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BEGIN:VEVENT
DTSTART;TZID=UTC:20200610T120000
DTEND;TZID=UTC:20200610T130000
DTSTAMP:20200428T165930Z
CREATED:20200406T215001Z
LAST-MODIFIED:20200428T165930Z
UID:1846-1591790400-1591794000@wilsonlawgroup.com
SUMMARY:WEBINAR - The Wilson Law Group Experience
DESCRIPTION:In this webinar tailor-made for financial advisors\, you will learn how partnering with Wilson Law Group can benefit you AND your clients. While this is not a CE-approved course\, it will highlight the relationship-based process that Wilson Law Group utilizes from the Initial Consultation through ongoing membership in our RWay TrustCare Program. \nPresented by Attorney Daniel Purtell/Attorney John Haslam \nTo register\, click here.
URL:https://wilsonlawgroup.com/event/the-wilson-law-group-experience/
CATEGORIES:Webinars,Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20200609T180000
DTEND;TZID=America/Chicago:20200609T190000
DTSTAMP:20200528T180007Z
CREATED:20200506T182738Z
LAST-MODIFIED:20200528T180007Z
UID:1940-1591725600-1591729200@wilsonlawgroup.com
SUMMARY:WEBINAR - Planning for Pets
DESCRIPTION:Pets are beloved members of our families that often get overlooked in estate planning. They may not have college funds or retirement accounts that need to be managed\, but the unconditional love and emotional support a pet can provide is priceless. One way you can show your appreciation for them is by including them in your estate plan. \nTopics include: \n• Creating an action plan\n• Providing for your pets during disability\n• Providing for your pets when you are gone \nClick here to register.
URL:https://wilsonlawgroup.com/event/webinar-estate-planning-workshop-6/
LOCATION:Webinar
CATEGORIES:Webinars,Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20200609T110000
DTEND;TZID=America/Chicago:20200609T120000
DTSTAMP:20200528T180026Z
CREATED:20200506T182557Z
LAST-MODIFIED:20200528T180026Z
UID:1939-1591700400-1591704000@wilsonlawgroup.com
SUMMARY:WEBINAR - Planning for Pets
DESCRIPTION:Pets are beloved members of our families that often get overlooked in estate planning. They may not have college funds or retirement accounts that need to be managed\, but the unconditional love and emotional support a pet can provide is priceless. One way you can show your appreciation for them is by including them in your estate plan. \nTopics include: \n• Creating an action plan\n• Providing for your pets during disability\n• Providing for your pets when you are gone \nClick here to register.
URL:https://wilsonlawgroup.com/event/webinar-estate-planning-workshop-5/
LOCATION:Webinar
CATEGORIES:Webinars,Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200528T120000
DTEND;TZID=UTC:20200528T130000
DTSTAMP:20200507T215351Z
CREATED:20200507T193419Z
LAST-MODIFIED:20200507T215351Z
UID:1949-1590667200-1590670800@wilsonlawgroup.com
SUMMARY:WEBINAR - Charitable Legacies (with the American Cancer Society)
DESCRIPTION:Our own Attorney Noelle Augelli is partnering with Erica Borowski from the American Cancer Society for this special webinar on charitable giving. Learn how to incorporate charities into your estate plan to leave a rewarding legacy of kindness and hospitality. \nClick here to register.
URL:https://wilsonlawgroup.com/event/webinar-charitable-legacies-with-the-american-cancer-society-2/
LOCATION:Webinar
CATEGORIES:Webinars,Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200527T120000
DTEND;TZID=UTC:20200527T130000
DTSTAMP:20200428T165942Z
CREATED:20200406T214856Z
LAST-MODIFIED:20200428T165942Z
UID:1845-1590580800-1590584400@wilsonlawgroup.com
SUMMARY:WEBINAR - Crisis Planning for Long-Term Care
DESCRIPTION:It is not uncommon to have a client who may be heading toward the nursing home sooner rather than later. When proactive planning such as long-term care insurance and divestment are no longer available\, other options still remain. \nThis program will review the use of exempt assets\, spousal impoverishment rules\, promissory notes\, and Medicaid-compliant annuities\, and has been approved for one hour of CE credit. \nPresented by Attorney Daniel Purtell/Attorney John Haslam \nTo register\, click here.
URL:https://wilsonlawgroup.com/event/crisis-planning-for-long-term-care/
CATEGORIES:Webinars,Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20200526T180000
DTEND;TZID=America/Chicago:20200526T190000
DTSTAMP:20200526T164937Z
CREATED:20200506T175552Z
LAST-MODIFIED:20200526T164937Z
UID:1937-1590516000-1590519600@wilsonlawgroup.com
SUMMARY:WEBINAR – Planning for Loved Ones with Special Needs
DESCRIPTION:The most vulnerable people are the ones that require the most security. It can often feel like there is no amount of protection great enough that you can give to your loved ones with special needs. However\, having a proper estate plan is a good start. This webinar will go over some of the best ways for you to make sure those who matter most will be taken care of the way you want them to be\, no matter what. \nTopics include:\n• Protecting eligibility for government benefits\n• Providing a higher quality of life\n• Care and management of assets\n• Protections from creditors and predators\n• Extending life of assets \nClick here to register.
URL:https://wilsonlawgroup.com/event/webinar-estate-planning-workshop-4/
LOCATION:Webinar
CATEGORIES:Webinars,Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20200526T110000
DTEND;TZID=America/Chicago:20200526T120000
DTSTAMP:20200526T164955Z
CREATED:20200506T175204Z
LAST-MODIFIED:20200526T164955Z
UID:1936-1590490800-1590494400@wilsonlawgroup.com
SUMMARY:WEBINAR - Planning for Loved Ones with Special Needs
DESCRIPTION:The most vulnerable people are the ones that require the most security. It can often feel like there is no amount of protection great enough that you can give to your loved ones with special needs. However\, having a proper estate plan is a good start. This webinar will go over some of the best ways for you to make sure those who matter most will be taken care of the way you want them to be\, no matter what. \nTopics include:\n• Protecting eligibility for government benefits\n• Providing a higher quality of life\n• Care and management of assets\n• Protections from creditors and predators\n• Extending life of assets \nClick here to register.
URL:https://wilsonlawgroup.com/event/webinar-estate-planning-workshop-3/
LOCATION:Webinar
CATEGORIES:Webinars,Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200513T120000
DTEND;TZID=UTC:20200513T130000
DTSTAMP:20200506T181508Z
CREATED:20200406T214758Z
LAST-MODIFIED:20200506T181508Z
UID:1844-1589371200-1589374800@wilsonlawgroup.com
SUMMARY:WEBINAR - Proactive Planning for Long Term Care
DESCRIPTION:As more and more of your clients face the specter of long term care costs\, there is a distinct need for a complete analysis of the options they might have to protect assets\, provide direction to successors during incapacity\, and ensure that they will receive the best care possible. \nThis program will review the current and future costs of long term care\, provide a summary of the ways that Medicaid qualification works in the State of Wisconsin\, and analyze a series of case studies to allow you\, the advisor\, to learn how to set each client up for the best possible outcome. \nPresented by Attorney Daniel Purtell/Attorney John Haslam. \nTo register\, click here.
URL:https://wilsonlawgroup.com/event/proactive-planning-for-long-term-care/
CATEGORIES:Webinars,Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20200512T180000
DTEND;TZID=America/Chicago:20200512T190000
DTSTAMP:20200508T170149Z
CREATED:20200506T173440Z
LAST-MODIFIED:20200508T170149Z
UID:1935-1589306400-1589310000@wilsonlawgroup.com
SUMMARY:WEBINAR - Estate Planning Mistakes & How to Avoid Them
DESCRIPTION:One of our most popular programs\, this free webinar from Wilson Law Group is an essential primer on the basics of estate planning and the common pitfalls you should avoid. Presented by Attorney Noelle Augelli. \nTopics include:\no Identifying Your Estate Planning Goals\no Asset Protection Strategies for You and Your Beneficiaries\no Strategies for Probate Avoidance/Minimization\no Specialized Planning: Family Business\, Special Needs Trusts\, Pet Trusts\, and more \nClick here to register.
URL:https://wilsonlawgroup.com/event/webinar-estate-planning-workshop-2/
LOCATION:Webinar
CATEGORIES:Webinars,Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20200512T110000
DTEND;TZID=America/Chicago:20200512T120000
DTSTAMP:20200508T170114Z
CREATED:20200506T173019Z
LAST-MODIFIED:20200508T170114Z
UID:1932-1589281200-1589284800@wilsonlawgroup.com
SUMMARY:WEBINAR - Estate Planning Mistakes & How to Avoid Them
DESCRIPTION:One of our most popular programs\, this free webinar from Wilson Law Group is an essential primer on the basics of estate planning and the common pitfalls you should avoid. You will be able to speak to the attorney and ask your questions at the end. Presented by Attorney Noelle Augelli. \nTopics include:\no Identifying Your Estate Planning Goals\no Asset Protection Strategies for You and Your Beneficiaries\no Strategies for Probate Avoidance/Minimization\no Specialized Planning: Family Business\, Special Needs Trusts\, Pet Trusts\, and more \nClick here to register.
URL:https://wilsonlawgroup.com/event/webinar-estate-planning-workshop/
LOCATION:Webinar
CATEGORIES:Webinars,Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200502
DTEND;VALUE=DATE:20200503
DTSTAMP:20200501T183658Z
CREATED:20190705T194400Z
LAST-MODIFIED:20200501T183658Z
UID:1497-1588377600-1588463999@wilsonlawgroup.com
SUMMARY:Symposium 3 - The Truth about Organ\, Tissue\, and Eye Donation
DESCRIPTION:The Truth about Organ\, Tissue\, and Eye Donation\nPresented by Donate Life Wisconsin\nMaking a decision about donation comes\, for many families\, at a time of great stress\, anxiety\, and sadness. By understanding the facts about donation\, you can educate and prepare your family about your decision to become a donor\, and they will find peace knowing they have carried out your wishes. \n  \nClick the following links to see descriptions for the other classes: \nTrustee Training: The Trust Process\nCurrent Events in Estate Planning\nTrustee Training: The Administration Process\nHave You Done Your Homework?\nFunding Your Trust
URL:https://wilsonlawgroup.com/event/symposium-3-the-truth-about-organ-tissue-and-eye-donation-2/
LOCATION:WI\, United States
CATEGORIES:RWay Symposium 3 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200502
DTEND;VALUE=DATE:20200503
DTSTAMP:20200501T183721Z
CREATED:20190705T193734Z
LAST-MODIFIED:20200501T183721Z
UID:1496-1588377600-1588463999@wilsonlawgroup.com
SUMMARY:Symposium 3 - Funding Your Trust
DESCRIPTION:Funding 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. This workshop will help you understand how to properly maintain your trust funding. It also provides essential information on how to correctly fund your trust\, so be sure to sign up if you have not yet taken this class! \n  \nClick the following links to see descriptions for the other classes: \nTrustee Training: The Trust Process\nCurrent Events in Estate Planning\nTrustee Training: The Administration Process\nHave You Done Your Homework?\nThe Truth About Organ\, Tissue and Eye Donation \n 
URL:https://wilsonlawgroup.com/event/symposium-3-funding-your-trust/
LOCATION:WI\, United States
CATEGORIES:RWay Symposium 3 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200502
DTEND;VALUE=DATE:20200503
DTSTAMP:20200501T183739Z
CREATED:20190705T193347Z
LAST-MODIFIED:20200501T183739Z
UID:1495-1588377600-1588463999@wilsonlawgroup.com
SUMMARY:Symposium 3 - Have You Done Your Homework?
DESCRIPTION:Have You Done Your Homework?\nNot only is your trust binder full of important legal documents\, but it also contains documents to guide your family in implementing your plan. This workshop offers a guided session to completing your Memorandum for Distribution of Personal Property\, Remembrance and Services Memorandum\, Child Care Exhibit\, Key Information section\, and other documents that you may customize. Please bring your trust binder(s) and we will identify your “homework” and provide direction on completing it. \n  \nClick the following links to see descriptions for the other classes: \nTrustee Training: The Trust Process\nCurrent Events in Estate Planning\nTrustee Training: The Administration Process\nFunding Your Trust\nThe Truth About Organ\, Tissue and Eye Donation
URL:https://wilsonlawgroup.com/event/symposium-3-have-you-done-your-homework-2/
LOCATION:WI\, United States
CATEGORIES:RWay Symposium 3 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200502
DTEND;VALUE=DATE:20200503
DTSTAMP:20200501T183947Z
CREATED:20190705T193135Z
LAST-MODIFIED:20200501T183947Z
UID:1494-1588377600-1588463999@wilsonlawgroup.com
SUMMARY:Symposium 3 - Trustee Training: The Administration Process
DESCRIPTION:Trustee 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  \nClick the following links to see descriptions for the other classes: \nTrustee Training: The Trust Process\nCurrent Events in Estate Planning\nHave You Done Your Homework?\nFunding Your Trust\nThe Truth About Organ\, Tissue and Eye Donation
URL:https://wilsonlawgroup.com/event/symposium-3-trustee-training-administration-process-2/
LOCATION:WI\, United States
CATEGORIES:RWay Symposium 3 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200502
DTEND;VALUE=DATE:20200503
DTSTAMP:20200501T184516Z
CREATED:20190705T192922Z
LAST-MODIFIED:20200501T184516Z
UID:1493-1588377600-1588463999@wilsonlawgroup.com
SUMMARY:Symposium 3 - Current Events in Estate Planning
DESCRIPTION:Current Events in Estate Planning\nAs we all know\, estate planning is essential to making sure your assets and values pass on to future generations in the way that you want. This program is designed to keep you up to date with how changing laws and court decisions can impact your existing planning. We will discuss the most important changes that can have an impact in your plan. \n  \nClick the following links to see descriptions for the other classes: \nTrustee Training: The Trust Process\nTrustee Training: The Administration Process\nHave You Done Your Homework?\nFunding Your Trust\nThe Truth About Organ\, Tissue and Eye Donation
URL:https://wilsonlawgroup.com/event/symposium-3-current-events/
LOCATION:WI\, United States
CATEGORIES:RWay Symposium 3 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20200502
DTEND;VALUE=DATE:20200503
DTSTAMP:20200501T183622Z
CREATED:20190705T192724Z
LAST-MODIFIED:20200501T183622Z
UID:1492-1588377600-1588463999@wilsonlawgroup.com
SUMMARY:Symposium 3 - Trustee Training: The Trust Process
DESCRIPTION:Trustee Training: The Trust Process\nThis program will provide attendees with an understanding of estate planning concepts\, why a trust is useful in comprehensive planning\, and an introduction to the trust administration process. Attendance is a must for every Trustee of every trust. A workbook will be included. We encourage you and your successor Trustees to attend this workshop. This program is a precursor for the Trustee Training (The Administration Process) program. \n  \nClick the following links to see descriptions for the other classes: \nCurrent Events in Estate Planning\nTrustee Training: Administration Process\nHave You Done Your Homework?\nFunding Your Trust\nThe Truth About Organ\, Tissue and Eye Donation
URL:https://wilsonlawgroup.com/event/symposium-3-trustee-training-trust-process/
LOCATION:WI\, United States
CATEGORIES:RWay Symposium 3 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200429T120000
DTEND;TZID=UTC:20200429T130000
DTSTAMP:20200428T165713Z
CREATED:20200406T214650Z
LAST-MODIFIED:20200428T165713Z
UID:1843-1588161600-1588165200@wilsonlawgroup.com
SUMMARY:WEBINAR - Estate Taxation & Basis Step-up
DESCRIPTION:Estate planning used to be all about estate taxation\, and for good reason. Back in 2000\, the estate tax exemption per person was only $675\,000 with an effective tax on every dollar above that amount at a 55% rate. Strategies like gifting\, family limited partnerships\, irrevocable life insurance trusts\, complex gifting programs\, and the use of bypass trusts were the name of the game. Now\, in 2020\, the exemption is $11.58 million\, with an effective rate of only 40% over that amount. This has meant that for the past several years that the most important part of any estate plan for most of our clients is not estate taxation. But\, there are still old plans that need to be updated that could actually cause another kind of tax….capital gains. \nThis program will review the current situation of estate taxation and how future planning must include a serious discussion about overall taxes\, including capital gains and income tax\, and has been approved for one hour of CE credit. Presented by Attorney Daniel Purtell/Attorney John Haslam \nTo register\, click here.
URL:https://wilsonlawgroup.com/event/estate-taxation-basis-step-up/
CATEGORIES:Webinars,Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200427T180000
DTEND;TZID=UTC:20200427T190000
DTSTAMP:20200428T165827Z
CREATED:20200401T002236Z
LAST-MODIFIED:20200428T165827Z
UID:1838-1588010400-1588014000@wilsonlawgroup.com
SUMMARY:WEBINAR - Estate Planning & Long Term Care - 6pm - 7pm
DESCRIPTION:Many people worry that the prohibitive cost of long term care will decimate their savings and ruin their estate. However\, with the proper planning\, you may be able to take long term care off your list of worries and focus on the present. This free webinar from Wilson Law Group is presented by Attorney Noelle Augelli. \nTopics include: \n\nPaying for the Nursing Home\nThe Rules of Medicaid\nHow Estate Planning Tools Can Help\n\nTo register\, click here.
URL:https://wilsonlawgroup.com/event/estate-planning-long-term-care-6pm/
CATEGORIES:Webinars,Workshops for Everyone
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200427T110000
DTEND;TZID=UTC:20200427T120000
DTSTAMP:20200428T165855Z
CREATED:20200331T003046Z
LAST-MODIFIED:20200428T165855Z
UID:1832-1587985200-1587988800@wilsonlawgroup.com
SUMMARY:WEBINAR - Estate Planning & Long Term Care - 11am - 12pm
DESCRIPTION:Many people worry that the prohibitive cost of long term care will decimate their savings and ruin their estate. However\, with the proper planning\, you may be able to take long term care off your list of worries and focus on the present. This free webinar from Wilson Law Group is presented by Attorney Noelle Augelli. \nTopics include: \n\nPaying for the Nursing Home\nThe Rules of Medicaid\nHow Estate Planning Tools Can Help\n\nTo register\, click here.
URL:https://wilsonlawgroup.com/event/estate-planning-long-term-care/
CATEGORIES:Webinars,Workshops for Everyone
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200420T180000
DTEND;TZID=UTC:20200420T190000
DTSTAMP:20200417T182851Z
CREATED:20200401T002104Z
LAST-MODIFIED:20200417T182851Z
UID:1837-1587405600-1587409200@wilsonlawgroup.com
SUMMARY:WEBINAR - Protective Planning for Young Families - 6pm - 7pm
DESCRIPTION:Estate planning: it’s not just for your twilight years. If you are a family with young children and have not given much consideration to your estate plan\, this free webinar from Wilson Law Group will leave you with lots of important information and much to think about. Presented by Attorney Noelle Augelli. \nTopics include: \n\nIssues Parents Face\nGuardianship of Minor Children\nHow We Can Protect Our Children\nTaxation Basics\nHow to Start\n\nTo register\, click here.
URL:https://wilsonlawgroup.com/event/estate-planning-for-young-families-6pm/
CATEGORIES:Webinars,Workshops for Everyone
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200420T110000
DTEND;TZID=UTC:20200420T120000
DTSTAMP:20200417T182831Z
CREATED:20200331T002944Z
LAST-MODIFIED:20200417T182831Z
UID:1831-1587380400-1587384000@wilsonlawgroup.com
SUMMARY:WEBINAR - Protective Planning for Young Families - 11am - 12pm
DESCRIPTION:Estate planning: it’s not just for your twilight years. If you are a family with young children and have not given much consideration to your estate plan\, this free webinar from Wilson Law Group will leave you with lots of important information and much to think about. Presented by Attorney Noelle Augelli. \nTopics include: \n\nIssues Parents Face\nGuardianship of Minor Children\nHow We Can Protect Our Children\nTaxation Basics\nHow to Start\n\nTo register\, click here.
URL:https://wilsonlawgroup.com/event/estate-planning-for-young-families/
CATEGORIES:Webinars,Workshops for Everyone
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200415T120000
DTEND;TZID=UTC:20200415T130000
DTSTAMP:20200408T001206Z
CREATED:20200406T214510Z
LAST-MODIFIED:20200408T001206Z
UID:1842-1586952000-1586955600@wilsonlawgroup.com
SUMMARY:WEBINAR - The SECURE Act & Planning Options
DESCRIPTION:With the passage of the SECURE Act\, effective January 1\, 2020\, the landscape of planning with qualified accounts has changed dramatically. In the past 15+ years\, attorneys and advisors were careful to promote the use of the stretch or inherited IRA to the next generation. The massive value of a lifetime stretch-out with tax free growth was easy to understand for clients as they looked at the legacy of their estates. The use of special trusts to supplement the Inherited IRA added asset protection to this planning and gave rise to inclusion of even younger generations to maximize the stretch-out. As the maximum time period to defer taxation on an inherited IRA is now 10 years\, this program will review options to add value to the legacy of clients. The use of Roth IRAs\, avoiding the Spousal Roll-over Trap\, adding life insurance to a plan\, and extending the number of beneficiaries of a qualified account will be reviewed. \nAs the maximum time period to defer taxation on an inherited IRA is now 10 years\, this program will review options to add value to your clients’ legacies. \nTopics include: \n\nThe Use of Roth IRAs\nAvoiding the Spousal Roll-over Trap\nAdding Life Insurance to a Plan\nExtending the Number of Beneficiaries of a Qualified Account\n\nThis program is approved for one hour of CE credit. Presented by Attorney Daniel Purtell/Attorney John Haslam. \nTo register\, click here.
URL:https://wilsonlawgroup.com/event/the-secure-act-planning-options/
CATEGORIES:Webinars,Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200414T180000
DTEND;TZID=UTC:20200414T200000
DTSTAMP:20200409T232655Z
CREATED:20200122T020848Z
LAST-MODIFIED:20200409T232655Z
UID:1739-1586887200-1586894400@wilsonlawgroup.com
SUMMARY:WEBINAR - Monthly Estate Planning Workshop - April 14\, 2020
DESCRIPTION:This meeting will take place via Zoom. Please make sure to provide an email address when you RSVP so we will be able to send you a link to participate. \nTopics include: \n-Identifying your estate planning goals \n-Asset protection strategies for you and your beneficiaries \n-Strategies for probate avoidance/minimization \n-Specialized planning: family businesses\, special needs trusts\, pet trusts\, etc. \nRSVP to our future Estate Planning Workshops:\n\nMay 2020\nJune 2020\nJuly 2020
URL:https://wilsonlawgroup.com/event/monthly-estate-planning-workshop-april-2020/
LOCATION:Online Webinar (via zoom)
CATEGORIES:Webinars,Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200413T180000
DTEND;TZID=UTC:20200413T190000
DTSTAMP:20200402T011821Z
CREATED:20200401T001941Z
LAST-MODIFIED:20200402T011821Z
UID:1836-1586800800-1586804400@wilsonlawgroup.com
SUMMARY:WEBINAR - COVID-19 and Your Health Care Directives - 6pm - 7pm
DESCRIPTION:In these uncertain times\, it is more important than ever to have plans in place regarding your health. This free webinar from Wilson Law Group will highlight three vital health care documents every person should have and give you the tools you need to feel confident that your wishes will be heard no matter what. Presented by Attorney Noelle Augelli. \nTopics include: \n\nTaking Charge of Your Health Care Decisions\nHealth Care Power of Attorney\nHIPAA\nLiving Wills\n\nTo register\, click here.
URL:https://wilsonlawgroup.com/event/covid-19-and-your-health-care-directives-6pm/
CATEGORIES:Webinars,Workshops for Everyone
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BEGIN:VEVENT
DTSTART;TZID=UTC:20200413T110000
DTEND;TZID=UTC:20200413T120000
DTSTAMP:20200402T011825Z
CREATED:20200331T002832Z
LAST-MODIFIED:20200402T011825Z
UID:1830-1586775600-1586779200@wilsonlawgroup.com
SUMMARY:WEBINAR - COVID-19 and Your Health Care Directives - 11am - 12pm
DESCRIPTION:In these uncertain times\, it is more important than ever to have plans in place regarding your health. This free webinar from Wilson Law Group will highlight three vital health care documents every person should have and give you the tools you need to feel confident that your wishes will be heard no matter what. Presented by Attorney Noelle Augelli. \nTopics include: \n\nTaking Charge of Your Health Care Decisions\nHealth Care Power of Attorney\nHIPAA\nLiving Wills\n\nTo register\, click here.
URL:https://wilsonlawgroup.com/event/covid-19-and-your-health-care-directives/
CATEGORIES:Webinars,Workshops for Everyone
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BEGIN:VEVENT
DTSTART;TZID=UTC:20200406T180000
DTEND;TZID=UTC:20200406T190000
DTSTAMP:20200406T215213Z
CREATED:20200401T000904Z
LAST-MODIFIED:20200406T215213Z
UID:1835-1586196000-1586199600@wilsonlawgroup.com
SUMMARY:WEBINAR - Dirty Dozen Estate Planning Mistakes & How to Avoid Them - 6pm-7pm
DESCRIPTION:One of our most popular programs\, this free webinar from Wilson Law Group is an essential primer on the basics of estate planning and the common pitfalls you should avoid. Presented by Attorney Noelle Augelli. \nTopics include: \n\nIdentifying Your Estate Planning Goals\nAsset Protection Strategies for You and Your Beneficiaries\nStrategies for Probate Avoidance/Minimization\nSpecialized Planning: Family Business\, Special Needs Trusts\, Pet Trusts\, and more\n\nTo register\, click here.
URL:https://wilsonlawgroup.com/event/dirty-dozen-estate-planning-mistakes-how-to-avoid-them-6pm/
CATEGORIES:Webinars,Workshops for Everyone
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BEGIN:VEVENT
DTSTART;TZID=UTC:20200406T110000
DTEND;TZID=UTC:20200406T120000
DTSTAMP:20200402T011835Z
CREATED:20200331T002706Z
LAST-MODIFIED:20200402T011835Z
UID:1829-1586170800-1586174400@wilsonlawgroup.com
SUMMARY:WEBINAR - Dirty Dozen Estate Planning Mistakes & How to Avoid Them - 11am-12pm
DESCRIPTION:One of our most popular programs\, this free webinar from Wilson Law Group is an essential primer on the basics of estate planning and the common pitfalls you should avoid. Presented by Attorney Noelle Augelli. \nTopics include: \n\nIdentifying Your Estate Planning Goals\nAsset Protection Strategies for You and Your Beneficiaries\nStrategies for Probate Avoidance/Minimization\nSpecialized Planning: Family Business\, Special Needs Trusts\, Pet Trusts\, and more\n\nTo register\, click here.
URL:https://wilsonlawgroup.com/event/dirty-dozen-estate-planning-mistakes-how-to-avoid-them/
CATEGORIES:Webinars,Workshops for Everyone
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BEGIN:VEVENT
DTSTART;TZID=UTC:20200208T110000
DTEND;TZID=UTC:20200208T120000
DTSTAMP:20190708T185817Z
CREATED:20190704T171612Z
LAST-MODIFIED:20190708T185817Z
UID:1484-1581159600-1581163200@wilsonlawgroup.com
SUMMARY:Symposium 2 - Pre-Planning Your Funeral
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nPre-Planning Your Funeral\nPresented by Ric Vanderhoef\nControlling the cost of your funeral is an important aspect of your estate plan. In this program\, we will explore options for prepaying funeral and burial costs\, requirements for cremation\, and other matters every person should consider when making funeral arrangements. Making these important decisions in advance will provide peace of mind for both you and your family. \n  \nClick the following links to sign up for the other classes: \nThe Future of IRA Planning 8:30 AM – 9:30 AM\nHow to Pay for the Cost of Long Term Care: 8:30 AM – 9:30 AM\nTrustee Training: The Trust Process 9:45 AM – 10:45 AM\nUsing Trusts to Protect Your Assets from Long Term Care 9:45 AM – 10:45 AM\nTrustee Training: Administration Process 11:00 AM – 12:00 PM\nPre-Planning Your Funeral 11:00 AM – 12:00 PM \nIf you would like to sign up for multiple classes\, please register on each classes’ page or name each class in the comment field in the Registration Form below.
URL:https://wilsonlawgroup.com/event/symposium-2-pre-planning-your-funeral/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 2 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
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BEGIN:VEVENT
DTSTART;TZID=UTC:20200208T110000
DTEND;TZID=UTC:20200208T120000
DTSTAMP:20190708T185657Z
CREATED:20190704T164858Z
LAST-MODIFIED:20190708T185657Z
UID:1483-1581159600-1581163200@wilsonlawgroup.com
SUMMARY:Symposium 2 - Trustee Training: Administration Process
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nTrustee Training: 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  \nClick the following links to sign up for the other classes: \nThe Future of IRA Planning 8:30 AM – 9:30 AM\nHow to Pay for the Cost of Long Term Care: 8:30 AM – 9:30 AM\nTrustee Training: The Trust Process 9:45 AM – 10:45 AM\nUsing Trusts to Protect Your Assets from Long Term Care 9:45 AM – 10:45 AM\nTrustee Training: Administration Process 11:00 AM – 12:00 PM\nPre-Planning Your Funeral 11:00 AM – 12:00 PM \nIf you would like to sign up for multiple classes\, please register on each classes’ page or name each class in the comment field in the Registration Form below.
URL:https://wilsonlawgroup.com/event/symposium-2-trustee-training-administration-process-2/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 2 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
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BEGIN:VEVENT
DTSTART;TZID=UTC:20200208T094500
DTEND;TZID=UTC:20200208T104500
DTSTAMP:20190708T185102Z
CREATED:20190704T164512Z
LAST-MODIFIED:20190708T185102Z
UID:1482-1581155100-1581158700@wilsonlawgroup.com
SUMMARY:Symposium 2 - Using Trusts to Protect Your Assets from Long Term Care Costs
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nUsing Trusts to Protect Your Assets from Long Term Care Costs\nUsing an Irrevocable Trust may protect your assets from the costs of Long Term Care for those who cannot qualify for other planning alternatives. This program will review the pros and cons of Irrevocable Trusts in Long Term\nCare planning. \n  \nClick the following links to sign up for the other classes: \nThe Future of IRA Planning 8:30 AM – 9:30 AM\nHow to Pay for the Cost of Long Term Care: 8:30 AM – 9:30 AM\nTrustee Training: The Trust Process 9:45 AM – 10:45 AM\nUsing Trusts to Protect Your Assets from Long Term Care 9:45 AM – 10:45 AM\nTrustee Training: Administration Process 11:00 AM – 12:00 PM\nPre-Planning Your Funeral 11:00 AM – 12:00 PM \nIf you would like to sign up for multiple classes\, please register on each classes’ page or name each class in the comment field in the Registration Form below.
URL:https://wilsonlawgroup.com/event/symposium-2-using-trusts-to-protect-your-assets-from-long-term-care-costs/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 2 2020
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
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