Seminar Summaries

Trustee Training: The Trust Process

This program will provide attendees with an understanding of estate planning concepts, the value of trusts in comprehensive planning, and an introduction to the trust administration process. Attendance is a must for every Trustee and successor Trustee. A Trustee Handbook will be included. This program is a precursor for the Trustee Training (The Administration Process) program.

Trustee Training: The Administration Process

The Trust Administration 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 important to know how to handle these responsibilities before the need exists. Prior attendance at the Trustee Training (The Trust Process) program is highly encouraged.

Fraud Prevention: Protect Yourself from Today’s Scams

Scammers are constantly changing their tactics, making it more important than ever to recognize the warning signs. Join us for an informative fraud prevention presentation covering today’s most common scams, including imposter scams, identity theft, online shopping fraud, fake reviews, sweepstakes and lottery scams, investment fraud, job and work-from-home scams, phishing, text message scams, and elder financial abuse.

You’ll learn how scammers operate, the latest fraud trends, practical ways to protect yourself and your finances, and what to do if you become a victim. With billions of dollars lost to fraud each year, knowledge is one of the best tools for staying safe.

Your Voice, Your Choices

Professional Healthcare Agents and Advocacy Services

Most healthcare powers of attorney name a spouse, child, or close friend to make healthcare decisions when needed. But what options exist if no suitable individual is available? Join us for a panel discussion featuring professionals who provide healthcare advocacy and healthcare agent services. Learn how these arrangements work, when they may be appropriate, and how they can help ensure your wishes are honored.

These four core workshops are recommended for first-time attendees.

All classes are offered exclusively as a courtesy to our RWay members and their guests.

Three Ways to Register:

Phone
608-833-4001

Email
mail@wilsonlawgroup.com

Website
wilsonlawgroup.com

Register early to ensure your spot!