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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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260409T170000
DTEND;TZID=America/Chicago:20260409T204500
DTSTAMP:20260128T175555Z
CREATED:20260128T175439Z
LAST-MODIFIED:20260128T175555Z
UID:3653-1775754000-1775767500@wilsonlawgroup.com
SUMMARY:Annual RWay Forum
DESCRIPTION:  \nThursday\, April 9\, 2026 \nRSVP by March 18\, 2026 \n  \n5:00 – 6:00 Registration and Cocktails \n6:00 – 7:00 Dinner and Dessert \n6:45 – 8:30 Speakers \n8:30 – 8:45 Raffle and Closing Remarks \n  \n  \n  \n\n                \n                        \n                            Registration for April 9th\, 2026\n                             \n                        \n                        Name\n                            \n                            \n                                                    \n                                                    First\n                                                \n                            \n                            \n                                                    \n                                                    Last\n                                                \n                            \n                        PhoneEmail\n                            \n                        Number of People Attending1234Names of Additional People Attending\n         Submit
URL:https://wilsonlawgroup.com/event/annual-rway-forum/
LOCATION:Monona Terrace – Madison\, 1 John Nolen Dr\, Madison\, WI\, 53703\, United States
CATEGORIES:Workshops for RWay Members
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260425T081500
DTEND;TZID=UTC:20260425T120000
DTSTAMP:20250616T150443Z
CREATED:20250613T160149Z
LAST-MODIFIED:20250616T150443Z
UID:3551-1777104900-1777118400@wilsonlawgroup.com
SUMMARY:RWay Symposium\, April 25\, 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\nAre You Ready for Your Future?\nAs 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. \n\nPre-Planning Your Funeral\nPlanning 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. \n  \n These 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 25\, 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.- Are You Ready for Your Future?\n							\n								\n								11:15 a.m. – 12:00 p.m.- Pre-Planning Your Funeral\n							Names of Additional People Attending\n         Submit
URL:https://wilsonlawgroup.com/event/rway-symposium-4-25-26/
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
END:VEVENT
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                            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
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