Workshops - Wylkan Estate Planning
 

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FREE ESTATE PLANNING WORKSHOPS

Learn How to Protect Your "Stuff" in 3 Easy Steps

Discover the secrets to protecting yourself, your loved one, your assets, and your legacy.

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Learn the Estate Planning Essentials

Discover the secrets to effective planning and feel prepared for the future.

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Learn About Long-Term Care Planning

Find out why it's critical to have a plan before you need it.

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Learn How to Avoid the 7 Threats to Your Estate Plan

Discover how to avoid threats and missteps so you can be confident in your estate planning.

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Learn the Importance of an I.C.E. Pack

Discover how to help your adult children keep in step with their legal rights.

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Attend a Virtual Estate Planning Workshop  

Are you finding it difficult to attend an estate planning workshop in person? No problem! Sign up for a virtual workshop. 

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Choose a Date that Works for Your Schedule

How to Avoid the 7 Threats to Your Estate Plan and Assets

July 25, 2024 - 6:00pm - Wylkan Fremont Office

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: How to Avoid the 7 Threats to Your Estate Plan and Assets
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I.C.E. Pack Workshop

September 5, 2024 - 6:00pm - The Wylkan Fremont Office

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: I.C.E. Pack Workshop
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I.C.E. Pack Workshop

September 19, 2024 - 6:00pm - The Wylkan Fremont Office

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: I.C.E. Pack Workshop
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The Wylkan Fremont Office

1243 Napoleon Street
Fremont, OH 43420

Upcoming Workshops

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Learn How to Protect Your "Stuff" in 3 Easy Steps

During this workshop, estate planning and elder law attorney Phillip Wylkan will detail the three steps involved in protecting your “stuff”: knowing the rules, knowing the threats, and knowing your options.

What will you learn?

  • How to protect your hard-earned assets from the high cost of long-term care and other threats
  • How to avoid the delays, frustration, and expense of probate
  • The 7 reasons you need an estate plan
  • The key planning documents everyone needs — and why
  • Eligibility requirements for Medicaid and other sources of financial assistance to pay for long-term care
  • The benefits of long term care insurance
  • The advantages of trusts and the planning objectives they can help you achieve
  • How to minimize or avoid estate and other taxes

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: How to Protect Your "Stuff" in 3 Easy Steps Workshop
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tree, family, estate planning, seminar

Long-Term Care Planning: In Crisis vs. Planning Ahead

During this workshop, estate planning and elder law attorney Phillip Wylkan covers why and how it's critical to have a care plan before you need it. Choose a course that's best for you and your loved ones.

What will you learn?

  • The importance of planning for long-term care before a crisis hits. Being proactive saves assets and lowers stress for your loved ones.
  • Overview of long-term care costs - break down averages for in-home care, assisted living, and nursing home care.
  • The key planning documents everyone needs—and why
  • Asset protection strategies - overview of tools like irrevocable trusts that can shield assets from Medicaid spend-down requirements
  • Medicaid eligibility and spend-down process - what counts as shielded assets vs asset limits to qualify.

Register for Long-Term Care Planning Workshop

essentials, workshop, estate planning

Learn the Estate Planning Essentials

During this workshop, Attorney Wylkan will discuss estate planning basics—the why, what, and how of proper planning.

What will you learn?

  • How to control and protect your assets while you’re alive, if you become disabled, and even after you pass away
  • The legal documents everyone needs
  • The benefits of trusts and whether you need one
  • What is involved in the probate process and why you may want to avoid it
  • How to protect your assets against the high cost of long-term care, divorce, creditors, taxes, and other threats
  • How to qualify for Medicaid assistance to pay for nursing home care without losing your life savings

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: Estate Planning Essentials
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couple, threats, seminar, estate planning

Learn How to Avoid the 7 Threats to Your Estate Plan and Assets

During this workshop, Attorney Wylkan will detail the greatest threats to your plan and assets including:

  • Losing control over, and access to, your assets when you least expect it
  • Not knowing the laws governing your plan
  • Not knowing the threats to your plan and your assets
  • Lack of preparation for the possibility of failing health
  • Failing to "plan when you can"
  • Not working with qualified professionals
  • Not knowing the real costs associated with failing to plan

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: How to Avoid the 7 Threats to Your Estate Plan and Assets
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adult children, workshop, estate planning

Learn the Importance of an I.C.E. Pack

During this workshop, Attorney Wylkan will discuss the four essential documents your child needs once they turn 18.

What will you learn?

  • How rights change at certain ages, with the most changes occurring at age 18
  • The rights and responsibilities of an adult
  • How parents can help their legal adult children prepare for times of crisis or emergency
  • The four in case of emergency legal documents your child should consider: Financial Power of Attorney, Healthcare Power of Attorney, Living Will, and HIPAA Release

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: I.C.E. Pack Workshop
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After attending any of these workshops, you will come away with clarity and the opportunity to schedule a free consultation with Attorney Wylkan to begin your plan for the future.

phillip wylkan, law, lawyer, attorney, estate planning

About Attorney Phillip Wylkan

Phillip T. Wylkan received his Bachelor of Science in Environmental Policy from Rutgers University and his Juris Doctorate from Lewis and Clark Law School, Portland, Oregon. Attorney Wylkan enjoys public speaking on such topics as Medicaid, Estate Planning, and current Elder Law issues with professionals, civic groups, and the public to help keep dialogue open in these important matters.

FREMONT
1243 Napoleon Street
Fremont, OH 43420
Phone: (800) 635-1355
Fax: (419) 332-5253

 
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