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.

Are You Ready for Your Future?

As we all know, finding a senior living community is often an overwhelming and daunting task. Tracy Doeppers, who works for Care Patrol, 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.

Pre-Planning Your Funeral

Planning ahead for funeral arrangements offers peace of mind and can be a vital component of a comprehensive estate plan. Did you know that pre-paying for funeral expenses can also be a key strategy in Medicaid spend-down planning? By establishing an irrevocable funeral trust, you can set aside funds for your final arrangements, and these funds are typically not counted as an asset for Medicaid eligibility purposes. This allows you to responsibly allocate resources for your future needs while preserving other assets that might otherwise be subject to Medicaid spend-down requirements. Join Melissa Theisen from Gunderson Funeral Home to learn more about how advanced funeral planning can benefit your overall financial and estate strategy.

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!