Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities

Date: Wednesday, April 19, 2023
Time: 12:00pm - 1:00pm
Location: Greater Cincinnati Foundation
Speaker: Eido M. Walny, J.D., AEP®, EPLS

 

This event is currently sold out. If you would like to be added to the waitlist, please email Misty at cincycouncil@gmail.com.

 

 

Join us on Wednesday, April 19th at 12:00 PM with Eido M. Walny Atty, AEP®, EPLS of the Walny Legal Group LLC at the Greater Cincinnati Foundation.
 
Topic: Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities
People make estate planning errors every day. Celebrities are no exception to that rule, except that their mistakes are amplified by their fame, wealth, and public curiosity. In this talk, we will examine the common mistakes made by recently deceased celebrities and illustrate how these mistakes could have been avoided. Without a doubt, you will see these errors reflected in the planning done by your every-day clients, as well.
 
Boxed lunches will be provided to all attendees.

We hope to see you there!
 
Board of Directors, Cincinnati Estate Planning Council
Event Details
 
Date:
Wed., April 19, 2023
 
Time:
11:45 AM - Registration
12:00 PM - Program
1:00 PM - Adjourn
 
Cost:
Members - $15.00
Non-Member - $35.00
 
Location:
Greater Cincinnati Foundation
720 E. Pete Rose Way
Suite 120
Cincinnati, OH 45202
FREE PARKING!
 
Deadline to Register:
THURSDAY, April 13th
Note: refunds will not be given for cancellations received after the registration deadline.
 
APPROVED CEU Credits
 
CFP
CPA
KY Legal
OH Insurance
OH Legal
 

2022-2023 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
 
Thank you to our
Luncheon Sponsor!
 
About the Speaker
Eido M. Walny, J.D., AEP®, EPLS
Walny Legal Group, LLC
 
Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law. He is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issues.
 
Eido founded the Walny Legal Group in 2011 with an eye towards providing clients with high level legal care, but an equally high level of customer service. He provides counseling to protect multi-generational family wealth, including drafting wills, revocable trusts, and irrevocable trusts designed to mitigate the effect of taxes, leverage wealth, and minimize the risk of creditors’ claims. His experience also includes structuring family and business succession plans, non-probate transfers, trust and probate administration, and preparation of guardianships. In addition, he commonly utilizes will alternatives, advances charitable giving, and does planning for families with special needs children.
 
Mr. Walny was named one of the Best Lawyers in America for 2021, 2022 and 2023, and a Wisconsin SuperLawyer in 2022. In 2014, he was selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine. Eido was recognized for his contributions to the legal professional as a 2013 “Leader in the Law” by the Wisconsin Law Journal, and named as a Fellow to the Wisconsin Law Foundation’s class of 2013. He has been recognized as a “Leading Lawyer” in the area of estate planning by M Magazine. In 2012, he was named a “Forty Under 40” honoree by the Milwaukee Business Journal, and a Financial Advisor magazine 2012 Private Wealth All-Star Team nominee. Each year between 2008 and 2017, Eido has been named a Wisconsin Rising Star in Milwaukee Magazine, a recognition granted to fewer than 2.5% of attorneys in the state. He was also named a Five Star: Best in Client Satisfaction Wealth Manager each year since 2009 by Milwaukee Magazine. Through the National Association of Estate Planners and Counsels, Eido is certified as an Accredited Estate Planner (AEP) and an Estate Planning Law Specialist (EPLS), the latter of which is the highest designation for an estate planning attorney that is currently recognized by the American Bar Association. Fewer than 100 attorneys in the nation have attained the EPLS designation. He has also been awarded the international TEP designation from the Society of Trust and Estate Practitioners.
 
Eido serves on the national Board of Directors of the National Association of Estate Planners and Counsels and is the Editor-in-Chief of the NAEPC Journal. He is the national estate planning editor for Investopedia.com. He is a member of the Real Property, Probate, and Trust Law section of the State Bar of Wisconsin, the New York State Bar Association, Illinois State Bar Association, and the American Bar Association, as well as a member of the Milwaukee Bar Association and past president in the Milwaukee Estate Planning Forum. He is also a member of the London-based Society of Trust and Estate Practitioners (STEP), a group which offers resources for attorneys whose clients face international estate planning issues. Eido is admitted to practice in Wisconsin, New York, Illinois and the U.S. District Court for the Eastern District of Wisconsin.
 
He also serves on the American Cancer Society’s Nationwide Gift Planning Advisor Council, is a member of the President’s Advisory Council of the Froedtert Hospital Foundation, and has been honored as a charter member by the Greater Milwaukee Foundation Mueller Society in recognition of the advancement of philanthropy. He is the Past-President of the Wisconsin Association of Mediators. He is also a business consultant for financial advisors through Select Advisors Institute, LLC. In addition to numerous professional positions, Eido is the President for the Village of Bayside, Wisconsin, and serves on several subcommittees, and county-wide committees.
 
In his free time, Eido makes cufflinks, restores classic cars, and manages his son’s hockey career.

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