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X-WR-CALNAME:Wilson Law Group, LLC
X-ORIGINAL-URL:https://wilsonlawgroup.com
X-WR-CALDESC:Events for Wilson Law Group, LLC
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DTSTART;TZID=UTC:20251004T081500
DTEND;TZID=UTC:20251004T120000
DTSTAMP:20250616T150342Z
CREATED:20250612T204528Z
LAST-MODIFIED:20250616T150342Z
UID:3546-1759565700-1759579200@wilsonlawgroup.com
SUMMARY:RWay Symposium\, October 4\, 2025
DESCRIPTION:Seminar Summaries\nTrustee Training: The Trust Process\nThis 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. \n\nTrustee Training: The Administration Process\nThe 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. \n\nLegalVault\nThis 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. \n\nFunding Your Trust\nFunding 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. \nThese four core workshops are recommended for first-time attendees. \n  \n  \nAll classes are offered exclusively as a courtesy to our RWay members and their guests. \nThree Ways to Register: \nPhone\n608-833-4001 \nEmail\nmail@wilsonlawgroup.com \nWebsite \nwilsonlawgroup.com \n\nRegister early to ensure your spot!  \n  \n\n\n                \n                        \n                            Registration for October 4\, 2025\n                            Register Here: \n                        \n                        Name\n                            \n                            \n                                                    \n                                                    First\n                                                \n                            \n                            \n                                                    \n                                                    Last\n                                                \n                            \n                        PhoneEmail\n                            \n                        Number of People Attending1234Select the Seminars You'd Like to Attend\n								\n								8:15 a.m. – 9:00 a.m.- Trustee Training: The Trust Process\n							\n								\n								9:15 a.m. – 10:00 a.m.- Trustee Training: The Administration Process\n							\n								\n								10:15 a.m. – 11:00 a.m.- LegalVault\n							\n								\n								11:15 a.m. – 12:00 p.m.- Funding Your Trust\n							Names of Additional People Attending\n         Submit \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        \n                        \n 
URL:https://wilsonlawgroup.com/event/rway-symposium-10-4-25/
LOCATION:Spark by Hilton 
(formerly Clarion Suites)\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:Workshops for RWay Members
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
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