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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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TZID:UTC
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TZOFFSETFROM:+0000
TZOFFSETTO:+0000
TZNAME:UTC
DTSTART:20180101T000000
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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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200208T094500
DTEND;TZID=UTC:20200208T104500
DTSTAMP:20190708T185604Z
CREATED:20190704T164233Z
LAST-MODIFIED:20190708T185604Z
UID:1481-1581155100-1581158700@wilsonlawgroup.com
SUMMARY:Symposium 2 -Trustee Training: Trust Process
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nTrustee Training: 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 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-trust-process/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200208T083000
DTEND;TZID=UTC:20200208T093000
DTSTAMP:20190705T202630Z
CREATED:20190704T163342Z
LAST-MODIFIED:20190705T202630Z
UID:1480-1581150600-1581154200@wilsonlawgroup.com
SUMMARY:Symposium 2 - How to Pay for the Cost of Long Term Care
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nHow to Pay for the Cost of Long Term Care\nPresented by Industry Experts\nLong Term Care is increasingly expensive\, leading many to exhaust their entire life savings paying for it. Long Term Care insurance and other strategies can provide crucial funds to pay for services and proactively plan for nursing home care. Our panel will review the pros and cons of various alternatives of paying for the costs of Long Term Care. \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-how-to-pay-for-the-cost-of-long-term-care/
CATEGORIES:RWay Symposium 2 2020
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200208T083000
DTEND;TZID=UTC:20200208T093000
DTSTAMP:20190708T173423Z
CREATED:20190704T012743Z
LAST-MODIFIED:20190708T173423Z
UID:1479-1581150600-1581154200@wilsonlawgroup.com
SUMMARY:Symposium 2 - The Future of IRA Planning
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nThe Future of IRA Planning\nIf you are a person or couple with retirement accounts (IRAs\, 401K\, 403(b)\, etc.) of $100\,000 or more\, you should be aware of the new congressional proposals regarding restrictions on inherited IRAs. The stretch IRA is one of the most valuable planning tools for your children and grandchildren by turning modest IRAs into multi-million dollar assets for heirs. If you want your IRA to not only benefit you\, but also help provide for your children while maintaining complete asset protection for the IRA\, you will want to attend this program. We will bring you up to date with proposed changes to these laws. \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-the-future-of-ira-planning/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200121T133000
DTEND;TZID=UTC:20200121T150000
DTSTAMP:20200121T192542Z
CREATED:20191209T221459Z
LAST-MODIFIED:20200121T192542Z
UID:1675-1579613400-1579618800@wilsonlawgroup.com
SUMMARY:Planting the Seeds for a Secure Future\, January 21st
DESCRIPTION:As advisors who practice in Wisconsin\, we know many farm families who have become clients or who need help in planning for both their financial and legal goals. While the family farm is often seen as simply a business\, the reality is that farming and often the multi-generational commitment that goes with it requires specialized discussions\, goal-setting and planning. These situations are also wrought with concerns about succession and fair treatment of descendants\, estate taxation\, and how best to prepare for retirement and craft your legacy before a crisis occurs. A common crisis for farm families is when one of the owners (Mom or Dad) has to enter a long term care facility. All of these concerns will be addressed in this program\, with a distinct focus on what estate and succession planning can do to alleviate the fears and meet the goals of the family with agriculture in its blood\, sweat and tears. Presented by Attorney Dan Purtell.
URL:https://wilsonlawgroup.com/event/planting-the-seeds-for-a-secure-future-3/
LOCATION:Rex’s Innkeeper\, 301 N. Century Ave.\, Waunakee\, WI\, 53597\, United States
CATEGORIES:Workshops for Everyone
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200116T133000
DTEND;TZID=UTC:20200116T150000
DTSTAMP:20191210T011445Z
CREATED:20191209T221253Z
LAST-MODIFIED:20191210T011445Z
UID:1673-1579181400-1579186800@wilsonlawgroup.com
SUMMARY:Planting the Seeds for a Secure Future
DESCRIPTION:As advisors who practice in Wisconsin\, we know many farm families who have become clients or who need help in planning for both their financial and legal goals. While the family farm is often seen as simply a business\, the reality is that farming and often the multi-generational commitment that goes with it requires specialized discussions\, goal-setting and planning. These situations are also wrought with concerns about succession and fair treatment of descendants\, estate taxation\, and how best to prepare for retirement and craft your legacy before a crisis occurs. A common crisis for farm families is when one of the owners (Mom or Dad) has to enter a long term care facility. All of these concerns will be addressed in this program\, with a distinct focus on what estate and succession planning can do to alleviate the fears and meet the goals of the family with agriculture in its blood\, sweat and tears. Presented by Attorney Dan Purtell.
URL:https://wilsonlawgroup.com/event/planting-the-seeds-for-a-secure-future-2/
LOCATION:Deer Valley Lodge\, 401 Industrial Dr.\, Barneveld\, WI\, 53507\, United States
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200115T133000
DTEND;TZID=UTC:20200115T150000
DTSTAMP:20191210T011551Z
CREATED:20191209T220646Z
LAST-MODIFIED:20191210T011551Z
UID:1670-1579095000-1579100400@wilsonlawgroup.com
SUMMARY:Planting the Seeds for a Secure Future
DESCRIPTION:As advisors who practice in Wisconsin\, we know many farm families who have become clients or who need help in planning for both their financial and legal goals. While the family farm is often seen as simply a business\, the reality is that farming and often the multi-generational commitment that goes with it requires specialized discussions\, goal-setting and planning. These situations are also wrought with concerns about succession and fair treatment of descendants\, estate taxation\, and how best to prepare for retirement and craft your legacy before a crisis occurs. A common crisis for farm families is when one of the owners (Mom or Dad) has to enter a long term care facility. All of these concerns will be addressed in this program\, with a distinct focus on what estate and succession planning can do to alleviate the fears and meet the goals of the family with agriculture in its blood\, sweat and tears. Presented by Attorney Dan Purtell.
URL:https://wilsonlawgroup.com/event/planting-the-seeds-for-a-secure-future/
LOCATION:Creekside Place\, 102 Maple Street\, Evansville\, WI\, 53536\, United States
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20191019T110000
DTEND;TZID=UTC:20191019T120000
DTSTAMP:20190704T005626Z
CREATED:20190702T185920Z
LAST-MODIFIED:20190704T005626Z
UID:1476-1571482800-1571486400@wilsonlawgroup.com
SUMMARY:Symposium 1 - Income Taxes for Trust
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nIncome Taxes for Trust\nIncome taxes are often a secondary discussion topic during the course of planning an estate. However\, basic knowledge of trust and estate income tax rules is essential to avoiding common mistakes that can cost thousands of dollars. This program will provide a practical overview of the issues that arise in connection with the income taxation of trusts and estates. \nClick here to view the full seminar flyer \nPlease See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events\, one event per time slot: \n \nSee all events for Symposium 1 \n  \nClick the following links to sign up for the other classes: \nTrustee Training: The Trust Process 8:30 AM – 9:30 AM\nTravel Today: Tips & Safety 8:30 AM – 9:30 AM\nTrustee Training: Administration Process 9:45 AM – 10:45 AM\nCyber Threats & Fraud 9:45 AM – 10:45 AM\nLegalVault 11:00 AM – 12:00 PM
URL:https://wilsonlawgroup.com/event/symposium-1-income-taxes-for-trust/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 1 2019
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20191019T110000
DTEND;TZID=UTC:20191019T120000
DTSTAMP:20190702T191807Z
CREATED:20190702T185707Z
LAST-MODIFIED:20190702T191807Z
UID:1475-1571482800-1571486400@wilsonlawgroup.com
SUMMARY:Symposium 1 - LegalVault
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\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. \nClick here to view the full seminar flyer \nPlease See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events\, one event per time slot: \n  \n \nSee all events for Symposium 1 \n  \nClick the following links to sign up for the other classes: \n  \nTrustee Training: The Trust Process 8:30 AM – 9:30 AM\nTravel Today: Tips & Safety 8:30 AM – 9:30 AM\nTrustee Training: Administration Process 9:45 AM – 10:45 AM\nCyber Threats & Fraud 9:45 AM – 10:45 AM\nIncome Taxes for Trust 11:00 AM – 12:00 PM
URL:https://wilsonlawgroup.com/event/symposium-1-legalvault/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 1 2019
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20191019T094500
DTEND;TZID=UTC:20191019T104500
DTSTAMP:20190702T192718Z
CREATED:20190702T185138Z
LAST-MODIFIED:20190702T192718Z
UID:1474-1571478300-1571481900@wilsonlawgroup.com
SUMMARY:Symposium 1 - Cyber Threats & Fraud
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nCyber Threats and Fraud\nPresented by an Industry Expert\nIndividuals and businesses continue to face the danger of fraud and monetary loss on the internet. These attacks\, and the expert criminals that launch them\, are more patient and resilient than ever before. This program will help you assess cyber risks and take the necessary steps to protect yourself. \nClick here to view the full seminar flyer \nPlease See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events\, one event per time slot: \n  \n \nSee all events for Symposium 1 \n  \nClick the following links to sign up for the other classes: \nTrustee Training: The Trust Process 8:30 AM – 9:30 AM\nTravel Today: Tips & Safety 8:30 AM – 9:30 AM\nTrustee Training: Administration Process 9:45 AM – 10:45 AM\nLegalVault 11:00 AM – 12:00 PM\nIncome Taxes for Trust 11:00 AM – 12:00 PM
URL:https://wilsonlawgroup.com/event/symposium-1-cyber-threats-fraud/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 1 2019
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20191019T094500
DTEND;TZID=UTC:20191019T104500
DTSTAMP:20190708T185307Z
CREATED:20190702T184731Z
LAST-MODIFIED:20190708T185307Z
UID:1473-1571478300-1571481900@wilsonlawgroup.com
SUMMARY:Symposium 1 - Trustee Training: Administration Process
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nTrustee Training: The Administrative 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. \nClick here to view the full seminar flyer \nPlease See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events\, one event per time slot: \n  \n \nSee all events for Symposium 1 \n  \nClick the following links to sign up for the other classes: \nTrustee Training: The Trust Process 8:30 AM – 9:30 AM\nTravel Today: Tips & Safety 8:30 AM – 9:30 AM\nCyber Threats & Fraud 9:45 AM – 10:45 AM\nLegalVault 11:00 AM – 12:00 PM\nIncome Taxes for Trust 11:00 AM – 12:00 PM
URL:https://wilsonlawgroup.com/event/symposium-1-trustee-training-administration-process/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 1 2019
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20191019T083000
DTEND;TZID=UTC:20191019T093000
DTSTAMP:20190702T190742Z
CREATED:20190702T184019Z
LAST-MODIFIED:20190702T190742Z
UID:1471-1571473800-1571477400@wilsonlawgroup.com
SUMMARY:Symposium 1 - Travel Today: Tips & Safety
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nPresented by Clara Christianson\nAn expert in the field of travel will share with you key tips on how to plan for and enjoy a safe trip. Topics to be covered include: history of traveling and what has changed\, tips for traveling\, preparing to fly\, special considerations when traveling abroad\, most common travel mistakes\, top 10 reasons to work with a travel agent\, what to keep in mind when using an online travel service\, and packing/luggage considerations. \nClick here to view the full seminar flyer \nPlease See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events\, one event per time slot: \n  \n \nSee all events for Symposium 1 \n  \nClick the following links to sign up for the other classes: \nTrustee Training: The Trust Process 8:30 AM – 9:30 AM\nTrustee Training: Administration Process 9:45 AM – 10:45 AM\nCyber Threats & Fraud 9:45 AM – 10:45 AM\nLegalVault 11:00 AM – 12:00 PM\nIncome Taxes for Trust 11:00 AM – 12:00 PM
URL:https://wilsonlawgroup.com/event/symposium-1-travel-today-tips-safety/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 1 2019
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20191019T083000
DTEND;TZID=UTC:20191019T093000
DTSTAMP:20190708T191603Z
CREATED:20190702T183322Z
LAST-MODIFIED:20190708T191603Z
UID:1470-1571473800-1571477400@wilsonlawgroup.com
SUMMARY:Symposium 1 - Trustee Training: The Trust Process
DESCRIPTION:Please Ensure You Fill Out The Full Form Before Clicking Submit.\nTrustee 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. \nClick here to view the full seminar flyer \nPlease See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events\, one event per time slot: \n \nSee all events for Symposium 1 \nClick the following links to sign up for the other classes: \nTravel Today: Tips & Safety 8:30 AM – 9:30 AM\nTrustee Training: Administration Process 9:45 AM – 10:45 AM\nCyber Threats & Fraud 9:45 AM – 10:45 AM\nLegalVault 11:00 AM – 12:00 PM\nIncome Taxes for Trust 11:00 AM – 12:00 PM
URL:https://wilsonlawgroup.com/event/symposium-1-trustee-training-the-trust-process/
LOCATION:Clarion Suites\, 2110 Rimrock Road\, Madison\, WI\, 53713\, United States
CATEGORIES:RWay Symposium 1 2019
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20190913T083000
DTEND;TZID=UTC:20190913T153000
DTSTAMP:20190722T182329Z
CREATED:20190722T175612Z
LAST-MODIFIED:20190722T182329Z
UID:1509-1568363400-1568388600@wilsonlawgroup.com
SUMMARY:Estate Planning Workshops for Advisors
DESCRIPTION:We are happy to announce that our firm will be offering education for advisors. \nThese programs are offered exclusively to advisors free of charge and by invitation only\, with a limit of 40 attendees. \nAll of the programs will qualify for CE credits for licensed insurance professionals. \nClick here to view the full workshop flyer \n  \nCurrent Opportunities in Estate Planning\n4 CE Credits\n8:30 a.m. to 12:00 p.m.\nThis is a program that will review foundational concepts such as title\,\nbeneficiary designations\, and probate in traditional estate planning. It\nwill also introduce the benefits of the Revocable Living Trust as the\ncornerstone of an effective estate plan. Asset protection\, Irrevocable\nLife Insurance Trusts\, and how to incorporate retirement accounts into\nthe estate plan will be covered with Case Studies. \n\nLunch\n12:00 p.m. to 1:30 p.m.\nLunch and refreshments will be provided. \n\nProactive/Crisis Planning for Long Term Care\n2 CE Credits\n1:30 p.m. to 3:30 p.m.\nThis program will first focus on the proactive side of planning for LTC\ncosts\, including LTC Insurance\, divestments\, and the use of\nIrrevocable Trusts to protect assets for Medicaid qualification. Crisis\nplanning will cover situations when traditional methods of planning are\nno longer available and the costs of LTC are soon and inevitable. \n\nHappy Hour – R.P. Adler’s Bar and Grill\n3:45 p.m. to 5:30 p.m.\nJoin us for Happy Hour and a few drinks/appetizers
URL:https://wilsonlawgroup.com/event/estate-planning-workshops-for-advisors/
LOCATION:UW Ag Research Station\, 8502 Mineral Point Road\, Verona\, WI\, 53593
CATEGORIES:Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
END:VCALENDAR