Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities

Seminar 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 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 everyday clients, as well.

Presenter(s)

Eido Walny, JD, AEP®, EPLS

Walny Legal Group, LLC

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 serves as an expert witness in litigation matters and is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issues.

Eido founded Walny Legal Group LLC 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 has been named one of the Best Lawyers in America each year since 2021, and a Wisconsin Super Lawyer each year since 2022. 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 professional 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. Read More.

Educational Track and Level

Schedule

11:30 am - 11:45 pm - Registration, Light Lunch, Networking
11:45 am - 12:00 pm - Opening Remarks
12:00 pm - 1:30 pm - Presentation and Q&A

Registration Fees

Members - $30
Non-Members - $50

Certificates of Completion

Approved (09/04/2024) BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. Attendees are encouraged to use the certificate to provide proof to the certifying body for their certifications, designations, licensure, etc. For example, an attendee with AEP designation could use the certificate for the continuing education requirements set by NAEPC. 

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