Topics will include: 

• Wisconsin is not next-of-kin for POAs 

• Gift tax scenarios 

• Probate vs. Non-probate 

• Elder financial abuse prevention 

• Naming beneficiaries properly 

• Passing along ownership of a 529/Education account 

Presented by: 

Estate Planning Attorney- Daniel Purtell, Wilson Law Group

Wealth Planning – Dr. Laurie Ellis-McLeod,  AERIE Preferred Financial Group