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A high level overview of estate planning basics from powers of attorney, wills and trusts to how assets transfer at death.   Note – can provide particular focus such as Estate Planning for Women or a LGBTQ Emphasis. (45-60 minutes)

An in-depth look at health care powers of attorney, living wills and financial powers of attorney. (20-30 minutes)

An overview of the simple to complex options for meeting your charitable goals (30-45 minutes)

What is Probate and ways to avoid it (30-45 minutes)

Our Special Needs Series Includes:

• Planning for children with special needs - a general overview (45 minutes)
• All about special needs trusts (45 minutes)
• All about guardianships (45 minutes)

Structuring children’s trusts for beneficiaries that do not get along or have financial problems preventing inheritance outright (45 minutes)

How can I pay for my nursing and home care needs? (20 minutes)

An overview of the qualification rules, the 5 year look-back rule and positioning for qualification (45-60 minutes)

How to protect assets from the nursing home and qualify for Medicaid?  (45 minutes)

An overview of the income, capital gains (including basis adjustments), gift and estate taxes as it relates to estate planning.  (30 minutes)

How to coordinate your beneficiary designations with your estate plan to facilitate your goals and maximize tax savings (45 minutes)

Yes there is a difference and yes it can matter! (30 minutes)

Can I leave money to my Dog? (30 minutes)

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A Britney Spears case study with WI application (30 minutes)

What are they and do I really need one?  (30 minutes)

My parents received Medicaid, now what? (30 minutes)

What can I do to avoid them?  A general overview (45-60 minutes)

Where to begin, the overall process, and what you can expect when buying or selling a business or a product line. (60 minutes)

Why contracts are important, how they are formed and enforced, and how they can protect you and your business. (45 minutes)

Why they are important to protect you and your business from unauthorized disclosures of important information. (45 minutes)

What items should potential buyers often request to see before the buyer is required to move forward with the transaction?  How does a Seller provide these documents to a Buyer? (30 minutes)

A buy and sell agreement is a contract stipulating how an owner’s share of a business is reassigned if that partner dies, becomes disabled, or otherwise leaves the business.   Learn how they can help you and your business. (45 minutes)

An Operating Agreement is an organizational document used by limited liability companies outlining a business' financial and management structure. An Operating Agreement  governs the internal operations of an LLC and is agreed upon by an LLC’s owners.  Learn how a solid Operating Agreement can help you and your business. (45 minutes)

Common techniques used by business owners to ensure that there will be enough funding to “buy-out” other owners in the event one owner passes away, and other financing techniques. (45 minutes)

What to know, common pitfalls, why having written documentation is crucial, and other related party ownership matters. (30 minutes)

How you can set your business up for success by having clear terms and conditions of purchase or sale in place. (30 minutes)

Discussion regarding the overall process, common pitfalls, financing options, due diligence process, and related topics when buying or selling commercial real estate. (45 minutes)

What items should potential buyers often request to see before the buyer is required to move forward with the transaction?  How does a Seller provide these documents to a Buyer? (30 minutes)

Discussion regarding how you can keep the family cottage or recreational property in the family and prevent disputes by having a clearly written agreement in place. (30 minutes)

Discussion regarding how buyers and sellers can move forward with a real estate transaction without needing realtor assistance. (30 minutes)