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  • Estate planning 101 – the essentials

Estate planning 101 – the essentials

  • October 16, 2019
  • 10:00 AM - 12:00 PM
  • Oakwood Village University Woods, Center for Arts and Education,
  • 113

Registration


Registration Required by
Wednesday October 9
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TO ADD YOUR GUEST: click on the "ADD GUEST" button at the bottom of the registration form and enter the guest information, as indicated.
Registration is closed

UW Law School Emeritus Professor Howard Erlanger, JD, PhD, will cover the basics of estate planning in a lively session that will have you at the edge of your seat. He will address questions like these:

• What do I own? How does community property affect what I own? Is it true the even though my name is on the title – and it’s paid off -- I might not own it?

• Is it true that some–maybe most, or even ALL–of my property is not governed by my will? (Spoiler alert: YOUR WILL IS NOT YOUR ESTATE PLAN.)

• Why do I need to coordinate my estate plan?

• What’s a trust? Do I need one? Do my kids need one for my grandchildren?

• What about powers of attorney? Funeral arrangements? Taxes?

• Wouldn’t eternal life be easier than all this estate planning mishegas


Food pantry contribution:  

The pantry recipient for this event is Grace Episcopal Church.  Cash and checks payable to Grace Food Pantry will be accepted.


Parking

Enter Oakwood grounds at the traffic light at Island Drive and Mineral Point Road. Take the left fork and then the second driveway on the right to enter visitor underground parking. Push the button for assistance. Park in any visitor stall; take elevator to first floor lobby where signs or a receptionist will help. When you exit the underground parking the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot).

On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign) or enter the auditorium doors directly from the lower drive.

If taking the bus, Madison Metro Bus Routes 14 and 67 stop on Mineral Point Rd in front of Oakwood, if traveling easterly, or across Mineral Point Rd from Oakwood if traveling westerly. 

Here is a link to the Oakwood Village University Woods campus map showing the location of underground parking lot and surface parking spaces. The location of the Arts and Education Center is also highlighted in yellow.

Registration

Advance registration is required. You are encouraged to register online.  If you have not registered, we cannot guarantee that there will be enough handouts available.  If you or your companion registered for this seminar but cannot attend, please email or call the UWRA Office.

To register by phone or email, call or email 

UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu



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For More Information Contact UWRA

Sandi Haase, Executive Director

UW-Madison Retirement Association

21 North Park Street, Room 7205

Madison, WI 53715-1218

608-262-0641

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