The Future of Estate Planning Profession
Registration and cocktails
5:15pm – 5:45pm
Dinner
5:45pm – 6:30pm
Program
6:30pm – 7:30pm
RESERVATIONS
RSVP
by Friday, Sep. 13th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
About the program
In his presentation, “The Future of Estate Planning”, Mr. Walny will focus on both the current challenges and opportunities facing the estate planning profession. Mr. Walny will draw upon his personal experience having founded a boutique estate planning firm in Milwaukee, Wisconsin, to share insights on where the profession as a whole is headed and how planners can best position themselves to capitalize on these changing trends. The discussion will include a look at how the business model of estate planning has evolved, an analysis of the impact of shifting population demographics, an overview of what (if anything) planners should do in the wake of post-2017 Tax Reform, and a vision for the future of estate planning that includes collaboration between all sectors of the industry and better integrates new technologies.
About Eido Walny
Eido M. Walny received his J.D. from the Boston University School of Law and his AB with honors from The University of Chicago. Eido founded the Walny Legal Group LLC, a boutique estate planning, elder law and family law firm, in 2011 with an eye towards providing clients with high level legal care, but an equally high level of customer service. He is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issue. Eido has been recognized for numerous awards, including being selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine, being recognized as a “Leader in the Law” by the Wisconsin Law Journal, and being named as a Fellow to the Wisconsin Law Foundation’s class of 2013. In his spare time, Eido makes cufflinks, restores vintage cars, is on the counsel of his local municipality, and is the father to a gifted hockey player and Olympic-track figure skater.
