BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Wilson Law Group, LLC - ECPv6.17.5//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Wilson Law Group, LLC X-ORIGINAL-URL:https://wilsonlawgroup.com X-WR-CALDESC:Events for Wilson Law Group, LLC REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:UTC BEGIN:STANDARD TZOFFSETFROM:+0000 TZOFFSETTO:+0000 TZNAME:UTC DTSTART:20250101T000000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=UTC:20261114T081500 DTEND;TZID=UTC:20261114T120000 DTSTAMP:20260710T181227Z CREATED:20260710T174037Z LAST-MODIFIED:20260710T181227Z UID:3713-1794644100-1794657600@wilsonlawgroup.com SUMMARY:RWay Symposium 1\, November 14th\, 2026 DESCRIPTION:Seminar Summaries\n  \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. \nTrustee Training: The Administration Process\n\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\nLegal Vault\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  \nProtecting Wealth Without the Tax Burden: Why BDOTs are Gaining Attention\nWith many of our clients leaving inheritance to their beneficiary trusts to provide asset protection\, we will discuss a new and exciting option. A Beneficiary Deemed Ownership Trust (BDOT) could replace the way your existing beneficiary trusts are set-up. It adds the flexibility of not needing to file a separate tax return each year\, which has long been a downside of a beneficiary trust. We are always looking at new ways to keep protection while making things as simple as possible. Come and learn about this new estate planning “technology” that might become part of your planning as we continue to make regular updates to your legacy \nThese four core workshops are recommended for first-time attendees. \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 November 14\, 2026\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.- Legal Vault\n \n \n 11:15 a.m. – 12:00 p.m.- Protecting Wealth Without the Tax Burden: Why BDOTs are Gaining Attention\n Names of Additional People Attending\n Submit URL:https://wilsonlawgroup.com/event/rway-symposium-11-14-26/ LOCATION:Spark by Hilton 
(formerly Clarion Suites)\, 102 E. Rusk Avenue\, Madison\, WI\, 53713\, United States CATEGORIES:Workshops for RWay Members ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20270424T081500 DTEND;TZID=UTC:20270424T120000 DTSTAMP:20260710T181351Z CREATED:20260710T175047Z LAST-MODIFIED:20260710T181351Z UID:3717-1808554500-1808568000@wilsonlawgroup.com SUMMARY:RWay Symposium 2\, April 24\, 2027 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  \nFraud Prevention: Protect Yourself from Today’s Scams\nScammers are constantly changing their tactics\, making it more important than ever to recognize the warning signs. Join us for an informative fraud prevention presentation covering today’s most common scams\, including imposter scams\, identity theft\, online shopping fraud\, fake reviews\, sweepstakes and lottery scams\, investment fraud\, job and work-from-home scams\, phishing\, text message scams\, and elder financial abuse. \nYou’ll learn how scammers operate\, the latest fraud trends\, practical ways to protect yourself and your finances\, and what to do if you become a victim. With billions of dollars lost to fraud each year\, knowledge is one of the best tools for staying safe. \n  \nYour Voice\, Your Choices\nProfessional Healthcare Agents and Advocacy Services\nMost healthcare powers of attorney name a spouse\, child\, or close friend to make healthcare decisions when needed. But what options exist if no suitable individual is available? Join us for a panel discussion featuring professionals who provide healthcare advocacy and healthcare agent services. Learn how these arrangements work\, when they may be appropriate\, and how they can help ensure your wishes are honored. \nThese four core workshops are recommended for first-time attendees. \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 Registration for April 24\, 2027\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.- Fraud Prevention: Protect Yourself from Today's Scams\n \n \n 11:15 a.m. – 12:00 p.m.- Your Voice\, Your Choices\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-4-24-27/ LOCATION:Spark by Hilton 
(formerly Clarion Suites)\, 102 E. Rusk Avenue\, Madison\, WI\, 53713\, United States CATEGORIES:Workshops for RWay Members ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com END:VEVENT END:VCALENDAR