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Surgent’s Top 10 Celebrity Estate Mistakes and How to Avoid Them (SU1330/21)

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Surgent’s Top 10 Celebrity Estate Mistakes and How to Avoid Them (SU1330/21)

Member Price $89
Non-Member Price $119
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December 3, 2021 @ 10:00 am - 12:00 pm

Event Description

This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. In discussing familiar names such as Jackie Kennedy, Joan Rivers, Jimi Hendrix, James Gandolfini and Leona Helmsley, the course examines the pitfalls and best practices surrounding famous estates. Even Abraham Lincoln, it turns out, did not have a will. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.

Designed For

CPAs who advise clients on establishing an estate plan

Objectives

Understand the differences between a Power of Attorney, guardianship, and a will Understand the factors to consider in choosing an executor Understand why everyone should have a will Understand why a trust can be a powerful tool in administering the estate Understand how to care for a pet after death Review good practices in regards to estate claims and insurance

Major Subjects

Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning

Prerequisites

None

Instructions

None

Details

Date:
December 3, 2021
Time:
10:00 am - 12:00 pm

Other

Credit Hours
2
Max Registrations
0
Course Level
B
Course Type
Webinar