CENTRAL ARIZONA ESTATE PLANNING COUNCIL

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Topic: Celebrities, and what we can 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.

Mr. Walny has been named one of the Best Lawyers in America each year since 2021, and a Wisconsin SuperLawyer each year since 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.

RSVP must be received by 12:00 noon on Wednesday, November 1, 2023. Registration will close at this time.

Schedule

• 5:00 p.m. Networking
• 6:00 p.m. Dinner
• 6:20 p.m. Announcements
• 6:30 p.m. Program
• 7:30 p.m. Program Concludes

Dinner Menu

Salad

Wedge salad with iceberg, turkey bacon, baby heirloom tomatoes, pear vinaigrette (GF/DF)

Entrees

Short rib

Vegetarian: Quinoa with roasted vegetables

Dessert

Double fudge chocolate cake (GF/V)

EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.

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