Seminar Summaries

Trustee Training: The Trust Proces

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.

Planning for Special Assets
 *NEW!*

 It is not uncommon for families to have assets that require special planning. That planning can include care of particular items, sharing of use over generations, and the continuing legacy of their assets. This program will discuss common “special assets” like family cabins/cottages, Green Bay Packers season tickets, artwork, and more.

Protecting your Identity & Your Credit
Presented by an Industry Professional

Identity theft is on the rise, and it has become a very real issue for Americans. Even large corporations like Target and Sony have had massive data breaches. How can you protect yourself? This workshop will review methods to help you safeguard your information against identity theft, as well as help you defend yourself in the event that your information is ever compromised.

Funding Your Trust

Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make sure that all assets acquired in the future are also coordinated with your trust. This workshop will help you understand how to properly maintain your trust funding. It also provides essential information to correctly fund your trust, so be sure to sign up if you have not yet taken the class.

Pre-Planning Your Funeral
Presented by an Industry Professional

Controlling the cost of your funeral is an important aspect of your estate plan.  In this program, we will explore options for prepaying funeral and burial costs, requirements for cremation, and other matters every person should consider when making funeral arrangements.  Making these important decisions in advance will provide peace of mind for both you and your family.