Bonus Program Meeting—Top Ten Estate Planning Lessons from Recently Deceased Celebrities

Date: Tuesday, October 20, 2020
Time: 7:15am - 9:00am
Location: Zoom
Speaker: Eido M. Walny, Atty, AEP®, EPLS, NAEPC National Board

 

We will open the Zoom meeting room at 7:15 am for networking! You will be assigned to a breakout room to network with fellow Council members and guests while you enjoy breakfast. It'll be just like sitting at a table at the Westlake Village Inn!

Register by Tuesday, October 13 for breakfast delivery!


Americans make all sorts of mistakes when it comes to estate planning. Celebrities are no exception to the rule, except that their mistakes are amplified by their notoriety and the size of their estate. From Prince to Whitney Houston, Anna Nicole Smith to Robin Williams, we will take a look at some recently deceased celebrities and the lessons we can all learn from their mistakes.


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.

In 2014, Mr. Walny 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.  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.

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. He is the Past-President of the Wisconsin Association of Mediators.  He also serves on the Planned Giving Counsel of the Zoological Society of Milwaukee, 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.

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