Membership Meeting - Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities
ABOUT THE PROGRAM .
People make estate planning errors every day. Celebrities are no exception to that rule, except that their mistakes are amplified by their fame, wealth, and public curiosity. In this talk, we will examine the common mistakes made by recently deceased celebrities and illustrate how these mistakes could have been avoided. Without a doubt, you will see these errors reflected in the planning done by your every-day clients, as well.
Members are encouraged to bring prospective member guests; member-hosted guests may attend at no charge.
ABOUT THE SPEAKER
Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law. He is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issues. Eido founded the Walny Legal Group in 2011 with an eye towards providing clients with high level legal care, but an equally high level of customer service. He provides counseling to protect multi-generational family wealth, including drafting wills, revocable trusts, and irrevocable trusts designed to mitigate the effect of taxes, leverage wealth, and minimize the risk of creditors’ claims. His experience also includes structuring family and business succession plans, non-probate transfers, trust and probate administration, and preparation of guardianships. In addition, he commonly utilizes will alternatives, advances charitable giving, and does planning for families with special needs children.
Eido serves on the national Board of Directors of the National Association of Estate Planners and Counsels and is the Editor-in-Chief of the NAEPC Journal. He is the national estate planning editor for Investopedia.com. He is a member of the Real Property, Probate, and Trust Law section of the State Bar of Wisconsin, the New York State Bar Association, Illinois State Bar Association, and the American Bar Association, as well as a member of the Milwaukee Bar Association and past president in the Milwaukee Estate Planning Forum. He is also a member of the London-based Society of Trust and Estate Practitioners (STEP), a group which offers resources for attorneys whose clients face international estate planning issues. Eido is admitted to practice in Wisconsin, New York, Illinois and the U.S. District Court for the Eastern District of Wisconsin
Schedule
7:30 am - Coffee, Networking and Breakfast
8:00 am - Program Begins
9:15 am - Program Concludes
