For Advisors

We are delighted to present private seminars for any group that it interested in Estate Planning. Contact Shell for details or to schedule a private seminar. In addition, we are able to provide a conference room for custom presentations at our Appleton office.

Sample Topics Include:

  • Introduction to Estate Planning
  • Nursing Home and VA Planning
  • Special Needs Planning
  • Charitable Planning
  • Irrevocable Trusts
  • Estate Planning for IRAs and Annuities
  • Estate and Gift Taxation

The First 30 Days | Complimentary Continuing Education
Tuesday, December 12, 2017
Hooper Law Office - Appleton
Located at: 2 N Systems Dr. Appleton, WI

Accepted for 2 CE credit hours by the CFP Board

Approved for 2 Insurance CE credits

When a client passes away, how you handle the family and their questions can set you apart and lead to new business. This is invariably a time of stress and confusion for family members. You can shine the light for the family to show them the direction they must go during a dark time.
You do not have to memorize the Probate Code in order to provide needed guidance to the family. Understanding how the various estate planning methods work immediately after death, allows you to become a trusted advisor. You can serve as a beacon to guide them and help them avoid the pitfalls that accompany the unfamiliar.
We will discuss:
  • How probate works and the time limits relevant to filing 
  • The method for initiating the administration of an estate where no planning was done
  • Settling an estate where a Trust was the primary vehicle to pass assets
  • How beneficiary designations factor into a Will or Trust based plan
  • Medicaid Estate Recovery making claims on an estate

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926 Willard Drive, Green Bay, WI 54301
| Phone: 1-800-794-5548
2 Systems Drive, Appleton, WI 54914
| Phone: 920-993-0990
3475 Omro Road, 100, Oshkosh, WI 54904
| Phone: 800-794-5548

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