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Free cpe webinars
Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities

TOP TEN ESTATE PLANNING LESSONS LEARNED FROM RECENTLY DECEASED CELEBRITIES

Available Date(s)
Friday, October 07, 2022: 5:00PM EDT
Friday, November 04, 2022: 4:00PM EDT
Friday, December 09, 2022: 4:00PM EST

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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 course, 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 everyday clients, as well.

Learning Objectives: 


  • List the most common mistakes in estate planning

  • Identify documents required for planning 

  • Construct paths of success for your clients 

Linkedin

Eido Walny

Walny Legal Group LLC
Managing Partner, Founder, Estate Planning Attorney
ewalny@walnylegal.com
(414) 751-7531

Walnylegalgroup

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 affecting 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. Mr. Walny was named one of the Best Lawyers in America for 2021. In 2014, he was selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine. Eido was recognized for his contributions to the legal profession as a 2013 “Leader in the Law” by the Wisconsin Law Journal and named as a Fellow to the Wisconsin Law Foundation’s class of 2013. He has been recognized as a “Leading Lawyer” in the area of estate planning by M Magazine. In 2012, he was named a “Forty Under 40” honoree by the Milwaukee Business Journal and a Financial Advisor magazine 2012 Private Wealth All-Star Team nominee. Each year between 2008 and 2017, Eido has been named a Wisconsin Rising Star in Milwaukee Magazine, a recognition granted to fewer than 2.5% of attorneys in the state. He was also named a Five Star: Best in Client Satisfaction Wealth Manager each year since 2009 by Milwaukee Magazine. Through the National Association of Estate Planners and Counsels, Eido is certified as an Accredited Estate Planner (AEP) and an Estate Planning Law Specialist (EPLS), the latter of which is the highest designation for an estate planning attorney that is currently recognized by the American Bar Association. Fewer than 100 attorneys in the nation have attained the EPLS designation. He has also been awarded the international TEP designation from the Society of Trust and Estate Practitioners.

Additional Materials
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About Our Presenter

Walnylegalgroup
Founded in 2011, the award-winning boutique law firm, Walny Legal Group LLC, serves a national clientele from its primary office in downtown Milwaukee or from a satellite office in Elm Grove, WI. Firm clients range from everyday folks to business owners, healthcare professionals, and professional athletes. While estate planning is at the core of our practice, we take pride in serving your legal needs across estate planning and administration, elder law, and business succession planning.