Workshop

Trustee Training (The Trust Process)

Thursday, June 12, 2014 6:30 p.m.-8:00 p.m.
UW Agricultural Research Station- 8502 Mineral Point Road, Verona, WI 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

Wednesday, May 7, 2014

Upcoming Professional Advisors Lunch Program

The New Wisconsin Trust Code Effective July 1, 2014

Wednesday, May 14, 2014 11:30 A.M.-1:30 P.M.
UW Agricultural Research Station8502 Mineral Point Road, Verona, WI 53593

On December 12, 2013 Governor Walker signed into law the Wisconsin Trust Code (WTC).  This new legislation's effective date is July 1, 2014.  While the WTC is primarily a default statute, there are some significant changes from current Wisconsin law that we will discuss at our presentation.

Click here to register today!

 


Monday, April 7, 2014

Upcoming RWay Member Workshop

Funding Your Trust

Saturday, April 12, 2014 10:00 a.m.-12:00 p.m.
UW Agricultural Research Station-8502 Mineral Point Road, Verona, WI 53593

Who should attend: RWay Members

Funding is a critical function of maintaining your trust.  Even though your current assets are in your trust, it is your responsibility to make sure that all assets acquired in the future are also in your trust.  We are here to help you learn what to do and when to do it.  This workshop will help you understand how to properly maintain your trust.  This class is offered only once a year, so be sure to sign up if you haven't yet taken the class.

CLICK HERE TO REGISTER

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. 


Read more . . .


Sunday, December 8, 2013

Educational Programs for the Farm Community

Planting the Seeds for a Secure Future

Join us for a program exclusively for the farm community hosted by Wilson Law Group of Madison

Protect your farm from undesired estate taxes

Preserve your assets from the cost of nursing home care

Position for the sale of your farm without capital gains

and more!

8 DIFFERENT LOCATIONS, DATES, AND TIMES TO CHOOSE FROM:

LIMITED SEATING SO RESERVE YOUR SEAT TODAY BY REGISTERING HERE


Tuesday, April 30, 2013

Upcoming Seminar for Professional Advisors

Planning for Asset Protection - "Creditors, Divorce, & Taxes, Oh My!!"

Asset protection is vitally important in our litigious society, and more wealth planning teams are needed who understand the intricacies of this area and can collaboratively implement advanced strategies. 


Read more . . .


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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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| Phone: 608-833-4001
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| Phone: 608-882-6300

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