Calendar of Events
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WEBINAR – Estate Planning & Long Term Care – 11am – 12pm
WEBINAR – Estate Planning & Long Term Care – 11am – 12pm
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 ...
WEBINAR – Estate Planning & Long Term Care – 6pm – 7pm
WEBINAR – Estate Planning & Long Term Care – 6pm – 7pm
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 ...
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WEBINAR – Estate Taxation & Basis Step-up
WEBINAR – Estate Taxation & Basis Step-up
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 ...
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Symposium 3 – Trustee Training: The Trust Process
Trustee Training: The Trust Process This program will provide attendees with an understanding of estate planning concepts, why a trust is useful in comprehensive planning, and an introduction to the ...
Symposium 3 – Current Events in Estate Planning
Current Events in Estate Planning As we all know, estate planning is essential to making sure your assets and values pass on to future generations in the way that you ...
Symposium 3 – Trustee Training: The Administration Process
Trustee Training: The Administration Process The Trust Administration workshop provides Trustees with a detailed description of the decisions to be made and the tasks to be completed following the death ...
Symposium 3 – Have You Done Your Homework?
Have You Done Your Homework? Not only is your trust binder full of important legal documents, but it also contains documents to guide your family in implementing your plan. This ...
Symposium 3 – Funding Your Trust
Funding Your Trust Funding 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 ...
Symposium 3 – The Truth about Organ, Tissue, and Eye Donation
The Truth about Organ, Tissue, and Eye Donation Presented by Donate Life Wisconsin Making a decision about donation comes, for many families, at a time of great stress, anxiety, and ...
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WEBINAR – Estate Planning Mistakes & How to Avoid Them
WEBINAR – Estate Planning Mistakes & How to Avoid Them
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. ...
WEBINAR – Estate Planning Mistakes & How to Avoid Them
WEBINAR – Estate Planning Mistakes & How to Avoid Them
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. ...
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WEBINAR – Proactive Planning for Long Term Care
WEBINAR – Proactive Planning for Long Term Care
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 ...
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WEBINAR – Planning for Loved Ones with Special Needs
WEBINAR – Planning for Loved Ones with Special Needs
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 ...
WEBINAR – Planning for Loved Ones with Special Needs
WEBINAR – Planning for Loved Ones with Special Needs
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 ...
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WEBINAR – Crisis Planning for Long-Term Care
WEBINAR – Crisis Planning for Long-Term Care
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 ...
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WEBINAR – Charitable Legacies (with the American Cancer Society)
WEBINAR – Charitable Legacies (with the American Cancer Society)
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 ...