Events

Trustee Training: The Trust Process This program will provide attendees with an understanding of estate planning concepts, why a trust is useful in comprehensive planning, and an introduction to the ...

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 ...

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 ...

Have You Done Your Homework? Not only is your trust binder full of important legal documents, but it also contains documents to guide your family in implementing your plan. This ...

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 ...

The Truth about Organ, Tissue, and Eye Donation Presented by Donate Life Wisconsin Making a decision about donation comes, for many families, at a time of great stress, anxiety, and ...