RWay Annual Workshops Schedule and Description

Workshops from November 2007 through May 2008
Call Bonnie for your reservation: 833-4001

Why we are committed to providing workshops related to your legacy, your life: We want our clients to have every opportunity to be the most informed on issues and subjects that affect your life in a variety of ways. These classes are a bonus in our RWay program and are not calculated in the annual fees. It is an expression of our commitment to you to provide not ordinary, but exceptional services to you and your family.

Trustee Training Workshop

Attorneys Wayne Wilson, Daniel Purtell and John Haslam
Thursday November 8 6:30-8:30 pm
Saturday November 24 10:00 a.m.-12:00 p.m.
Saturday February 9 10:00 a.m.-12:00 p.m.
Thursday March 6 6:30-8:30 pm

Who should attend: Anyone who will carry the responsibility of Trustee for a living trust. This includes the surviving spouse, adult children or others you have named in your trust. The program will provide attendees with an understanding of Law and why a trust is useful in family planning and an introduction to the trust administration process. Attendance is a must program for every trustee of every trust. A workbook will be included. We encourage you to invite your successor trustees to this workshop.

Trust Administration

Attorney John Haslam
Thursday December 6 6:30-8:00 pm
Tuesday March 11 6:30-8:00 pm

Who should attend: The Trust Administration workshop will provide Trustees with a detailed description of the decisions to be made and the tasks to be completed following the death or incapacity 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. We encourage you to invite your successor trustees to this workshop.

Qualified Retirement Plans

Attorneys Wayne Wilson and Daniel Purtell
Tuesday November 13 6:30-8:00 pm
Thursday March 20 6:30-8:00 pm

Who should attend: The IRS has given new directions concerning the stretch-out possibilities of IRAs. The stretch out is one of the most valuable planning tools for the next generation 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, you will want to attend this program. This program is a must for any person or couple with retirement accounts of $100,000 or more.

Planning for Long-Term Care

Attorneys John Haslam and Wayne Wilson
Thursday November 29 6:30-8:30 pm
Thursday April 3 6:30-8:30 pm

Who should attend: You have heard the stories about losing your home to the nursing home. Come hear the true story. The federal government has adopted new rules regarding divestiture of assets and Wisconsin will soon follow suit. We will discuss new planning options under the new law. We will also discuss the Spousal Resources Allowance rules, spend down requirements, exemptions, divestiture, and other viable solutions.

Planning for Young Families

Attorney Daniel Purtell
Thursday November 15 6:30-8:30 pm
Tuesday March 18 6:30-8:30 pm

Who should attend: Parents with minor children, single parents with children and those who are anticipating the arrival of children. This program will explore the issues of choosing guardians, leaving direction to
guardians/trustees, and how to best design an estate plan that will meet the family's goals at the death or disability of the parents. The use of incentive trusts for minor children to ensure that financial needs are met while promoting core family values will also be discussed.

Heritage Building: The Ultimate Gift

Laura Wilson
Thursday January 24 6:30-8:00 pm

Who should attend: What would you be willing to do in order to inherit one billion dollars? Participants in this long established study group will receive a copy of Jim Stovall's The Ultimate Gift. The group will discuss the approach one grandfather took to teach his grandson the value of money, friends, work, and life.

Resources for Seniors

Laura Wilson
Thursday February 21 6:30-8:00 pm

Who should attend: This workshop will appeal to everyone interested in learning about the maize of community resources for yourself or a loved one. Learn about searching for a retirement home, questions to ask when seeking a qualified nursing home, and how to avoid the need for a nursing home for as long as possible by utilizing Madison's long list of home served services. If your question goes unanswered for the night, we will assist you in follow up to finding the answer you need.

Funding Your Trust

Attorney Dan Purtell and Jan Ciha, Funding Administrator
Saturday April 12 9:30-11:00 am

Who should attend: Funding is a critical function of maintaining your trust. Providing the services to fund your trust is not a commonplace service with most estate planning attorneys. In our office, it is a routine part of the estate planning process. Once your assets are moved over, it is then your responsibility to maintain your current assets and title new assets in your trust. We are here to help you know what to do and when to do it. This workshop will help you understand how to properly maintain your trust. This class is offered only once a year, so be sure to sign up if you haven't yet taken the class.

All classes are offered exclusively as a courtesy to our RWay members and their guests. Due to limited seating, please make your reservation early to assure you get the class time you wish. We are always open to ideas on interests you have for future programs, so please share with us!

We look forward to seeing you!