Seminar Summaries

Trustee Training: The Trust Process

Understand estate planning basics, the value of trusts, and a preview of trust administration. Attendance includes a Trustee Handbook. Recommended as a foundation for the next workshop.

Trustee Training: The Administration Process

Learn what to do after a Trustmaker passes. Topics include valuing assets, administering retirement plans, dividing assets, and filing tax returns. Prior attendance at “The Trust Process” workshop is highly encouraged.

Are You Ready for Your Future?

Tracy Doeppers from Care Patrol will present on finding senior living communities. She’ll explain how she works with families to find the right fit and what steps to take when planning for care after retirement.

Pre-Planning Your Funeral

Melissa Theisen from Gunderson Funeral Home will share how pre-paid funeral arrangements can support Medicaid planning and bring peace of mind. Learn how an irrevocable funeral trust can protect assets and secure your end-of-life wishes.

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!