Speaker Connection- Wylkan Estate Planning & Certified Elder Law
 

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Speaker Connection

The Law Office of Phillip T. Wylkan, Certified Elder Law Attorneys present free educational seminars on a wide-variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups and financial advisors in our community. If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.

Presentations Available (but not limited to):

LEGACY WEALTH PLANNING

  • Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It
  • Why Most Living Trusts Don’t Work

BASIC ESTATE PLANNING

  • Wills & Living Trusts
  • Reviewing Your Estate Plan
  • Estate Planning for the Small Business Owner
  • Estate Planning for the Gay & Lesbian Community
  • Estate Planning for Farmers & Ranchers
  • The 5 Myths of Estate Planning

ADVANCED ESTATE PLANNING

  • Planning with IRAs
  • Planning with Charitable Remainder Trusts
  • Family Limited Partnerships
  • Irrevocable Life Insurance Trusts
  • Lawsuit & Asset Protection

LONG-TERM CARE

  • Long-Term Health Care
  • Senior Survival Workshop
  • Protecting Your Assets from a Long Nursing Home Stay

CONTINUING EDUCATION PROGRAMS FOR FINANCIAL ADVISORS

  • Basic to Advanced Estate Planning Techniques
  • Planning with IRAs
  • Business Succession Planning
  • Trust Administration (Estate Settlement)
  • Special Needs Trusts
  • 529 Plans
  • Total Return Trusts
  • Drafting and Administering Special Needs Trusts
FREMONT
1430 Oak Harbor Road
Fremont, OH 43420
Phone: (800) 635-1355
Fax: (419) 332-5253

MAUMEE
1715 Indian Wood Circle, Suite 200
Maumee, OH 43537
Phone: (800) 635-1355
Fax: (419) 332-5253

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