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.

Current Events in Estate Planning

As we all know, estate planning is essential to making sure your assets and values pass on to future generations in the way that you want. This program is designed to keep you up to date with how changing laws and court decisions can impact your existing planning. We will discuss the most important changes that can have an impact in your plan.

LegalVault

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 healthcare providers to have access to your medical directives at a moment’s notice.

Planning for Medicare After Age 65

Presented by an Industry Expert

Reaching eligibility for Medicare is a milestone in our lives. You may have questions about benefits, supplemental insurance, prescription drug plans, and more. Enrollment growth, budget pressures, new political directions, and rapid technological change will continue to shape the program’s future. An industry expert will discuss the importance of when to apply, benefits covered, why supplemental plans are a strong consideration, and how to maximize your Medicare benefits.

Are You Ready for Your Future?

We are proud to announce a new program for our May Symposium entitled “Are You Ready for Your Future?”  The presenter’s name is Tracy Doeppers and she is the owner of CarePatrol of Dane County, a company that helps families navigate the landscape of assisted living options. As we all know, finding a senior living community is often an overwhelming and daunting task.  Tracy works with families to learn about their needs, concerns, and preferences before making recommendations for safe and appropriate living options that fit their unique situation.  Her goal is to empower seniors and their families as they make important decisions about the next chapter in their lives.  During this exclusive presentation, she will be discussing all aspects related to planning for care after retirement.  The program will cover the following topics:

• When is the right time (to make a plan, and to make a move/change)
• Housing options
• Care options
• Expectations for care and cost
• Information needed to make a plan